Jaden Coakley
Columbia,USA
Summary
Results-driven sales and agency leader with a proven track record of rapid promotion and top-tier performance at Assurance IQ, including multiple #1 daily sales rankings throughout the organizations. Known for building high-performing teams, driving revenue through strategic planning and operational efficiency, and leading through collaboration and clear communication. Adaptable manager with strengths in performance management, client relationship development, and data-driven decision-making, prepared to deliver measurable results in regulated, fast-paced environments.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Agency Manager
Senior Benefits Agency
01.2024 - Current
- Led revenue operations overseeing 10 telesales agents and 100+ brokers, driving enrollment growth while maintaining regulatory integrity
- Owned revenue management, analyzing sales performance, enrollment trends, and compliance findings to optimize conversion rates and minimize financial and regulatory risk
- Increased revenue retention by recovering 40% of lost business through compliant CRM-driven marketing and retention campaigns using GoHighLevel
- Reduced Medicare complaints by 50%+ through AI-driven call monitoring, QA audits, and corrective coaching using Balto AI and Trellus.ai
- Established performance and compliance metrics, delivering data-driven coaching to improve close rates, documentation accuracy, and audit readiness
- Oversaw Medicare enrollment compliance, ensuring adherence to CMS marketing guidelines, HIPAA, and PHI protection standards
- Managed payroll, timekeeping, and commission processing while supporting telesales and B2C field broker operations in a compliant, revenue-focused environment
IT Service Desk Technician
Property Guardians
04.2022 - Current
- 1099 Contractor for HVAC company PRN
- Adept at providing remote support and troubleshooting technical issues to ensure seamless user experience.
- Provide first-level support for a user base of 1 employee, establising an Azure directory for his internal office of operations.
- Assist in the setup and configuration of routers, implementing IP and port forwarding to optimize network performance.
- Diagnosing computer troubleshooting and utilization of Hubspot CRM for customer management.
- Managed payroll services and client accounts with expertise in ADP, ensuring accurate and timely payroll processing.
- Utilized Salesforce for efficient invoice tracking, account management, and resolving client inquiries.
Customer Service Representative
Connexion Point
09.2024 - 12.2024
- High Volume B2C Health Insurance Call Center
- Provided expert guidance to members on Affordable Care Act (ACA) enrollment, ensuring eligibility for qualified health plans (QHPs) and premium tax credits during open enrollment and special enrollment periods (SEPs).
- Resolved complex billing inquiries and ensured accurate premium payment processing, including disputes related to deductibles, copays, and claims adjustments.
- Supported members with provider search assistance, helping locate in-network primary care physicians (PCPs), specialists, and healthcare facilities, while ensuring access to referrals and authorizations.
- Facilitated timely claims processing and resolution, including appeals, status updates, and detailed explanation of claims adjudication outcomes.
- Delivered exceptional customer service through active listening, benefits education, and personalized assistance.
- Maintained compliance with CMS regulations, HIPAA standards, and internal quality assurance protocols.
- Utilized tools such as CRM software (Microsoft Dynamics 365) for client relationship management to track policy holders and enrollment data.
- Collaborated with internal teams to resolve escalated issues, ensuring seamless coordination of member care and improved customer retention.
- Usage of ICD-10 coding and medical billing to adjudicate claims with consumers
- Usage of Cisco Webex, Finesse and C-Suite clients
Insurance Agent
ASSURANCE IQ
08.2022 - 07.2024
- Led high-volume inbound and outbound sales operations within a health and life insurance call center
- Managed full-cycle healthcare sales strategy, driving Medicare Advantage enrollments and consistent revenue growth
- Coached and supervised a pod of sales agents, improving close rates and overall team performance
- Achieved and exceeded targets with 25%+ inbound conversion and 75% outbound conversion through data-driven sales execution
- Implemented multi-channel engagement strategies (phone, email, text) to maximize lead conversion and follow-up
- Ensured all sales activities complied with CMS, HIPAA, and HITECH regulations, safeguarding PHI and reducing compliance risk
- Resolved escalated customer issues and supported agents with objection handling and enrollment guidance
- Built a high-performance, customer-focused sales culture through training, active coaching, and accountability
- Collaborated with leadership on forecasting, pipeline management, and performance reporting
Host/ Sale Associate
Mac's Speed Shop
07.2021 - 12.2021
- Hosting and taking customers to their seats and greeting them along with washing tables
- Food Running
- Cashier
- To-go Order taking.
- Selling merchandise
- Restocking
- Taking inventory
Education
High school diploma - Neuroscience
Greenville Senior High School
Greenville, SC05.2022
Skills
- Sales Management
- Performance Management
- Employee Retention Revenue / Financial Analysis
- Customer Relationship Management (CRM)
- Project Management
- Compliance (HIPAA)
- Data Analysis / Analytics
Certification
- Life & Health Insurance License September 2023 to Present NPN: 20878175 39 States
- AHIP September 2024 to September 2025 2024 AHIP completed.
- CompTIA A+
- CompTIA Network+
- CompTIA Security+
- AED Certification
- Health Insurance License
- Class D
- CPR Certification
- BLS Certification
- Personal Lines License
- Life Insurance License
- Insurance Producer License
Languages
English - Fluent
Timeline
Customer Service Representative
Connexion Point
09.2024 - 12.2024
Agency Manager
Senior Benefits Agency
01.2024 - Current
Insurance Agent
ASSURANCE IQ
08.2022 - 07.2024
IT Service Desk Technician
Property Guardians
04.2022 - Current
Host/ Sale Associate
Mac's Speed Shop
07.2021 - 12.2021
High school diploma - Neuroscience
Greenville Senior High School
Additional Information
References