Jon Thelamont

Licensed Insurance Agent @AAA-The Auto Club Group

West Palm Beach, FL, US

Interact with policyholders to deliver and explain coverage, suggest additions or changes, and review with potential clients and members. Ensure that policy requirements are fulfilled, including any necessary underwriting requirements and the completion of appropriate forms. Analyze and customize insurance programs to suit individual customers, often covering a variety of risks. Explain features, advantages and benefits of various policies. Reach out potential clients to expand customer base, to promote our car insurance, home insurance, condo insurance, and umbrella insurance, life insurance, and branded credit cards.Responsible for marketing and generating new insurance sales as well as being a professional advocate for all insurance related needs. Respond to all customer inquiries and requests with a high level of customer service. Achieve a balance in production to meet agency business and growth objectives by maintaining an appropriate mix of business. Initiate leads and cross-selling. Provide professional product expertise by thoroughly explaining coverage limits, deductibles, payment options, policy language and servicing provisions. This agent advocate also provides expert advice by careful review of all available products and offers the best value or solution to the Member/customer. Initiate and develop referral sources by participating in outside networking and community events. Develop referral relationship with area businesses, other agents and our life and health insurance department.

Florida Atlantic University

Health Administration, Health Services