JESSICA OSSES-ROTHAN
Miami,FL
Summary
Dynamic Insurance Account Executive with over a decade of experience in managing diverse accounts, driving substantial sales growth, and delivering exceptional client service. Rapidly promoted to Team Lead at Fortun Insurance within four months, showcasing strong performance and leadership capabilities. Successfully managed a $2M book of business at HUB International, customizing policies to meet unique client needs while utilizing expertise in Applied Epic and Excel for efficient virtual client management. Resourceful in account management, excelling in client oversight and issue resolution, maximizing repeat business opportunities, and expanding the client base through effective prospecting techniques. Committed to leveraging relationship-building and problem-solving skills in collaborative work environments that drive optimal outcomes.
Overview
11
11
years of professional experience
1
1
Certificate
Work History
Account Manager/ Team Lead Personal Lines
Fortun Insurance / One Insurance Services
Coral Gables, FL
04.2025 - Current
- Contributed to team objectives in fast-paced environment.
- Met with customers to discuss and ascertain needs, tailor solutions and close deals.
- Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
- Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
- Maintained current knowledge of evolving changes in marketplace.
- Met existing customers to review current services and expand sales opportunities.
- Collaborated with managers to provide customer feedback and recommend operational changes to meet emerging trends.
Account Executive, Personal Lines
HUB International
03.2022 - 03.2025
- Managed a +$2M book of business (P&C, auto, boats, homeowners), achieving a 43% lead-to-close rate on new accounts.
- Saved clients thousands on renewals (e.g., rewrote $26k policy for $16k) and added $100k in premiums from 10 referrals.
- Cross-sold across multiple products (e.g., sold a $50k commercial policy), expanding personal lines accounts.
- Maintained strong broker relationships (Chubb, Cincinnati, Pure) and delegated certificate issuance across teams using Applied Epic.
Account Manager
Acosta Insurance Group
10.2016 - 01.2022
- Oversaw a $500,000 book for smaller clients, closing 30% of call center leads in P&C and minor life/health sales.
- Cut premiums by ~$1,500 per renewal, boosting retention at a boutique firm.
- Supported AIG, Chubb, and Forester policies with Applied Epic and Excel.
Account Manager
Qbik Insurance
11.2015 - 10.2016
- Managed P&C accounts end-to-end, ensuring 100% on-time payments for 50+ clients.
- Produced certificates and reconciled commissions for a small team.
Account Manager
State Farm
12.2014 - 11.2015
- Grew a client portfolio via insurance and financial sales, enhancing retention.
- Analyzed data with software for tailored policy recommendations.
Education
Associate Degree in Accounting -
Escuela De Contadores De Chilee
Santiago- Chile11-1987
Skills
- Account Management & Sales
- Property & Casualty Insurance Expertise
- Life, Health & Variable Annuities
- Lead Conversion & Cross-Selling (43% close rate)
- Client Savings (eg, $10k)
- Tools: Applied Epic, TAM, AMS360, Ezlinx, QuoteRush, MS Office, DocuSign
Certification
- 2-20, Property & Casualty (P118341) – FL, 2019
- 2-15 Life, Health & Annuities (P118341) – FL, 2015
Languages
English
Spanish
Timeline
Account Manager/ Team Lead Personal Lines
Fortun Insurance / One Insurance Services
04.2025 - Current
Account Executive, Personal Lines
HUB International
03.2022 - 03.2025
Account Manager
Acosta Insurance Group
10.2016 - 01.2022
Account Manager
Qbik Insurance
11.2015 - 10.2016
Account Manager
State Farm
12.2014 - 11.2015
Associate Degree in Accounting -
Escuela De Contadores De Chilee