Jonathan Tripp

Service/Sales Representative (Business to Business)

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Leland, North Carolina, United States

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Timeline
About me
SR. Financial Advisory Services Specialist, District 15 Insurance Coordinator with SECU County with NCSECU
Education
- Independence High School
  -
  International Baccalaureate Program
- UNC Charlotte Belk College of Business
  1998 - 2002
  BSBA Management
  Activities and Societies: Lambda Chi Alpha Mens Fraternity Vice President of Fraternity
- University of North Carolina at Charlotte
  1998 - 2002
  B.S.B.A Business Management
Experience
- Cintas Corporation
  Aug 2003 - Sept 2004
  Service/Sales Representative (Business to Business)
  Key Accomplishments:Timely support and service to customer accounts, to include uniform and product delivery consistent with customer orders needed to support their day-to-day business operations.Met and exceeded direct sales goals of monthly promotions and catalog items.Supported approximately 75-80 clients weekly.Supported financial goals by collecting accounts receivables, COD's, resolved individual customer issues, processed invoices, and product orders.Demonstrated teamwork by servicing accounts of other partners as needed. Show less
- The Hartford Insurance Company
  Oct 2004 - Sept 2008
  New Appt Coordinator
  Sales Solution Team - New Appointment Coordinator for Hartford Partner Program Professional Support Analyst (Cancellation & Broker of Record Team)Key Accomplishments: Significant contributor to success of diverse work teamRecognized by manager and peers for exemplary accuracy and productivity in processing policy cancellations.Accurate and timely communication with insured, customer service representatives, agents, and underwriters to assure needs were met.Developed and distributed Broker of Record request for agents. Provided written confirmation in Select and Middle-market segments notifying agent and customer that cancellation was complete.Outstanding Achievement and Extraordinary Service in the Professional Support DepartmentManager On-The-Spot Recognition from direct supervisor.Employee recognition for professionalism and achieving excellence in the workplace. Show less
- Time Warner Cable Arena
  Aug 2006 - Aug 2009
  Event Guest Services Associate
  Providing exemplary customer service by matching guest needs with available resources.
- Bank of America
  Jun 2010 - Nov 2013
  service home loans with the primary borrower to help them through the MHA loan process and modification of loans. Key Accomplishments:Provided customer service to a wide variety of customersSales goals met on a monthly basisInbound call reception for all 50 states to provide a wide variety of services
  - MSSII Mortgage Proficiency Coach
    Jun 2010 - Nov 2013
  - Mortgage Servicing Specialist II
    Jun 2010 - Nov 2013
  - Small Business Sales & Service Representative
    Jun 2010 - Nov 2013
- SECU
  Jun 2014 - now
  - Financial Advisory Services Specialist 2
    Jun 2014 - now
  - Sr. District Insurance Coordinator for New Hanover County
    Jun 2014 - now
Licenses & Certifications
- Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
  SECU
- Residential Mortgage Loan Originator License
  Pearson
  Nov 2019
- Notary Public
  North Carolina Department of the Secretary of State
  Sept 2021
- Tax Preparer
  Internal Revenue Service
  Oct 2016
- Property and Casualty Insurance License
  Kaplan
  Jun 2025
- Personal Lines Broker-Agent
  SECU
Volunteer Experience
- Fundraising volunteer
  Issued by Fishin' With Special Friends
  Associated with Jonathan Tripp