Sarina Ortiz
Citrus Springs,FL
Summary
Detail-oriented Personal Lines Insurance Producer & Manager since 2007. Aiming to leverage a proven knowledge of direct sales and client relationship management skills to successfully fill the Personal Lines role at your company. Frequently praised as hard-working by my peers, I can be relied upon to help your company achieve its goals.
Overview
16
16
years of professional experience
Work History
Managing Sales Producer
WEST ENTERPRISES DBA JGI
10.2021 - Current
- Managing Book of Business
- Quote personal lines leads
- Bind new business personal lines policies
- Hands on B2B with realtors and lenders
- Data Entry
- Compliance Manager for new business
- Specialize in home & auto insurance
- Endorsements, payments, and customer service support as needed.
Sales Producer
WEST INSURANCE OF FLORIDA NOW WEST ENTERPRISES
08.2016 - 10.2021
- Personal Lines Sales
- Quote & Bind Policies
- Networking & B2B with Realtors & Lenders
- Data Entry
- Specialize in home & auto insurance
- Endorsements, payments, and customer service support as needed.
Agency Sales & Personal Lines Manager
FED USA - FREEWAY INSURANCE
07.2007 - 08.2016
- Quote personal lines leads
- Bind new business personal lines policies
- Agency Manager - manage a group of six agents and CSR's (agent scheduling, daily productivity (reviews), daily agency reports)
- Data Entry & Processing
- Specialize in home & auto insurance
- Endorsements, payments, and customer service support as needed.
Education
Certificates - Business
BROWARD COLLEGE
Davie, FLBachelor of Arts - Business Supervision & Management
BROWARD COLLEGE
Davie, FL05.2022
Associates of Arts - Business
BROWARD COLLEGE
Davie, FL08.2021
Associate of Science - Paralegal Studies - Law
BROWARD COLLEGE
Davie, FL05.2014
Skills
- Sales
- Microsoft Office
- Insurance Sales
- B2B Sales
- Direct Sales
- Underwriting
- Account Management
- Office Management
- Management
- Microsoft Outlook
- Sales Management
- Upselling
- Certifications and Licenses
- Certified Notary Public
- Property & Casualty License
Additional Information
2008 FED USA/FREEWAY - Awarded Underwriter of the Year
2018 WEST INSURANCE OF FLORIDA - Awarded Outstanding Sales Performance
Timeline
Managing Sales Producer
WEST ENTERPRISES DBA JGI
10.2021 - Current
Sales Producer
WEST INSURANCE OF FLORIDA NOW WEST ENTERPRISES
08.2016 - 10.2021
Agency Sales & Personal Lines Manager
FED USA - FREEWAY INSURANCE
07.2007 - 08.2016
Certificates - Business
BROWARD COLLEGE
Bachelor of Arts - Business Supervision & Management
BROWARD COLLEGE
Associates of Arts - Business
BROWARD COLLEGE
Associate of Science - Paralegal Studies - Law
BROWARD COLLEGE
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