JESSICA G ORTIZ
Primerica
Moreno Valley,CA
1
Language
1
Certification
22
years of professional experience
Dependable team player experienced in providing exceptional customer service, data entry and records management. Highly organized and self-motivated, with excellent communication and interpersonal skills. Proven ability to remain calm and professional in high-stress situations while being able to quickly and effectively resolve customer complaints. Possesses exceptional communication, organizational and multitasking skills. Committed to providing the highest quality service and creating a positive customer experience.
Work History
Life Insurance Broker
2 Years 4 Months- Maintained a thorough understanding of client needs to provide tailored advice on life insurance policies
- Prepared accurate quotes based on customers' needs, budgets, and preferences
- Managed client portfolios effectively by keeping track of policy renewals, claims processing
- Cultivated relationships with existing clients to ensure customer satisfaction and loyalty
- Ensured compliance with state laws governing life insurance policies by staying up-to-date on changes in legislation
- Developed strong knowledge of the life insurance industry and its products, regulations, and processes
- Attended conferences, seminars and or training related to the life insurance industry in order to stay updated on latest developments.
- Provided comprehensive training sessions to new team members in order to facilitate their onboarding process
Operations Assistant, Parent Engagement Specialist
4 Years 8 Months- Responsible for tracking student daily/percentage attendance
- Assist with classroom coverage for teachers
- In charge of keeping a well organize inventory of school supplies
- Assist manager with daily school sells, weekly bank deposit, processing open invoice, and managing school credit cards and other daily operations tasks as needed
- Work with our Food Company, 'Better 4 You Meals' for all students' food orders and special events' menu orders
- Updated the Google Drive Bloomfield Child Nutrition Program Summary sheet weekly and prepared monthly reports for the food program Mealtime.
- Supervised lunch line to ensure orderly student service and adherence to safety protocols. during students breaks
- Facilitated parent communication through newsletters, calendars, and Blackboard Connect (voice recorded messages) as part of Parent Engagement.
- Scheduling as well as providing translation for parent conferences with administration, counselors, and teachers
- Updating school website on weekly a weekly basis
- Tracking parent volunteer hours in our Help Counter Program
- Preparing all sign-in sheet, agendas and all other documents for monthly school board meetings
- Supported parent workshops, town hall meetings, coffee with the principal, monthly parent committee, and other school-wide events
- Maintained office database and filing system.
- Assisted in inventory management by monitoring stock levels, organizing supplies, and processing orders.
Nurse Assistant
1 Year- Answered incoming calls; directed them to appropriate personnel or took detailed messages when necessary.
- Delivered food to patient's room, fed elderly patients, walked around floor to ensure that patients and visitors alike were comfortable
- Informed nurses if patients were in discomfort or needed to take their medication
Child Care Aide
6 Years 4 Months- During my time at Hope Street Family Center my primary responsibilities was the care of infants during playtime
- Secondary responsibilities included but were not limited to: preparing food, feeding infants and toddlers during snack and lunchtime
- Supervised when children took naps, changing cribs sheets after nap time
- Overall maintaining a clean and welcoming environment for children, families and staff
Education
Completed coursework towards Mount St. Mary's college
HIGH SCHOOL DIPLOMA
Skills
Customer service
Office administration
Patient care
Social media marketing
Financial planning
Certified Physical Therapy Assistant
Certification
Certified Physical Therapy Assistant
Languages
Spanish
Native or Bilingual
Timeline
Life Insurance Broker
Primerica
06.2024 - CurrentRead More
Operations Assistant, Parent Engagement Specialist
Alliance Margaret M
08.2015 - 04.2020Read More
Nurse Assistant
California Hospital Medical Center
11.2009 - 11.2010Read More
Child Care Aide
Hope Street Family Center
06.2004 - 10.2010Read More
Ready Academy High School
HIGH SCHOOL DIPLOMA
Read More
Trade-Tech College
Read More
Mount St. Mary's college
Read More