Jonathan Atkinson Email & Phone Number

Marshfield, MA, US

Greater Boston

Greater Boston

Managed the entire sales process to ensure delivery against performance metrics with a strong emphasis on new business sales. Identified, researched, and connected with prospective clients within target region. Developed and fostered business relationships with assigned client accounts to ensure high-level satisfaction. Collaborated with finance, legal.

Greater Boston

Primary objective was to ensure timely and efficient renewals for P&C insurance providers. Partnered with Operation & Finance counterparts along with Sales Directors to set global procedure standards. Drive high retention rates across renewals in addition to identifying opportunities for Duck Creek to expand their footprint.

Boston, Massachusetts, United States

Managed the responsibility of bringing in new business in Tier 1 P&C insurance providers. Directly contributed $15,000,000.00 in net new pipeline in fiscal year 2021. Trained in Sandler, SalesLoft, Salesforce, ZoomInfo, Hubspot, Oktopost and other applicable software sales solutions.

Concord, MA

ProcessUnity Vendor Cloud is a software-as-a-service (SaaS) application that identifies and remediates risks posed by third-party service providers. The cloud-based solution automates key phases of the third-party risk management lifecycle, including:Vendor OnboardingVendor Due DiligenceVendor Self-AssessmentsOn-Site Vendor Control AssessmentsVendor.

Worcester, MA

Team Lead for assigning daily tasks to customer service representatives to manage workflow. Managed specialty and Claims Shared Services daily and monthly reports to ensure quality and compliance. Handled monthly audits for inland marine leak claims. Performed monthly call monitoring for customer service representatives. Project resource specifically.

Worcester, MA

Managed total loss auto insurance claims. Developed relationships with leasing companies, lien holders and vehicle owners. Negotiated claim settlements and set expectations in a realistic manner. Ensured settlement compliance with state and tax law across New England.

Processed auto collision claims including determination of liability and application of state law. Analyzed negligence in auto accidents while assisting customers in the claim process. Collaborated and negotiated with other insurance companies, attorneys and agents across 20 States.

Worcester, MA

Trained for and passed licensing exams according to state requirements. Processed claims and assisted in liability analysis. Managed customer care and follow-up.

Providence, RI

Provided peer safety by monitoring campus and walking students to and from locations on school campus.