Overview
Ortiz began his insurance career with CIGNA. He moved on to Reliance Standard and, most recently, worked with Principal Financial Group as a senior sales representative where he was responsible for the implementation of the following Group Products: Life, LTD, STD, Dental, Vision and Voluntary Worksite programs.
A natural communicator who thrives on building relationships, Ortiz has always been called to the marketing side of business. “In insurance, there are always some marketing efforts that take place in line with sales, so there’s always been overlap in my experience,” he said.
In his new role, Ortiz will assist in maintaining The DBL Center’s small group, under 50 life book of DBL with top insurance carriers Standard Security Life, Shelterpoint and Arch, while cross selling ancillary employee benefits via their brokerage distribution base.
Ortiz will work closely with DBL Center sales representatives Lisa Indelli, DBL Licensing, Commission/Processing Inquiries and Bill Quinn, Senior Relationship Consultant for Group Benefits at DBL Center.
“I’m a big fan of collaboration, so I wanted an atmosphere where I could be part of a team,” Ortiz said of his new insurance marketing and sales role.
As one of his first collaborations with The DBL Center team, Ortiz shared his four best insurance marketing tips that many insurance brokers may not have considered.