Erick Ortiz
El Paso
Summary
Focused customer service professional skilled in lead generation, and customer relationship development . Accomplished in providing unsurpassed support to demanding customers. Offering over 5 years of experience in related roles, as well as passion for always improving numbers, enhancing knowledge and exceeding expectations. Analytical problem-solver with excellent communication skills. Effective at interviewing claimants, compiling records and documenting findings.
Driven performer equipped to handle multiple administrative tasks effectively.
Overview
8
8
years of professional experience
Work History
Sales Consultant
Progressive Casulty Insurance
04.2023 - Current
- Provided comprehensive product knowledge and guidance to help clients on product selection..
- Overcame objections using friendly, persuasive strategies.
- Followed up promptly with interested clients to close sales.
- Registered customer information on database to enable tracking history and maintain accurate records.
- Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
- Educated customers on product and service benefits, explaining features and answering questions.
Insurance Producer
Famers Insurance
09.2022 - 11.2022
- Provided information on features, policies and relative advantages to promote insurance packages.
- Adhered to all regulations for insurance sales.
- Approached potential clients by using direct marketing mailings and phone contacts.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Worked in high-volume, competitive sales environment.
- Set up policies and completed all documentation.
Claims Representative
TriWest Healthcare Alliance
09.2021 - 07.2022
- Performs claims research, including interpreting VA policies, investigating automated transactions, documenting outcomes, updating records and reporting accurately on research findings Resolves incorrect claims
- appropriate measures to comply with HIPAA regulations to protect privacy of beneficiaries health information
- providing details about referrals, authorizations, claim status and billing discrepancies
- Provide clear and accurate information
- Communicated effectively with staff members of operations, finance and clinical departments.
Customer Service Representative
HGS
07.2018 - 09.2021
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Verified insurance coverage by telephone and online to guarantee proper reimbursement of benefits and estimate patients' financial responsibilities.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
Crew
McDonalds
04.2016 - 05.2018
- Took necessary steps to meet customer needs and effectively resolve food or service issues
- Recorded customer orders and repeated them back in a clear, understandable manner
- Communicated clearly and positively with co-workers and management
- Resolved guest complaints promptly and professionally
- Carefully maintained sanitation, health and safety standards in all work areas
Education
High School Diploma -
Penn Foster Career School
Scranton, PA04.2016
Skills
- Reliable and punctual
- Problem Solving
- Active listening
- Conflict resolution
- Computer literacy
- Soft Skills
- Reliable team worker
- Neat, clean and professional appearance
- Proven leader
- Account management
- Client needs analysis
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Sales Consultant
Progressive Casulty Insurance
04.2023 - Current
Insurance Producer
Famers Insurance
09.2022 - 11.2022
Claims Representative
TriWest Healthcare Alliance
09.2021 - 07.2022
Customer Service Representative
HGS
07.2018 - 09.2021
Crew
McDonalds
04.2016 - 05.2018
High School Diploma -
Penn Foster Career School
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