Jose Ortiz
Southbridge,MA
Summary
Resourceful and self-motivated Account Manager with excellent client oversight, issue resolution and relationship-building expertise. Maximized repeat business opportunities and utilized proven techniques to retain customer base. High-level insurance knowledge and strong collaborative skills; desiring a secure position that is both challenging and rewarding.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Account Manager
The Hilb Group
10.2020 - Current
- Establishes and strengthens long-lasting client relationships using active listening and issue resolution to provide first class service within assigned book of business.
- Identifies, obtains, and analyzes all information necessary to evaluate risk exposures and determine appropriate coverage.
- Upsells additional products and services after identifying customer needs and requirements.
- Enhances insurance agency reputation by accommodating new and different requests and by exploring opportunities to add value.
- Displays consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Reviews quotes and policy applications for errors and coordinates with underwriters on consistent basis to facilitate quick completion of application and binding process for new and rewritten policies.
Insurance Sales Agent
O'Connor & Co. Insurance Agency
11.2015 - 10.2020
- Sought out new clients and developed client relationships through networking and direct referrals.
- Facilitated sales of new business policies while maintaining high customer satisfaction with existing customers.
- Consistently maintained book of business and would remarket renewals as necessary.
- Responded to and resolved endorsement, renewal, billing or claims inquiries.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
Insurance Service Center Rep Sr.
MAPFRE Insurance
04.2013 - 11.2015
- Professionally quoted and sold private passenger automobile insurance to individuals while ensuring that all policy requirements were fulfilled prior to and after binding policies.
- Provided ongoing high quality, caring service through research, problem solving and resolution to customer problems and inquiries.
- Maintained strong knowledge and understanding of insurance products offered by MAPFRE Insurance and practices and procedures of underwriting, as well as all specific state laws and regulations and understanding of practices, procedures and workflow of all functional departments.
Customer Service Representative
MAPFRE Insurance
04.2012 - 04.2013
- Provided high quality, professional, caring service by following established department procedures.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Provided assistance and technical guidance as it relates to policy, billing inquiries, and status requests; effectively relayed information associated with company processes and procedures.
- Met customer call guidelines for service levels, handle time and productivity.
Education
Bachelor of Science - Business Administration
Caribbean University
Bayamon, PR2000
Skills
- Customer Relationship Management
- Time Management
- Product Knowledge
- Account Management
- Sales Tactics
- Revenue Retention
- Excellent Communication Skills
- Client Rapport-Building
- Acquiring New Customers
- Proficient in Microsoft Word, Excel, Power Point, Access, Kronos, AS400 and AMS360/Image Right
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Certification
Commonwealth of Massachusetts - Personal Lines Producer License
Timeline
Account Manager
The Hilb Group
10.2020 - Current
Insurance Sales Agent
O'Connor & Co. Insurance Agency
11.2015 - 10.2020
Insurance Service Center Rep Sr.
MAPFRE Insurance
04.2013 - 11.2015
Customer Service Representative
MAPFRE Insurance
04.2012 - 04.2013
Bachelor of Science - Business Administration
Caribbean University
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