Summary
Overview
Work History
Education
Skills
Timeline
Generic
Imani Jones

Imani Jones

Huntersville,NC

Summary

Professional insurance broker with proven expertise in client relations, risk assessment, management, talent acquisition, customer service and policy management. Demonstrates strong focus on team collaboration and consistently delivers high-quality results. Adaptable to changing needs and highly reliable. Skilled in communication, negotiation, and regulatory compliance, ensuring optimal outcomes for clients and stakeholders.

Overview

8
8
years of professional experience

Work History

Licensed Insurance Broker

Diversified Companies
03.2025 - Current
  • Assisted clients in understanding insurance products and coverage options.
  • Supported the processing of policy applications and renewals efficiently.
  • Maintained accurate client records using industry-standard software systems.
  • Engaged in continuous learning to stay updated on insurance regulations and market trends.
  • Developed sales strategies to increase sales of insurance policies.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Stayed informed on industry developments to deliver accurate and relevant recommendations.
  • Spent ample time with each customer, verbally reviewing, and explaining documents for client comprehension.

Licensed Insurance Agent

Platinum Choice Healthcare
06.2024 - 03.2025
  • Assist Medicare-eligible individuals in navigating complex plan eligibility, verifying documentation, and identifying the most suitable coverage options based on their income and medical needs.
  • Regularly process applications and ensure accurate entry of sensitive client data into secure systems while maintaining strict HIPAA compliance.
  • Communicate policy updates, missing information requests, and next steps to clients via phone and email, ensuring clarity and improved plan understanding.
  • Advocate on behalf of clients during disputes or billing errors and follow up on submitted documents to ensure complete application processing.
  • Skilled in multitasking across dual-monitor setups, CRM tools, and web-based benefit platforms.
  • Average 15-20 enrollments per week.

Licensed CCR

SelectQuote
08.2023 - 06.2024
  • As a Licensed CCA Agent, I enrolled members into Medicare Advantage plans during AEP, OPE, and SEP.
  • Consistently met and exceeded quotas.
  • My role involved guiding clients through complex insurance options, ensuring optimal plan selection by working with the sales department, and providing personalized services.
  • During off-seasons, I handled retention calls and welcome calls, enhancing customer satisfaction and retention rates.
  • My deep understanding of Medicare regulations and commitment to excellence contributed significantly to team success and member satisfaction.
  • Assist clients with appeals, prior authorizations, billing issues, and plan comparisons.

CCR III & Interim Supervisor

CVS Caremark
11.2021 - 08.2023
  • Supervised daily operations, ensuring adherence to safety protocols and quality standards.
  • Coordinated staff schedules, optimizing resource allocation and enhancing team productivity.
  • Trained new employees on operational procedures, fostering a culture of continuous learning.
  • verification of all necessary provider licenses and credentials information.
  • Completed background checks for 1099 contractors and W2 employees.
  • Monitored inventory levels, implementing efficient stock management practices to reduce waste.
  • Evaluated employee performance, providing constructive feedback to support professional growth.
  • Oversaw daily operations of the department, ensuring smooth workflow and timely completion of tasks.
  • Led successful project completions under tight deadlines, coordinating effectively across multiple teams.
  • Developed comprehensive training program for new hires, significantly reducing learning curve and integrating them into team quickly.

Owner of Illuminated Eyez

Self Employed
01.2021 - 10.2021
  • Developed and implemented marketing strategies to enhance brand visibility and attract new clients.
  • Managed daily operations, ensuring efficient workflow and high-quality service delivery.
  • Created budgets and monitored expenses to maintain financial health of the business.
  • Established strong relationships with suppliers to optimize inventory management and cost control.
  • Created massage oil candle and Organic coconut soy wax candles.

Sales Manager

LW2 Solutions
06.2018 - 12.2020
  • Developed and implemented strategic sales plans to achieve revenue goals.
  • Trained and mentored junior sales team members on best practices.
  • Conducted market research to identify new business opportunities and trends.
  • Collaborated with marketing teams to create targeted promotional campaigns.
  • Led weekly sales meetings to review performance metrics and set objectives.
  • Increased sales revenue by developing and implementing effective sales strategies.
  • Built long-lasting client relationships through excellent customer service and consistent followups.
  • Led a successful sales team by providing motivational coaching and performance-based incentives.
  • Implemented CRM systems for better tracking of leads, improving follow-up processes and communication within the team.
  • Assisted in recruiting top talent for the sales team, contributing to a high-performing work environment.
  • Collaborated cross-functionally with headquarters, regional and other teams nationally to maintain consistent message and experience.

Advisor

Convergys
03.2018 - 06.2018
  • Led client consultations to identify needs and deliver tailored solutions.
  • Developed strategic plans to enhance client engagement and satisfaction.
  • Mentored junior advisors on best practices and client relationship management.
  • Analyzed market trends to inform decision-making and improve service offerings.
  • Clarify customer requirements; probe for understanding, listen attentively to customer needs and concerns; demonstrate empathy while maximizing opportunity to build rapport with the customer.
  • Greet customers in a courteous, friendly, and professional manner using agreed upon procedures.
  • Maintain broad knowledge of client products and/or services.
  • Prepare complete and accurate work including appropriately notating accounts as required.
  • Participate in activities designed to improve customer satisfaction and business performance.

Account Executive/Corporate Trainer

Apex Consulting Solutions
03.2017 - 03.2018
  • Cultivated strong client relationships to enhance customer satisfaction and retention.
  • Developed tailored sales strategies to meet diverse client needs and drive revenue growth.
  • Collaborated with cross-functional teams to streamline project delivery and improve service offerings.
  • Analyzed market trends to identify opportunities for business development and competitive advantage.
  • Exceeded sales targets consistently by identifying new business opportunities and creating customized solutions for clients.
  • Evaluated employee performance and provided actionable feedback for improvement, leading to higher overall success rates.
  • Optimized training materials using a variety of multimedia formats, such as video presentations, e-learning modules, and written manuals.
  • Delivered impactful presentations at industry conferences, raising brand awareness while sharing best practices with peers.
  • Streamlined onboarding process for efficiency, facilitating smoother integration of new employees.
  • Developed and implemented successful onboarding program.

Education

Associate Degree In Nursing - Nursing

Central Piedmont Community College
Charlotte, NC
04.2027

High School Diploma -

Myers Park High School
Charlotte, NC
06.2016

Skills

  • Policy analysis
  • Claims handling
  • Licensed insurance agent
  • Team training and development
  • CRM tracking
  • Call center customer service
  • Data entry
  • Interpersonal skills
  • Billing inquiries
  • Background checks
  • Credentialing software
  • Employee onboarding

Timeline

Licensed Insurance Broker

Diversified Companies
03.2025 - Current

Licensed Insurance Agent

Platinum Choice Healthcare
06.2024 - 03.2025

Licensed CCR

SelectQuote
08.2023 - 06.2024

CCR III & Interim Supervisor

CVS Caremark
11.2021 - 08.2023

Owner of Illuminated Eyez

Self Employed
01.2021 - 10.2021

Sales Manager

LW2 Solutions
06.2018 - 12.2020

Advisor

Convergys
03.2018 - 06.2018

Account Executive/Corporate Trainer

Apex Consulting Solutions
03.2017 - 03.2018

Associate Degree In Nursing - Nursing

Central Piedmont Community College

High School Diploma -

Myers Park High School

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