Marisa Ortiz
Hughson,CA
Summary
Committed hardworking and dedicated job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Phenomenal service skills, strong ability to multi-task, great attention to detail, proactive and punctual with team – oriented mentality
Overview
10
10
years of professional experience
Work History
Underwriting Specialist
Pronto Insurance Agency
Hughson, CA
02.2023 - 08.2024
- Prepared reports summarizing analysis results for management review.
- Identified opportunities to improve underwriting processes or procedures.
- Inbound and Outbound calling in the UW department
- Reviewed and evaluated customer's applications to determine eligibility for insurance coverage.
- Developed relationships with brokers, agents, and external partners who may refer potential customers.
- Collaborated with other departments within the organization to ensure efficient processing of customer applications.
- Conducted periodic reviews of existing policies in order to determine if adjustments are necessary due to changes in customer circumstances or market conditions.
- Entered and maintained risk information in various information systems.
- Wrote to field representatives, medical personnel or others to obtain further information or explain company underwriting policies.
Licensed Sales Agent
Pronto Insurance Agency
Modesto, CA
05.2021 - 02.2023
- Phenomenal service to my colleges and customers, sales quotas achieved, act independently with minimal direction, excellent communication skills both oral and written, strong interpersonal skills
- Build and maintain effective relationships with customers, ensuring complete customer satisfaction and complete new business on boarding and drove business development by delivering product knowledge
- Maintained accurate records of client information in CRM software system.
- Identify new business opportunities via telephone, referral generation, and utilizing various lead sources provided
- Developed insurance quotes, endorsements and close sales
- Processed applications and paperwork related to policy issuance or renewal.
- Assessed customer needs to recommend appropriate products or services.
- Generated leads through cold calling, networking, referrals, and other marketing initiatives.
Customer Service Representative
Modesto Toyota
Modesto, CA
02.2019 - 04.2021
- Assessed customer needs and upsold products and services to maximize sales, advised customers of special pricing opportunities and company offerings, answered 100+ inbound calls per day and directed to designated departments, translated services for 10- person team to serve Spanish- speaking customer needs
- Trained 2+ new employees each 4 months in procedures and polices in order to maximize team performance
- Escalated customer concerns, store/ office issues and inventory requirements to supervisors, exceeded company productivity standards and reaching quotas.
Behavior Technician
Esperanza Behavior Therapy
Newman, CA
06.2017 - 01.2019
- Communicated with patient’s families to explain treatment process, answer questions and maintain relationships, educated patients, families, and caregivers on diagnosis, treatment and disorder management, equipping them with tools to achieve and maintain optimal psychiatric and mental health
- Accurately documented all observations, interventions, and concerns in patient charts and electronic systems, developed comprehensive treatment plans, activity plans and instructional materials to assist with treatment, one on one ABA with clients under 12, assisted them with building life and social skills useful for everyday activities and interactions.
Administrative Assistant
City of Modesto
Modesto, CA
04.2014 - 04.2017
- Directed customer communication to appropriate department personnel and offered information to resolve inquires, boosting customer satisfaction, organized and maintained filing and document management systems by coordinating archiving and purging files
- Developed administrative processes to achieve organizational objectives and improve office efficiency, greeted visitors or callers daily to handle inquires or direct to appropriate persons
- Maintained inventory in administrative building supply closet to prevent shortage of supplies, delivered administrative support to team members, including making copies, sending faxes, organizing documents, and rearranging schedules.
Skills
- Problem-solving abilities
- Adaptive team player
- Bi-literate
- Documentation review and policy evaluation
- Inbound & outbound calling
- Employee training and development
- POS systems
- Managing risks and coverage determination
Timeline
Underwriting Specialist
Pronto Insurance Agency
02.2023 - 08.2024
Licensed Sales Agent
Pronto Insurance Agency
05.2021 - 02.2023
Customer Service Representative
Modesto Toyota
02.2019 - 04.2021
Behavior Technician
Esperanza Behavior Therapy
06.2017 - 01.2019
Administrative Assistant
City of Modesto
04.2014 - 04.2017
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