Summary
Overview
Work History
Education
Skills
Languages
Hobbies and Interests
Timeline
Generic

Jona Brun

Cape Coral

Summary

Licensed Florida 2-20 Property & Casualty insurance professional seeking to transition into a full-time insurance role. Backed by 25+ years of experience in accounting, workers’ compensation case management, and business operations. Proven ability to manage client relationships, ensure regulatory compliance, and handle complex documentation. QuickBooks and Excel certified, with a strong background in customer service, problem-solving, and team leadership. Eager to apply my skills in a new career path and committed to learning and growing within the insurance industry.

Overview

25
25
years of professional experience

Work History

Shift Manager/Waitress/Marketing

Rum Runners
07.2022 - Current
  • Demonstrates excellent multitasking skills by managing multiple tables simultaneously while maintaining a high level of attentiveness and responsiveness to each guest's needs.
  • Successfully resolves customer complaints and issues promptly, maintaining a high level of guest satisfaction.
  • Oversee daily operations of a high-volume restaurant, serving over 500 guests per day and consistently maintained customer satisfaction ratings by providing friendly and efficient service to customers.
  • Coordinated and executed successful product launch events

Medical Case Manager

Self-Employed
04.2010 - Current
  • Streamlined communication between healthcare providers, insurance companies, and patients.
  • Served as a key liaison between patients and healthcare providers to ensure seamless coordination of care across multiple settings.
  • Utilized advanced clinical knowledge to advocate for appropriate treatments and services for complex cases, ensuring optimal patient outcomes.
  • Successfully managed workers compensation cases, ensuring timely and accurate delivery of medical services and resources.

Full-Charged Bookkeeper

Self-Employed
11.2000 - Current
  • Managed accounts payable and receivable for a small business.
  • Streamlined financial reporting processes and monthly financial statement preparation.
  • Reconciled over 500 bank transactions per month, ensuring accurate financial records and timely identification of discrepancies.
  • Managed all aspects of financial record-keeping for a small business, ensuring accuracy and compliance with industry standards.
  • Reconciled bank statements monthly, identifying discrepancies and resolving issues promptly to maintain accurate financial records.
  • Collaborated with external auditors during annual audits, providing necessary documentation and support to ensure a smooth process.
  • Conducted regular reviews of internal controls to identify areas for improvement and implement necessary changes.

Education

Associate of Arts -

Edison State College
Fort Myers

Business Finance

Florida Gulf Coast University
Estero, FL

No Degree -

Kaplan Financial Education
05-2025

Skills

  • Florida 2-20 Property & Casualty License
    Customer Service & Relationship Building
    Insurance Sales Support & Client Retention
    QuickBooks & Bookkeeping (Certified)
    Microsoft Excel & Office Suite (Certified)
    Workers’ Compensation Knowledge
    Claims Intake & Documentation
    Communication & Active Listening
    Conflict Resolution & Problem Solving
    CRM & Call Management Systems (willing to learn)
    Attention to Detail & Accuracy
    Fast Learner & Team-Oriented

Languages

English

Hobbies and Interests

Traveling, Fitness, Cooking

Timeline

Shift Manager/Waitress/Marketing

Rum Runners
07.2022 - Current

Medical Case Manager

Self-Employed
04.2010 - Current

Full-Charged Bookkeeper

Self-Employed
11.2000 - Current

Associate of Arts -

Edison State College

Business Finance

Florida Gulf Coast University

No Degree -

Kaplan Financial Education

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