Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

MARIELIS ORTEGA

San Antonio,TX

Summary

Detail-oriented Insurance Sales Agent bringing about a year so far of insurance product and policy management expertise to growing organization. Focused and analytical with passion for client satisfaction and team goal achievement.

I have dedicated my time to team development and client retention support growth and client satisfaction. Excellent history of increasing revenue while protecting client assets by delivering individualized policy and product recommendations.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Licensed Insurance Agent

Allstate
San Antonio, TX
09.2021 - 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.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.

Fraud Operations Specialist

Citibank
San Antonio, TX
08.2019 - 06.2021
  • Reviewed reports and individual transactions which appeared suspicious to uncover possible fraudulent activity.
  • Analyzed large amounts of data to find patterns of fraud and anomalies.
  • Contacted customers directly to notify of fraudulent activity and minimize impacts.
  • Collaborated with team members to discuss fraud trends and brainstorm methods to combat this type of crime.
  • Provided exemplary level of customer service to clients and company personnel.

Customer Service Support Specialist

LabCorp
San Antonio, TX
03.2016 - 04.2019
  • Handled day-to-day doctor and patients contact via phones, faxes and emails.
  • Provided primary doctor support to internal and external doctors and patients.
  • Maintained doctor and patient satisfaction with forward-thinking strategies focused on addressing doctor as well as patient needs and resolving concerns.
  • Liaised with patients, management and medical team to better understand patient needs and recommend appropriate solutions.

Member Relationship Officer

Security Service Federal Credit Union
San Antonio, TX
02.2013 - 04.2015
  • Carried out day-day-day supervisal duties accurately and efficiently.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
  • Worked flexible hours; night, weekend, and holiday shifts.
  • Performed duties in accordance with applicable standards, policies and regulatory guidelines to promote safe working environment.
  • Maintained energy and enthusiasm in fast-paced environment.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.
  • Offered friendly and efficient service to customers, handled challenging situations with ease.
  • Proved successful working within tight deadlines and fast-paced atmosphere.

Education

High School Diploma -

Warren High School
San Antonio, TX
05.2012

Skills

  • Binder Coverage
  • Insurance Program Analysis
  • Insurance Customization
  • Insurance Industry Knowledge
  • Claims Information Gathering
  • Annual Reviews
  • Claims Reporting Systems
  • Team Training
  • Administrative Support
  • Professional Relationships
  • Customer Care
  • Efficient and Detail-Oriented

Certification

  • Property And Casualty General Lines License - LIC # 2677581
  • Property Management
  • Mortgage Loan Originator

Languages

English
Native or Bilingual
Spanish
Native or Bilingual

Timeline

Licensed Insurance Agent

Allstate
09.2021 - Current

Fraud Operations Specialist

Citibank
08.2019 - 06.2021

Customer Service Support Specialist

LabCorp
03.2016 - 04.2019

Member Relationship Officer

Security Service Federal Credit Union
02.2013 - 04.2015

High School Diploma -

Warren High School

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