Ashley Jones

Core Responsibilities

• Team Leadership & Development: Hire, train, coach, and motivate insurance agents and staff.
• Sales & Performance Management: Track daily and monthly metrics like quote production, closing ratios, and premium totals to hit financial targets.
• Operations & Compliance: Manage schedules, workflow, and office tasks while ensuring strict adherence to carrier underwriting guidelines and state regulations.
• Customer Relations & Growth: Oversee complex client account resolutions, local marketing initiatives, and lead generation campaigns.
• Financial Administration: Handle daily financial reporting, deposits, commission tracking, and budget execution.

• Investigate claims: Gather evidence, review medical or property records, and interview claimants, witnesses, or experts.
• Evaluate coverage: Analyze insurance policy terms and limits to determine liability and compensability.
• Process settlements: Approve or deny claims, calculate approved financial benefits, and authorize payouts.
• Manage documentation: Maintain accurate, confidential records of all findings, logs, and communication.
• Communicate with stakeholders: Serve as the main liaison between policyholders, legal counsel, vendors, and management.
• Detect fraud: Flag suspicious or inconsistent claim details for specialized fraud investigation.

• Assisted supervisor at leading a sales team of 15-20 employees. Monitored the quality of customer service calls.
• Motivated and coached employees to build awareness of product knowledge, sales techniques and their own weakness and strengths.
• Trained employees on how to enhance customer service skills through rigorous mentoring and coaching.
• Motivated agents to reach sales goals and QA expectancy