Summary
Overview
Work History
Education
Skills
Volunteer Work
Timeline
Generic

Jonathan Emerson

Johnson,KS

Summary

Excellent communicator and dependable team player with strong understanding of business and crop insurance tasks. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.

Overview

12
12
years of professional experience

Work History

Licensed Insurance Agent

Western Shelter Insurance, Inc.
08.2020 - Current
  • Calculated quotes and educated potential clients on insurance options.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Obtained underwriting approval by completing application for coverage.
  • Upsold additional products and services after identifying customer needs and requirements.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Utilized CRM software to manage client relationships.
  • Filing important and confidential insurance policy documents
  • Utilized data entry of all crop insurance documentation.

Supervisor & Monitor

Elmwood Baptist Academy
08.2015 - 08.2020
  • Taught Bible and helped encourage academic success in core areas of Math, English, Spelling, Science, Social Studies, and Literature.
  • Trained and mentored new students on cleaning and safety protocols.
  • Monitored student performance and provided feedback to drive productivity.
  • Addressed parent feedback and complaints to maximize satisfaction.
  • Scheduled and prioritized tasks to students, overseeing work completion.
  • Completed financial tasks by estimating costs and preparing and managing budgets within different ministry areas.

Personal Banker I

Wells Fargo Bank, N.A.
06.2014 - 08.2015
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Cross-sold bank products and services to meet customer needs and provide options.
  • Promoted financial products by maintaining excellent service offering knowledge.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
  • Followed up with customers to gather feedback and provide additional assistance.
  • Networked to increase client base and encourage existing clients to expand financial portfolios.
  • Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
  • Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
  • Presented new and additional products and services to existing customers.
  • Backed up teller team by handling needs of new and existing customers at main counter.
  • Keyed customer contact information and payment data into system carefully observing corporate confidentiality procedures.
  • Tracked and processed customer account requests and applications.
  • Greeted customers and delivered information about new account processes.
  • Explained account terms and conditions to customers.

Store Manager

General Nutrition Centers, GNC
06.2011 - 06.2014
  • Managed inventory control, cash control, and store opening and closing procedures.
  • Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
  • Completed point of sale opening and closing procedures.
  • Rotated merchandise and displays to feature new products and promotions.
  • Maintained proper product levels and inventory controls for merchandise and organized backroom to facilitate effective ordering and stock rotation.
  • Assisted with hiring, training and mentoring new staff members.
  • Maximized sales and minimized shrinkage through excellent customer service and adherence to standard practices.
  • Approved regular payroll submissions for employees.
  • Coached sales associates in product specifications, sales incentives, and selling techniques, significantly increasing customer satisfaction ratings.
  • Supervised guests at front counter, answering questions regarding products.
  • Trained new employees on proper protocols and customer service standards.
  • Scheduled employees for shifts, taking into account customer traffic and employee strengths.
  • Interacted well with customers to build connections and nurture relationships.
  • Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
  • Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.
  • Monitored daily cash discrepancies, inventory shrinkage and drive-off.
  • Reported issues to higher management with great detail.
  • Implemented business strategies, increasing revenue and effectively targeting new markets.
  • Mitigated business risks by working closely with staff members and assessing performance.
  • Tracked trends and suggested enhancements to both challenge and refine company's product offerings.
  • Identified and qualified customer needs and negotiated and closed profitable projects with high success rate.

Education

Bachelor of Science - Business Administration & Accounting

Western Governor's University
Millcreek, UT
05.2024

Bible Diploma - Biblical Studies

Faith Bible Institute
Monroe, LA
05.2017

High School Diploma -

Sheridan High School
Denver, CO
05.2008

Skills

  • Policy Management
  • Client Account Management
  • CRM Software
  • Customer Follow-Up
  • Customer Service
  • Property & Auto Insurance
  • Cross-Selling and Upselling
  • Quotes and Sales
  • Billing Questions
  • Secretarial Work (ie, filing, faxing, answering phone calls)

Volunteer Work

Church Finances

  • Managing church finances via Money Plus software and reconciliation of bank accounts
  • Preparation of end of year giving statements for congregates
  • Accounts payable for all church expenses including Foreign Missions, utilities, and payroll taxes
  • Preparation of Cash Flow and Income Statements for monthly church finances

Church Deacon

  • Helping make financial and spiritual decisions for the church
  • Maintaining and cleaning of the church
  • Demonstrating leadership skills in order to better the church and Stanton County

Timeline

Licensed Insurance Agent

Western Shelter Insurance, Inc.
08.2020 - Current

Supervisor & Monitor

Elmwood Baptist Academy
08.2015 - 08.2020

Personal Banker I

Wells Fargo Bank, N.A.
06.2014 - 08.2015

Store Manager

General Nutrition Centers, GNC
06.2011 - 06.2014

Bachelor of Science - Business Administration & Accounting

Western Governor's University

Bible Diploma - Biblical Studies

Faith Bible Institute

High School Diploma -

Sheridan High School

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