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.• Forwarded quotes as received to member agency for review• In the event standard markets are not available, seek and provide complete information to member agency for alternative coverage options.• Reviewed binding applications for appropriate information and forms• Issued policies through carrier’s website upon receipt of required documents and verified that all items are complete.

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.• Evaluates mortgage options helping clients obtain financing at the best rates and terms.• Negotiates contracts involving leases, subleases, amendments, assignments, management agreements, deposits, invoices and all other legal documents, assisting lease negotiations.• Provides outstanding customer services and ongoing relationships with each client and referral• Responsible for accounting, financing, taxes, marketing/advertising, relationship management and all business operations.

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. • Capture, assist, design, and manage the service platform.• Respond to Underwriters questions in a timely and professional manner.• Adhere to Commercial Lines Best Practices. Includes written confirmation of new and renewal binding, evidence of coverage, and changes to coverage.• Maintain a high degree of accuracy in agency management and document management systems.• Identify exposure to loss and recommend appropriate coverages.

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.• Forwarded quotes as received to member agency for review• In the event standard markets are not available, seek and provide complete information to member agency for alternative coverage options.• Reviewed binding applications for appropriate information and forms• Issued policies through carrier’s website upon receipt of required documents and verified that all items are complete.

• 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.• Evaluates mortgage options helping clients obtain financing at the best rates and terms.• Negotiates contracts involving leases, subleases, amendments, assignments, management agreements, deposits, invoices and all other legal documents, assisting lease negotiations.• Provides outstanding customer services and ongoing relationships with each client and referral

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.• Prepares insurance forms/documents (identification cards, certificates, endorsements, schedules).• Responsibilities included accounts payable/receivable, billing and auditing for multiple vendors.• Determines appropriate workflow routine for submitted invoices based on type and or special processing instructions.• Investigates received checks, initiates payment transfer transactions for reimbursements and applies refund checks.• Coordinates with other offices and departments to perform related tasks; ensuring daily goals were met as requested.• Updates new and existing accounts using multiple programs.

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.• Provided outstanding customer service to all telephone and email inquiries.• Communicated effectively with internal departments and account holders regarding policies/inquires in to service their requests.• Established relationships with plan sponsors, third party administrators and advisors, to complete and process IRA applications in a timely manner.

Bachelor’S Degree, Business Management/Marketing And Administration

Certificate Of Human Resources, Certificate Of Human Resources

Diploma