Jonathan Orfin
Springfield,MO
Summary
Results-oriented licensed insurance sales professional with over 10+ years of client relations with a proven track record of exceeding monthly sales quotas. Analytical thinker highly effective in quality, speed, and process optimization.
Overview
9
9
years of professional experience
Work History
Claims Service Specialist
Allstate
02.2024 - Current
- Demonstrated strong commitment to ethical decision-making by adhering to industry regulations and company policies at all times.
- Maintained accurate records of all claims activities, ensuring compliance with company policies and regulatory requirements.
- Streamlined claims process for faster resolutions, resulting in increased client retention.
Licensed Inside P&C Sales Agent
ALLSTATE
10.2022 - 02.2024
- Communicating with customers to understand their needs and requirements and identity sales opportunities
- Updates job knowledge by studying new product, descriptions and participating in education opportunities
- Focused on customer needs and satisfaction in creating added value.
Licensed Medicare Sales Agent
SelectQuote
09.2020 - 11.2022
- Consistent track record of sales including Medicare advantage plans, supplement, and ancillary products
- Sold various insurance policies and products to potential clients
- Maintained high call volume while taking advantage of every opportunity.
Mobile Expert
T-MOBILE (Corporate)
05.2015 - 08.2020
- Increased monthly sales 20% by recommending seasonal promotions, including buy one get one sales, rebates and limited time offers
- Developed strong rapport with customers and created positive impressions
- Used frequently as an example by managers because of performance.
Education
Associate of Arts - Business Marketing
Ozark Technical Community College
Springfield, MO01.2017
Skills
- Computer Proficiency
- Quality Assurance
- Insurance Claims Review
- Customer Account Management
- Detail Orientated
- Data Entry
Accomplishments
- Ranked 160 out of 2,500 in US (SelectQuote)
- Top representative in district three months consecutively (T-Mobile)
- Ranked 75 in US (AT&T)
- Dean's List
Timeline
Claims Service Specialist
Allstate
02.2024 - Current
Licensed Inside P&C Sales Agent
ALLSTATE
10.2022 - 02.2024
Licensed Medicare Sales Agent
SelectQuote
09.2020 - 11.2022
Mobile Expert
T-MOBILE (Corporate)
05.2015 - 08.2020
Associate of Arts - Business Marketing
Ozark Technical Community College