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Jonathon Harris

Licensed Insurance Agent/ Data Entry Specialist

Pensacola, United States
Independent Insurance Broker at All things Insurance Group
Joined June 6, 2024


I am a motivated, detail-oriented individual with with experience in various areas of business from customer support to operations. I have created tools and workflow systems to remain industry compliant that are still in use today.
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All things Insurance Group
Jul 2023 – Present
Independent Insurance Broker
independent life and health insurance broker. Medicare, health, life, indemnity
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Jun 2020 – May 2023
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.
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Aug 2018 – May 2020
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.