Jason Heintz
Sacramento
Summary
Driven Underwriter Liaison and Insurance Agent with a proven track record at AIG, adept in caseload management and analyzing data to enhance decision-making and compliance. Excelled in boosting customer satisfaction and achieving sales targets through effective communication and strategic collaboration. Skilled in policy renewal and documentation review, demonstrating a results-focused approach with a blend of analytical and interpersonal skills. I have experience in all forms of sales from cold calling to in person. I also have experience in a fast paced administrative setting. I also have production and forklift certification. I have been working as a project assistant for a Sacramento based real estate company.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Project Assistant
Sacrmento Land Development Llc
06.2024 - Current
- Completed multiple tasks simultaneously to optimize project completion.
- Handled administrative duties, filing, and errands.
- Worked with senior leadership to complete complex projects on time and under-budget.
- Provided technical support to project stakeholders to help meet project objectives.
Warehouse Forklift Operator
TM Cobb Doors
09.2019 - 01.2021
- Transported stowed product inventory to various locations throughout unit, labeling and replenishing inventory items, making boxes and loading and unloading trailers to keep stock in proper condition.
- Expedited shipment processes by accurately pulling orders from inventory shelves using a forklift following pick tickets specifications.
- Drove carts, dollies, hand trucks, mobile power-propelled trucks and other moving equipment to move large quantities of merchandise.
- Assisted in inventory management through accurate record-keeping of forklift operations and stock movement.
- Built pallets and loads for partial and mixed pallets, wrapped finished pallets and staged pallets and loads into truck when ready for shipment.
Inventory Manager
TM Cobb Doors
09.2019 - 01.2021
- Created and updated regular inventory reports and records.
- Labeled, organized and located inventory items in staging areas or on shelves according to quantity, size, or type of material.
- Participated in regular cycle counts to confirm accuracy of inventory records.
- Collaborated with purchasing and production to maintain levels of quality and on-hand inventory.
- Analyzed inventory data to identify and address stock discrepancies.
- Achieved operational excellence by continuously improving processes, systems, and procedures related to inventory management.
Underwriter Liaison and office manager
Security Financial Online
01.2019 - 01.2021
- Identified and resolved application discrepancies for accuracy and compliance with relevant regulations.
- Made approval and denial recommendations by determining accurate risk levels.
- Conducted regular audits of underwriting files to ensure accuracy, compliance, and consistency in decision-making processes.
- Increased customer satisfaction through timely communication and efficient handling of loan applications.
Insurance Agent
AIG
01.2018 - 01.2020
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Maintained high standards of customer service by building relationships with clients.
- Worked closely with other team members to optimize sales strategies and achieve regional goals.
- Cross-sold insurance products to existing clients to reach sales targets.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Facilitated smooth transitions between carriers when needed, minimizing disruptions to client coverage and maintaining positive relationships with all parties involved.
- Collaborated with underwriters to assess risk and determine appropriate coverage options for clients.
Property Manager
Fahn Property Management
09.2014 - 09.2015
- Conducted regular property inspections, identifying areas for improvement and proactively addressing potential safety hazards.
- Enhanced tenant satisfaction by promptly addressing concerns and resolving issues in a timely manner.
- Coordinated with maintenance staff to ensure timely completion of repairs, minimizing downtime for tenants and maintaining property aesthetics.
- Handled tenant complaints promptly and appropriately, calling in repairmen, and other support services.
- Managed multiple properties simultaneously, coordinating efficient allocation of resources and streamlining communication channels to maintain high levels of operational excellence.
- Oversaw lease agreements from inception to termination, ensuring compliance with local regulations and protecting the interests of both landlords and tenants.
- Maintained positive landlord-tenant relationships, ensuring clear communication and prompt resolution of any disputes.
Operations Manager
Fahn & Co.inc
07.2014 - 07.2015
- Led hiring, onboarding and training of new hires to fulfill business requirements.
- Supervised operations staff and kept employees compliant with company policies and procedures.
- Enhanced customer satisfaction by establishing clear communication channels and addressing concerns promptly.
- Managed inventory and supply chain operations to achieve timely and accurate delivery of goods and services.
- Implemented quality control systems to boost overall product consistency and reliability.
- Directed initiatives to improve work environment, company culture or overall business strategy.
- Analyzed and reported on key performance metrics to senior management.
Restaurant Waiter
Leatherby's
05.2012 - 05.2014
- Quickly reset and cleaned up tables after customers left to enable speedy turnaround and guest flow.
- Bussed and reset tables to keep dining room and work areas clean.
- Explained menu items and suggested appropriate options for food allergy concerns.
- Cultivated warm relationships with regular customers.
- Collaborated with kitchen staff to ensure timely delivery of orders, resulting in positive feedback from guests.
Education
High School Diploma -
Jesuit High School
05.2008
Skills
- Policy renewal
- Analyzing data
- Caseload Management
- Documentation Review
- Multitasking and organization
- Product packaging
- Barcode scanning
- Shipping and receiving
- Packaging and picking
- Material handling
- Machine operation
- Verbal and written communication
- Heavy lifting
Certification
Insurance license
Timeline
Project Assistant
Sacrmento Land Development Llc
06.2024 - Current
Warehouse Forklift Operator
TM Cobb Doors
09.2019 - 01.2021
Inventory Manager
TM Cobb Doors
09.2019 - 01.2021
Underwriter Liaison and office manager
Security Financial Online
01.2019 - 01.2021
Insurance Agent
AIG
01.2018 - 01.2020
Property Manager
Fahn Property Management
09.2014 - 09.2015
Operations Manager
Fahn & Co.inc
07.2014 - 07.2015
Restaurant Waiter
Leatherby's
05.2012 - 05.2014
High School Diploma -
Jesuit High School
Similar Profiles
Mischa JargowskyMischa Jargowsky
Land Development and Residential Construction at Top Land Development and Top Construction LLCLand Development and Residential Construction at Top Land Development and Top Construction LLC
Brett BergerBrett Berger
Owner/ Operator at North Fork Land Development LLCOwner/ Operator at North Fork Land Development LLC
Jesse GloverJesse Glover
Owner at Premier Land Development Excavating & Grading LLCOwner at Premier Land Development Excavating & Grading LLC