Enid J. Bernard Ortiz
Saint Cloud,FL
Summary
Hardworking and reliable promoter with strong ability in communication . Offering responsibility and dynamism. Highly organized, proactive and punctual with team-oriented mentality.
Overview
16
16
years of professional experience
Work History
Agent
MMM
Caguas, PR
08.2019 - 05.2021
- Created positive product impressions by engaging with potential customers to increase sales opportunities.
- Built strong base of loyal customers through friendly interactions and professional engagement.
Independent Insurance Agent
Multinational Life Insurance
San Juan, PR
06.2011 - 09.2017
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Delivered individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
- Analyzed customer needs and provided best options, upselling products and services.
- Coordinated appointments and consultations with clients to identify individual needs and gain better understanding of overall financial situations.
Independent Insurance Agent
MCS
San Juan, PR
02.2010 - 07.2013
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Analyzed customer needs and provided best options, upselling products and services.
- Delivered individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
Insurance Agent
SSS
Cayey, PR
10.2008 - 11.2009
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Analyzed customer needs and provided best options, upselling products and services.
- Delivered individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
Promoter
Orlando Family Physicians
Osceola, Fl
09.2022 - 04.2024
- Maintain an report accurate daily,week,monthly event tracking logs, and all individual productivity enrolments through the appropriate systems.
- Take daily photos of events and community engagement while out in the field.
- Assist with the development of new events and activities that will contribute to engagement while out in the field.
- Develop and maintain business relationship with community partners to grow and retain membership.
Education
Associate of Applied Science - Teacher Science
Universidad De Puerto Rico
Cayey05.2005
High School Diploma -
Ana J. Candelas
Cidra, PR05.2001
Skills
- Communication
- Relationship building
- Organizational skills
- Customer service
- Team management
- Reliable & trustworthy
- Good work ethic
- Organization
- Ecw
- Athena
- CRM
- Avility
- Genesis
Timeline
Promoter
Orlando Family Physicians
09.2022 - 04.2024
Agent
MMM
08.2019 - 05.2021
Independent Insurance Agent
Multinational Life Insurance
06.2011 - 09.2017
Independent Insurance Agent
MCS
02.2010 - 07.2013
Insurance Agent
SSS
10.2008 - 11.2009
Associate of Applied Science - Teacher Science
Universidad De Puerto Rico
High School Diploma -
Ana J. Candelas
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