Jonathan Polen
Ellicott City
Summary
Ancillary insurance professional focused on driving growth within the under-100 employee market through new business acquisition and strategic account expansion. Known for a consultative selling style, solution-based benefit design, and the ability to translate client needs into creative, cost-effective plan strategies. Life & Health Insurance License (Multi-State).
Overview
12
12
years of professional experience
Work History
Small Business Sales Consultant
Unum
Columbia, MD
11.2022 - Current
- Licensed Employee Benefits Consultant responsible for growing and retaining a book of business through new client acquisition and account expansion across broker and general agent channels.
- Negotiate renewals and implement retention strategies to drive profitable growth.
- Partner with brokers to support open enrollment initiatives and increase premium revenue.
- Build and maintain broker relationships through consultative support, product and statutory law education, and industry insights.
- Generate new business opportunities from dormant brokers through targeted prospecting and outreach campaigns.
- Mentor Associate Consultants, supporting onboarding and territory transitions.
- Utilize Salesforce to manage pipeline activity, implementations, forecasting, and reporting.
Sr. Inside Sales Representative
WillScot
Hanover, MD
04.2018 - 11.2022
- Developed and maintained relationships with clients to drive sales growth.
- Implemented strategic sales initiatives to exceed quarterly revenue targets.
- Conducted market research to identify new business opportunities in the small business segment.
- Provided consultative selling and tailored insurance solutions for under 100 employee businesses.
- Collaborated with cross-functional teams to enhance customer experience and retention.
Sr. Inside Sales Representative
Acton Mobile
Towson, MD
02.2017 - 04.2018
- Targeted construction companies (commercial and residential builders), general contractors, sub-contractors, owners, government contractors, and state/local government for DOT needs.
- Uncovered potential bid opportunities through research and by staying up to date on industry trends and major projects within territory.
- Took sale from initial contact through quote, negotiations and closing via Salesforce.
- Built strong relationships with project managers, CFOs and purchasing managers to grow current book of business.
- 144% of quota for lease revenue FY 2021
- 112% of quota for value added products revenue FY 2021
- 118% of quota for unit delivery goal FY 2021
- 153% of quota for lease revenue FY 2019
- 126% of quota for value added products revenue FY 2019
- 142% of quota for unit delivery goal FY 2019
Sales Representative
WillScot
Hanover, MD
05.2014 - 06.2016
- Used consultative selling to understand client needs within the modular and mobile space industry.
- Utilized Salesforce to develop custom proposals based on client’s specifications and preferences.
- Targeted construction companies (commercial and residential builders), general contractors, sub-contractors, owners, government contractors, and some state/local government for DOT needs.
- Primary decision makers include onsite superintendents, project managers and heads of construction.
- Uncovered potential bid opportunities through research and by staying up to date on industry trends and major projects within territory.
- Ranked #2 out of 43 sales reps for total units delivered FY 2015
- 209% to quota for traditional product FY 2015
- 178% to quota for storage product FY 2015
- 212% to quota for lease revenue delivered FY 2015
Education
Bachelor of Science -
James Madison University
06-2026
Skills
- Sales presentations
- Objection handling
- Sales pipeline management
- Goal oriented
- Territory management
- Closing techniques
Life & Health Insurance License (Multi-State)
Life & Health Insurance License (Multi-State)
Timeline
Small Business Sales Consultant
Unum
11.2022 - Current
Sr. Inside Sales Representative
WillScot
04.2018 - 11.2022
Sr. Inside Sales Representative
Acton Mobile
02.2017 - 04.2018
Sales Representative
WillScot
05.2014 - 06.2016
Bachelor of Science -
James Madison University