Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Jonathan McIntosh

Flushing

Summary

Driven Insurance Agent with over 10 years of experience offering personalized, courteous service. Expert at managing insurance sales cycle, prospecting and follow-up support. Skillful in advising current and potential clients on insurance coverage plans and processing applications, payments and corrections. Resourceful and versatile professional with reputation for consistently achieving aggressive sales goals.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Insurance Agent

Farmers Insurance
Highland
04.2011 - 04.2022
  • Maintained high standards of customer service by building relationships with clients.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments.
  • Approached potential clients by using direct marketing mailings and phone contacts.
  • Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.

Education

Insurance Licence - Insurance

Kaplan Financial
Dearborn, MI
04.2011

Skills

  • Insurance Policy Sales
  • Form Completion and Submission
  • Binder Coverage
  • Vision and Dental Insurance
  • Quote Information
  • Financial Needs Assessment
  • Quotes and Sales
  • Client Needs Analysis
  • Policy Feature Explanations
  • Life Insurance
  • Email Marketing
  • Marketing Strategy Development
  • Final Expense Insurance

Certification

Accident and Health

Casualty

Life

Property

Medicare



Timeline

Insurance Agent

Farmers Insurance
04.2011 - 04.2022

Insurance Licence - Insurance

Kaplan Financial