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
Caguas, PR
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
San Juan, PR
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, PR01.2004
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