Jonathan Kaplan CPCU ARM CIC
Vice President at E.B. Cohen Insurance & Risk Management- Claim this Profile
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Bio
Rob Peason
I worked with Jonathan and can say he is one of the best insurance minds in the business. His knowledge and creativity is surely an asset.
Patti Abbott-Bozzo
John worked with me at another brokerage (not B&B), and I found him to be a real professional. His expertise in certain areas is great.
Rob Peason
I worked with Jonathan and can say he is one of the best insurance minds in the business. His knowledge and creativity is surely an asset.
Patti Abbott-Bozzo
John worked with me at another brokerage (not B&B), and I found him to be a real professional. His expertise in certain areas is great.
Rob Peason
I worked with Jonathan and can say he is one of the best insurance minds in the business. His knowledge and creativity is surely an asset.
Patti Abbott-Bozzo
John worked with me at another brokerage (not B&B), and I found him to be a real professional. His expertise in certain areas is great.
Rob Peason
I worked with Jonathan and can say he is one of the best insurance minds in the business. His knowledge and creativity is surely an asset.
Patti Abbott-Bozzo
John worked with me at another brokerage (not B&B), and I found him to be a real professional. His expertise in certain areas is great.
Experience
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EB Cohen Insurance & Risk Management
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United States
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Insurance
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1 - 100 Employee
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Vice President
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mai. de 2014 - - o momento
• Designs thorough Risk Management Programs through the use of our Risk Identification Process• Transfers risk through the use favorable contractual terms whenever possible• Provides access to comprehensive and cost effective insurance programs• Assures compliance with contractual insurance requirements• Reviews workers' compensation losses and experience modifications• Provides personalized "no voicemail" service• Becomes a trusted advisor and a member of your business team.
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Geisenheimer Insurance Agency
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Insurance
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1 - 100 Employee
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Account Executive
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ago. de 2011 - mai. de 2014
Service Existing Business, write new business, market renewals retain existing business and round accounts. Utilize "paperless" Applied system to service accounts. Service Existing Business, write new business, market renewals retain existing business and round accounts. Utilize "paperless" Applied system to service accounts.
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Executive VP of Marketing and Sr Account Executive
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jul. de 2006 - mar. de 2011
Increased retention rate from 65% to 95%Increased contingent income through strategic consolidationOpened new markets for specialty niche productsMaximized commission income on existing bookClose rate of 95% on new businessIncreased income through coverage improvement and account roundingSet up marketing campaigns for selected industries Increased retention rate from 65% to 95%Increased contingent income through strategic consolidationOpened new markets for specialty niche productsMaximized commission income on existing bookClose rate of 95% on new businessIncreased income through coverage improvement and account roundingSet up marketing campaigns for selected industries
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Sr. Vice President/Commercial Lines Division
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mar. de 2000 - jun. de 2006
Started Owens Group University as a college recruiting and training program to reduce personnel costsUpdated procedures to improve client serviceCreated a career path to allow upward mobility for traineesRetained over 95% of the business during the years following the last hard marketIncreased income by changing focus to profitability on retained accountsImplemented an annual bonus system to increase motivation and reduce fixed personnel costs Started Owens Group University as a college recruiting and training program to reduce personnel costsUpdated procedures to improve client serviceCreated a career path to allow upward mobility for traineesRetained over 95% of the business during the years following the last hard marketIncreased income by changing focus to profitability on retained accountsImplemented an annual bonus system to increase motivation and reduce fixed personnel costs
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Marketing Manager
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1992 - 2000
Responsible for centralized marketing of new and challenging renewal business for six officesInitiated weekly company wide marketing meeting via teleconference to develop strategic plans for writing new business and retaining renewals90% close rate by "changing the playing field" to creatively win accountsOpened new markets for specialty programsStarted a company wide database for market intelligenceIncreased income via strategic market consolidation Responsible for centralized marketing of new and challenging renewal business for six officesInitiated weekly company wide marketing meeting via teleconference to develop strategic plans for writing new business and retaining renewals90% close rate by "changing the playing field" to creatively win accountsOpened new markets for specialty programsStarted a company wide database for market intelligenceIncreased income via strategic market consolidation
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Vice President/Unit Manager
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jun. de 1986 - ago. de 1992
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Education
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St. John's University
BBA, Insurance -
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American Institute for CPCU
CPCU, Charter Property Casualty Underwriter -
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Insurance Institute of America
ARM, Associate in Risk Management -
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Saint John's University
MBA, Risk Management -
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The National Alliance for Insurance Education and Research
CIC, Certified Insurance Counselor
Community
