Jonathan Little
Apollo Beach,FL
Summary
Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Commerical Lines Account Manager
Patriot Growth Insurance Services
Jacksonville, FL
10.2021 - Current
- Managed and grew a client list of over 600 with a total premium value of $3.8M
- Increased Premium volume by 18% while reducing the amount of clientele by 32%.
- Moved nearly 120 accounts from excess and surplus brokers to Direct bill standard markets for increased commissions and ease of business.
- Developed and implemented comprehensive insurance plans for clients according to their individual needs.
- Assessed customer risk levels and recommended appropriate coverage options.
- Provided customers with information regarding plan features, pricing, and availability.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Resolved customer complaints in a timely manner to maintain high satisfaction levels.
- Maintained accurate records of all insurance transactions using computer software systems.
- Participated in continuing education courses to stay current on industry trends and changes in regulations.
- Analyzed claims data to determine potential areas of improvement for policyholders' protection.
- Generated reports detailing sales activities, client interactions, and progress towards goals.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Scheduled meetings with prospective clients to discuss available products and services.
- Explained complex technical terms related to insurance plans in simple language for easy understanding.
- Processed payments received from clients promptly according to established procedures.
Vice President Commercial Department
Crosslet Insurance Services
Clearwater, FL
05.2016 - 10.2021
- Managed a book of over 1200 commercial clients, with a total premium value of $2.5M
- Worked with Insurance carriers to modify commission structures and contingency bonus opportunities.
- Increased Commissions with Brokers by 2% resulting in annual increase over $150,000 in profit on existing business.
- Earned Contingency bonuses from Liberty Mutual, The Hartford, Progressive, and Frank Winston Crum.
- Assisted in the development of new products, services, and procedures to meet customer needs.
- Researched industry trends, legislative changes, and other market conditions affecting insurance products and services.
- Advised management on ways to reduce costs while maintaining quality service standards.
- Participated in training programs designed to enhance knowledge base in areas such as underwriting, sales, product development.
- Developed marketing campaigns targeted toward specific types of customers or geographic regions.
- Served as a liaison between the company and external vendors providing services related to its operations.
- Fostered relationships with customers to expand customer base and retain business.
- Served as subject matter expert for non-standard coverage questions, property damage and collision.
- Tracked industry trends and pursued professional development opportunities to strengthen product and service knowledge.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Analyzed customer needs and provided best options, upselling products and services.
- Received underwriting approvals after accurately completing applications for insurance coverage.
- Prepared proposals and conducted closing interviews to increase insurance sales.
- Pursued new clients through various marketing strategies to grow existing portfolio of policyholders.
- Met with division leaders and consultants to discuss strategies to increase sales.
Southeast Regional Marketing Manager
Burns & Wilcox Brokerage
Detroit, MI
04.2015 - 05.2016
- Managed and evaluated more then 500 local agencies throughout the SE Region.
- Increased Book of Business by 13%.
- Brought in over $2m in potential new business opportunities that translated into nearly $600,000 in new premiums.
- Made Personal Visits with local agents to train and educate them on the on our products and services.
- Developed marketing campaigns to promote insurance products and services.
- Planned, organized and directed promotional activities and events to beter grow our personal relationships between my underwriting team and the local agencies.
- Evaluated the effectiveness of existing marketing efforts and recommended changes accordingly.
- Devised and implemented strategies for increasing brand recognition through strategic partnerships with our partner insurance companies.
- Generated weekly reports on performance metrics related to marketing initiatives.
- Maintained a database of customer feedback regarding various insurance products and services.
- Tracked, analyzed and reported on growth opportunities obtained.
- Prepared monthly sales reports to document sales volumes, potential sales and areas of proposed client base expansion.
Marketing Representative
Southern Insurance Underwriters
Alpharetta, GA
10.2010 - 04.2015
- Handled the state of Florida with a total of 1370 agents.
- Managed 1 Captive agency group with over 300 agents throughout Florida.
- Increased total premiums over 5 years by $8M, with $3.3M in new business alone.
- Grew relationships with the Captive Group to increase their specific growth by over $1M in 3 years.
- Obtained my CMIP (Marine) designation. 1 of only 119 in the world at the time.
- Served as the President and Vice President of the Regional NAIP (National Association of Insurance Professionals).
- Helped to develop Internal quoting platforms for our agents to quote and track new business submissions.
- Developed and implemented marketing plans to increase brand recognition with new agents and or new employees at existing agencies.
- Organized events including trade shows, conferences, and product launches.
- Played major role in creating, implementing and monitoring a program for continuing education for local agents through established insurance school.
- Monitored competitor activities in the marketplace to stay ahead of industry trends.
- Tracked performance metrics of marketing initiatives using analytics tools.
- Built strong relationships with customers through personal visits, dinner events, and other special outings.
- Planned promotional activities such as contests and giveaways to drive submission and increase quote to bind ratios.
- Provided support in creating presentations for sales teams.
- Maintained marketing database to keep customer and prospect files up to date.
- Presented findings to management and executive leadership and fielded questions to help refine strategies.
- Planned and organized promotional events to expand brand recognition and customers.
- Distributed promotional information and incentives determined by marketing managers.
- Attended meetings and studied material to remain current on promotion techniques and service benefits.
- Implemented and carried out project objectives, driving compliance with company and government policies.
Insurance Agent
Crosslet Insurance Services
Clearwater, FL
09.2005 - 09.2010
- Managed and supported a $1.8M book of business with nearly 200 clients and over 600 policies.
- Helped to implement and Grow the High Net Worth department and programs within our organization.
- Obtained carrier and broker relationships to place HNW client portfolios.
- Obtained my 440 & 220 agents license
- Obtained my 620 Adjusters License
- Obtained my CIC, PIAM, CPSR, &CPIC designations
- Assessed customer risk levels and recommended appropriate coverage options.
- Developed and implemented comprehensive insurance plans for clients according to their individual needs.
- Provided customers with information regarding plan features, pricing, and availability.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Resolved customer complaints in a timely manner to maintain high satisfaction levels.
- Maintained accurate records of all insurance transactions using computer software systems.
- Participated in continuing education courses to stay current on industry trends and changes in regulations.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Monitored market conditions to ensure that existing policies remain competitively priced.
- Scheduled meetings with prospective clients to discuss available products and services.
Trainer / Teacher
Central Insurance School
Clearwater, FL
09.2004 - 12.2006
- Developed and presented courses in Continuing Education for adult learners.
- Created and updated course materials, including syllabi, handouts, and online resources.
- Provided individual and group instruction to students of varying ages and backgrounds.
- Evaluated student performance through tests, quizzes, assignments, and other activities.
- Utilized a variety of teaching methods such as lectures, demonstrations, role-playing exercises, field trips, case studies.
- Attended professional development seminars related to teaching techniques or subject matter.
- Enhanced student learning and promoted personal skills, confidence and creativity.
Education
Some College (No Degree) - Marketing
Saint Petersburg Junior College
St. Petersburg, FLSome College (No Degree) - Business / International Business
Campbell University
Buies Creek, NCSkills
- Marketing expertise
- Quality Assurance
- Document Management
- Competitive Analysis
- Claims Management
- Account Management
- Account Retention
- Revenue growth strategy
- Client Services
- Vendor Relationship Management
- Vendor rapport
Affiliations
- Love anything to do with the water. Beach time, Boating, Fishing, Swimming, Surfing, etc
- Still very active in sports - Soccer, Volleyball, Running, Triathlons, Tennis, Mud runs, obstacle course races, etc
- Enjoy taking Cruises with family and friends.
Certification
- 120, 220, 440, 620 licenses
- CIC, CMIP, CPIC, CPSR, PCSR, CWC
References
References available upon request.
Timeline
Commerical Lines Account Manager
Patriot Growth Insurance Services
10.2021 - Current
Vice President Commercial Department
Crosslet Insurance Services
05.2016 - 10.2021
Southeast Regional Marketing Manager
Burns & Wilcox Brokerage
04.2015 - 05.2016
Marketing Representative
Southern Insurance Underwriters
10.2010 - 04.2015
Insurance Agent
Crosslet Insurance Services
09.2005 - 09.2010
Trainer / Teacher
Central Insurance School
09.2004 - 12.2006
Some College (No Degree) - Marketing
Saint Petersburg Junior College
Some College (No Degree) - Business / International Business
Campbell University
- 120, 220, 440, 620 licenses
- CIC, CMIP, CPIC, CPSR, PCSR, CWC
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