FREDDY ORTA
Waco,TX
Summary
Organized and detail-oriented Investigator dedicated to improving efficiency, productivity and profitability through continuous process improvement. Analytical thinker skilled at developing innovative solutions to complex problems. Dependable professional with expertise in Customer Service, Contracts, Auto Technician and Management. Good problem solving and planning abilities with superior work ethic.
Overview
15
15
years of professional experience
Work History
Claims Adjuster
IA American Warranty Group
03.2023 - 05.2024
- Efficiently handled auto, RV, tire and wheel, and motorcycle claims.
- Coordinated inspection processes, including scheduling and reviewing inspection reports.
- Managed part documents by ordering and following up with suppliers.
- Maintained a customer service satisfaction rate of 88% or higher.
- Demonstrated strong multitasking abilities by staying current with emails and undergoing regular training on company protocols.
- Managed a high volume of calls from repair facilities and customers.
Insurance Agent
Primerica
03.2022 - 03.2023
- Managed client documents and premiums while actively recruiting new clients
- Utilized company-provided platforms and websites for efficient task execution
- Innovated strategies to optimize team performance and goal achievement
- Utilized various chart formats to provide breakdowns of cash flow and performance
- Built strong relationships with clients through consistent communication and excellent customer service.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
Auto Technician / Advisor
Bird Kultgen Ford
08.2016 - 01.2022
- Proficient in diagnosing and repairing vehicles of all makes and models. From engine, brakes, electrical, and more
- Strong understanding of automotive systems and components
- Ability to work independently and in a team environment.
- Provided prompt support and solutions to customers, maintaining a steady 98% CSAT score
- Increased customer satisfaction by 25% through proactive management of customer relationships
- Contributed to cross-departmental strategy building.
- Managed a department of 3 customer success advisors and 12 Techs.
- Proficient in Microsoft Office Suite, Alldata, Dealertrack, and FMC Dealer programs.
- Ford Certified technician in service and quicklane.
Lead Man
Oak Farms
01.2009 - 08.2016
- Communicated and coordinated efforts within the team and across organizational levels
- Diagnosed and troubleshooted mechanical problems on machines and electrical wires
- Planned and executed work with proper tools and materials to maximize efficiency
- Conducted routine and preventative maintenance tasks
- Facilitated harmonious working relationships to prevent problems and conflicts
- Made recommendations to improve work quality and efficiency
- Supervised and managed department work schedules and orders
- Assisted in employee training, boosting their skills and knowledge base for enhanced job performance.
Education
LIFE INSURANCE LICENSE -
PEARSONS CERTIFICATIONS
Waco, TX06.2022
HIGH SCHOOL -
STARS HIGH
Waco, TX01.2004
Skills
- Coachable
- Fast learning
- Strong computer skills
- Microsoft Office
- Excel
- Outlook
- Word
- Alldata
- Pro Demand
- Dealertrack
- FMC Dealer
- Auto Claims
- Life Claims
- High level of Accuracy
- Detail Oriented
- Multitasking
- Demonstrated success in a high-paced environment
- Self-motivated
- Minimal supervision
- Strong understanding of customer service experience
Timeline
Claims Adjuster
IA American Warranty Group
03.2023 - 05.2024
Insurance Agent
Primerica
03.2022 - 03.2023
Auto Technician / Advisor
Bird Kultgen Ford
08.2016 - 01.2022
Lead Man
Oak Farms
01.2009 - 08.2016
LIFE INSURANCE LICENSE -
PEARSONS CERTIFICATIONS
HIGH SCHOOL -
STARS HIGH
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