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Leo OrtizLO
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Leo Ortiz

@leoortiz

Insurance Support Specialist at The Buckner Company, supporting property and casualty portfolios and keeping EPIC CRM records accurate.

Philippines
Message

At The Buckner Company, I assist Account Managers with property and casualty insurance portfolios and maintain accurate client and policy records in EPIC CRM. I also manage group email communications and support daily operations through administrative coordination and documentation.

At Pacific Prime Global Management Inc., I provided administrative support for client applications, renewals, and billing. I coordinated with customers, insurance companies, and relationship managers, and organized follow-ups.

At 411 Locals, I supported organizational development programs with HR professionals and helped determine needs for leadership development and communication training. I also handled incoming calls and customer service inquiries.

Experience

Work history, roles, and key accomplishments

PI

Corporate Administrator

Pacific Prime Global Management Inc.

Mar 2020 - Jul 2025 (5 years 4 months)

Provided general administrative support to Sales/Account Managers in client applications, renewals, and billing. Communicated and coordinated with customers, insurance companies, and relationship managers, and organized follow-ups efficiently and proactively.

Education

Degrees, certifications, and relevant coursework

University of San Carlos logoUC

University of San Carlos

Bachelor of Fine Arts, Political Science and Government

2013 - 2017

Pursued a Bachelor of Fine Arts degree in Political Science and Government from 2013 to 2017.

Tech stack

Software and tools used professionally

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