Summary
Overview
Work History
Education
Skills
Affiliations
Certification
Personal Pages
Timeline
Generic

Jonathan Tooey

Lakewood ranch,FL

Summary

Aspiring HVAC maintenance technician with a focus on gaining hands-on experience. Motivated to learn industry best practices and contribute to team success. Ready to tackle challenges and enhance technical skills. I have had limited experience in the field. I have done dispatch for AC1 Heating and Cooling, have provided customer service , routed technicians, and ordered parts for customers units. I worked in conjuntion with Daikin, Carrier, and Mitsubishi. In 2014 to 2017, i have worked as an HVAC assistant in helping install equipment, crawling in tight spaces to run duct work, and maintaining AC units.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Dispatcher

AC1
Bradenton, Florida
06.2025 - Current
  • Created daily reports detailing response times, call volumes, and other pertinent information.
  • Participated in team meetings discussing changes in procedures or processes.
  • Provided timely updates to customers regarding their orders or requests.
  • Managed a large volume of phone calls while ensuring accuracy in data entry.
  • Performed administrative duties such as filing paperwork, updating databases, and preparing documents for review by management staff.
  • Investigated customer complaints related to delays in deliveries or discrepancies in orders received.
  • Communicated effectively with suppliers and vendors to ensure prompt availability of materials needed for dispatch operations.
  • Ensured compliance with company policies and procedures related to dispatching activities.

Life Insurance Agent

Cornerstone Captial
Lakewood Ranch, FL
10.2024 - Current
  • Prepared quotes for prospective customers based on their individual needs.
  • Improved data collection accuracy by structuring systems for desktop spreadsheets.
  • Developed and maintained a portfolio of clients through networking and referrals.
  • Utilized CRM software to manage client data and sales activities efficiently.
  • Analyzed clients' financial situations to propose solutions that align with their long-term goals.
  • Advised clients on the tax implications of their investments and purchases.
  • Provided personalized service to clients by phone, email, or in-person meetings.
  • Pursued continued professional development through insurance workshops, course and webinars.
  • Sold life insurance policies via telephone and assisted other agents with underwriting.

Forklift Operator

Publix
Sarasota, FL
11.2021 - 01.2025
  • Used handheld scanners for warehouse management system compliance.
  • Organized warehouse shelves and racks for efficient retrieval during order fulfillment process.
  • Complied with safety regulations at all times while operating heavy machinery like forklifts.
  • Maintained current forklift training and certification as required by company policies.
  • Moved freight, stock and other materials to and from storage and production areas and loading docks.

Receptionist

Crunch Fitness
Sarasota, FL
07.2020 - 11.2021
  • Operated telephone switchboard to answer, screen and forward calls to appropriate personnel.
  • Answered incoming calls, took messages, and transferred calls to appropriate departments or personnel.
  • Served visitors by greeting, welcoming and directing to appropriate personnel.
  • Greeted visitors and provided them with assistance.
  • Processed payments and updated accounts to reflect balance changes.
  • Ensured that all necessary forms were completed accurately prior to submitting them for processing.
  • Maintained knowledge of current promotions, exchange guidelines, payment policies, and security practices.
  • Built and maintained relationships with peers and upper management to drive team success.

HVAC Assistant

Rite Temp
Toms River, New Jersey
06.2014 - 06.2017
  • Followed safety protocols while working with refrigerants such as Freon.
  • Assisted in installing, repairing and maintaining HVAC systems.
  • Installed new ductwork according to plans and specifications provided by engineers or contractors.
  • Operated tools like drills, saws, safely during installation or repair works.
  • Worked closely with technicians in order to complete assigned tasks efficiently.
  • Performed ductwork repairs and modifications to improve system airflow and indoor air quality.
  • Installed and maintained residential and commercial HVAC systems to ensure optimal operation and energy efficiency.

Education

High School Diploma -

Braden River High School
Bradenton, FL
06-2020

Skills

  • Client relationship management
  • Financial analysis
  • CRM software
  • Policy writing
  • Data collection
  • Regulatory compliance
  • Quote preparation
  • Portfolio management
  • Networking and referrals
  • Effective communication
  • Customer service
  • Problem solving

Affiliations

  • I love exercising, socializing with friends and family, and playing guitar.

Certification

  • I have my Florida 2-15 which allows me to sell Life insurance, Health insurance and Annuities.
  • Im Licensed in Texas, New York, New Jersey, and Florida.
  • My NPN is 21284561

Personal Pages

  • I have my own website www.tooeyinsurance.com
  • my Facebook pages are Jon Tooey and Tooeyinsurance
  • My Linkedin is Jon Tooey

Timeline

Dispatcher

AC1
06.2025 - Current

Life Insurance Agent

Cornerstone Captial
10.2024 - Current

Forklift Operator

Publix
11.2021 - 01.2025

Receptionist

Crunch Fitness
07.2020 - 11.2021

HVAC Assistant

Rite Temp
06.2014 - 06.2017

High School Diploma -

Braden River High School

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