Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Jasmine Travis - Mills

Summary

A Professional and licensed Life Insurance Producer with strong knowledge in delivering tailored life insurance solutions. Known for strategic approach, deep knowledge of policy options, and excellent client relationship management. Highly adaptable team player focused on meeting client needs. Skilled in risk assessment, policy underwriting, and regulatory compliance.

Overview

19
19
years of professional experience
1
1
Certification

Work History

Life Insurance Producer

Primerica
04.2025 - Current

As a Primerica licensed representative i help families navigate their financial future by providing education and a financial "GPS" to prepare for a more secure future. The complimentary Financial Needs Analysis (when completed) provides personalized feedback or information based on the client's needs and goals, which could include establishing an emergency fund, paying down debt, becoming properly protected with term life insurance and investingiv for retirement or saving for collegev.


  • Developed tailored life insurance solutions to meet clients' unique financial needs.
  • Conducted comprehensive needs assessments to identify appropriate coverage options.
  • Cultivated strong client relationships through effective communication and personalized service.
  • Guided clients through insurance applications, ensuring accuracy and compliance with regulations.

Onboarding Specialist

Commonwealth Care Alliance Massachusetts
02.2024 - 10.2024

The Onboarding Specialist is the primary contact for members as they transition to a CCA health plan. The Specialist contacts new members via telephonic outreach and identifies both the member's existing healthcare services that will continue and new service requests. The Specialist works to ensure that member needs are addressed through liaising with internal CCA providers and external healthcare providers. The Specialist also educates the member on health plan offerings and addresses members' questions or concerns.


Essential Duties and Responsibilities :

 Serves as the primary member contact and advocate until their care team is established, both through direct member outreach and inbound call support
 Leverages internal and external resources (such as claims, referrals, and pharmacy data) to identify accurate, successful contact information for unreachable or hard-to-reach members
 Orients new members to the value of CCA as their health plan, providing education, answering members' questions, anticipating, and meeting member needs and concerns
 Documents members' current healthcare services and new service requests
 Ensures members continue to receive current healthcare services as they transition to CCA through healthcare provider outreach and education
 Schedules new members' initial nurse intake visits
 Utilizes communication skills such as motivational interviewing to gain agreement from members to
participate in the onboarding process, persistently forging trusting relationships and engaging individuals not readily interested in connecting with CCA
 Utilizes established workflows and collaborates with internal and external stakeholders and healthcare providers
 Provide clinical care to members via telehealth technologies (video, chat, etc.) for a clinically appropriate clinical care and care management services.


Duties and Responsibilities outside of my position :

  • Collaborated with cross-functional teams to streamline onboarding procedures and improve overall efficiency.
  • Gathered feedback from coworkers to identify areas for enhancement in the onboarding process and experience.
  • Assisted in training sessions, providing support and resources to enhance new employees understanding of department workflows.

Math and Science Personal Tutor

Self Employed
04.2021 - 04.2023

A a personal tutor i was able to work 1:1 with my student and educate them the fundamentals of math and Science , needed to advance and meet grade level expectations od knowledge.

  • Developed customized lesson plans to address individual student needs and learning styles.
  • Facilitated engaging tutoring sessions that enhanced student understanding and retention of complex subjects.
  • Implemented effective strategies to improve students' study habits and time management skills.
  • Assessed student progress regularly, adapting teaching methods to ensure continual improvement.


SCO Ambassador

Boston Medical Center HealthNet Plan / WellSense Health Plan
02.2016 - 02.2020

serve as the first line of support for our stakeholders by providing accurate and thorough information to current and prospective members, providers and internal customers about our various health plans.


Key Functions :

- Own each customer interaction by utilizing the appropriate resources to accurately interpret and respond to inquiries. Deliver outstanding, empathetic service that fosters trust, builds loyalty, and contributes to member retention.

· Respond to a high volume of inbound calls from members and providers, addressing a wide range of topics. Calls may vary significantly in length and complexity, requiring adaptability and attention to detail.

· Apply strong interpersonal and conflict-resolution skills to manage challenging calls with professionalism, courtesy, and empathy.

·Record call details and customer interactions accurately in accordance with departmental standards and compliance requirements.

· Work collaboratively with peers and cross-functional teams to resolve issues, contribute to shared goals, and foster a positive team environment.

·Consistently meet or exceed departmental goals related to quality, productivity, customer satisfaction, and compliance.

· Support the department by performing additional duties as needed, demonstrating reliability and adaptability.

Gift Shop Sales Associate -Key Holder

Beth Israel Deaconess Medical Center
07.2006 - 01.2018
  • as a Sales representative I succeeded in providing excellent customer service . I processed transactions accurately , maintaining cash handling protocols , and addressed inquiries, resolving issues efficiently. I became the gift shop expert when it came knowing the merchandise we carried and pricing and inventory estimates. As a seasoned key holder i was capable of managing and running the the store as the only staff on, and was often relied on by management to perform other duties.


Additional Duties and responsibilities

  • Managed inventory levels, ensuring optimal stock availability and product presentation.
  • Trained new staff on sales techniques and operational procedures to enhance team performance.
  • Designed and executed hospital Display Windows the promote the Gift Shop . Executed visual merchandising strategies to create appealing displays that attract customers.
  • collaborated with management when making buying decisions , coordinating the quality and types of merchandise that best meets the needs of staff, patients, and visitors.
  • Florist duties : Order and process flower deliveries form the flower market. Design and Deliver Floral arrangements for customers


Education

Bachelor of Arts - Sociology

University of Massachusetts, Amherst
Amherst, MA
05-2012

Skills

  • Organization skills
  • Time management
  • In-person tutoring
  • Adaptable nature
  • Customer/Client relations
  • Verbal and written communication
  • Problem-solving skills
  • Collaboration and teamwork

Certification

  • MA Resident Life Insurance Producer - April 23,2025
  • STEDI SubSkills Online training - Sept. 16-29, 2025 :

Timeline

Life Insurance Producer

Primerica
04.2025 - Current

Onboarding Specialist

Commonwealth Care Alliance Massachusetts
02.2024 - 10.2024

Math and Science Personal Tutor

Self Employed
04.2021 - 04.2023

SCO Ambassador

Boston Medical Center HealthNet Plan / WellSense Health Plan
02.2016 - 02.2020

Gift Shop Sales Associate -Key Holder

Beth Israel Deaconess Medical Center
07.2006 - 01.2018

Bachelor of Arts - Sociology

University of Massachusetts, Amherst
Jasmine Travis - Mills