Post a Job Free
6 viewsTalent
Jonas R. — Mid-Level Insurance Operations Manager from Philippines

Jonas R.

Mid-Level Insurance Operations Manager

Philippines 6+ years
Open to offersNew to Platform
Languages
EnglishTagalog
Video Introduction
No video introduction yet
The candidate has not added a video.
Contact information and social networks are private. Connect to unlock.
Hidden

About

Jonas R. is a seasoned Customer Service Specialist and Subject Matter Expert with extensive experience in insurance operations and virtual assistance. He has a proven track record in managing personal lines insurance operations, including auto, home, condo, and renters policies. His responsibilities included overseeing policy servicing, endorsements, renewals, and generating certificates of insurance. From 2022 to 2023, Jonas managed a team of insurance virtual assistants, providing training, coaching, and onboarding for U.S. insurance agencies, ensuring high performance and service quality. He is proficient in CRM systems like Salesforce and HubSpot and leverages automation tools like Zapier for workflow optimization. Previously, at Concentrix, he was recognized as a top performer for his adept problem-solving and efficiency, specializing in account security, fraud prevention, and supporting technical escalations. Jonas is well-versed in a variety of systems, including insurance management platforms such as Applied Epic and AMS360.

Experience

  • Training Manager/Insurance Agency General Virtual Assistant

    null · 2022 — 2023
    Led a team of Insurance Virtual Assistants supporting U.S. insurance agencies and provided training, coaching, and onboarding for new team members. Oversaw operations related to Personal Lines Insurance, managing tasks such as policy servicing, endorsements, renewals, and client documentation.

  • Cold Caller/Appointment Setter

    Australian Client/ FutXPerform · 2022 — 2023
    Conducted outbound cold calls to generate and qualify leads, while booking and coordinating appointments using Zoom and other communication platforms. Evaluated prospects' needs and eligibility prior to scheduling and ensured accurate data management in CRM records.

  • Senior Subject Matter Expert

    Arlo Tech Inc. · 2016 — 2022
    Worked alongside the sales team to provide qualified leads and contributed to business growth. Focused on enhancing efficiency through the streamlining of workflows and the implementation of automation.

Skills & Expertise

Azure DataLead Generation Cold CallingCall CenterComplianceCRM ManagementHealthcare SalesCustomer ServiceExecutive AssistantHR Generalist

Education

  • null
    Assumption Collage of Davao · — — 2025
  • Bachelor of Secondary Education
    Kidapawan City National High School · 2012 — 2016

Interested in this professional?

Sign in as an employer to save this profile or invite Jonas R. to a job.

Sign in as an employer