David Jonas Email & Phone Number

New York, Ny, Us

Daytona Beach, Florida, Us

Beecher Carlson, a large account risk management broker, delivers expertise with industry focus and product specialization. We are passionate about providing an experience that goes beyond transactions. Your company can reap significant savings due to our analytical thinking and creative solutions as well as our deep industry knowledge. Every day we strive to do more, because we believe that risk management without passion, innovation, and accountability is just buying insurance.

Rolling Meadows, Il, Us

Arthur J. Gallagher & Co.,Responsible for driving revenue growth by building and maintaining valuable relationships, delivering comprehensive solutions that meet clients’ unique needs and growing Arthur J. Gallagher’s share of the market.Key Responsibilities:-Prospect for new clients by networking within the community and industry, seeking referrals from existing clients, and partnering with Branch Managers to identify new opportunities-Establish and maintain a deep knowledge-base on core coverage lines, risk management solutions, and insurance products.-Articulate the client value proposition in a manner that distinguishes Arthur J. Gallagher’s capabilities and approach from the competition.-Effectively qualify opportunities and pursue those with a high probability of success.-Develop and maintain a deep understanding of clients business needs and leverage the vast network of Gallagher Industry and Niche Experts to serve these needs.-Proactively engage existing clients by anticipating and helping to plan for their future needs.-Develop relationships with external firms and individuals with clients who have insurance and risk management needs that could be serviced by Gallagher.-Build and leverage relationships with Carriers to understand their solutions relative to client needs and factors that determine commissions and fees.-Proactively stay abreast on industry and market trends that impact prospects and clients, and maintain expertise in core coverage lines, risk management and products to address their needs.-Develop proposals, contracts and renewal agreements by coordinating efforts of Gallagher Client Services Organization

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Manage, train and develop five sales reps/ account managers to exceed sales targets in multiple areas (products and services). Sustain and grow relationships with major customers in order to retain current business and expand into new. Directly handle large negotiations on behalf of my GM and RVP to ensure we maximize our profitability without risking a loss in overall revenue of various business lines. • Manage, motivate, and mentor service sales representatives, sales trainees, and interns in the NYC office• Maintain, develop, and improve relationships with key accounts and consultants• Lead the sales team to achieve profitable growth through retention of existing accounts, recapture of competitor accounts, conversion of new equipment, open order upgrades, and modernization sales

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Sell Service, Manage current portfolio, retain current business and acquire new business. Oversee the service team and ensure meeting customer expectations. Handle all account related concerns while growing the business.

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Strictly gain new business in upper Manhattan, Bronx, Westchester and Rockland

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Prompted to BDM after exceeded sales plan targets; Ranked in top 10% of region in 2009/2010Generated over $5 million in incremental new business revenue in 2011; exceeded plan by 400% ; ranked in top 5Based on success in midtown Manhattan, given largest sales territory of all NY colleagues Recognized with special awards on 3 separate occasions for providing 24/7 commitment to clientsWon top award in sales competition amongst 200+ regional peers for selling $400k in one week period during 2010Established market partner relationship with Con Edison for energy efficient product incentives to NY propertiesWon sales award amongst 30 peers in August 2009 for generating most new leads during cold calling contestRequested by national sales managers to speak to 1000+ sales reps during national training call for best practice strategies in demonstrating value and selling against the competition. Proactively created and executed innovative promotional marketing strategies to create more opportunities to grow the business and oversaw their implementations; succeeded in generating $1 million in new business Trained 8 new account managers in the field on effective cold calling strategies and customer centered selling.Utilized interpersonal skills to create and sustain long term relationships with potential future customersMaintained technical knowledge through training and trade shows; participated in networking eventsTrained by American Marketing Association in time management skillsSupervised the preparation, review and submittal of all major bids for new business

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Sold over $2 Million in upgrades and modernizations to current service customers; ranked in top 40% in 2008/09Built relationships and effectively managed over 50 portfolio customers with an annual revenue over $4 millionRetained portfolio business through exceptional customer service and selling on factors other than priceObtained new units on maintenance agreements and exceeded sales plan; 150% of target 2008/2009 Worked with clients to help create and develop capital budgets for projects Presented and created successful sales presentations to customers Sold service and maintenance contracts at required margin levels; managed each individual projectProvided estimates; Interpreted architectural drawings; Monitored and executed the collection of open invoicesActively supported and complied with strict industry and company ethical guidelines as well as safety initiativesMaintained up to date technical knowledge of products; Participated in all product and sales trainings. Served as a technical consultant to more than 40 customers; interacted with consultants of major customersConverted new installations into on contract service units

Master Of Business Administration (Mba), Marketing/Marketing Management, General

Bachelors, Finance

B.S, Finance

Bachelor'S Degree, Finance, General

Education record

Bachelor Of Arts - Ba, Film/Cinema/Video Studies