Jonathan Pfaff Email & Phone Number

State Licensed Life Insurance Broker

High Point, Nc

• Develop systems to manage growth• Develop internal SOP (Standard Operating Procedures)• Develop client onboarding process• Develop employee onboarding process• Document employee job descriptions• Track employee engagement • Document annual review process • Build group camaraderie • Manage accountability metrics • Manage internal communications• Develop customer data analytics

High Point, Nc

Under limited supervision, create and maintain internal processes vital for client delivery and growth of the company.

• Analyze functional needs and strategically implement customized Salesforce CRM• Attend meetings as directed by the Vice President and offer recommendations for procedural enhancements• Independently oversee projects involving staff and third-party vendors• Design and deliver unique recruitment events linking training courses to employers and available jobs• Assist with recruitment, course planning, and overall improvement of the Division• Collect and summarize research and data for identified programs into usable reports• Organize and prepare specific data sets by collecting and summarizing data for end-users• Prepare templates for web-based information such as newsletters and targeted recruitment for CCED activities and programs• Collect, prepare and maintain computer databases; maintain files of raw data used in preparing reports• Meet individually with CCED personnel to support data related needs of their programs as needed• Work with the appropriate functional areas of CCED to encourage potential programmatic linkages across the division• Review flow of operations and recommend improvements in policies and procedures• Work with the VP to monitor projects to ensure deadlines are met; review completed tasks and ensure any necessary corrections are made• Make suggestions and observations regarding improvement of the CCED operation and work• Act as System Administrator of the CCED Salesforce CRM platform

• Managed short-term and long-term projects from inception to closure• Planned high-level client events, including coordination with the former White House Executive Chef to cook for and entertain our most affluent clients• Interacted with Account Managers, Web Developers, Graphic Designers, Attorneys, Financial Advisors, and others to move critical projects forward• Served on the Leadership Team and acted as the primary point of contact for staff• Coordinated marketing initiatives and negotiated TV and Radio advertising• Effectively utilized advanced CRM software to manage projects and other daily tasks• Created and presented lead-generation reports• Communicated with the office of a former US President to obtain specific approval• Oversaw resolution of IT, telephone, and computer issues• Assisted with hiring and training new staff• Managed and provided direction to office staff• Performed staff reviews• Managed development of policies and procedures• Prepared for and led weekly staff meeting

• Profiled clients to determine appropriate product offering and give practical advice• Met performance and sales goals while fulfilling non-measured job expectations• Made risk-based decisions and approved/declined transactions daily• Led change as corporate positions and strategies shifted• Adjusted coaching and motivational style to fit the needs of a diverse team and led them to perform above standards• Provided operational and functional assistance to other locations as requested• Constantly coached & developed Team Members to perform at their best each day• Modeled stellar customer service to lead by example• Minimized high-stress situations, communicated effectively, and solved problems• Educated myself to work as a team player with fellow Team Members, Managers, and Bankers to extend my center of influence• Functioned as a “New Hire Teller Mentor” to successfully train new Tellers as they were hired• Supported local management