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Bernardo Ortega Resume
1. Bernardo Ortega
3800 26th Street North, Saint Petersburg, FL 33714
(919)-721-9969 bortega0507@gmail.com
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Self-Description
I am self-motivated, results-oriented, confident, flexible, and optimistic. I believe that it takes strong enthusiasm and
motivation to get work and goals accomplished in a timely manner.
Education
East Carolina University College of Human Ecology, Greenville, NC December 2014
Bachelor ofScience in Criminal Justice
Pitt Community College Arts & Science Division, Winterville, NC August 2012
Associate in General Education
Skills
Fluent in Spanish and English, Proficient in Microsoft Office Word, Power Point, Excel, Access,Teamwork,
Leadership Skills, Customer Service, Time Management, Deepening Relationships, and Organizational Skills
License
Florida Resident Insurance License- 0215 Life INCL VAR Annuity & Health
Honors/Activities
Top Retail Sales Consultant in District, Dean’s List (Fall 2014), Science Club, Student Association of Latino-
Spanish Affairs (S.A.L.S.A..),Ronald McDonald House Volunteer, American Red Cross Donor, S.A.L.S.A.
Dance Team,High School Sports Participant (soccer captain),track, swimming, Intramural Sports Participant
Professional Experience
American Insurance Agencies Direct,Inc. Tampa, FL October 2017 - Present
Insurance Agent
• Receive inbound calls in a call center environment from prospects for life and health
insurance selling opportunities.
• Grow business and drastically improve profitability by identifying new target markets,
establishing and nurturing customer relations, and generating innovative strategies.
• Advised and counseled customers through precise and effective communication which
insurance plans best suited their needs and budget.
• Aided clients with premiums, effective dates and policy terminations.
• Establish payment methods for sales.
• Evaluate leads obtained through direct referrals and lead databases.
• Ensured that customer's service needs are addressed in an effective and efficient manner.
• Utilize computer programs that are applicable to American Insurance Agencies Direct, Inc.
Prime Communications, Tampa, FL December 2015 – November 2017
Retail Sales Consultant
• Solutions specialist for every customer and create a positive experience.
• Problem solving and assist customers with questions and concerns.
• On-boarding, training and coaching of Retail Sales Consultants.
• Day-to-day store operations, such as inventory counts, skill-building, scheduling, etc.
• Operate in a supportive team in a fast-paced environment.
• Connect people with the latest technology – all while meeting sales goals.
• Apply affective training from the initial greeting to closing the sale.
Internship/Professional Experience
Doster,Post, Silverman, Foushee, Post & Patton, P.A.,Sanford, NC August 2014 – December 2015
Legal Assistant
Managed to make good first impressions on clients, and work well under pressure.
Typed documents for the attorneys from dictation.
Prepared correspondences and answered the telephone.
Greeted and assisted clients and maintained the attorney’s calendar.
Filed paperwork, including motions in the Clerks Office.
2. Translated and interpreted for the attorneys in conferences with Spanish speaking clients.