Jonathan Madera
Brighton,CO
Summary
Insurance professional with 15+ years in the insurance industry, specializing in operations management and commercial insurance. Results-driven Manager committed to maintaining the highest quality of customer excellence.
Overview
15
15
years of professional experience
29
29
years of post-secondary education
1
1
Certification
Work History
Commercial Lines Department Manager
Colorado Prestige Insurance Inc.
Brighton, Colorado
07.2019 - Current
- Oversee all commercial accounts and daily operations ensuring alignment with organizational goals.
- Lead customer service and account management staff.
- Training and development of staff members.
- Manage all commercial agency carrier relationships and production goals.
- Marketing, partnership management, social media engagement, customer engagement and agency management system admin.
- Assist with general management of the overall agency for both personal and commercial operations. Acting as agency manager when manager is out of office.
- Develop and implement strategic plans to enhance department efficiency and service quality.
Licensed Sales Professional
Allstate Insurance Company - Alex Cole Agency
Denver, Colorado
04.2018 - 06.2019
- Sales of property and casualty insurance products. Identified and tailored custom packages for clients.
- Conducted thorough assessments of customer needs to recommend appropriate policy options.
- Evaluated applications, pre-underwrote accounts, quoted policies, issued and bound policies, set up and delivered certificates of insurance, processed policy forms and endorsements.
- Helped ensure achievement of agency sales goals through inbound and outbound sales calls, client portfolio reviews, and referral relationships.
- Provided accurate responses and feedback to clients and potential clients and identify opportunities to deepen existing relationships via cross selling.
- Collaborated with team members to refine sales strategies and enhance customer engagement.
- Executed lead generation activities to build a robust pipeline of potential clients.
- Daily accounting remittance for two locations and assistance with other agency functions as needed.
Commercial Lines Producer
Colorado Prestige Insurance Inc.
Brighton, Colorado
10.2010 - 12.2017
- Developed tailored insurance solutions to meet diverse client needs and mitigate potential risks.
- Conducted comprehensive market research to identify emerging trends and competitive strategies.
- Established long-term relationships with clients through effective communication and proactive service.
- Commercial account manager for 100+ clients.
- Used various sales techniques to increase closing rates and created solutions to enhance the sales closing process.
- Evaluated applications, pre-underwrote accounts, quoted policies, issued and bound policies, set up and delivered certificates of insurance, processed policy forms and endorsements.
- Progressive levels of responsibility within agency over tenure ranging from; customer service, sales and marketing, account management and office management.
Education
Property, Casualty, Accident And Health, Life Insurance Producer Licenses -
Colorado Division of Insurance
03.2010 - 12.2025
Bachelor of Science - Management
Metropolitan State University of Denver
Denver, CO 09.2004 - 05.2018
Skills
- Operations Management
- Business Development
- Results Oriented
- Customer Service
- Sales Management
- Risk Assessment
- Account Management
- Self-Motivated
Certification
- Certified Insurance Counselor (CIC)
- Small Business Coverage Specialist (SBCS)
Timeline
Commercial Lines Department Manager
Colorado Prestige Insurance Inc.
07.2019 - Current
Licensed Sales Professional
Allstate Insurance Company - Alex Cole Agency
04.2018 - 06.2019
Commercial Lines Producer
Colorado Prestige Insurance Inc.
10.2010 - 12.2017
Property, Casualty, Accident And Health, Life Insurance Producer Licenses -
Colorado Division of Insurance
03.2010 - 12.2025
Bachelor of Science - Management
Metropolitan State University of Denver
09.2004 - 05.2018