Rashad Jones
Boynton Beach,FL
Summary
My areas of expertise is designing and implementing specific insurance strategies that bring in new customers for the many products and services my employer offers. Through problem solving communication and marketing I ensure the company is viewed as a major authority providing an unparalleled level of customer service they will not get anywhere else. That includes affordable insurance packages handling claims in a speedy and fair manner managing insurance programs and plans and remaining professional and reassuring during trying situations.
Overview
12
12
years of professional experience
Work History
Broker Specialist
Risk placement Insurance Services
Fort Lauderdale
07.2025 - Current
- Account managed 10 Million book of business regarding, Hospitality and Large Property
- Communicated renewal through brokerage carriers regarding, Admiral, Star Insurance Companies, Richmond, USLI, IFG, Ategrity,Music underwriting
- Quoted in house appointed Carriers
- Changing effective dates for respective clients acord forms and preparing for submissions to be sent out to market.
Commercial Lines Account Manager
NSI Insurance Group
Miami Lakes, FL
01.2024 - 07.2025
- Reviewed client policies and identified areas of potential risk or coverage gaps.
- Prepared proposals for new business, renewals and endorsements.
- Negotiated terms and conditions on behalf of clients with carriers.
- Audited client accounts to ensure compliance with carrier requirements.
- Maintained up-to-date knowledge of industry trends, regulations, products and services offered by carriers.
- Participated in sales presentations with prospects and existing clients.
- Identified cross selling opportunities through analysis of current client portfolios.
Commercial Lines Account Manager
Brown and Brown
West Palm Beach, FL
10.2022 - 01.2024
- Prepared orders and issued binders, proofs of insurance and endorsements for delivery to clients.
- Maintained required data in agency management system to follow corporate guidelines.
- Negotiated rates to set up finance contracts.
- Analyzed client needs to identify coverage solutions and produced policy and quotes.
- Processed cancellation requests from carriers and provided resolution to maintain financial equity.
- Reviewed audits of policies for accuracy to facilitate corrections between client and carrier.
- Educated clients on insurance policies and procedures.
- Collected premiums on or before effective date of coverage.
Technical Assistant
Brown and Brown
West Palm Beach, FL
10.2021 - 10.2022
- Conducted comprehensive risk assessments for prospective clients, tailoring coverage recommendations based on unique requirements.
- Served as a trusted advisor to both internal team members and external partners by sharing industry insights and best practices related to commercial insurance management.
- Ensured compliance with state regulations by maintaining current knowledge of relevant laws and guidelines governing commercial insurance practices.
- Processing endorsements and invoicing Clients
- Ordering loss runs and filling claims to carriers
Sales Insurance Agent
Sam Duque Farmers Insurance Agency
Delray Beach, FL
06.2021 - 10.2021
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements
- Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques
- Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process
- Analyzed retention, loss ratio trends and sales volume to identify areas for improvement.
Insurance Agent
N.sure.com
Boca Raton, FL
06.2020 - 06.2021
- Cultivated new business by offering presentations on financial well-being to individuals and groups on term and whole life insurance
- Approached potential clients by using direct marketing mailings and phone contacts
- Monitored company inventory to keep stock levels and databases updated
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor
- Offered friendly and efficient service to customers, handled challenging situations with ease
- Carried out day-to-day duties accurately and efficiently.
Crew Member
Trader Joe's
06.2018 - 06.2020
- Maintained relationships with clients long term
- Created help desk tickets, troubleshot and resolved desktop issues
- Developed and tested new product offerings prior to release to assist development team in bug identification
- Offered new customers training to reduce frustration and improve customer satisfaction
- Provided Tier 1 IT support to non-technical internal users through desk side support services.
Graphic Designer
UPS STORE
12.2017 - 06.2018
- Analyzed [Type] issues to identify troubleshooting methods needed for quick remediation
- Responded to support requests from end users and patiently walked individuals through basic troubleshooting tasks
- Assessed system hardware and software and suggested modifications to reduce lag time and improve overall speed
- Established, repaired and optimized networks by installing wiring, cabling and devices
- Delivered network technology training to junior team members and end-users, enhancing knowledgebase and team productivity
- Maintained and monitored server room, wireless network and other server infrastructure, keeping systems running smoothly.
Sales Manager
Sunglass Hut
Palm Beach Gardens, FL
01.2014 - 12.2017
- Hired and managed team, including coaching them through operational duties, and delivering our sales strategy of the
- Assisted IT team members by crafting project research material for implementation
- Collaborated to assist support protocol development and offered consultation based on cross-functional knowledge
- Contributed to team-based IT projects by lending assessment and management services
- Recommended stringent policy to secure information-system data
- Aided problem resolution measures and suggested patches and hardware, software and network troubleshooting alternatives.
Education
HS - Business Administration
Palm Beach Gardens
Associate of Science - Business Marketing and Communications
Lincoln College
West Palm BeachComp TIA
Broward College
Fort LauderdaleSkills
- Policy Development Organization and Time Management
- Loss protection MS Office
- Policy renewal Data analysis
- Policy quoting and pricing
- Business process mapping
- Business Development Predictive modeling
- Risk management Strategic planning
- Image right
- AMS
- Salesforce
- Quote Wizard
Timeline
Broker Specialist
Risk placement Insurance Services
07.2025 - Current
Commercial Lines Account Manager
NSI Insurance Group
01.2024 - 07.2025
Commercial Lines Account Manager
Brown and Brown
10.2022 - 01.2024
Technical Assistant
Brown and Brown
10.2021 - 10.2022
Sales Insurance Agent
Sam Duque Farmers Insurance Agency
06.2021 - 10.2021
Insurance Agent
N.sure.com
06.2020 - 06.2021
Crew Member
Trader Joe's
06.2018 - 06.2020
Graphic Designer
UPS STORE
12.2017 - 06.2018
Sales Manager
Sunglass Hut
01.2014 - 12.2017
Comp TIA
Broward College
HS - Business Administration
Palm Beach Gardens
Associate of Science - Business Marketing and Communications
Lincoln College