Luis Ortega
Bentonville,AR
Summary
Goal-oriented LSP effective at dealing with individuals during stressful and confusing situations to address benefits needs and navigate agency structures. Practiced at working with regulatory limits and department standards to handle requirements via email, letter, telephone calls and in person. Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Licensed Insurance Sales Professional
Dan Cheek Allstate
Bentonville , Ar
05.2023 - Current
- Processed applications for new insurance policies and provided policy documents to customers.
- Responded to inquiries and explained product features and service advantages to potential customers.
- Generated leads through cold calling prospects and referrals from existing clients.
- Verified accuracy of information provided by applicants on application forms prior to issuing policy documents.
- Pursued continued professional development through insurance workshops, course and webinars.
- Provided guidance on filing claims when necessary due to an accident or other incident covered by an insurance policy.
- Reviewed existing policies to identify opportunities for additional coverage or cost savings.
- Maintained accurate records of all client transactions in accordance with company protocols.
- Counseled prospects and policyholders on coverage, limits and regulations.
- Advised clients on how best to manage their risks through use of different types of insurance coverages.
- Exceeded company sales goals for new policies.
Repair Technician
Zebra Technologies
Bentonville , Arkansas
04.2019 - Current
- Completed partial or full dismantling of equipment to quickly repair or replace defective components and restore functionality.
- Conducted diagnostic procedures to determine root cause of customer problems and provide accurate repair recommendations.
- Maintained inventory of repair supplies and ordered parts.
- Assessed operating conditions and adjusted settings to maximize performance and equipment longevity.
- Cleaned and lubricated parts to keep equipment operating at peak performance.
- Implemented preventive maintenance measures to decrease emergent issues.
Lot Porter
Everett Chrysler Dodge Jeep Ram Fiat
Springdale, Arkansas
03.2016 - 01.2019
- Enhanced intake process by greeting and assisting customers promptly.
- Maintained physical appearance of lot to attract customers to business.
- Communicated with coworkers and managers about completed duties.
- Cleaned and organized Showroom floor
- Communicated with service team and other staff to assist customers.
- Parked and retrieved cars according to customer needs.
- Escorted drivers to vehicles and helped load or carry large items.
Tester
TRG
Rogers, Arkansas
12.2015 - 03.2016
- Read, interpreted and followed written test instructions and procedures to accurately test products.
- Conducted tests and diagnostic procedures using tools such as analyzers, multimeters and power supplies.
- Wrote and executed effective functional tests and carried out exploratory testing to assess product performance.
- Supported, implemented and helped shape test approach by identifying solutions to recurring issues.
- Repaired faults, reassembled products and completed additional tests.
Data Processor
Yusen Logistics
Rogers, Arkansas
09.2014 - 12.2015
- Located and corrected data entry errors and reported to management.
- Verified accuracy of data before transcribing.
- Sorted and processed incoming reports before putting data into processing software.
- Managed workflow scheduling, data entry and accuracy verification for large data projects.
- Double checked accuracy of hard copy paperwork and rectified any issues.
- Scanned documents and saved in database to keep records of essential organizational information.
Education
High School Diploma -
Rogers High School
Rogers, AR05.2014
Skills
- Operational Systems
- Social Perceptiveness
- Communications Strategies
- Computer Proficiency
- Referral Generation
- Performance Tracking
- Email Communication
- Client Relationship Building
- Policy Analysis
- Cold-Calling
- Customer Retention
- New Business Development
- Insurance Sales Strategy
- Risk Management
- Consultative Sales Techniques
- Appointment Management
- Product Knowledge
- Sales Quota Achievement
- Rapport Building
- Proposal Preparation
Certification
- Active Property and Casualty License
Languages
Spanish
Native/ Bilingual
Timeline
Licensed Insurance Sales Professional
Dan Cheek Allstate
05.2023 - Current
Repair Technician
Zebra Technologies
04.2019 - Current
Lot Porter
Everett Chrysler Dodge Jeep Ram Fiat
03.2016 - 01.2019
Tester
TRG
12.2015 - 03.2016
Data Processor
Yusen Logistics
09.2014 - 12.2015
High School Diploma -
Rogers High School