Work Preference
Summary
Overview
Work History
Education
Skills
Certification
Timeline
WEBSITES, PORTFOLIOS, PROFILES
Generic
David Jones
Open To Work

David Jones

Eagle Mountain,USA

Work Preference

Job Search Status

Open to work
Desired start date: Immediately

Desired Job Title

Mid-Market Account ExecutiveAccount ExecutiveClient Success ManagerEmployee Benefits ConsultantStrategic Account Executive

Work Type

Full TimeContract Work

Location Preference

RemoteHybrid
Location: Eagle Mountain, USA, US
Open to relocation: Yes

Salary Range

$75000/yr - $200000/yr

Important To Me

Work-life balanceHealthcare benefitsTeam Building / Company Retreats401k matchStock Options / Equity / Profit SharingCompany CultureFlexible work hoursCareer advancement

Summary

Eight years of continuous success in employee benefits and insurance sales, balancing salaried and independent roles with national carriers, TPAs, and SaaS providers. Each position—whether corporate or contract—expanded market reach, refined consultative selling skills, and strengthened client retention. Experienced in navigating market volatility and corporate transitions while maintaining consistent production, ethics, and long-term relationships.

Overview

9
9
years of professional experience
1
1
Certification

Work History

HEALTH INSURANCE AGENT (1099)

Agent Boost Marketing
01.2026 - Current
  • Advise individuals and families on ACA-compliant and supplemental plans across 12 states. Earned internal promotion to manage retention of orphaned policies due to 70% renewal rate. Strengthened client satisfaction through compliance-focused outreach and consultative service.
  • Demonstrate a high level of patience in stressful situations within high-volume inbound enrollment environment.

HEALTH INSURANCE AGENT (W-2)

Agent Boost Marketing
03.2025 - 01.2026
  • Advise individuals and families on ACA-compliant and supplemental plans across 12 states. Earned internal promotion to manage retention of orphaned policies due to 70% renewal rate. Strengthened client satisfaction through compliance-focused outreach and consultative service.
  • Demonstrate a high level

VP, STRATEGIC ACCOUNT EXECUTIVE

Hexure
01.2024 - 09.2024
  • Drove SaaS adoption with small BGAs; established pipeline representing $250K in profit potential. Expanded broker network by 250 contacts through multi-channel prospecting and education.
  • Partnered with internal teams within sprint meetings to enhance onboarding experience and meet customer needs.
  • Educate customers on self-service tools and release processes.

Independent Producer – Compass Insurance Advisors & Aflac
07.2023 - 01.2024
  • Developed new business from zero book, delivering compliant, cost-efficient benefit solutions. Introduced 'Silent Referral' cross-sell strategy that increased engagement and voluntary sales 10%.

LARGE GROUP BENEFITS CONSULTANT

Brown & Brown Insurance
01.2023 - 04.2023
  • Joined following Brown & Brown's acquisition of Hayes Benefits. Responsible for mid-market employer consulting and new-business development. Collaborated with brokers to design self-funded and level-funded benefit solutions and streamline compliance initiatives.

BUSINESS DEVELOPMENT

MBA Benefit Administrators
07.2021 - 12.2022
  • Managed $500K+ book of business with 100% retention. Led CRM implementation and lead-gen campaigns increasing RFP submissions 98%.

INSIDE SALES EXECUTIVE

HealthEquity
07.2017 - 07.2021
  • Supported national broker and employer accounts; generated 4,000+ new clients. Delivered benefit presentations resulting in $2.4M lifetime assets under management.
  • Increased customer success by 90% within customer facing accounts through structured outreach.

Education

Bachelor of Science - Digital Media Design

Utah Valley University

Skills

  • Business Development
  • Relationship Management
  • Benefit Strategy
  • CRM & Automation
  • Excellent Communication
  • Client Retention
  • Market Expansion
  • SaaS Sales

Certification

  • Life, Accident, Sickness & Health License – Utah (Active)
  • FFM and ACA Health Certified (2025/2026)
  • HSA Expert – HSA Consulting Services (2019–2023)

Timeline

HEALTH INSURANCE AGENT (1099)

Agent Boost Marketing
01.2026 - Current

HEALTH INSURANCE AGENT (W-2)

Agent Boost Marketing
03.2025 - 01.2026

VP, STRATEGIC ACCOUNT EXECUTIVE

Hexure
01.2024 - 09.2024

Independent Producer – Compass Insurance Advisors & Aflac
07.2023 - 01.2024

LARGE GROUP BENEFITS CONSULTANT

Brown & Brown Insurance
01.2023 - 04.2023

BUSINESS DEVELOPMENT

MBA Benefit Administrators
07.2021 - 12.2022

INSIDE SALES EXECUTIVE

HealthEquity
07.2017 - 07.2021

Bachelor of Science - Digital Media Design

Utah Valley University

WEBSITES, PORTFOLIOS, PROFILES

www.linkedin.com/in/davidjones002

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