Christopher Ortiz Email & Phone Number
Who is Christopher Ortiz? Overview
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Christopher Ortiz is listed as Registered Client Service Associate at Merrill Lynch, a with 34842 employees, based in Miami, Florida, United States. AeroLeads shows a matched LinkedIn profile for Christopher Ortiz.
Christopher Ortiz previously worked as Registered Client Service Associate at Raymond James and Care Manager at Index Health. Christopher Ortiz holds Bachelor Of Arts - Ba, Anthropology from University Of Florida.
Email format at Merrill Lynch
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About Christopher Ortiz
Motivated individual with expertise in customer service and conflict resolution. Skilled with working with customers to develop solutions to multifaceted problems. An accomplished and results-oriented professional who is always pursuing challenges and who thrives in high-presRaymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htmRaymond James & Associates, Inc., Member New York Stock Exchange/SIPC sured environments.
Christopher Ortiz's current company
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Christopher Ortiz work experience
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Registered Client Service Associate
Current
Care Manager
Financial Advisor Trainee
-Schedule appointments to meet with and present detailed information to clients-Identify clients' needs and made suitable service recommendations to meet financialrequirements-Used creative sales techniques to find and develop relationships with prospective clients -Took care of client service requests for account maintainence-SIE Licensed-Series 7 Licensed-Licensed 2-14 Florida Life Insurance Agent
Patient Care Coordinator
-Coordinate major medical surgeries for patient plan members including, but not limited to, checking eligibility, obtaining pre-certifications and organizing necessary travel itineraries to for surgeries outside of patients home location-Create meaningful relationships and provide excellent customer service to plan members by preparing a maximum cost savings analysis while assisting them throughout the surgery process-Utilize Salesforce to create and manage patient cases and provider / plan sponsor information, having closed on average 10 surgery cases per month with a goal of 8 per month-Lead meetings to identify process improvements and resolve any issues that have risen-Gather medical records to prepare cases to present to providers across the United States-Provide documentation and verbal translation services to our patients who are Spanish-speaking
Benefits Coordinator
-Organized and verified insurance benefits for more than 50 patients daily to ensure their co-payments and out-of-pocket expenses were accurate-Acquired insurance authorizations for orthopedic equipment ordered by the attending physician and provided medical documentation for workers compensation claims-Consolidated applicable EOBs (explanation of benefits) for orthopedic services so the patients had a detailed summary of coverages-Provided administrative support to department (office logistics, front desk interactions with patients, etc.)-Facilitated communication and provided summary of appointment between Spanish-speaking patients and office members
Lead Patient Coordinator / Exercise Technician
-Formed interpersonal partnerships with local providers to increase physical therapy referrals-Audited old insurance bills to ensure they were correct, which saved the company revenue by clearing up billing issues-Utilized programs such as Microsoft Excel and Clinicient to close out month-end data, which averaged a billed amount of $50-70k per therapist-Proposed and created program with partnering gym to move graduated rehabilitation patients to the gym to continue their recommended exercise routines-Created work schedules for therapists and employees to maintain consistent workflow throughout the office-Managed and maintained marketing and event content on all social media platforms for the office to optimize engagement for potential patients-Assisted therapists create 10 home exercise programs per day
Colleagues at Merrill Lynch
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Nicholas Simmons, Cima®, Cepa®, Cpfa™
Colleague at Merrill LynchMiami, Florida, United States
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DH
David Haslam
Colleague at Merrill LynchOcala, Florida, United States
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WM
Wailan Martin
Colleague at Merrill LynchWalnut Creek, California, United States
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UH
Urbano Helguera
Colleague at Merrill LynchArgentina
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MS
Michael Scheel
Colleague at Merrill LynchPennington, New Jersey, United States
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JH
Jennifer Holland
Colleague at Merrill LynchGreater Indianapolis, United States
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AF
Alex Freeland
Colleague at Merrill LynchAtlanta, Georgia, United States
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JA
Jim Ambrose
Colleague at Merrill LynchOmaha, Nebraska, United States
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PB
Paul Brewer
Colleague at Merrill LynchConcord, New Hampshire, United States
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AC
Alexander Callahan
Colleague at Merrill LynchSeattle, Washington, United States
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Christopher Ortiz education
Bachelor Of Arts - Ba, Anthropology
Associate Of Arts - Aa, Health Sciences
Frequently asked questions about Christopher Ortiz
Quick answers generated from the profile data available on this page.
What company does Christopher Ortiz work for?
Christopher Ortiz works for Merrill Lynch.
What is Christopher Ortiz's role at Merrill Lynch?
Christopher Ortiz is listed as Registered Client Service Associate at Merrill Lynch.
Where is Christopher Ortiz based?
Christopher Ortiz is based in Miami, Florida, United States while working with Merrill Lynch.
What companies has Christopher Ortiz worked for?
Christopher Ortiz has worked for Merrill Lynch, Raymond James, Index Health, Ubs, and Transcarent.
Who are Christopher Ortiz's colleagues at Merrill Lynch?
Christopher Ortiz's colleagues at Merrill Lynch include Nicholas Simmons, Cima®, Cepa®, Cpfa™, David Haslam, Wailan Martin, Urbano Helguera, and Michael Scheel.
How can I contact Christopher Ortiz?
You can use AeroLeads to view verified contact signals for Christopher Ortiz at Merrill Lynch, including work email, phone, and LinkedIn data when available.
What schools did Christopher Ortiz attend?
Christopher Ortiz holds Bachelor Of Arts - Ba, Anthropology from University Of Florida.
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