JACKSON BERRY
Summary
Knowledgeable Licensed Insurance Agent with background as Licensed Insurance Broker. Well-versed in assessing client needs and recommending suitable insurance products, contributing to increased client satisfaction. Licensed in 11 States with 9 carriers. Dedicated Patient Registrar and Scheduling Coordinator with a proven track record of enhancing patient data accuracy and delivering exceptional customer service at OhioHealth. Leveraging expertise in the use of electronic records and meticulous attention to detail to successfully streamline healthcare services. Experience in providing compassionate and quality healthcare administrative services and facilitating service delivery.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Licensed Insurance Broker
Innovative Financial Services
01.2025 - Current
- Recommend type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques
- Calculate quotes and educated potential clients on insurance options
- Leverage knowledge of company insurance products and services to advise customers on appropriate choices
- Manage a diverse book of business, adapting to changing client needs and maintaining expert knowledge of multiple lines of insurance products
- Develop sales leads from direct referrals, networking and targeted marketing campaigns
- Proficient in Sunfire application
Patient Coordinator
OhioHealth
11.2019 - 03.2024
- Guided patients through insurance verification, working with carriers, and assisting patients in scheduling and registration of necessary services
- Reviewed all relevant documentation prior to the appointment to ensure accuracy of patient data
- Provided excellent customer service by responding to patient inquiries in a timely manner
- Utilized strong organizational skills to manage multiple tasks simultaneously while maintaining focus on detail
- Consistently received excellent reviews and ratings
Leadership Development Coordinator
LTD
11.2018 - 01.2021
- Implemented team award system to build employee confidence and significantly increase sales
- Developed and implemented comprehensive leadership development programs for all levels of staff
- Created and maintained project plans, timelines, and budgets to ensure successful program execution
Alignment Sales Manager
Tansky Toyota
11.2018 - 05.2019
- Managed customer accounts and customer relationships
- Established relationships with key customers, providing personalized service and support
- Provided coaching and feedback to staff on an ongoing basis in order to improve job performance
- Held daily check-ins with team members to set objectives and monitor progress
Sales Representative
Giant Eagle
03.2011 - 05.2018
- Demonstrated excellent customer service skills when dealing with client inquiries
- Communicated product features, advantages, and benefits to customers
- Developed and maintained relationships with customers to ensure repeat business
- Adapted to and remained flexible in changing, fast-paced work environment
Education
ASSOCIATE IN ARTS (A.A.) - COMMUNICATION
The Ohio State University
Columbus, OHSkills
- Electronic Records Efficiency
- Office Administration tools
- Attention to Detail
- Healthcare registration and insurance knowledge
- Policy analysis
Certification
- Licensed in Health & Accidental Insurance
- Licensed in Medicare
- Licensed to sell Insurance in 11 states and 9 carriers
Timeline
Licensed Insurance Broker
Innovative Financial Services
01.2025 - Current
Patient Coordinator
OhioHealth
11.2019 - 03.2024
Leadership Development Coordinator
LTD
11.2018 - 01.2021
Alignment Sales Manager
Tansky Toyota
11.2018 - 05.2019
Sales Representative
Giant Eagle
03.2011 - 05.2018
ASSOCIATE IN ARTS (A.A.) - COMMUNICATION
The Ohio State University
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