Jose Ortiz

About Jose Ortiz

Business professional with over 20 years of experience in team management, operations, and client service, including a strong background in the insurance industry. Proven ability to lead teams of 3 to 15 members, oversee administrative functions, and drive marketing initiatives. Adept at ensuring compliance with industry regulations and optimizing business processes for efficiency. Bilingual in Spanish, with excellent communication skills that foster rapport across diverse client bases. Proficient in both Windows and Mac operating systems, with advanced expertise in leveraging technology to streamline operations and enhance service delivery.

Experience

1. Account Manager i

   First Connect Insurance Services

   Jan 2026 — Present · Sanford, FL, US

   As the Onboarding Manager, I guide independent insurance agents through rapid, seamless adoption of the First Connect Insurance platform. I ensure new partners gain full access to 130+ carriers and leverage core tools to accelerate agency growth — with zero onboarding or subscription fees.Key ResponsibilitiesLead onboarding for new agent partners: setup, configuration, and initial platform usage.Manage fast, accurate account creation and user provisioning; deliver effective product demos and hands-on training.Coordinate with carriers, sales, and customer success to activate carrier access and market participation.Drive value from core features: Carrier Access (130+), Quote Connector (fast, side-by-side quotes), Appetite Finder (real-time market insights).Resolve blockers, document best practices, and push process improvements.Maintain onboarding records, timelines, and success metrics in CRM; track time-to-onboard, activation, and first-quote rates.Collect agent feedback to inform product enhancements and support adoption campaigns.Monitor early usage, provide proactive guidance, and ensure high time-to-value.Qualifications & SkillsExperience in onboarding, customer success, account management in insurtech, insurance, or B2B SaaS.Strong communication, relationship-building, and presentation skills.Ability to translate complex platform capabilities into clear value for agents.Proficient with CRM and data management; quick learner of new software.Self-starter who can manage multiple onboarding projects and meet deadlines.Familiarity with home, auto, commercial, and life insurance is a plus.What I BringProven track record of accelerating onboarding and platform adoption.Deep knowledge of an all-in-one insurtech platform and its carrier/market tools.Customer-centric mindset focused on time-to-value and measurable outcomes.If you’re an independent agent aiming to scale, let’s connect to discuss how First Connect can accelerate your growth.

Skills

• Motorcycle
• Boat
• Renters
• Insurance
• Fixed Annuities
• Homeowners
• Term Life Insurance
• Umbrella Insurance
• Life Insurance
• Commercial Insurance
• Property & Casualty Insurance
• Disability Insurance
• Whole Life
• General Insurance
• Casualty
• Financial Analysis
• Sales Management
• Business Development
• Team Building
• Account Management
• Leadership
• Analysis
• Time Management
• Management
• Marketing
• Retirement Planning
• Customer Retention
• Lead Generation
• Small Business
• Customer Service
• Sales
• Social Media
• Facebook
• Liability
• Professional Liability
• Cold Calling
• Commercial Lines
• Customer Satisfaction
• Training
• Brokers