Customer Service Representative, Assistant Underwriter,Life/Health,P&C

Jonathan C. Howard August **, ****

336-***-**** (c)

************@*****.***

Education:

Business Management UNC-Charlotte, Graduation May 2011

Finance–Risk Management & Insurance UNC-Charlotte, Minor/Concentration May 2011.

Professional Experience:

The Colonial Group, Inc. MGA Commercial Assistant Underwriter Jan 2016 to Aug, 2016

Assisted 40-50 Agent need transactions per day: Endorsements, quotes, policy clarifications

Issued, Processed and Delivered by email & mail 2-5 policies per day to agents & insureds

BB&T Insurance Services Personal Lines Inside Sales/Customer Service May 2011 to January 2016;

CISR Designation Certified Insurance Service Representative Jan 2015 (Superior product knowledge and excellent customer service).

Consistently closed 50-60 clients per month for 4 years realigning customer needs with carrier price and underwriting criteria.

Provided team building and leadership across 6 core states: NC, SC, TN, VA, GA, and FL.

Gained additional product, regulation, and underwriting knowledge for 15 other state markets.

Learned carrier underwriting guidelines across multiple states for 12 core companies and 20 additional companies.

Carpet/ Upholstery Cleaner, Clean Environments, Inc., Charlotte, NC, Full Time Aug, 1995- Jan 2005;

Part Time May 1, 2007- May 7, 2010 Owner: Don Shaw 704-***-****; 704-***-****

Customer Service and Leadership training other technicians

Professional Experiences:

1.Lloyd’s of London Study Program, London, October 16-22, 2010, One day with Name underwriter observing Underwriting and Agent negations

2.Student attendee at 2010 CPCU National Conference in Orlando, FL September 25-28

3.RIMS Shadow Day February 16, 2010. Sponsor: David T. Smith, Divisional Vice President Risk Management for Family Dollar Corporate 704-***-****, *******@************.***

4.Risk Management Paid Internship (RIMS) Family Dollar Corporate May 2010-July, 2010 Claims/Safety

5.Independent Insurance Agents of South Carolina Spring Conference, March 17, 2010 in Columbia, SC.

6.Professional Insurance & Risk Management Society Fraternity (Gamma Iota Sigma) Sept 2009-May 2011

7.Insurance Agent, United American Insurance, Charlotte, NC, Jan, 2006 – June, 2006.

704-***-****; 4601 Charlotte Park Dr. 28217 *Agent of the Month May 2006

Other Experiences:

Christian Missionary in Russia, Jun 1993-July 1995 Customer-Service oriented, Persistent, Self-motivated, Creative, Flexible

Leadership- PTA co-president at Joseph W. Grier Academy 2003-2004 school year

Organizational/Leadership/Team Builder President of Sunday School – 3 years, Assistant in Sunday School – 2 years

Organizational/Controller Church clerk- Bookkeeping records and Finances 2 years, Assistant 2 years

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