Summary
Overview
Work History
Education
Skills
Certification
Awards & recognition
MEMBERSHIPS & COMMUNITY INVOLVEMENT
Travel
Availability
Languages
Timeline
Generic

Rafael Ortiz

Caguas

Summary

Dynamic, results-driven executive with over 17 years of experience leading large-scale business transformations and driving sustainable growth in competitive markets. Proven track record of developing high-impact strategies, leading cross-functional teams, and executing on ambitious business goals. Known for an entrepreneurial mindset, strong financial acumen, and commitment to operational excellence.

Overview

20
20
years of professional experience
1
1
Certification

Work History

Agency General Agent

Asegura Inc
07.2010 - Current
  • Lead a General Insurance Agency through a period of accelerated growth and innovation in a highly competitive market
  • In charge and run all daily agency operations
  • Budget management and asset allocation
  • Set and comply the company's annual objectives
  • Address compliance and regulatory issues
  • Work with departmental leaders to guarantee results for the company
  • Actively oversee sales and marketing results, on boarding process and members retention programs
  • Streamlined operations by automating manual processes, reducing administrative workload and response time.
  • Optimized team performance by setting clear expectations, providing constructive feedback, and recognizing outstanding contributions to agency success.
  • Promoted a culture of continuous improvement within the agency by seeking feedback from employees and customers alike on areas requiring attention or enhancement.
  • Boosted revenue growth with strategic pricing models and innovative product offerings tailored to client needs.
  • Developed and maintained partnerships with key stakeholders, including carriers, vendors, and clients to promote collaboration and mutual success.
  • Managed risk effectively by adhering to stringent underwriting guidelines set forth by regulatory bodies throughout all transactions conducted within the agency''s purview.

Senior Sales Manager

MMM Healthcare
08.2004 - 07.2010
  • Directed all brokers and independent agents in sales process
  • Actively work on selection process, recruit independents agents and agencies
  • Training and development
  • Field evaluations
  • Comply with al “CMS” marketing guidelines
  • Monitoring sales performance and create work plans
  • Promote motivational reward programs
  • Identify market opportunities and product distribution
  • Increased overall sales revenue by implementing effective sales strategies and building strong client relationships.
  • Collaborated closely with marketing teams to develop targeted campaigns that drove significant increases in qualified leads and overall sales performance.
  • Mentored junior sales professionals in advanced selling techniques, resulting in accelerated career progression and enhanced contributions to overall team success.
  • Exceeded annual sales targets consistently by maintaining a proactive approach to lead generation and pipeline management.

Education

Associate - Industrial Engineering

UPPR
San Juan, PR
01.2004

Skills

  • Business Strategy Development
  • Corporate Governance
  • Operational Efficiency
  • Underwriting Risk Management & Compliance
  • Talent Development & Leadership
  • Sales & Marketing proficiency
  • Financial Planning
  • Strong negotiation skills
  • Workplace Safety Protocols
  • Organizational Skills
  • Decision-making capabilities
  • Time management expertise

Certification

  • Insurance License in Life, Health, Disability, Property & Casualty (NIPR)
  • General Agent
  • Strategic Leadership Programs
  • Chfc, in process American College

Awards & recognition

  • General Agency of the Year 2023
  • Sales Manager of the Year 2008
  • Top Sales Agent 2004 and 2005

MEMBERSHIPS & COMMUNITY INVOLVEMENT

  • Board Member of PIA, Puerto Rico Insurance Agents
  • Volunteer Mentor, Executive Leadership Development Program

Travel

Willing to travel up to 50% globally

Availability

Open to relocation for the right opportunity

Languages

Spanish
English

Timeline

Agency General Agent

Asegura Inc
07.2010 - Current

Senior Sales Manager

MMM Healthcare
08.2004 - 07.2010

Associate - Industrial Engineering

UPPR

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Rafael Ortiz