Gilberto Ortiz
Sr Account Manager
Palm Harbor,FL
Summary
Driven Lead Sales Associate with proven success in leadership roles and extensive knowledge of sales techniques and strategies. Committed to exceeding goals, working closely with coworkers and closing sales quickly. Expertise in various sales tactics and negotiations. Personable Lead Sales Associate skilled in executing creative sales strategy and fostering customer satisfaction. Energetic and detail-oriented. Passionate about building customer connections and maximizing sales.
Overview
22
22
years of professional experience
3
3
years of post-secondary education
1
1
Certification
2
2
Languages
Work History
Insurance Sales Agent
Teleperformance USA
Tampa, FL
08.2021 - Current
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Explained advantages, features and disadvantages of various policies to promote sale of plans, boosting overall sales [Number]%.
- Handled approximately 80-100 outbound and inbound sales-related calls per week to qualify individuals interested in purchasing insurance coverage.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
Team Lead/Health Insurance Sales Agent
TZ Insrance Solutions LLC
Tampa, FL
07.2019 - 07.2021
- Assisted low performing agents and provided actionable feedback for coaching with manager
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
- Sold health, dental, life and other various insurance products to individuals on inbound and outbound calls using consultative selling techniques.
- Conducted research on insurance packages and investment options to generate client recommendations.
- Monitored agent calls to ensure policies are followed and quality is maintained
- Ensured all HIPPA, Medicare and ACA guidelines were met.
Senior Case Manager
Allstate
Largo, Florida
01.2018 - 07.2019
- Field inbound calls from BMW, Ferrari, Tesla, Karma and various other roadside customers that require roadside assistance; jump starts, tire changes, winches, lockouts & various other services.
- Provided safety planning, crisis intervention and case management to clients.
- Identified care needs of individual patients and coordinated responses based on physician advice, insurance limitations and procedural costs.
- Gather all pertinent information in regards to the service needed by the customer all while showing empathy and compassion to the customer’s present situation
- Collaborated with individuals and families to evaluate service delivery.
- Performed thorough interviews and documented all details.
Sales Operations Coordinator
Charter Communications
Tampa, Florida
01.2017 - 07.2017
- I assist Direct Sales Agents in the field in entering their sales and if addresses are serviceable
- Advise Third Party Vendors of the services customers are eligible in certain areas as well as enter the sales for those vendors
- Manage all internet based orders by scheduling and running credit inquiries on them.
- Informed sales team on availability and interpretation of forecasting and territory management data to enable team members to close more sales.
- Trained team members in proper data entry and contract execution within available electronic tools and platforms, demonstrating streamlined sales practices.
- Worked closely with sales management to inspect sales process quality and prioritize opportunities for improvement.
Team Lead/Sales/Product Comparison Representative
TZ Insrance Solutions LLC
Tampa, FL
08.2012 - 10.2015
- Retained consumer memberships through utilization of sales tools and techniques
- Addressed consumer needs and outlined how continued membership will fulfill those needs
- Adhered to previously approved scripting with a 98% quality assurance average
- Upsold customers wishing to keep their product with dental, life insurance and hospital indemnity plans
- Met monthly and daily metrics of calls handled, average handle time, attendance and other metrics
- Led sales team to exceed quarterly sales goals.
Education
Associate of Science - Forensic Psychology
John Jay College of Criminal Justice
New York, NY 1 1996 - 1 2000
Regents Diploma - undefined
Sacred Heart High School
01.1991 - 01.1995
Skills
Account management
Certification
2-15 Insurance License
Timeline
Insurance Sales Agent
Teleperformance USA
08.2021 - Current
Team Lead/Health Insurance Sales Agent
TZ Insrance Solutions LLC
07.2019 - 07.2021
Senior Case Manager
Allstate
01.2018 - 07.2019
Sales Operations Coordinator
Charter Communications
01.2017 - 07.2017
Team Lead/Sales/Product Comparison Representative
TZ Insrance Solutions LLC
08.2012 - 10.2015
Regents Diploma - undefined
Sacred Heart High School
01.1991 - 01.1995
Associate of Science - Forensic Psychology
John Jay College of Criminal Justice
1 1996 - 1 2000
Similar Profiles
Mariela PorterMariela Porter
Customer Service Representative at Teleperformance USACustomer Service Representative at Teleperformance USA
Michelle CumminsMichelle Cummins
Lead Customer Service Representative at Teleperformance USALead Customer Service Representative at Teleperformance USA
Saidhu PAZHAYIDATHSaidhu PAZHAYIDATH
Customer Service Representative at Teleperformance USACustomer Service Representative at Teleperformance USA
Isaac BarayIsaac Baray
Operations Expert at Teleperformance USAOperations Expert at Teleperformance USA
Drew AdamsDrew Adams
Vice President of Sales at HivelocityVice President of Sales at Hivelocity