Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Jade Peterson

Houston,TX

Summary

Results-driven sales professional with extensive knowledge of Medicare products, regulations, and enrollment processes. Proven ability to assess client needs, provide solutions, and maintain high customer satisfaction. Skilled in analyzing complex information, communicating effectively, and delivering tailored solutions to meet diverse customer requirements. Experienced in collaborating with cross-functional teams and maintaining compliance within regulated industries. Deep understanding of Medicare and Medicaid plans, CMS guidelines, and health insurance products.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Licensed Insurance Sales Agent

Humana
07.2022 - Current

Responsible for selling individual health plan products and educating beneficiaries about Humana's services. Engage with potential clients to promote and sell Medicare Advantage plans. Conduct thorough needs assessments with potential clients to determine the best plan for their healthcare needs. Develop and maintain relationships that result in the ongoing sales and retention of benefit products for distribution in a specific region. Build community relationships, drive self-generated sales, and meet sales goals and metrics while working independently. I also serve as the Point of Contact (POC) for Quality Assurance within the sales team, ensuring compliance with company standards, regulatory guidelines, and operational excellence. Played a key role in monitoring performance metrics, identifying areas for improvement, and providing actionable feedback to enhance sales effectiveness and customer satisfaction. Collaborated with leadership to develop and implement quality assurance processes, training programs, and performance evaluation systems to drive continuous improvement.

Insurance Agent

Alight Solutions, AON Hewitt
08.2019 - 07.2022

Assist retirees in understanding and managing their health insurance benefits. Provide detailed explanations of health insurance options, retirement plans, and programs to retirees, ensuring they comprehend their benefits and coverage. Address and resolve retirees' insurance-related concerns, such as claim issues or coverage discrepancies, by coordinating with insurance carriers and internal departments. Guide retirees through the enrollment process for health insurance plans, ensuring accurate completion of necessary paperwork and adherence to deadlines.

Cashier

Wendy’s
06.2016 - 08.2018

Greet customers warmly, take accurate orders, and address inquiries about the menu and promotions. Operate the cash register to process payments, including cash, credit, and mobile transactions, ensuring accuracy and efficiency. Work cohesively with kitchen staff and other team members to ensure timely and accurate order fulfillment.

Education

Master of Science - Marketing

Florida International University
Miami, FL
08-2026

Bachelor's degree - Early Childhood Education

Florida International University
Miami, FL
05-2025

Associate's Degree -

Broward College
Coconut Creek, FL
05.2023

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Florida A&M University
Tallahassee, FL
08.2018

Skills

  • Healthcare
  • Customer Service
  • Sales
  • Microsoft Office
  • CRM
  • Cold calling
  • Insurance sales
  • Licensed insurance agent
  • Quality assurance
  • Research
  • Analytical and critical thinker
  • Medicaid regulations
  • Healthcare industry

Certification

2-15 Life, Health, and Annutities

Timeline

Licensed Insurance Sales Agent

Humana
07.2022 - Current

Insurance Agent

Alight Solutions, AON Hewitt
08.2019 - 07.2022

Cashier

Wendy’s
06.2016 - 08.2018

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Florida A&M University

Master of Science - Marketing

Florida International University

Bachelor's degree - Early Childhood Education

Florida International University

Associate's Degree -

Broward College
Jade Peterson