Jonas Ervin
Chattanooga,TN
Summary
Results-driven and self-motivated insurance professional with four years of experience in brokerage, seeking to leverage strong analytical skills and knowledge as an Integrated Paid Leave Specialist. Highly skilled in client relationship management and case coordination, adept at managing multiple priorities to deliver successful outcomes. Eager to contribute exceptional problem-solving abilities, strategic planning, and attention to detail in effectively supporting the leave management process for employees and employers. Thrives in team-oriented environments and committed to continuous learning and professional growth.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Licensed Insurance Broker
Innovative Financial Group
Chattanooga , TN
2020.11 - Current
- Developed and maintained strong client relationships, managing a book of business of over 100 clients through personalized service and tailored insurance solutions.
- Processed and managed comprehensive insurance applications and claims, demonstrating a high level of accuracy and meticulous attention to detail, which is crucial for managing integrated leave files and medical certifications.
- Utilized CRM systems to track client interactions and manage records, demonstrating proficiency in handling and organizing detailed information necessary for managing leave claims and documentation.
Logistics Coordinator
Steam Logistics
Chattanooga , TN
2022.06 - 2023.02
- Coordinated the efficient transportation of goods, managing shipping schedules, routes, and logistics to ensure timely delivery.
- Maintained clear and effective communication with suppliers, carriers, and internal teams to ensure smooth operations and resolve any issues promptly.
- Addressed and resolved logistical challenges, including shipment delays and inventory discrepancies, using analytical skills to find effective solutions.
- Provided exceptional service to clients by addressing their logistics needs and inquiries, ensuring satisfaction, and building strong relationships.
Insurance Agent
Bankers Life Insurance Company Of America
Chattanooga , TN
2020.05 - 2020.11
- Conducted in-depth consultations with clients to assess their insurance needs, financial goals, and risk profiles, providing tailored insurance solutions.
- Promoted and sold a range of insurance products, including life insurance, health insurance, and annuities, matching clients with suitable plans based on their needs.
- Delivered exceptional customer service by addressing client inquiries, resolving issues promptly, and ensuring a high level of satisfaction.
Server
Il Primo
Ooltewah , TN
2018.11 - 2020.06
- Responded efficiently to guest inquiries and complaints in a professional manner.
- Maintained records of transactions made during shift as required by law or company policy.
- Provided excellent customer service to ensure satisfaction.
- Implemented feedback from customers to improve service quality and menu offerings.
Education
Some College (No Degree) - Exercise Science
Chattanooga State Community College
Chattanooga, TNSkills
- Microsoft Office
- Experienced in Excel
- Proficient in various CRM platforms (Salesforce, Opt!, etc.)
- Insurance Claims
- Financial Planning
- New Business Development
- Claims Processing
- Rapport Building
- Consultative Sales Techniques
- Logistics Coordination
- Customer Service
- Team Leadership
Accomplishments
- Dean's List at Chattanooga State Community College (2018-2020)
- 3.9 GPA
- Top 5% in my graduating class of 2020
- Participated in Honors Club (2014-2020)
- Top Seller 2024 Award (Humana)
- Broker of the Year Award (2023)
Certification
- Life and Health Insurance License
Timeline
Logistics Coordinator
Steam Logistics
2022.06 - 2023.02
Licensed Insurance Broker
Innovative Financial Group
2020.11 - Current
Insurance Agent
Bankers Life Insurance Company Of America
2020.05 - 2020.11
Server
Il Primo
2018.11 - 2020.06
Some College (No Degree) - Exercise Science
Chattanooga State Community College
- Life and Health Insurance License
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