Jamie Friedman
Bowling Green,KY
Summary
Highly knowledgeable licensing, contracting, and commissions professional with 12 years' combined experience specializing in Medicare/Life & Health from carrier and agency/start-up perspectives. Proven expertise in leading contracting and onboarding initiatives, driving process improvements, implementing process automation, and developing standard operating procedures to achieve goals within strict deadlines. Possesses advanced proficiency in SaaS, MS Office, NIPR, Google Docs, Adobe Acrobat, Foxit, ConnectureDRX, Sunfire, SharePoint, Salesforce, Slack, Sircon, SureLC, Zoho, and Zoom. Able to think creatively and overcome challenges to deliver exceptional results. Highly organized and detail-oriented professional with strong work ethic and dedication to achieving goals. Skilled at developing and maintaining documentation systems, managing calendars and preparing reports. Knowledgeable in project management principles, business processes and customer service best practices.
Overview
13
13
years of professional experience
Work History
Contracting Coordinator & Agent Support
AssureSource, LLC
08.2022 - Current
- Created new agent onboarding & training processes that decreased turnaround time by 20%
- Improved and maintain agent release process and simplify agent release guide that has reduced numbers of returned contracts and release discrepancies
- Submit contracting requests and/or links to agents and upline using SureLC, AgentSync, and carrier specific sites
- Utilize FileZilla when transferring large amounts of data to ConnectureDRX to update/maintain current selling permissions for agents
- Continuously improve contracting & certification processes by creating detailed contracting reports (via Zoho/CRM) that identifies where agents are in the contracting and certification process
- Streamlined RTS and Connecture process by means of automation which improved cycle time by 2 days
- Created and maintain carrier standard operating procedures for 10+ carriers.
Contracting Specialist II
Healthcare.com Insurance Services
05.2021 - 08.2022
- Conducted agent training and managed onboarding with 10 different carriers using multiple contracting methods such as SureLC and Agent Accelerator
- Responsible for creating and improving departmental SOPs for internal and external use
- Managed blaze report to add and remove new and terminated agents in Sunfire
- Researched various inquiries/issues daily by gathering information from multiple sources to resolve agent & carrier issues
- Tracked brokers in Salesforce during carrier contracting process until agents were ready-to-sell
- Demonstrated experience running metric reports that improved contracting cycle time by 25%
- Managed Salesforce project by transitioning agent data from Excel to Salesforce to complete migration.
Commission Specialist III
AIG American General
10.2018 - 06.2019
- Prepared routine weekly commission reports via Excel to perform audits
- Managed 1099's for Partners Group agents and updated/created SOPs of department processes
- Performed research in SAP to find resolutions for agents and researched agent debt inquiries
- Researched and resolved commission inquiries, payment discrepancies and complaints
- Analyzed data and processes to identify inefficiencies within commission department.
Contracting Coordinator
LiveAmerica & Alsol Brokerage, LLC
01.2017 - 01.2019
- Supported growth of both agencies by managing and processing all agent contracts and appointment paperwork via SureLC
- Utilize SureLC/SuranceBay as a CRM and for both submitting contracts for brokerages consisting of MGA's and sub agents between 6 different carriers
- Created & maintained a comprehensive database of all agent contracts consisting of agent status, commission levels, hierarchy, agent codes, AML certifications, and E&O coverage
- Strategized with various departments (new business, policy holder services, licensing, commissions) to research and solve complex agent issues.
Senior Contracting & Commissions Analyst
Aetna Inc, CVS Health
01.2012 - 01.2017
- Subject matter expert of licensing, contracting & commissions, as well as the team liaison for the Sales department
- Audited agent contracts, licenses, and appointments to ensure quality and accuracy to prevent issues for agents submitting new business
- Utilized NIPR, BIG, and Vector to determine licensing/contracting & advance eligibility
- Solved complex issues that varied in nature such as commission/1099 reconciliations, assignment of commissions discrepancies and managed large contract data research projects
- Performed quality checks of license/contract data, provided constructive feedback to contracting & licensing team, managed commission/licensing metric reports, (used VLOOKUP, pivot tables, and formulas), and conducted weekly team huddles to discuss important changes and updates and address any team member questions.
Education
Associate of Applied Science - Business Administration And Management
Ivy Tech Community College
Evansville, IL12.2025
Technical Certificate in Business Administration - Business Administration
Ivy Tech Community College
Evansville, IN12.2017
Skills
- Relationship Building
- Data Management
- Work Planning and Prioritization
- Client & Agent Service
- MS Office
- Document Management
- Strategic Planning
- Process Improvement
- Leadership
- Project Management
- Administrative Oversight
- Contract Management
Timeline
Contracting Coordinator & Agent Support
AssureSource, LLC
08.2022 - Current
Contracting Specialist II
Healthcare.com Insurance Services
05.2021 - 08.2022
Commission Specialist III
AIG American General
10.2018 - 06.2019
Contracting Coordinator
LiveAmerica & Alsol Brokerage, LLC
01.2017 - 01.2019
Senior Contracting & Commissions Analyst
Aetna Inc, CVS Health
01.2012 - 01.2017
Associate of Applied Science - Business Administration And Management
Ivy Tech Community College
Technical Certificate in Business Administration - Business Administration
Ivy Tech Community College