Candace Ortiz
Purpose driven individual with *+ years of customer service and leadership roles.
San Antonio, TX 78208
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