Candace Ortiz

Purpose driven individual with *+ years of customer service and leadership roles.

*** **** **.

San Antonio, TX 78208

210-***-****

ad1y2u@r.postjobfree.com

EXPERIENCE

Compass Group Travel — Travel Advocate/ Sales

June 2023- Present

Greet new clients in person or via zoom. Get to know prospects and cater our services to their needs. Negotiate service packages as well as financing. Complete Docusigns and contracts. First point of contact to clients and their families.

Magnolia Pancake House, Bandera — Lead Server/ Shift Lead

May 2022-June 2023

Greeting and seating customers, taking both online and in store orders, delivering food and drinks to tables,cash handling, customer service and hospitality, maintaining cleanliness of section, and close duties.

USAA- P&C Insurance Professional

March 2021- May 2022

Work from home representative taking calls quoting, issuing and servicing property and casualty policies. Uncovering the underlying needs of members by exploring their individual situation. Educating members on the value of policies and liability.

Kohl’s Department Store- Risk Management

January 2020- May 2021

Hybrid Senior Risk Management representative taking outbound calls for past due accounts. Negotiate payments, recite legal disclosures, update and verify account information. As well as help card holder with any questions pertaining to their account and notiating accounts accurately.

Maintaining QA, BMPH, and Productivity.

Planet Fitness, Bandera — Fitness Instructor

June 2017 - January 2020

Instructing classes full-time, helping with billing issues, performing info calls as well as tours, member sign-ups, and maintaining gym equipment.

EDUCATION

Kaplan College- Personal Lines Licensed Insurance Agent

Currently licensed in all 50 states.

IFA, online school — Personal Training and Group Instruction Certification

August 2017 - September 2o17

Online course and exam to be certified to work as a licensed instructor.

John Paul Stevens HIgh School, San Antonio, TX— Distinguished diploma

August 2011- June 2014

Graduated High School at sixteen: president of french club, varsity cheerleader for 3 years, volleyball for one year, and varsity track for 4 years.

SKILLS

Customer service

Active listening

Interpersonal Communication

L eadership

Time management

Critical thinking

Flexible

Sales

LANGUAGES

English

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