Evan Ortiz

Commercial Lines Insurance Expert | Protecting Your Bottom Line

Fort Lauderdale, Florida, United States

About

As a Commercial Lines Account Manager at Keyes Coverage, I specialize in navigating the complexities of the insurance market to ensure my clients are protected, compliant, and positioned for growth. My approach is simple: I act as an extension of your business. Whether it’s negotiating high-stakes renewals, identifying hidden coverage gaps, or simplifying the process, I focus on the details so business owners can focus on their vision. I don't just "manage accounts"—I serve as a dedicated partner to business owners, ensuring their assets are protected against the unexpected. Why work with me? A Clinical Eye for Detail: My background in emergency medicine means I don’t miss the small things. I audit policies with the same precision I used in patient care, ensuring there are no hidden gaps in coverage. Strategic Financial Insight: Having worked in finance and direct insurance sales, I understand the "Total Cost of Risk." I look beyond the premium to find solutions that protect your bottom line. Consultative Advocacy: I bridge the gap between complex carrier language and your business needs, negotiating with underwriters to secure the best terms for your specific industry. I am passionate about the Florida market and committed to the "concierge-level" service that Keyes Coverage is known for. Let’s talk about how we can strengthen your business’s resilience.

Experience

  • Commercial Lines Account Manager at Keyes Coverage Insurance Services
    Jan 2025 - Present · 1 yr 7 mos

    Dedicated risk advisor managing a diverse portfolio of commercial accounts. I focus on delivering tailored insurance programs, optimizing renewals, and providing strategic advocacy to protect client assets and ensure long-term business resilience. • Direct the full renewal cycle for mid-to-large commercial clients, maintaining high retention through proactive service. • Leverage carrier relationships to secure competitive terms across Property, Casualty, GL, Workers’ Comp, etc. • Conduct thorough exposure reviews to identify gaps and implement comprehensive risk mitigation strategies. • Resolve complex claims and administrative issues, serving as the primary bridge between the insured and the carrier. • Oversee the accuracy of policy documentation and compliance in a high-volume, fast-paced environment.

  • Insurance Specialist at USHEALTH Advisors
    Jan 2023 - Dec 2024 · 2 yrs

    Consultative sales professional focused on designing customized health and supplemental insurance portfolios for individuals and small business owners. • Custom Risk Solutions: Conducted deep-dive needs analyses to tailor insurance plans to specific client health and financial profiles. • Business Development: Managed the full sales lifecycle, from lead generation to underwriting facilitation and policy issuance. • Client Education: Simplified complex insurance terminology to help clients make informed decisions regarding their coverage options.

  • Finance Specialist at AR Capital Group
    Jan 2022 - Dec 2022 · 1 yr

    Strategic advisor providing financial products and capital solutions to clients, focusing on risk mitigation and portfolio growth. • Financial Analysis: Evaluated client financial health to recommend appropriate lending or investment products. • Sales Performance: Consistently met or exceeded monthly targets through high-volume outreach and relationship-based selling. • Market Compliance: Maintained strict adherence to financial regulations and internal underwriting guidelines.

  • Moving Broker at NEW HORIZON MOVING & STORAGE, INC.
    Jan 2021 - Dec 2021 · 1 yr

    High-volume logistics coordinator and sales negotiator managing complex relocation projects and contract logistics. • Contract Negotiation: Secured profitable agreements by balancing client budgets with operational logistics and carrier costs. • Operational Oversight: Managed end-to-end relocation timelines, ensuring data accuracy and high customer satisfaction ratings.

  • Tender Care Centers - PPEC ()
    • Paramedic
      Jan 2020 - Dec 2020 · 1 yr

      Critical care professional providing high-level medical intervention and emergency response in high-pressure environments. • Crisis Management: Performed rapid assessment and life-saving interventions in high-stress, time-sensitive situations. • Stakeholder Communication: Acted as a vital liaison between families, physicians, and multidisciplinary medical teams. • Detailed Documentation: Maintained precise medical records and compliance logs under strict healthcare regulatory standards.

    • Emergency Medical Technician
      Dec 2017 - Dec 2019 · 2 yrs 1 mo