Life Insurance Management
Resume:
GILBERTO ORTIZ
Gil Ortiz LinkedIn
Bloomfield, NJ
**********@*******.***
PROJECT MANAGEMENT SPECIALIST
Project Management Specialist experienced with processing various life insurance policy forms nationwide with the departments of insurance via the SERFF electronic filing application. Liaison between the product implementations team and internal programmers so that the firm’s products could be introduced on-time and within budget. Experienced also with electronic prospectus SEC filings via the EDGAR electronic filing application. Liaison for fund reimbursements from outside fund managers.
Competencies
Training and Mentoring
Communications
Microsoft Office Suite
Problem Solving
Analytical Skills
Time Management
Process Management
Compliance
Relationship Management
Documentation
Prudential Financial, Newark, NJ 6/1996-2/2020
Project Management Specialist, Individual Life Contracts & Prospectus Unit
Experienced with electronic SERFF contract filings based on product updates to ensure the forms meet state department of insurance guidelines:
Developed individual life insurance state filed policy forms using an in-house desktop publishing system
Assembled the filing of the forms to be filed nationwide via SERFF for review and approval with 96% of the states implemented on introduction date on average
Worked with business partners in gathering support materials and provided new business systems with product specific information for programming
Participated on special projects including market conduct insurance exams and drafting standard operating procedures which were used by new employees for training purposes
Experienced with electronic EDGAR prospectus filings based on annual seasonal changes to ensure the prospectuses disclose aspects of the products being offered according to SEC standards:
Filed registration statements in HTML format by form type
Managing the annual list of Edgar filing codes
Worked with legal to ensure documents meet SEC requirements
Filed annual Form-D filings
Billed fund managers for outside fund reimbursements
ADDITIONAL RELEVANT PRUDENTIAL EXPERIENCE
Settlements Specialist, Global Advisors Unit 7/1993-6/1996
The primary function was settlements of international foreign exchange trades. Also handled claims settlements for any trade fails.
Clerk, Mutual Fund Unit 4/1990-7/1993
Assisted accountant’s with various administrative duties including calling various brokers for final day’s pricing of Net Asset Value (“NAV”) calculations for fund management.
Clerk, Short Term & Global Operations Unit 5/1989-4/1990
Performed routine work defined by standard practice, e.g. sorting and distributing mail, making copies and performing administrative duties.
ADDITIONAL RELEVANT EXPERIENCE
Blue Cross Blue Shield, Florham Park, NJ 7/1988-5/1989
Clerk, Adjustments Unit
Processing customer status changes such as address changes or death notices for health insurance policies.
EDUCATION
Gibbs College, Livingston, New Jersey State of New Jersey Licensed Insurance Producer
Associate of Applied Science, Computer Networking License No: 300*******
Contact this candidate