Jonathan Field
Freehold
Overview
9
9
years of professional experience
Work History
Insurance Broker
Self-employed
06.2016 - Current
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Calculated quotes and educated potential clients on insurance options.
- Called potential clients to set up appointments according to mutual availability.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Evaluated accuracy and quality of data entered into agency management system.
- Analyzed sales volume, retention and loss ratio trends to identify areas for improvement.
- Reported policy changes and company conditions affecting customer satisfaction.
- Adhered to health and prescription insurance products, delivery systems, and claims systems.
- Developed sales leads from direct referrals, networking and targeted marketing campaigns.
- Met with prospective customers and business owners in homes, businesses, and other settings.
- Sold Personal and Commercial insurance policies to new and existing customers.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
Education
Associate of Arts - Psychology
Community College of Southern Nevada
Las Vegas, NV08-2019
Skills
- Customer advocate
- Underwriting expertise
- Active property and casualty insurance license with the New Jersey department of insurance
- Proactive team player
- Talented salesperson
Timeline
Insurance Broker
Self-employed
06.2016 - Current
Associate of Arts - Psychology
Community College of Southern Nevada