Jason Lefave Email and Phone Number

• Direct point contact between Agency Partners and Executive Leadership Departments, Operations, Risk Management, Finance/Accounting, Service, Product, and IT within the organization.• Analytics related to Agency Partner monthly, quarterly, and annual goal setting. Diagnosis of tactical practices based on statistical data to assist in our partner’s ultimate success through Salesforce and Excel Reporting, generating annual premiums exceeding $100 million.• Reviewing monthly financial statements with agency owners to explain revenue, expenses, and net payment to aid in their expectations for payroll.• Target compliance related items to ensure corporate SOP’s are met per our Operations Manual and Franchise Agreement.• Training and on-boarding Agency Partners with Sales Processes, Organizational Systems, and Carrier Systems, including interviewing potential candidates for these offices.• Established procedures which contributed to enhancing time management, sales structure, daily organization of tasks, underwriter expectations, partner networking, and countless other crucial aspects for running day to day operations.• Tested proprietary systems to assist in implementing for daily application (Salesforce).• Self-motivated to perform daily tasks without supervision, including holding virtual meetings.• Advised on best practices during offsite visits traveling to various partner locations after training• Consultant between the Service Team/Underwriting and Agency Partners. Fielding inquiries related to risk situations and the potential for eligibility.• In office specialist to ensure status quo is met, in addition to providing further assistance on escalated matters associated with clients and partners.

• Take incoming calls and prospect for new clients while building a book of business and a network to become a self-generated agent within the first 18 months of employment.• Obtained my General Lines Property and Casualty Insurance License through the Texas Department of Insurance. (Lic#: 1779412)• Created three to six applications per day via inbound calls, out bound calls, and emails.• Cross-sold every client in my pipeline with auto insurance, boat insurance, motorcycle insurance, and umbrella insurance products.• Learned insurance products for over a dozen different carriers.• Outstanding rapport and customer service record.• Skilled with TWG’s CRM as well as each carrier’s web based systems for qualifying and submitting clients for new insurance policies.• Managed client expectations, ran quotes, answered questions, completed client applications, and closed transactions.• Partner with Mortgage Professionals, Real Estate Agents, and Builder’s to establish exceptional product and service experience for clients.

• Serviced the operations for a list of Tier 1, 2, and 3 clients in Institutional Pension Fund Department• Direct point of contact for over 150 Institutionalized Pension clients holding $200 billion in assets• Researched and oversaw the execution of transactions on investments securities • Coordinated meetings with the client and investment managers• Examined financial statements for completeness and accuracy in conformance with GAAP • Supported client audits by coordinating delivery of supporting documentation • Served as a liaison between the client and the other production teams, managing relationships while fielding and resolving pension account inquiries

• Member of Fidelity’s fund implementations team in charge of bringing in new funds to the company, setting them up in the company’s core accounting systems, and training fund accountants in their everyday running• Work with trust account managers on a daily basis to receive fund specific guidelines and to ensure precision of fund setups• Interact with external clients to receive further information on the account setup preferences of the different investment products• Network daily with various Fidelity internal groups responsible for setting up funds in the support systems as we initiate, test and retest the workflow to ensure accuracy• Perform reconciliations on newly setup funds to ensure all pertinent information is feeding into and out of the proper systems• Train accounting on the day to day running of these new products to ensure portfolio rebalances and trades occur correctly, minimizing NAV impacts and enhancing accuracyFund Accountant, Fidelity Pricing and Cash Management Services, April 2006-May 2008Boston, MA/Merrimack, NH - Lewisville, Texas • Helped transition FPCMS accounting operations to Lewisville, TX• Daily review of fund activity and generate necessary security trades to maintain the fund objective for Fidelity’s unitized (stock & strategy) funds for the Fidelity Pricing and Cash Management Services (FPCMS) group• Calculate, analyze, and report daily reported fund prices and Net Asset Values (NAV) • Analyze and review daily reconciliations, expense accruals, disbursements and trade input for assigned funds• Provide daily support of business relationships with customer/suppliers such as the shareholder service area, custodian banks, portfolio management, trading, and custody operations on a fund specific basis• Used InvestOne, KBase, MFAS, Apollo, and Excel Applications