Jake Herskovits
Manager - Revenue Operations, Partnership Management at Policygenius | New York, New York, United States
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Manager - Revenue Operations, Partnership Management at Policygenius in March 2024 to Present
Specialist - Revenue Operations, Partnership Management at Policygenius Inc. in August 2022 to March 2024
Team Lead - Life Insurance, Digital Sales at Policygenius Inc. in August 2021 to August 2022
Sales Specialist at Policygenius Inc. in April 2021 to August 2021
Senior Sales Associate - Life Insurance at Policygenius Inc. in July 2020 to April 2021
Sales Associate - Life Insurance at Policygenius Inc. in May 2019 to July 2020
Financial Planner at Blue Ocean Wealth Solutions, an office of MassMutual Financial Group in July 2016 to May 2019
Financial Advisor at MetLife Premier Client Group in March 2010 to July 2016
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University at Buffalo, Bachelors Degree, August 2026
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Insurance Products
Presentation Skills
Partner Relationship Management
Problem Solving
Sales Management
Custom Reports
Investment Management
Investment Strategies
Coaching
Process Improvement
Client Services
Attention to Detail
Relationship Building
Presentations
Customer Satisfaction
Business Relationship Management
Organization Skills
Time Management
Investment Products
Key Performance Indicators
Customer Engagement
Sales Processes
Service Improvement
Retirement Planning
Investments
Insurance
Asset Allocation
Strategic Planning
Sales
Financial Planning
Wealth Management
Financial Services
Financial Analysis
Research
Marketing Strategy
Operations Management
Sales Operations
Customer Relationship Management (CRM)
Business Development
Data Management
Business Process Improvement
Asset Management
Microsoft Office
Salesforce.com
Microsoft Excel
Microsoft PowerPoint
Microsoft Word
Trading Systems
Leadership
Public Speaking
Customer Service
Communication
Creative Problem Solving
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Discover more about PolicygeniusWhat is Jake Herskovits email address?
Email Jake Herskovits at [email protected] and [email protected]. This email is the most updated Jake Herskovits's email found in 2026.
How to contact Jake Herskovits?
To contact Jake Herskovits send an email to [email protected] or [email protected]. (updated on February 19, 2026)
What company does Jake Herskovits work for?
Jake Herskovits works for Policygenius
What is Jake Herskovits's role at Policygenius?
Jake Herskovits is Manager - Revenue Operations, Partnership Management
What is Jake Herskovits's Phone Number?
Jake Herskovits's phone (212) ***-*129
What industry does Jake Herskovits work in?
Jake Herskovits works in the Financial Services industry.
Jake Herskovits Email Addresses
Jake Herskovits Phone Numbers
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