Jacob Ellis
Winter Springs
Summary
With over 7 years of experience building a book of business from scratch, I am a results driven sales professional experienced in customer management, retention and driving growth. Skilled in managing client accounts and developing strategic sales initiatives. Dedicated to building strong customer relationships and maximizing client satisfaction to support organizational growth.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Sales Representative
Connie Health
Remote
07.2025 - Current
- Generated new sales leads through targeted cold calling and strategic networking.
- Built and maintained strong customer relationships, contributing to increased sales.
- Conducted follow-up calls to ensure customer satisfaction with services provided.
- Negotiated pricing contracts with customers to maximize profits.
- Used strong verbal skills to engage customers in conversation and effectively determine needs and requirements.
- Oversaw client accounts, ensuring high levels of satisfaction and retention.
MEDICARE SALES AGENT
RDI Corporation Remote
REMOTE
01.2023 - 06.2025
- Educated clients on Medicare options and coverage plans.
- Conducted virtual presentations to explain benefits and services.
- Built strong relationships with clients through effective communication.
- Collaborated with team members to enhance sales strategies and techniques.
LICENSED MEDICARE INSURANCE AGENT
Health Plan One Remote
REMOTE
01.2022 - 01.2023
- Resolved client inquiries and issues, ensuring satisfaction through effective communication and problem-solving.
- Resolved customer complaints by providing prompt solutions or referring them to the appropriate departments.
- Developed strategies for sales growth and customer retention.
- Guided clients in completing applications and enrollment paperwork, streamlining the process for improved accuracy.
LIFE AND HEALTH INSURANCE AGENT
USHEALTH Advisors
REMOTE
01.2019 - 01.2022
- Created individualized proposals for clients to include coverage options, premiums and enrollment guidelines.
- Advised customers on their legal rights when filing claims for health benefits, ensuring informed decision-making.
- Negotiated rates with providers and insurers to secure optimal savings for customers.
- Updated CRM records after each interaction to enhance follow-up timing and strengthen client engagement.
Education
Associate of Science - Business
Seminole State College of Florida
Sanford, FL06-2019
Skills
- Customer management
- Sales strategy
- CRM management
- Lead generation
- Problem-solving
- Strategy planning
- Client retention
Certification
- 2025 AHIP CERTIFIED
AHIP
2-15 HEALTH AND LIFE INSURANCE LICENSE
State of Florida
Certified Sales Professional (CSP)
Offered by the Sales and Marketing
Executives International (SMEI), focused on advanced selling
techniques.
Strategic Account Management
Certification Provided by the Strategic
Account Management Association
(SAMA), emphasizing on long-term
relationship building.
Timeline
Sales Representative
Connie Health
07.2025 - Current
MEDICARE SALES AGENT
RDI Corporation Remote
01.2023 - 06.2025
LICENSED MEDICARE INSURANCE AGENT
Health Plan One Remote
01.2022 - 01.2023
LIFE AND HEALTH INSURANCE AGENT
USHEALTH Advisors
01.2019 - 01.2022
Associate of Science - Business
Seminole State College of Florida