Insurance Agent Client Relationship

JOHNATHON Overland Park, KS ***** STEVENS

*************@*****.*** / 785-***-****

SUMMARY

Experienced Senior Licensing Specialist with a strong background in managing nationwide insurance producer appointments, renewals, and compliance across multiple states. Skilled in navigating complex regulatory environments, using industry platforms like NIPR and Vertafore, and maintaining strong relationships with IMOs, general agencies, and insurance carriers. Known for a keen eye for detail and the ability to streamline processes, ensuring operational efficiency and compliance. Former Insurance Agent with hands-on experience in retirement planning, life and health insurance, and client relationship management. Committed to continuous learning and delivering tailored solutions to meet client needs. SKILLS

Insurance Licensing & Compliance (State-level

licensing, TPA management, regulatory compliance)

Client Relationship Management (Building and

maintaining long-term client relationships, needs

analysis)

Software Proficiency (NIPR, SBS, Vertafore, GIAS,

Tungsten Automation, Excel)

Financial Market Knowledge (Market trends,

retirement planning strategies, investment products) EXPERIENCE

Senior Licensing Specialist / Forest T. Jones & Company - Kansas City, MO 01/2019 - Current Collaborated with 50+ IMOs and general agencies nationwide to appoint insurance producers in all 50 states for Life and Health products.

Established commission codes in GIAS for producers receiving direct carrier payments. Managed and renewed TPA licenses across 40+ states to ensure compliance. Worked closely with Audit & Compliance teams to ensure IMOs and general agencies maintained necessary licenses. Processed producer renewals and terminations based on appointment statuses or license expirations. Created and processed invoices in Excel and managed check deposits via Tungsten Automation for state appointment and renewal fees.

Utilized NIPR, SBS, Vertafore, and state insurance websites to resolve inquiries on specific licenses. Active member of the Securities & Insurance Licensing Association Life and Health Insurance Agent / Bankers Life & Casualty Insurance - Topeka, KS 11/2017 - 01/2019 Prospected and managed a large client base across Kansas City and Topeka, specializing in retirement planning and insurance solutions.

Conducted in-depth consultations on life insurance, long-term care, Medicare, and retirement income strategies. Stayed current on Medicare and Medicaid changes through continuous education. Monitored financial markets to offer clients the most up-to-date financial solutions. EDUCATION AND TRAINING

Bachelor of Arts: Business 05/2017

University of Kansas - Lawrence, KS

CERTIFICATIONS

Kansas Health and Life Insurance License

SILA Associate Designation in progress

JS

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