Jada Day
Columbus
Summary
Goal-driven insurance broker excited to leverage persuasive communication abilities, strong closing skills and several years' of experience to exciting new role. Successful at taking advantage of sales opportunities and enabling office growth.
Overview
4
4
years of professional experience
4
4
years of post-secondary education
1
1
Certification
Work History
Insurance Broker
New World Financial Group
Columbus
01.2025 - Current
- Assisted clients in selecting appropriate insurance policies for their needs.
- Conducted policy reviews to ensure compliance with current regulations and client requirements.
- Collaborated with team members to streamline client onboarding processes.
- Educated clients on coverage options and benefits of various insurance products.
- Promoted client retention through high-quality service and follow through.
Assistant Community Manager
Belmont House
Columbus
04.2023 - 08.2024
- Assisted in managing resident relations and addressing concerns effectively.
- Coordinated community events to foster resident engagement and participation.
- Maintained accurate records of resident interactions and maintenance requests.
- Collected residents' monthly rent payments, recorded transaction details, and submitted bank deposits promptly to ensure availability of operating funds.
- Coordinated events for residents of the community.
Wealth Management Associate
Morgan Stanley
Columbus
11.2021 - 08.2022
- Assisted clients in developing personalized investment strategies and financial plans.
- Coordinated client meetings and prepared supporting documentation for reviews.
- Analyzed market trends to provide insights on investment opportunities.
- Assisted with the preparation of financial statements in accordance with generally accepted accounting principles.
Education
Bachelor of Arts - Mass Communication
The Ohio State University
Columbus, Ohio, OH 12.2021 - 12.2021
Associate of Arts - Social Sciences
The Ohio State University
Columbus, Ohio, OH 08.2017 - 12.2021
Skills
- Policy analysis
- Risk assessment
- Regulatory compliance
- Claims management
- Customer relationship management
- Relationship development skills
- Sales presentations
Languages
English
Full Professional
Spanish
Limited
Certification
- Life Insurance- AL, AR, AZ, CO, FL, GA, IN, IA, KY, KS, LA, MI, MS, MN, MO, OH, PA, TX, UT, VA, VT, WV.
- Health Insurance- AL, AR, AZ, CO, FL, GA, IN, IA, KY, KS, LA, MI, MS, MN, MO, OH, PA, TX, UT, VA, VT, WV.
Timeline
Insurance Broker
New World Financial Group
01.2025 - Current
Assistant Community Manager
Belmont House
04.2023 - 08.2024
Bachelor of Arts - Mass Communication
The Ohio State University
12.2021 - 12.2021
Wealth Management Associate
Morgan Stanley
11.2021 - 08.2022
Associate of Arts - Social Sciences
The Ohio State University
08.2017 - 12.2021