Jonathan Byron Email & Phone Number

Boston, MA, US

• Contributed to building support and trust with customers by consulting on best products and servicing their needs.
• Educated customers on home, auto and business insurance products, recognizing cross-sales opportunities within the context of the customer interaction.
• Promoted insurance, membership and other company products and services to new and current members.
• Reviewed new personal lines insurance applications as distributed by processor for completeness.
• Identified and proactively contact obtained any missing information and/or receive clarification on any information needed to quote the account.
• Generated quotes online with appropriate carriers; or submitted to appropriate carriers depending on the carrier’s processes.

Madison, NJ, US

• Completes competitive market pricing analysis, resulting in accurate pricing strategy for the home.
• Promotes sales of properties through advertisements, open houses, multiple listing services and other advertisement platforms.
• Effectively determines which houses buyers were interested in through initial conversations via telephone or in person.
• Prepares multiple complex documents such as representations contract, purchase/sales agreements, closing statements, leases and deeds.
• Accompanies buyers during visits and inspection of properties, advising them to the suitability and value of the homes they are visiting based on current market conditions.
• Advises sellers on how to make homes more appealing to potential buyers increasing average selling prices from the initial appraisal.

Valhalla, NY, US

• Responsible for the retention of assigned client accounts.
• Handle all aspects of Commercial Lines Property & Casualty Insurance. Includes occasional outside service visits to the client.
• Accountable for marketing, preparing coverage/product recommendations, and discussing renewals with customers.
• Prepare proposals and summaries of insurance as needed.
• Develop and maintain working relationships with customers/prospects.
• Communicate with services and provide comprehensive account support. Ensure customer needs are met.

Woodland Hills, CA, US

• Contributed to building support and trust with customers by consulting on best products and servicing their needs.
• Educated customers on home, auto and business insurance products, recognizing cross-sales opportunities within the context of the customer interaction.
• Promoted insurance, membership and other company products and services to new and current members.
• Reviewed new personal lines insurance applications as distributed by processor for completeness.
• Identified and proactively contact obtained any missing information and/or receive clarification on any information needed to quote the account.
• Generated quotes online with appropriate carriers; or submitted to appropriate carriers depending on the carrier’s processes.

• Completes competitive market pricing analysis, resulting in accurate pricing strategy for the home.
• Promotes sales of properties through advertisements, open houses, multiple listing services and other advertisement platforms.
• Effectively determines which houses buyers were interested in through initial conversations via telephone or in person.
• Prepares multiple complex documents such as representations contract, purchase/sales agreements, closing statements, leases and deeds.
• Accompanies buyers during visits and inspection of properties, advising them to the suitability and value of the homes they are visiting based on current market conditions.
• Advises sellers on how to make homes more appealing to potential buyers increasing average selling prices from the initial appraisal.

Boston, MA, US

• Received 6 Shine awards for being Collaborative, Influencing and Solving problems.
• Responsible for helping the Billing Services Team consolidate standard work across multiple Office Locations.
• Leads the team by means of process walks on the standard work, using One Note tool to house the standard work.
• Processes the majority of Provider Add/Change requests with high quality service.
• Effectively uses organizational, interpersonal, and communication skills as needed to help resolve routine problems, answer general questions, and knew when to escalate more complex issues.
• Processes over 200+ transactions daily, including insurance refunds using Counsel Link financial and ACES software.

Boston, MA, US

• Q3 2015 production leader, Q1 2016 production leader, 2016 Q3 production leader, Q2 2017 production leader.
• Top producer in all accounts ($15-20m) for each month by successfully achieving team and individual goals.
• Effectively closed each account within 5-7 business days: team average turnaround time of 12-15 business days.
• Ensured rollover rewards payments are accurately reflected for 200+ participants by sharing knowledge and overseeing data integrity requirements.
• Successfully facilitated the distribution process (25+ forms per day) through analyzing data, quality control and communicating with administers, using Sales Force, AWD and TA2000 software programs.
• Proactively communicated with various operation teams through routine/challenging inquiries on Roth and IRA Money Accounts.

Bachelor’S Degree, Business Management/Marketing And Administration

Certificate Of Human Resources, Certificate Of Human Resources

Diploma