Jonathon Hartzog
Fort Wayne
Summary
Proven Insurance Agent with a track record of customizing client solutions at Northwestern Mutual. Experienced in quotes and sales, and adept in Microsoft Office, showcased through competitor research and customer service excellence. Leveraged account management skills for new client acquisition, demonstrating a dynamic blend of hard and soft skills without relying on daily tasks.
Overview
6
6
years of professional experience
Work History
Clinicians Assistant
Indiana Physical Therapy
10.2020 - Current
- Input data into Indiana Physical Therapy’s electronic medical record software, including patient information, collecting signatures, inputting payments and collections
- Scheduled patient appointments and coordinated communication between patients and therapists
- Maintained patient confidentiality
- Helped CFD occasionally with insurance claims or verifying patient coverage
- Supported front office operations including those mentioned above as well as answering patients, insurance, or medical companies.
INSURANCE AGENT
NORTHWESTERN MUTUAL
04.2023 - 01.2024
- Performed extensive research into competitor's rates and services in order to remain competitive within the market.
- Customized insurance programs to suit individual customer needs.
- Created presentations outlining different types of insurance policies available for potential clients.
- Learned from senior agents in the business who helped me through the process.
- Attended meetings and seminars in Indianapolis, as well as Milwaukee.
INTERNET ARCHIVE CONTRACTOR
INTERNET ARCHIVE INC.
08.2022 - 01.2023
- Analyzed data for Internet Archive projects
- Assisted Archive manager with team projects
- Organized archive items, such as books, newspapers, files, etc.
GOLF PRO SHOP ASSISTANT/ GROUNDSKEEPER
COLONIAL OAKS GOLF COURSE
04.2020 - 08.2022
- Assisted with golfers at the golf course
- Brought golf carts out to golfers
- Cleaned pro shop inside, as well as within the garage
- Worked outside which included mowing tees and greens. Trimming around the course. Cleaning the course, as well as maintenance
- Greeted customers and ascertained what each customer wanted and needed.
Education
High School Diploma -
Bishop Dwenger High School
Fort Wayne, IN05-2020
Skills
- Quotes and sales
- Licensed Insurance Agent
- Account Management
- Personal Skills
- Customer Service
- Microsoft Office
- New Client Acquisition
- Clinical documentation
Community Service
FRANCISCAN CENTER, DELIVERY DRIVER, Fort Wayne, IN, 2017-02, 2020-03, Responsible for routes to deliver food to the less fortunate, Make sure each house or apartment on the route received the lunches they were promised by the Franciscan Center, Interact with the recipients as many of them were lonely, and enjoyed conversation
Timeline
INSURANCE AGENT
NORTHWESTERN MUTUAL
04.2023 - 01.2024
INTERNET ARCHIVE CONTRACTOR
INTERNET ARCHIVE INC.
08.2022 - 01.2023
Clinicians Assistant
Indiana Physical Therapy
10.2020 - Current
GOLF PRO SHOP ASSISTANT/ GROUNDSKEEPER
COLONIAL OAKS GOLF COURSE
04.2020 - 08.2022
High School Diploma -
Bishop Dwenger High School