Customer Experience Casualty Insurance

Jonathan Eugene Moores

954-***-**** *************@*****.***

Career Summary

Seasoned insurance professional and former agency principal with over thirty years of property and casualty insurance experience. My focus has been on selling, servicing, and managing personal and commercial accounts, experienced in all lines of coverage in all areas and in most states. Worked with insurance carriers, MGAs, and brokers. Built my business locally in the Tri-County area of South Florida as an independent. Passionate and persistent, my people skills are unmatched.

Work Experience:

Treasure Coast Traffic School Inc

Principle / Certified Instructor Boca Raton Florida

July 2088-December 2023

4-hour BDI Course: For drivers who have received a traffic ticket.

8-hour BDI Course: For drivers who have received multiple traffic tickets or who have been involved in an accident.

12-hour ADI Course: For drivers who have been convicted of a serious traffic offense.

First-Time Driver (D.A.T.A.) Course: Required for all first-time drivers in Florida.

Mature Driver Course: For drivers who are 55 years of age or older.

Insurance Reduction Course: Designed to help drivers qualify for an insurance discount.

Seeman Holtz Property & Casualty Insurance Agency

Agent Boca Raton, Florida

July 2018-December 2020

Customer relations. Service, underwrite, sell, and conserve clients' contracts. Follow-up, re-market, and process endorsements. Quote, sell, service, and conserve workers' compensation policies. Report claims (Inbound/Outbound to insurance companies) Document all phone calls and conversations in Epic/Applied CRM. Distribute fax documents, "Pullover" new, renewal, and endorsement pages, and all critical "pending" notices in a timely manner for access in Applied/Epic) for all lines of Insurance.

Allstate Insurance Agency

Agent

Danbury, Ct. June 2015 – July 2018

Responsible for overseeing production, claims and market development, insurance market trends, and industry movement. Monitor overall company logistics. Manage employee's workflow. Routinely correspond with insurance company representatives.

JEM Insurance Services Inc.

Principal/Owner Deerfield Beach, Florida

July 2009 – June 2015

Disciplined and results-oriented founder. Developed insurance company lines of business and directed agency operations across multiple offices located throughout Palm Beach and Broward counties. Developed new business clients far and wide in the State of Florida.

Drove bottom-line growth, assisted agency personnel, and monitoring sales production, loss ratios, sales techniques, and expectations with scrutiny on proper underwriting and retention.

Managed cost controls P&L balance sheet, managed budgets, and monitored compliance to minimize liability E&O exposure.

Business development. Constantly finding new markets, and new insurance carriers, satisfied existing agency growth goals. Quoted new and renewal policies according to market appetite and risk type.

Computer Skills

DocuSign

QQ Catalyst

QQ Solutions

AMS360

EPIC

EZLynx-Mgmt.

Outlook

Word

Adobe

QuickBooks

EZRATER

QQ Web Rater

ISO Rating

EZLynx-Rater

Education

Palm Beach State College- Paralegal Studies currently enrolled

Executive Director, Treasure Coast Traffic School Inc FLHSMV, 2010 – 2023

State Certified Instructor

Licenses

Florida - Health

Florida - Property & Casualty

Professional Associations

Florida Association of Insurance Agents

PIA

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