Jake Green
Experienced and licensed Life Insurance Producer with a strong background in customer service, sales, and business development. Skilled in exceeding sales targets, building lasting client relationships, and providing tailored insurance solutions. Brings over a decade of experience in both the insurance and manufacturing sectors, with demonstrated leadership in team management, cost reduction, and operational efficiency. Licensed in 34 states and known for high-level communication and strategic thinking.
Work History
Licensed Life Insurance Agent
6 Months- Developed tailored insurance solutions to meet diverse client needs.
- Conducted comprehensive policy reviews to ensure client understanding and satisfaction.
- Educated clients on various life insurance products and benefits.
- Streamlined application processes, enhancing efficiency and reducing turnaround times.
Licensed Life Insurance Agent
1 Year- Manage inbound inquiries and provide expert advice on life insurance policies and benefits
- Upsell additional or enhanced coverage based on client needs; optimize policy costs and value
- Serve as the primary point of contact for new and existing clients, addressing policy, billing, and service updates
- Consistently meet and exceed monthly sales goals through proactive outreach and client engagement
- Facilitate and lead team conference calls; gather and apply business intelligence to improve market strategies
- Schedule and manage strategic client appointments across a multi-state territory
- Mentor and support team members in achieving performance targets and best practices
- Led production teams to meet and exceed output and quality targets in a high-volume papermill setting
- Conducted ongoing quality control and performance assessments to ensure top-tier product standards
- Collaborated with facility leadership to analyze and reduce operational costs, improving profit margins
- Trained and mentored new employees on safety protocols and production techniques
- Played a key role in continuous improvement and cost-efficiency initiatives
Education
High School Diploma
Skills
Certification
Licensed Life Insurance Producer, 34 states
References
References
Lacey Williamson
Regional Director of Business Development
CCH Healthcare
(423) 237-5781
Lanie Hommel
External Liaison
Smoky Mountain Post-Acute and Rehab Center
Lubryant@smokymountainhc.com
(423) 237-8455
Dustin Williamson
Regional Sales Director
Diversicare Healthcare
(865) 334-5314
Professional Network
Well connected with professionals throughout the healthcare community, including hospitals, skilled nursing facilities, long-term care providers, home health agencies, hospice organizations, physicians, and healthcare leadership across East Tennessee.