Carlos Orengo Cortés Email & Phone Number

Amelia, OH, US

Cincinnati, Ohio, United States

• Successfully handled production support cases, strengthening our internal & external business relationships.
• Gathered and submitted project requirements, while designing & then executing test plans for the different software enhancement projects assigned.
• Reduced corporate waste by improving existing processes to allow for future efficiencies.
• Strong communication skills exercised regularly between policy holders, producers, executive management, actuarial, marketing teams, and law department for various policy inquiry items.
• Updated a variety of rates across all subsidiaries and created sales reports for several departments.

Cincinnati, OH

• 4+ years of experience with life insurance industry customer service for a variety of life & annuity products.
• Educated both internal and external customers & agents through multiple policy change and service tasks.
• Solution driven; experienced improving business & operational processes by leveraging analytical abilities.
• Demonstrated flexibility when workloads required overtime or adjusted schedules to meet business needs.

Cincinnati, Ohio

• Built client relationships by researching, analyzing, and resolving service requests and complaints.
• Identified cross-selling opportunities through lead generation and retained business through conservation.
• Submitted ideas that were later implemented to improve the Spanish-speaking clientele line.
• Efficient at drafting letters, servicing annuities, servicing claims, and translating English to Spanish interactions for the entire W&S enterprise.

Cincinnati Area, OH

• Successfully oversaw business operations in 6 states while actively recruiting new talent for all teams.
• Drove accountability through area managers to exceed sales metrics while providing exemplary white-glove customer service and accurately handing on-hand inventory of more than $2M.
• Originated, developed, and expanded new product segments through agile business practices.
• I built stronger business relationships with current clients while introducing new accounts into the portfolio.

Guaynabo, Puerto Rico

I provided quality telephone customer service to American taxpayers and educated them on their tax liabilities & responsibilities.

San Juan, Puerto Rico

I helped manage health & welfare benefits for employees of a distinguishable USA company account: United Parcel Service®. I followed-up and completed cases while maintaining a quality service level. I was also assigned the Puerto Rico clientele and administered retirement benefits..

Bayamón, PR

I provided telephone customer-service and efficiently sold the company’s products. I met and exceeded company goals while also preparing sales reports on a daily basis. Conducting monthly training assessments and testing the company’s software updates were also some of the tasks I mastered.

Plaza Las Américas - San Juan, PR

I was in charge of coaching, training and managing staff. I was involved in processing merchandise; leading the team towards the company’s goals; keeping track of sales; promoting workplace security and organizing meeting activities.

Bachelor Of Business Administration (Bba), Marketing, . . . . . . Cum Dpa 3.28 / Cum Mpa 3.83

Activities and Societies: Member of the American Marketing Association

High School Diploma & Visual Arts Diploma, Photography

Activities and Societies: Member of the Science Club