Amber Ortiz

Amber Ortiz Email and Phone Number

Account Manager, CISR at Lockton Companies @ Lockton Companies
Amber Ortiz's Location
Orange County, California, United States, United States
Amber Ortiz's Contact Details

Amber Ortiz personal email

n/a
About Amber Ortiz

I am Amber Ortiz, Account Manager, with 9 years of experience within the Commercial Insurance Industry.I pride myself on building relationships, collaborating with my colleagues, and working on process improvement initiatives. I am grateful for all the opportunities I have had thus far,and look forward to providing the best customer service experience for my current and future clients.

Amber Ortiz's Current Company Details
Lockton Companies

Lockton Companies

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Account Manager, CISR at Lockton Companies
Amber Ortiz Work Experience Details
  • Lockton Companies
    Account Manager
    Lockton Companies Oct 2021 - Present
    Global, Us
    Experience managing accounts with multiple lines of business such as property & casualty, excess, wc, auto & cargo policiesFosters and manages overall relationship with clients ensuring retention of large market book of business and high satisfactionInitiates renewal process for existing clients and creates renewal strategy with Account ExecutiveConducts marketing, reviews quotes and coverages for competitiveness and accuracyReviews and summarizes marketing results and prepares proposalsBinds insurance coverage and prepares binders and/or delegate certificates issuanceManages outstanding deliverables covered during monthly open items call with clientsReviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collectionsProvides mentoring to staff to support Account Executive
  • Ses Risk Solutions
    Account Manager
    Ses Risk Solutions Jun 2019 - Oct 2021
    Santa Ana, California, Us
  • Ses Risk Solutions
    Account Associate - Lead
    Ses Risk Solutions Oct 2017 - Jun 2019
    Santa Ana, California, Us
  • Ses Risk Solutions
    Operations Specialist
    Ses Risk Solutions Jan 2015 - Oct 2017
    Santa Ana, California, Us
    Increased flood revenue by 20% year over yearProcessed various reports for carriers, brokers, and clientsDelegated daily responsibilities to new employees ensuring projects were completed in a timely mannerAbility to manage multiple projects, streamline processes, and provide recommendationsAccountable for delivering high quality and efficient customer service to both internal and external clientsResponsible for fostering a culture of performance and continuous improvement
  • Ce Hospitality
    Corporate Administrative Assistant
    Ce Hospitality Nov 2012 - Dec 2014
    Shifted from paper to electronic communication to increase efficiency by 50%Communicated with general managers to address employee and customer concerns Worked with general managers and administrative staff to resolve issues related to quality, timeliness, and employee concerns Executive support to the CEO: reported daily functions for 3 hotels and provided daily performance reportsPerformed various HR duties such as new hire onboarding, payroll, and posted job ads Assisted with accounts payable such as petty cash, bank reconciliations, and inventory
  • A & G Instruments
    Quality Assurance Coordinator
    A & G Instruments Oct 2011 - Oct 2012
    Processed quality assurance calibration reports which conformed to ISO RegulationsScheduled technicians for onsite jobs and prepared reportsResearched and accurately maintained CRM database files to meet customer's special handling requirementsProactively identified areas of opportunity and presented them to leadership

Amber Ortiz Skills

Data Entry Bilingual English/spanish Microsoft Excel Microsoft Word Multi Tasking Fast Paced Clerical Work Invoicing Close Attention To Detail Phone Etiquette Leadership Microsoft Powerpoint

Amber Ortiz Education Details

  • California State University, Fullerton
    California State University, Fullerton
    General

Frequently Asked Questions about Amber Ortiz

What company does Amber Ortiz work for?

Amber Ortiz works for Lockton Companies

What is Amber Ortiz's role at the current company?

Amber Ortiz's current role is Account Manager, CISR at Lockton Companies.

What is Amber Ortiz's email address?

Amber Ortiz's email address is ao****@****ins.com

What schools did Amber Ortiz attend?

Amber Ortiz attended California State University, Fullerton.

What are some of Amber Ortiz's interests?

Amber Ortiz has interest in Social Services, Children, Civil Rights And Social Action, Education, Poverty Alleviation, Human Rights.

What skills is Amber Ortiz known for?

Amber Ortiz has skills like Data Entry, Bilingual English/spanish, Microsoft Excel, Microsoft Word, Multi Tasking, Fast Paced, Clerical Work, Invoicing, Close Attention To Detail, Phone Etiquette, Leadership, Microsoft Powerpoint.

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