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MINNEAPOLIS, Feb. 24, 2017 -- Clairmont Financial Group, LLC, an employee benefits firm specializing in the mid-market, announced today that Jonathan Simmons and Josh Pratt, who formerly operated as an account executive and account services manager, respectively, have been promoted. Josh Pratt will be stepping into more of a sales role as an Employee Benefits Consultant (colloquially referred to as brokers), while Jonathan Simmons will become an Account Service Manager. The promotions mark the organization’s ongoing commitment to fostering talent from within the company and ensuring that all employees have a customer-centric mindset.
Simmons, formerly of American Security and Investigations, has been with Clairmont Financial for almost two years. At the time of hire, he was primarily responsible for account management, processing new hire enrollments, fostering relationships with both insurance carriers and clients and conducting renewals, among others. With his promotion, he will now be shifting his focus to incorporate more prospecting and independent sales activity, while simultaneously maintaining his former responsibilities.
Pratt, who previously was an outbound sales specialist at Wells Fargo, joined the company in the summer of 2016. When he began with Clairmont Financial, he too was responsible for all customer service issues on his assigned accounts, as well as preparing and executing client renewals and developing his industry knowledge. Since that time, he has begun to build up an independent book of business, while serving as a brand ambassador on behalf of Clairmont Financial and providing an analysis of current market trends.
James Clairmont, CEO and Founder of Clairmont Financial Group, has said of the promotions, “Josh and Jonathan are both really bright, really capable individuals. We’re excited to see them step into positions that will continue to push them and develop their professional skillsets while also helping to grow our market share.”
Contact Adrienne Clairmont [email protected]
