Scott Ortiz

Scott Ortiz Email and Phone Number

Continuous Improvement | Process Optimization | Customer Experience | Leadership Develoment | Chatbots & Automation | Remote Team Mgmt @ LPL Financial
san diego, california, united states
Scott Ortiz's Location
San Tan Valley, Arizona, United States, United States
About Scott Ortiz

I'm a passionate leader with a proven track record of driving efficiency, customer satisfaction, and profitability. I thrive in fast-paced environments and excel at creating and implementing innovative solutions that streamline processes and empower teams. In my 18 years in the Financial Services Industry, I have worked for companies with as few as 200 employees to Fortune 100 & 500 companies with thousands of employees on multiple continents.Here's what I bring to the table:Strategic Vision: I have a keen eye for identifying areas for improvement and a strategic approach to developing and implementing solutions.Operational Expertise: My experience spans process design, automation, outsourcing, change management, and more, creating a well-rounded understanding of operational excellence.Customer Focus: I'm dedicated to delivering exceptional customer experiences. Whether it's through channel consolidation, chatbot implementation, or team coaching, I ensure a frictionless experience for customers and first-contact resolution.Team Leadership: I believe in fostering a culture of continuous improvement and developing high-performing teams. By providing coaching, mentorship, and clear communication, I empower my team to excel and achieve their full potential.I have lead teams in:- Life Insurance Operations- Retirement Services- Third Party Administration- Fleet Management- Roadside AssistanceI have lead business units in:- Call Centers- OperationsI have experience in:- New Process Design Creation- Offshore Outsourced Solutions- Process Automation & Robotics Development - Process Improvement- Change Management - Lean Process Management- Team Coaching & Development - Customer Channel Consolidation- Third-party Vendor Relations / Management - Remote Employee ManagementI'm always looking for opportunities to leverage my skills and experience to drive positive change. You can reach me at scottortiz397@gmail.com.Let's connect and discuss how I can help your organization achieve its goals!

Scott Ortiz's Current Company Details
LPL Financial

Lpl Financial

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Continuous Improvement | Process Optimization | Customer Experience | Leadership Develoment | Chatbots & Automation | Remote Team Mgmt
san diego, california, united states
Website:
lpl.com
Employees:
7900
Scott Ortiz Work Experience Details
  • Lpl Financial
    Manager, Service Center
    Lpl Financial Aug 2024 - Present
    United States
  • Voya Financial
    Director Of Digital Services
    Voya Financial Dec 2019 - Apr 2024
    Chandler, Arizona, United States
    VOYA FINANCIAL, Chandler, AZ 2019 to 2024Director, Digital Operations Lead digital operations for 1K+ clients through chat and email channels, providing best-in-class experiences for customers through digital agents and chatbot.• Reduced incoming email volumes by 90%, resulting in $210K annual savings by consolidating customer channels• Partnered with SCRUM team to implement chatbot technology as first point of contact for customers, achieving 85% resolution rate.• Outsourced 50% of stateside staff to The Philippines, decreasing expenses and ensuring business continuity.• Implemented workflow changes, lowering interaction handle times by 30 seconds using existing technology.• Retooled workflow system to move work items to “push” methodology, resulting in 95% of requests completed within contractual turnaround times.
  • Massmutual
    Senior Director, Policyholder Services
    Massmutual Jul 2014 - Oct 2019
    Phoenix, Arizona
    MASSMUTUAL FINANCIAL SERVICE, Phoenix, AZ 2014 to 2019Senior Director, Policyholder Services – Life Post IssueManaged multi-site, cross-functional department of 18 associates, delivering back-office customer support for policy change and reinstatements, in-force policy illustrations, owner / beneficiary changes and disability insurance.• Conducted daily team huddles with associates, reviewing previous day’s successes and opportunities while determining plan for current business needs.• Promoted continued employee growth by providing regular coaching sessions and held monthly 1:1s with associates to evaluate performance.• Facilitated problem-solving sessions and acted as Problem Solving Champion for leadership team, identifying continuous improvement opportunities to reduce expenses.• Performed Walkabouts and Process Confirmations daily, determining improvement areas.• Led several projects, providing efficiency gains though implementation of capacity models, OCR, ICR and automation.• Identified opportunity to outsource internal printing using existing technology, resulting in annual savings of $170K .• Developed 9 associates to external promotional opportunities through Education, Experience and Exposure.
  • Agia
    Member Benefits Support Manager
    Agia Nov 2005 - Jul 2014
    Scottsdale, Az
    AGIA AFFINITY SERVICES, Scottsdale, AZ 2005 to 2014Member Benefits Support ManagerAssumed newly created position that combined Document Processing Manager position with Post-Acquisition Maintenance Manager position to eliminate silos from dependent processing areas. Led team of 26 associates and 3 supervisors responsible for processing post-acquisition maintenance requests, new policy issue and underwriting for membership base of over 1M customers.• Reduced time service by 10 days and lowered inventory by leveraging existing technology.• Partnered with other departments to support ad hoc fix-it projects, correcting customer accounts without utilizing technology resources.• Provided monthly reporting to clients, including service levels, turnaround time, and additional statistical performance data, demonstrating adherence to contractual goals.

Scott Ortiz Education Details

  • York Community High School - Elmhurst, Il.
    York Community High School - Elmhurst, Il.
    General Studies

Frequently Asked Questions about Scott Ortiz

What company does Scott Ortiz work for?

Scott Ortiz works for Lpl Financial

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

Scott Ortiz's current role is Continuous Improvement | Process Optimization | Customer Experience | Leadership Develoment | Chatbots & Automation | Remote Team Mgmt.

What schools did Scott Ortiz attend?

Scott Ortiz attended York Community High School - Elmhurst, Il..

Who are Scott Ortiz's colleagues?

Scott Ortiz's colleagues are Gaurav Patel, Jessica M., Laura Gentry, Tanesha Dicks, Jenna Knocke, Jamie Leverette, Hila Passyousofi.

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