Jonathan S.

Evaluator
DISC Type : sdc

Producer at Insurance Office of America

Tampa, Florida, United States

Overview

Jonathan is a Producer at Insurance Office of America, one of the largest privately held insurance agencies in the US. A University of Alabama Commerce graduate, he holds a Property and Casualty license and is a Certified Loss Control Specialist, focusing on tech-driven insurance solutions for businesses and individuals.

Based on his alma mater, Jonathan likely has a strong affinity for college sports and follows The University of Alabamas Crimson Tide. His background in logistics and recruiting suggests an interest in professional development and diverse industries.

He transitioned into the insurance industry after building a career in logistics and healthcare recruiting, giving him a unique perspective on client needs.

Personality Overview

Quality Focused

Thorough Evaluator

Hard To Convince

They are not very likely to become strong advocates of your product or service  They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They focus on the results, but can still be quite procedural and analytical about how to get there

Topics They Care About

Risk Management
As a Certified Loss Control Specialist (CLCS), he is focused on helping clients identify and mitigate potential risks to protect their assets.
Insurance Technology
He leverages innovative tools and a forward-thinking approach to deliver efficient, tech-driven insurance solutions for his clients.
Client Advocacy
A core part of his professional philosophy is building lasting relationships and acting as a true advocate for his clients' needs.

Media Appearances

Jonathan has no verified media appearances

Work History

8-2025
Producer at Insurance Office of America
1-2024 - 8-2025
Account Associate at Insurance Office of America
6-2023 - 1-2024
Logistics Account Executive at Total Quality Logistics
9-2022 - 6-2023
Healthcare Recruiter at IDR, Inc.
11-2019 - 9-2022
Sales Associate at Sunglass Hut

Education

Bachelor of Commerce - BCom from The University of Alabama

More Information

Social Presence :

Prographics :

Exp : 6 Location : Tampa, Florida, United States Job Level : N/A Designation : Producer at Insurance Office of America
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Insights For Selling To Jonathan

During A Call Or A Meeting

DO's

  • Be prepared for comments or questions that are critical of your product or your claims
  • Showcase your competitive superiority clearly when possible or address it at the minimum
  • Keep a professional, business-like approach; especially if you tend to get informal quickly

DONT's

  • Don’t nudge them to do something by using the logic that others have done the same
  • Don’t focus on relationship, focus purely on the merit of your product
  • Avoid too much small talk, just a few formal pleasantries should be fine

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jonathan is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Jonathan

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Jonathan move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Jonathan take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Jonathan

Personality Compatibility


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