Anthony D. Jernagin
Athens
Summary
Dynamic Senior Life Insurance Advisor with a proven track record at Insurance Supermarket, excelling in client needs assessment and regulatory compliance. Expert in sales strategy and cross-selling, consistently surpassing performance targets while fostering strong client relationships. Adept at leveraging CRM systems to enhance customer engagement and retention.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Senior Life Insurance Advisor
Insurance Supermarket
Miami
08.2024 - 12.2024
- Executed strategic sales initiatives to exceed monthly performance targets across diverse demographics
- Conducted virtual consultations to assess client needs and offer tailored life insurance products, including term and whole life policies
- Built strong, long-term relationships with clients through consistent follow-ups and post-sale support
- Maintained 100% compliance with industry regulations and internal quality standards
- Tracked sales activity and client records in CRM platforms, ensuring accuracy and transparency
Licensed Insurance Agent
AccuCare Insurance LLC
Decatur
10.2023 - 07.2024
- Developed and managed a growing client base through referrals, outreach, and relationship-building
- Provided in-depth policy recommendations for health, life, and personal lines insurance based on client needs
- Collaborated with underwriters and support teams to ensure accurate and timely policy issuance
- Maintained client files and records in strict compliance with HIPAA and company standards
Supervisor / Insurance Team Lead
Foundever Corporation
Nashville
11.2021 - 10.2023
- Supervised a team of 15–18 licensed agents, providing coaching, performance evaluations, and ongoing support
- Implemented daily operational plans to ensure quality, productivity, and customer satisfaction targets were met
- Analyzed call metrics and performance reports to identify gaps and facilitate focused training sessions
- Enhanced client experience by driving agent accountability and elevating service standards
Licensed Insurance Agent – Medicare Division
Sitel Corporation
Nashville
10.2020 - 10.2021
- Guided clients through the selection process of Medicare Advantage, Medicare Supplement, and Part D plans
- Provided accurate and up-to-date information on policy options and coverage changes in compliance with CMS regulations
- Leveraged consultative sales techniques to cross-sell supplemental policies and increase customer satisfaction
- Consistently exceeded sales goals while ensuring quality and compliance standards were met
Education
Associate of Arts - Biblical Studies
Southwestern Christian College
Terrell, TX01.1998
Skills
- Health, Life & Personal Lines Insurance
- Medicare & FEHB Plan Knowledge
- Client Needs Assessment & Education
- Sales Strategy & Cross-Selling
- Regulatory Compliance (HIPAA, CMS)
- CRM & Insurance Management Systems
- Team Leadership & Performance Coaching
- Customer Retention & Engagement
- Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
- Salesforce
- AgencyBloc
- Call Center Software
- Insurance Quoting Tools
- HIPAA & CMS Compliance Protocols
Certification
- Licensed in Health Insurance
- Licensed in Personal Lines Insurance
- Licensed in Life Insurance
Timeline
Senior Life Insurance Advisor
Insurance Supermarket
08.2024 - 12.2024
Licensed Insurance Agent
AccuCare Insurance LLC
10.2023 - 07.2024
Supervisor / Insurance Team Lead
Foundever Corporation
11.2021 - 10.2023
Licensed Insurance Agent – Medicare Division
Sitel Corporation
10.2020 - 10.2021
Associate of Arts - Biblical Studies
Southwestern Christian College
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