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Customer Service Insurance

Location:
Luling, LA
Posted:
June 08, 2013

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Resume:

Jonathan Fontenot

*** ******* **, * *****, L A * 0070

Home: 985-***-**** - C ell: 504-***-**** : j ***************@*******.***

Summary

Accomplished in new insurance sales, marketing and customer service. Exceptional organization, time management and

multi-tasking abilities.

Highlights

Life license Client relations expert

Series 7 and 63 license Excellent communication skills

Property and Casualty license Proficient with Microsoft Office and Financial

Retirement planning / Fee based Asset Profiles software

Management Education Specialist

CLOSER

Accomplishments

Met or exceeded production goals for the prior 11 years. Expanded my business through current client annual reviews as

well as cold calling individuals and businesses. Grew my Group Benefits Brokerage to 26 companies in two years.

Experience

Exclusive Financial Specialist

January 2011 to Current

Allstate Financial / LSA Securities - Metairie, LA

Work with Allstate agents to meet production goals which would make them eligible for annual bonuses through life

insurance, disability contracts, and investment / retirement needs. Designed quarterly goals and developed strategies

for maximizing commissions.

Group Benefit Specialist

August 2005 to December 2010

Jonathan Fontenot Brokerage - Metairie, LA

Managed my own brokerage and consulted small businesses on group Medical, Dental, Vision, Life, and Retirement

plans. Managed 26 groups and supported over 200 employees. I assisted employers in developing benefit strategies,

performed enrollment meetings, assisted employees with benefit questions and billing issues, and had quarterly

meetings to monitor how the plans were working for them. Had brokerage relationships with 5 major carriers for group

and individual coverage.

Agent

August 2002 to September 2007

Metlife - Metairie, LA

Developed a book of business from scratch, working with current Metlife "orphan clients" as well as cold calling, my

warm market, and walking in the front door of businesses. Sold life insurance, disability insurance, property and casualty

insurance, managed assets on a fee basis, and group benefits, employer sponsored and voluntary.

Education

Bachelor of Science : Finance, 1998

The University of Southwestern LA - Lafayette, LA, U SA

Finance and Marketing majors, Business Communications and Accounting minors. Was the soccer team captain on the

club team for 3 years.

Did not graduate from here : Business

The University of Alabama in Huntsville - Huntsville, AL, U SA

I went to UAH on a soccer scholarship. I started as a freshman until I broke my ankle. My sophomore year I was leading

scorer. My junior year I was elected team captain by my teammates. I tore my ACL in the first game, elected not to have

surgery and finished the season with a brace, becoming leading scored once again.



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