ADAN ORTIZ, JR.

COMMERCIAL INSURANCE EXPERT

Mobile Phone

956-566-1943

E-mail Glyph Icon

adamortiz327@gmail.com

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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 Acq​uisition

Risk Assessment

Project Management

Customer Relations

Strategic Planning

Effective Communication

EDUCATION

2003

Associate of Applied Science

South Texas College

LANGUAGES

English

Spanish

COMMUNITY

  • Board Member & Director of Coaches Mid Valley Youth Soccer
  • Budget and Finance Committee & Board Member First Baptist Church Weslaco
  • Volunteer parent Weslaco High School Band

REFERENCES

Available upon request.