Dale J. Ortman
Jasper,GA
Summary
Dedicated professional with a history of meeting company goals utilizing consistent and organized practices while handling multiple projects with a high degree of accuracy. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
29
29
years of professional experience
1
1
Certification
Work History
Owner/Operator
Certified Inspectors Of America
01.2017 - Current
- Certified Inspectors of America Certified Inspectors of America provides third-party testing for indoor air quality and potential remediation procedures and processes for mold remediation
- Profitable business in first year with average annual growth of 25%
- Gain recurring clients such as realtor networks, remediation companies
- Managed day-to-day business operations
- Consulted with customers to assess needs and propose optimal solutions
- Created and monitored promotional approaches to increase sales and profit levels.
- Certifications in Building Design Efficiency and Certified Mold Inspector
Instructor/Examiner/Facilitator
South Cherokee Driver Improvement
08.2015 - Current
- South Cherokee Driver Improvement South Cherokee Driver Improvement offers classes to teen drivers and offers behind-the-wheel instruction and classes for alcohol and drug risk reduction
- Teach skills to young and inexperienced drivers behind-the-wheel
- Facilitate 20-hour class monthly for individuals mandated to take risk reduction classes for alcohol and drug offenses
- Give all exams for individuals getting their driver's license through third-party testing (all paperwork and documentation associated with that process)
- Offered friendly and efficient service to customers, and handled challenging situations
- Client satisfaction and recommendation rate of 100%
Account Manager
Allstate Dykstra and Kemp Agency
04.2013 - 02.2016
- Allstate specializes in many property and casualty solutions for personal and business protection
- Gather information and turn prospects into clients through premiere customer service and quoting tools
- Give presentations to insured and family members explaining coverage and financial products
- Lead meetings and contribute data and information for use in determining agency operations and efficiency
- Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms (80%+ renewal rate)
- Managed $8 Million book of business while writing all new business for the agency
Financial Advisor
Edward Jones
03.2011 - 04.2013
- Edward Jones is a full-service investment firm dealing with stocks, bonds, mutual funds, and other financial instruments for investing
- Gather assets and make recommendations for finances based on client goals
- 20-30 quality contacts daily by phone or in person
- Met quarterly goals in assets ranging from $100,000 to $750,000
- Give presentations to groups including business owners employees and families
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each client's individual needs
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries, and providing quotes
Vice President
Rainbow International of NW Georgia
06.2008 - 03.2011
- Rainbow International is a franchise company that works with people who have suffered damage to their homes either by fire, water, smoke, or mold
- Responsible for hiring employees and training them to use correct protocols and procedures
- Work with insurance companies in repair, documentation, and billing of loss
- Organize and implement training courses for insurance agents and adjusters
- Identified opportunities to improve business process flows and overall departmental productivity (grew business by 50% in one year)
- Hired and managed employees to maximize productivity while training staff on best practices and protocols
Land Buyer and Site Planner and Sales
Naterra Land, Inc, Naterra Land
02.2001 - 06.2008
- Naterra Land (Four Seasons Realty) is a recreational/residential land developer with numerous offices in five states
- Coordinated with site personnel, clients, and local government officials to achieve on-time project delivery
- Training of other land buyers on strategies, utilities, and budgets
- Integrating new strategies for increasing direct prospect response
- Consulted and assisted in designing sales and marketing material
- Designed and implemented marketing and networking strategy for sales growth
- Led weekly production and operations contractor meetings, facilitating stronger communication and helping to resolve critical issues
Junior High School Teacher
Elementary, St. Cloud Christian School
09.1994 - 01.2001
- Cloud Christian is a smaller private school (300+ students)
- Implemented and organized numerous after-school programs and activities
- Prepared academic lessons for class lectures to accommodate unique learning styles
- Conducted parent-teacher conferences to communicate student progress and foster parental engagement, involvement, and cooperation
- Member of committee focused on curriculum review as well as coach of basketball
Education
Bachelors of Science - Elementary Education
Northern State University
Aberdeen, SD05.1993
Skills
- Business Planning
- Budget Development
- Staff Management
- Financial Management
- Sales Leadership
- Staff Training
- Customer Relations
- Business Development
- Verbal and Written Communication
- Articulate Communication
Accomplishments
- Certified teacher, instructor, and road test examiner (South Cherokee Driver Improvement)
- Started Certified Inspectors of America and made it profitable within six months of roll-out
- Property, Casualty, Life, and Health Licenses (Allstate)
- Experienced in sales and marketing, client services, and international business (Edward Jones)
- Start-up of a new Franchise Company (Rainbow International of NW Georgia)
- Designed and implemented strategic analysis of market and velocity of competition (Naterra Land)
Certification
- IICRC Certified - 2009 to 2012
- Certified Financial Advisor - 2011 to 2015
- Certified DDS Examiner and Instructor - 2015 to Present
Timeline
Owner/Operator
Certified Inspectors Of America
01.2017 - Current
Instructor/Examiner/Facilitator
South Cherokee Driver Improvement
08.2015 - Current
Account Manager
Allstate Dykstra and Kemp Agency
04.2013 - 02.2016
Financial Advisor
Edward Jones
03.2011 - 04.2013
Vice President
Rainbow International of NW Georgia
06.2008 - 03.2011
Land Buyer and Site Planner and Sales
Naterra Land, Inc, Naterra Land
02.2001 - 06.2008
Junior High School Teacher
Elementary, St. Cloud Christian School
09.1994 - 01.2001
Bachelors of Science - Elementary Education
Northern State University
- IICRC Certified - 2009 to 2012
- Certified Financial Advisor - 2011 to 2015
- Certified DDS Examiner and Instructor - 2015 to Present
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