RICARDO ORTEGA
Acrisure Protection Group
Santa Ana,CA
1
Certification
19
years of professional experience
Education-focused professional with a background in teaching, customer support, and project coordination. Skilled at breaking down complex information into clear, accessible instruction and supporting learners and colleagues through new processes and tools. Experienced in managing multiple projects, maintaining accurate documentation, and delivering responsive support in fast-paced, high-expectation environments. Builds trust quickly, communicates patiently with users of varying technical comfort, and follows through reliably. Eager to support faculty, staff, and students by designing accessible learning experiences, troubleshooting technology, and helping teams use digital tools effectively.
Work History
Assistant Account Manager
3 Months- Supported account managers with policy servicing, endorsements, and renewal preparation.
- Processed certificates of insurance and evidence requests using agency management systems.
- Coordinated carrier follow-ups to resolve underwriting questions and policy discrepancies.
- Reviewed client files for accuracy, completeness, and timely documentation updates.
MIDDLE SCHOOL ENGLISH TEACHER
3 Years- Communicated complex concepts and instructions to students and parents, enhancing understanding and engagement.
- Maintain accurate records of student performance, attendance, and communication.
- Managed high volume of daily interactions, effectively resolving concerns and conflicts to maintain a positive learning environment.
- Coordinated with administrators and colleagues to implement educational plans and adhere to procedures, fostering collaboration and consistency.
- Adapt quickly to changing priorities while maintaining professionalism.
SALES ASSOCIATE
2 Months- Collaborated with team members to meet sales and service goals at high volumes.
- Provided front line customer service by listening carefully and matching products to needs and budgets.
- Learned and explained product features and benefits in clear, confident terms.
- Handled routine transactions accurately while safeguarding customer information.
- Part Time, Seasonal
PROJECT MANAGER: PRODUCT SPECIALIST
5 Years- Managed multiple projects concurrently, coordinating appointments and timelines.
- Interpreted customer needs and translated them into appropriate technical solutions.
- Conducted on-site visits to support customers and verify solution effectiveness.
- Resolved issues by troubleshooting, escalating, and following up to confirm satisfaction.
- Documented customer interactions and project updates with accuracy and clarity.
TEAM LEAD
8 Years- Led event teams, delegated tasks, and ensured activities followed client requirements.
- Anticipated guest and client needs, resolving issues professionally and promptly.
- Trained and supported team members on service standards and procedures.
Education
MASTER'S OF SCIENCE IN EDUCATION
BACHELORS OF SCIENCE - CHRISTIAN BEHAVIORAL SCIENCES
Skills
Customer Service & Client Relations
Policy
Procedure
& Compliance Orientation
Problem Solving & Conflict Resolution
Clear Verbal & Written Communication
Account Management
Teamwork and collaboration
Team communication
Client Education
Time Management
Strategic planning
Account management
Certification
PROPERTY AND CASUALTY LICENSE #: 4552484
Personal Information
Title: Insurance Professional with Client Relations Expertise
Timeline
Assistant Account Manager
Acrisure Protection Group
07.2026 - 10.2026Read More
SALES ASSOCIATE
Tecovas
09.2025 - 11.2025Read More
MIDDLE SCHOOL ENGLISH TEACHER
Capistrano Valley Christian School
01.2023 - 01.2026Read More
PROJECT MANAGER: PRODUCT SPECIALIST
SystemGo IT
01.2017 - 01.2022Read More
TEAM LEAD
Elegant Affair Catering
01.2008 - 01.2016Read More
California Baptist University
MASTER'S OF SCIENCE IN EDUCATION
Read More
California Baptist University
BACHELORS OF SCIENCE from CHRISTIAN BEHAVIORAL SCIENCES
Read More