Jonathan A. Walston

• Managed high call volumes, maintaining professional demeanor during peak hours and effectively multitasking in a fast-paced environment.
• Managing daily deposits and book keeping for office when needed.
• Filing and record keeping.
• Engaging with customers by taking payments on a daily basis.
• Managed a diverse portfolio of clients, tailoring solutions to meet individual needs while balancing risk exposure for the agency.
• Developed strong relationships with clients, resulting in a high rate of referrals and repeat business.
• Developed strong relationships with clients by understanding their needs and preferences, fostering long-term loyalty.

Managed DYR Insurance Agency for 3 years before merging with Fountain Roberson Anderson

• Responsible for opening and closing the office, maintaining daily deposits, handling customer complaints, and writing policies
• De-escalated and resolved customer complaints with punctual, polite and professional service.
• Maintained accurate records of client communications, transactions, policies, and other relevant documentation for seamless operations within the agency.
• Answered customer telephone calls promptly to avoid on-hold wait times.
• Developed strong relationships with clients by understanding their needs and preferences, fostering long-term loyalty.

• Office management
• interacting with customers on daily bases while providing quality customer service.
• data entry of policies and policy changes, handling claims.