ADAN ORTIZ, JR.
COMMERCIAL INSURANCE EXPERT
956-566-1943
adamortiz327@gmail.com
Weslaco, TX
Commercial Insurance Specialist with over 10 years in the industry, dedicated to delivering exceptional service and achieving client-focused goals. Proven track record in providing tailored insurance solutions, maintaining strong client relationships, and consistently meeting and exceeding sales targets. Adept at navigating complex policies and regulations, ensuring comprehensive coverage, and optimizing client satisfaction. Highly skilled in risk assessment, strategic planning, and effective communication, committed to driving growth and success for both clients and the organization.
EXPERIENCE
2015 - 2024
Acrisure/AtoZ Insurance Group | Weslaco, TX
Commercial Trucking Insurance
I played a crucial role in protecting the assets and operations of trucking businesses in South Texas ensuring they have the necessary coverage to operate with confidence and security. I am responsible for providing comprehensive insurance solutions tailored to the unique needs of the commercial trucking industry. My key responsibilities and duties included client acquisition, risk assessment, and client relations management.
2012 - 2015
Credit Solutions | Weslaco, TX
Lead Salesperson
As lead salesperson, I contributed to the success of Credit Solutions by helping clients improve their credit scores and achieve their financial goals while driving sales and revenue growth for the business. I developed and implemented sales strategies to attract and secure new clients, educated clients about the credit repair process, including timelines, expected outcomes, and costs, and developed personalized credit repair plans tailored to each client's specific situation.
2008 - 2012
ARI Transport
Truck Driver
Safely operate commercial trucks, including long-haul and local delivery vehicles, in compliance with all traffic laws and regulations. Manage time effectively to adhere to delivery schedules and meet deadlines. Verify the accuracy of cargo deliveries against shipping documents and report any discrepancies. Interact professionally with clients, dispatchers, and other stakeholders. Maintain accurate logs of driving hours, mileage, and fuel consumption in accordance with Department of Transportation (DOT) regulations. Follow all safety protocols to minimize the risk of accidents and injuries.
EXPERTISE
Client Acquisition
Risk Assessment
Project Management
Customer Relations
Strategic Planning
Effective Communication
EDUCATION
2003
Associate of Applied Science
South Texas College
LANGUAGES
English
Spanish
COMMUNITY
REFERENCES
Available upon request.