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Jonathan Davis Email & Phone Number

Customer Success Manager at Roots
Location: Greater Chicago Area, United States 10 work roles 1 school
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Current company
Role
Customer Success Manager
Location
Greater Chicago Area, United States

Who is Jonathan Davis? Overview

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Jonathan Davis is listed as Customer Success Manager at Roots, based in Greater Chicago Area, United States. AeroLeads shows a matched LinkedIn profile for Jonathan Davis.

Jonathan Davis previously worked as Senior Manager Automation & Analytics CoE at Carrier and Senior Consultant at Ey. Jonathan Davis holds Bba, Management Information Systems from University Of Oklahoma.

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Roots

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Profile bio

About Jonathan Davis

Experienced Automation and Analytics Sr Manager with a demonstrated history of working in the insurance and financial services industry. Skilled in RPA development, requirements gathering, software development in an Agile environment, and stake holder management. Strong business professional with a BBA focused in Management Information Systems from University of Oklahoma.

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Jonathan Davis's current company

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Roots
Roots
Customer Success Manager
Chicago, IL, US
AeroLeads page
10 roles

Jonathan Davis work experience

A career timeline built from the work history available for this profile.

Customer Success Manager

Chicago, Il, Us

Senior Manager Automation & Analytics Coe

Palm Beach Gardens, Florida, Us

Feb 2021 - Jul 2024

Senior Consultant

Ey

London, Gb

Nov 2017 - Feb 2021

Automation Solutions Analyst

Aig

New York, Ny, Us

Assist with the identification, analysis, evaluation, prioritization and implementation of automation.Conduct the assessment and evaluation process across sites and teams to define opportunities.Analyze and document benefit potential in cooperation with the production leadership teams and agree on prioritization.Analyze business flow and reports to make recommendations to management for improvements in information flow and systems set-up.Document business requirements for development utilizing agile methodologies.Manage user acceptance testing, documentation and signoff.

Aug 2015 - Nov 2017

Quality Assurance Coach

Woodland Hills, Ca, Us

Audit for quality coverage, casualty, um, and non auto claims and provide feedback on efficiency, regulatory compliance, and accuracy.Work with supervisors and staff managers on promoting quality by creating individual team plans to identify and review opportunities for improvement.Work with individual claims representatives on their specific coaching opportunities. Complete slant audits on specific issues to identify opportunities and create action plans to improve.Work with training on presenting materials to new hire classes around quality.Creating and presenting follow up training with claims representatives.

Jan 2014 - Jul 2015

Other Than Auto Adjuster

Woodland Hills, Ca, Us

Investigated coverage and liability for auto and homeowner’s policies wherein damage was caused to third party property. Determines scope of damages. Created and reviewed estimates outlining repair costs utilizing Xactimate. Negotiated claim resolution through payment.• Earned the Century Club Award for a full year without regulatory compliance exceptions.• Served as a mentor to new hires to acclimate them into the department.• Audited six peers and five claims monthly, reviewing documentation for regulatory compliance, identifying and resolving issues to reduce the risk of fines.

Aug 2012 - Feb 2014

Office Claims Rep

Woodland Hills, Ca, Us

Worked as a coverage/casualty adjuster for Farmers non-standard book of business Bristol West. Duties included reviewing policies for coverage in all 50 states and taking statements to determine liability in auto accidents.

Oct 2011 - Aug 2012

Personal Banker

Providence, Rhode Island, Us

I worked with current and potential customers to establish and deepen their banking relationships.

Feb 2010 - Jul 2011

Small Business Specialist

New York, Ny, Us

I worked with existing and potential clients to establish and deepen their banking relationships. I was licensed to sell finacial products and have a series 6,63 and Illinois life insurance license.

Jun 2007 - Feb 2010

Branch Manager

Estero, Fl, Us

I worked with current and potential referral sources to maximize revenue. I also worked with the manager trainees to teach and coach them in inside sales, outside sales, and daily operations.

Apr 2005 - May 2007
1 education record

Jonathan Davis education

  • University Of Oklahoma
    University Of Oklahoma
    Management Information Systems
FAQ

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Quick answers generated from the profile data available on this page.

What company does Jonathan Davis work for?

Jonathan Davis works for Roots.

What is Jonathan Davis's role at Roots?

Jonathan Davis is listed as Customer Success Manager at Roots.

Where is Jonathan Davis based?

Jonathan Davis is based in Greater Chicago Area, United States while working with Roots.

What companies has Jonathan Davis worked for?

Jonathan Davis has worked for Roots, Carrier, Ey, Aig, and Farmers Insurance Group Of Companies.

How can I contact Jonathan Davis?

You can use AeroLeads to view verified contact signals for Jonathan Davis at Roots, including work email, phone, and LinkedIn data when available.

What schools did Jonathan Davis attend?

Jonathan Davis holds Bba, Management Information Systems from University Of Oklahoma.

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