Jonathon Harris, Licensed Insurance Agent/ Data Entry Specialist

All things Insurance Group

Jul 2023 – Present

remote

Independent Insurance Broker

independent life and health insurance broker. Medicare, health, life, indemnity

Quotemanage

Jun 2020 – May 2023

Remote

Medicare Insurance Broker

Sales agent for QuoteManage, medicare enrollments. Product sales including ancillary (dental, vision, indemnity, critical illness), Medicare advantage, medicare supplement, and PDP brokering multiple carriers Consistently meets enrollment goals and top 5 in closing. creation and implementation of HIPAA compliant Medicaid retrieval tool and search process.

Broadpath

Aug 2018 – May 2020

remote

senior Ops Supervisor/ Supervisor of licensing and coordination

Candidate Pipeline management - ensuring new recruits and new hires are performing pre work certification and licensure courses. Roster Management - creation and submission to clients of rosters for all projects and accounts ramping up. Salesforce database - ensuring all licenses and candidate licensure information is up to date, correct and input into system. Candidate mentoring - ensuring candidates hired have a point of contact for communications and for advice/ direction on where to go as start dates approach. Coaching and uptraining of all direct reports. Consistent team performance as #1 team week over week. ensuring KPI's are met by team and individual reports. Management of schedule adherence, timesheet corrections, disciplinary action, terminations Sales management - created and implemented sales processes for account to ensure proper recording and tracking. Salesforce reporting and management - create and maintain sales and agent reports for project.

Jonathon Harris

Licensed Insurance Agent/ Data Entry Specialist

Skills