Jacob Ortiz Email & Phone Number
Exclusive Life Specialist @ Allstate
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Jacob Ortiz Location
- San Antonio, TX, US
Jacob Ortiz Work
- Exclusive Life Specialist @ (July 2026 - Present)
- Auditor - Interest Rate and Liquidity Risk @ (May 2025 - June 2026)
- Property Claims Representative @ (February 2024 - May 2025)
- Insurance Agent @ (June 2023 - February 2024)
- Insurance Agent and Account Manager @ Adam Gonzalez Insurance Agency (October 2022 - February 2024)
- Staff Accountant @ (April 2022 - October 2022)
- Closing Coordinator @ (April 2021 - April 2022)
Jacob Ortiz Education
- The University of Texas at San Antonio
Bachelor's degree (Finance)
2018-2020 - Texas Tech University 2016-2018
- Claudia Taylor Lady Bird Johnson High School
High School
2010-2014
Jacob Ortiz Skills
- Accounting Standards
- Addendums
- Adult CPR
- Appointment Scheduling
- Attention to Detail
- Business Correspondence
- Change Orders
- Childcare
- Communication
- Conflict Resolution
- Customer Satisfaction
- Customer Service
- Data Entry
- Delegation
- Escrow
- Event Management
- Financial Advisory
- Food & Beverage
- Food Safety
- Indirect Purchasing
- Leadership
- MICROS
- Management
- Microsoft Excel
- Microsoft Office
- Microsoft PowerPoint
- Microsoft Word
- Organization Skills
- Peer Mentoring
- People Management
- Problem Solving
- Public Speaking
- Quick Turnaround
- Real Estate
- Relationship Building
- Reliability
- Responsiveness
- Sales
- Sales Contracts
- Skilled Multi-tasker
- Social Media
- Sports Coaching
- TABC Certified
- Team Building
- Team Leadership
- Teamwork
- Time Management
- Training
- Up-selling
- Windows
- Working With Children
- Written Communication
Jacob Ortiz Summary
- Jacob Ortiz, based in San Antonio, TX, US, is currently a Exclusive Life Specialist at Allstate. Jacob Ortiz brings experience from previous roles at USAA, Futurity First and Adam Gonzalez Insurance Agency. Jacob Ortiz holds a 2018 - 2020 Bachelor's degree in Finance @ The University of Texas at San Antonio. With a robust skill set that includes Accounting Standards, Addendums, Adult CPR, Appointment Scheduling, Attention to Detail and more. Jacob Ortiz has 2 emails and 2 mobile phone numbers on RocketReach.
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