Jonathan Schaefer

Jonathan schaefer

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location of Jonathan SchaeferWoodway, Texas, United States
Followers of Jonathan Schaefer221 followers
  • Timeline

  • About me

    Commercial Risk Consultant at Fortress Insurance Group

  • Education

    • Fresno pacific university

      2011 - 2013
      Bachelor's degree kinesiology and exercise science
  • Experience

    • Walter & wilhelm law group

      Aug 2008 - Jan 2016

      As the Firm Administrator I am responsible for the overall management of both the business and personnel functions of the firm; such as, financial management, human resources management, facilities management, and operations management. As Office Administrator, I govern these areas of management while planning and implementing necessary policies and procedures to maximize the quality, efficiency, and cost-effectiveness of all firm operations.• Financial management including planning, forecasting, budgeting, cash flow control, banking, tax planning, payroll, and pension plans.• Human resources management including recruiting, training and development, performance evaluation, salary administration, employee relations, benefits administration, and workers’ compensation.• Facilities management including space planning and design, general maintenance, purchasing, inventory control, records storage, reception service, telecommunications, and electronic equipment.• Operations management including strategic and tactical planning, business development, risk management, corporation insurance policies, quality control, organization development, firm planning processes.• Perform all other tasks and projects that may be assigned. Show less As the Records Manager, I managed and executed the workflow, policies, and procedures of the File Room, Copy Room, and Mail Room, and performed all functions therein.• Manage and perform the file management policies designed to facilitate effective and efficient handling of records. (55%)• Manage and perform the service of documents as directed by attorneys and legal assistants. (10%)• Manage and perform all aspects of off-site records storage program including tracking and auditing, as well as records retention and destruction of records. (10%)• Manage and perform all Copy Room and Mail Room assignments and equipment. (10%)• Use of personal vehicle for running daily assigned errands. (10%)• Manage and perform the electronic filling conducted with the courts. (5%)• Perform all other tasks and projects that may be assigned. Show less

      • Firm Administrator

        Oct 2012 - Jan 2016
      • Records Manager

        Aug 2008 - Oct 2012
    • Fresno dental professionals

      Jan 2016 - Nov 2016
      Business administrator
    • November homes

      Nov 2016 - Apr 2020
      President
    • Bkcw insurance

      Apr 2020 - Jun 2022
      Risk consultant
    • Fortress insurance group tx

      Jul 2022 - now
      Risk consultant
  • Licenses & Certifications

    • Phr

      Hr certification institute - hrci
      Jan 2015
    • Shrm-cp

      Shrm
      Feb 2015
    • Certified insurance service representatives (cisr)

      Texas department of insurance
      Aug 2020
    • Certified insurance counselors (cic)

      The national alliance for insurance education and research
      Aug 2021
  • Volunteer Experience

    • Volunteer

      Issued by Poverello House
      Poverello HouseAssociated with Jonathan Schaefer
    • Participant

      Issued by Lawyers Have Heart Run
      Lawyers Have Heart RunAssociated with Jonathan Schaefer
    • Volunteer

      Issued by Evangel Home
      Evangel HomeAssociated with Jonathan Schaefer