Jonathan Brown
San Bernardino,CA
Summary
Motivated Director of Finance promoting more than three years of proficiency in identifying and analyzing trends and partnering with other departmental leaders. Action-oriented individual with experience tracking actual business results against plans, including acquisitions. Offering exceptional issue resolution and staff training skills.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Director of Finance and Insurance
Way.com
10.2019 - Current
- Set clear departmental objectives and developed effective strategies to achieve targeted goals.
- Generated financial and operational reports to assist management with business strategy.
- Monitored budget and revenue trends, compiling reports for company leadership to inform decision-making.
- Assisted with recruiting, interviewing and hiring new department employees.
- Verified compliance of financial policies and accounting procedures against federal regulations.
- Improved resource utilization with data management systems, reducing costs through strategic coordination and contract analysis.
- Supported operations management, sales, and marketing efforts to increase revenue and overall financial health.
- Drove profit increases through market research and strategic asset management to meet dynamic industry conditions.
Insurance Agent
Sumner Insurance Services
07.2017 - 10.2019
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Maintained high standards of customer service by building relationships with clients.
- Cross-sold insurance products to existing clients to reach sales targets.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Obtained underwriting approval by completing application for coverage.
- Utilized CRM software to manage client relationships.
- Educated clients on insurance policies and procedures.
- Calculated premiums and established payment methods for sales.
- Finalized sales and collected necessary deposits.
- Analyzed risk factors to recommend appropriate coverage levels.
Office Manager
Freeway Insurance Agency
11.2013 - 07.2017
- Created, maintained and updated filing systems for paper and electronic documents.
- Updated reports, managed accounts, and generated reports for company database.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Developed and maintained successful relationships with vendors, suppliers and contractors.
- Established workflow processes, monitored daily productivity, and implemented modifications to improve overall performance of personnel.
- Coached new hires on company processes while managing employees to achieve maximum production.
- Managed compliance to keep organization operating within legal and regulatory guidelines.
- Reported to senior management on organizational performance and progress toward goals.
- Evaluated employee records and productivity and submitted evaluation reports.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
- Established team priorities, maintained schedules and monitored performance.
- Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
- Evaluated employee performance and conveyed constructive feedback to improve skills.
Insurance Agent
Just Auto Insurance
07.2009 - 11.2013
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Maintained high standards of customer service by building relationships with clients.
- Cross-sold insurance products to existing clients to reach sales targets.
Car Salesman
Riverside Metro Auto Group
04.2010 - 06.2011
- Closed sales by overcoming objections, asking for sales, negotiating price, and completing purchase contracts,
- Negotiated purchase prices and explained sales, warranty, and optional products.
- Followed-up on warm Internet leads and responded to customer questions about vehicle availability, price, and options while fielding inquiries from various marketing websites.
- Demonstrated automobiles by explaining characteristics, capabilities, and features, taking test drives and explaining warranties and services.
- Greeted customers on lot and in showroom to answer questions about brand and available inventory.
- Met customers on lot and in showroom to discuss available vehicles and options.
- Answered telephone and email inquiries from potential customers.
- Responded to customer enquiries via telephone and email.
- Qualified buyers by matching requirements and interests to various car or truck models and discussing finance options.
Education
No Degree - Criminal Justice
Mt San Jacinto College
San Jacinto, CAHigh School Diploma -
West Valley High School
Hemet, CA06.2009
Skills
- Fiscal Services Marketing
- Securities Safekeeping
- Financial Budgeting and Reporting
- Remote Video Conferencing
- Coordinate Training
- Loan Processing
- Excellent Team Leadership
- Typing and 10-Key Entry
- Deal Structuring
- Lender Relationships
- Credit Approval and Denial
- Compliance Monitoring
- Regulatory Compliance
- Reporting
- Staff Evaluations
- Human Resources Knowledge
Accomplishments
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Supervised team of 100 staff members.
- Collaborated with team of 100 in the development of the insurance and finance division at Way.com.
- Achieved a $10 million insurance book of business by completing all sales KPI's with accuracy and efficiency.
- Resolved product issue through consumer testing.
Certification
- Personal lines insurance license
- Completed certification courses in TILA compliance
- Completed certification courses in Finance compliance
- Appointed as a licensed insurance agent in 50 states
- Appointed by major carriers Travelers, Allstate, Safeco, Progressive, Nationwide, and Mercury.
Timeline
Director of Finance and Insurance
Way.com
10.2019 - Current
Insurance Agent
Sumner Insurance Services
07.2017 - 10.2019
Office Manager
Freeway Insurance Agency
11.2013 - 07.2017
Car Salesman
Riverside Metro Auto Group
04.2010 - 06.2011
Insurance Agent
Just Auto Insurance
07.2009 - 11.2013
No Degree - Criminal Justice
Mt San Jacinto College
High School Diploma -
West Valley High School
Similar Profiles
SHYAM NAGARAJANSHYAM NAGARAJAN
Project Manager at Way.comProject Manager at Way.com
Janitta JamesJanitta James
Senior Developer at Way.comSenior Developer at Way.com
Nikil UNikil U
QA Engineer at Way.comQA Engineer at Way.com