James Curtis-Batista
Licensed Health Insurance Agent (Florida, New Jersey)
Jacksonville,FL
Summary
Sales Associate with a retention-first approach shaped by customer engagement, objection handling, and relationship management for 1 product line. Brings experience generating $800,000+ in qualified pipeline in SDR work, converting 15% of qualified customer conversations, and handling 400 customer conversations per month while guiding customers through complex decisions with calm, high-EQ communication. Focuses on early needs discovery, clear product comparison, and smooth handoffs that help customers stay engaged and move forward.
Overview
3
3
Certifications
14
14
years of professional experience
Work History
Owner/Operator
Cleaner Foundations
01.2026 - Current
- Managed daily operations for optimal efficiency, streamlining processes to reduce costs.
- Implemented technology solutions for operational efficiency, improving overall productivity across the organization.
- Developed strategic marketing initiatives to enhance brand visibility and customer engagement.
- Provided exceptional customer service, addressing issues promptly to ensure customer satisfaction and repeat business.
- Negotiated contracts with vendors to secure favorable terms for the business.
Insurance Sales Agent (Contract)
Amerihealth New Jersey
07.2025 - 01.2026
- Completed more than 40 enrollments across ACA Marketplace, dental, vision, and LifeSecure supplemental coverage.
- Handle 10–15 inbound calls and 50–75 outbound calls daily, averaging approximately 10 enrollments per week through needs-based plan comparison.
- Handled 10–15 inbound calls and 50–75 outbound calls daily, achieving approximately 10 enrollments per week through needs-based plan comparison.
- Created Spanish-speaking client routing system to enhance customer experience and streamline processes for bilingual agents.
- Developed schedule swap group to alleviate agent stress, boosting morale and retention.
- Directed and presented a team project to more than 100 staff members, strengthening department-wide collaboration and operational efficiency.
Server
Peach House
06.2024 - 07.2025
- Adapted to multiple roles, including dishwashing, food preparation, inventory management, and landscaping, to ensure smooth operations and high-quality service delivery.
- Strengthened team culture by coordinating with other departments, fostering an environment of collaboration and operational efficiency.
- Coordinated with other departments to strengthen team culture and foster collaboration and operational efficiency.
Owner/Operator
The Curtis-Batista Group
10.2022 - 06.2025
- Founded and scaled a customer-focused business, generating $20,000 in the first year from minimal startup costs and achieving a 95% client retention rate through exceptional service.
- Implemented feedback loops to refine service offerings, enhancing customer loyalty and driving repeat business.
- Managed operations and strategy, overseeing client acquisition and financial planning, showcasing entrepreneurial approach and strong business development skills.
Sales Development Rep.
Torch
01.2022 - 08.2022
- Consistently met quota while booking high-quality demos for Account Executives.
- Met quota consistently by booking high-quality demos for Account Executives, enhancing sales opportunities.
- Collaborated with CS and product teams to streamline lead handoff and improve customer readiness.
- Produced training materials that enhanced onboarding process and became part of the permanent SDR library.
Retention Agent/Team Lead
Spectrum
05.2020 - 07.2021
- Ranked in the top 3% of 300 agents by combining deep listening, needs analysis, and trust-based communication.
- Identified upsell and save opportunities, guiding customers to optimal service options that met their needs.
- Strengthened customer relationships, reduced churn, and increased customer lifetime value.
- De-escalated complex situations with emotional intelligence and calm communication.
- Transformed team performance by enhancing customer satisfaction and streamlining operations for improved service delivery.
- Led training and development initiatives for team members, fostering a continuous learning environment and preparing agents to meet performance targets.
- Supported cross-departmental initiatives, aligning goals to create a seamless customer experience.
- Team Leader | Charter Communications (Spectrum)
Server
The Red Door
10.2019 - 03.2020
- Enhanced guest satisfaction through attentive service, resulting in increased repeat business and revenue growth.
- Promoted and upsold menu items, increasing incremental revenue and bolstering the restaurant’s financial success.
- Built rapport with guests, fostering repeat visits and generating positive feedback for personalized service.
Server/Bartender
Olive Garden
07.2012 - 09.2019
- Crafted high-quality cocktails that consistently met guest expectations and contributed to guest satisfaction and loyalty.
- Upsold menu items, increasing revenue and reinforcing the restaurant's financial success.
- Promoted and upsold menu items, driving incremental revenue and supporting the restaurant’s financial success.
- Crafted high-quality cocktails that delighted guests, enhancing overall satisfaction and loyalty.
- Mentored new staff, helping to build a cohesive team environment that elevated service standards.
- Coordinated front-of-house operations, streamlining workflow to elevate guest experience.
- Server | Olive Garden
- Bartender | Olive Garden
Education
High School Diploma -
Duncan U. Fletcher
Jacksonville Beach, FL 05.2001 -
Skills
Negotiation
Objection Handling
Salesforce
Microsoft Dynamics
Needs-based selling
Process Improvement and Team Collaboration
Customer retention
Client needs analysis
Team leadership
Remote work discipline and time management
Policy quoting
Sales forecasting
Territory management
Escalation management
Workflow automation
Certification
Licensed Health Insurance Agent (Florida)
Timeline
Owner/Operator
Cleaner Foundations
01.2026 - Current
Insurance Sales Agent (Contract)
Amerihealth New Jersey
07.2025 - 01.2026
Server
Peach House
06.2024 - 07.2025
Owner/Operator
The Curtis-Batista Group
10.2022 - 06.2025
Sales Development Rep.
Torch
01.2022 - 08.2022
Retention Agent/Team Lead
Spectrum
05.2020 - 07.2021
Server
The Red Door
10.2019 - 03.2020
Server/Bartender
Olive Garden
07.2012 - 09.2019
High School Diploma -
Duncan U. Fletcher
05.2001 -