Jonathon Overturf Email and Phone Number

- Team with producer(s) to provide insurance services and solutions for existing and prospective clients. - Research solutions, prepare applications, obtain quotes and prepare proposals for Commercial Producer to present to prospective clients. - Responsible for daily office operations including quoting, making changes, taking payments, and entering information into our agency management system. - Interact with bank personnel to effectively co-market insurance solutions to bank clients, and solicit banking relationships with insurance clients.

- Record First Notice of Losses for personal property claims.- Set appropriate reserves and monitor throughout the claim- Work independently to determine appropriate coverage based on policy language- Chaired committee to create and update form letters - Collaborate with the Special Investigation Unit to deter fraud- Create a customer centric environment

- Completed initial underwriting reviews for personal lines- Ran and analyzed MVR and CLUE reports to determine eligibility - Processed payments to set up new policies- Received all 5 out of 5 ratings in customer service for the sales department- Achieved top quality ratings in office for Q1-Q3, 2011 by having no quality errors- Assisted with training and coaching of new sales agents

- Created and followed daily lesson plans- Supervised field trips - Assessed students’ comprehension of daily lessons- Facilitated classroom management

Assisted customers in selecting and purchasing products