Jonathan Powell Email & Phone Number

Denver, Co, Us

Denver, Colorado, United States

Denver, Colorado, United States

Denver, Colorado, United States

- Process new business submissions through various channels- Gather, consolidate, and input information from 3rd party services and partners- Conduct risk and exposure research around a variety of industries- Send out requests for additional information, quotes, and assist in communication between Underwriters, Agency Partners, and our Inside Sales team.

Denver, Colorado, United States

- Imparts effective and proactive solutions to all customers by leveraging multiple platforms simultaneously - Collaborates with team members on special projects: creating more efficient renewal processes, auditingrenewal policies before issuance, and developing training materials for cross department use - Communicates efficiently and promptly in order to problem solve a variety of customer inquiries, providetechnical assistance when client issues arise, and escalate urgent requests to the appropriate parties - Orchestrated all aspects of renewals from quoting, requoting, correcting expiring policies, taking payment,and issuing renewals in a high-volume setting; as of June 2020, focus on renewal triage, $20,000+ quotes,inbox management and related task delegation - Utilizes an Excel spreadsheet to correct policies as part of the CRIT taskforce in order to ensure companyavoids associated fines - Conducts interviews on a panel for potential Customer Success candidates, submits feedback on Lever, anddeliberates with the Team Lead, Manager, Customer Success Associates, and Recruiter - Selected to be a point of contact for one of Pie’s largest partner agencies, completing agency’s needed tasksto specific requirements - Co-led the transition of inside sales team members to account managers, joining training sessions andcreating training materials which helped managers create streamlined processes for their teams (March –April 2020) - Streamlined steps within the renewal process in order to maximize team efficiency and better retain accounts

Encino, Ca

- Manage timelines and communicate key deadlines for sales and payroll tax projects for 10+ clients- Spearhead selection and implementation of new password management platform, improving time efficiency and security for 20 bookkeepers across 200+ clients- Assist clients with technical issues and guide them through account setup processes- Track employee time sheets for accuracy and prepare for invoicing- Attend all management meetings, contribute with project updates and distribute meeting minutes- Help onboard new employees and coordinate the setup of emails, remote desktop credentials, and company software systems- Provide secondary backup to office manager, handling phone calls, booking meetings, managing supplies and coordinating internal company events

Netanya, Israel

-Participating in a 10-month teaching fellowship in Netanya, Israel.-Working at an under-served public elementary school, teaching English to small groups of students.-Developing lesson plans that emphasize oral and written English efficiency.-Involved in weekly community volunteering.

Woodland Hills

- Developed market segmentation strategies to identify new target audiences - Created marketing materials using Photoshop and Adobe software to initiate small business marketing campaigns- Compiled lists of potential customers to help expand overall marketing reach- Presented marketing materials to clients for review

Porter Ranch, California

- Helped format and revise various real estate documents- Adjusted logos for documents using Abode and Photoshop software- Organized documents for proper filing

California State University, Northridge

- Managed the physical plant management donation database- Coordinated appointments for university inventory- Responsible for the processing and disposal of university electronics- Prepared excel spreadsheets for donation forms- Trained new employees

Porter Ranch, California

- Managed outside area with over 150+ golfers a day- Opened and closed entire course- Kept track and maintained the equipment of club members

Simi Valley, California

- Facilitated private tournaments for outside groups- Responsible for scheduled tee-times for 36-hole course- Helped created monthly schedules for employees- Maintained starter's booth with over 150+ golfers a day

Chatsworth, California

- Received shipments for breakdown and stocking- Built pallets and wrapped for shipment- Operated forklift for large orders