Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Jason Meisner

Stockton Springs,ME

Summary

Dynamic Health and Life Sales Agent with a proven track record at Tranzact Insurance Solutions, consistently achieving over 200 sales during AEP seasons. Expert in referral management and customer complaint resolution, leveraging strong presentation skills to educate clients on Medicare options and enhance retention rates. Recognized for consistently achieving results and delivering high-quality service.

Overview

19
19
years of professional experience
1
1
Certification

Work History

Medicare Sales Agent

Tranzact Insurance Solutions
05.2018 - 08.2025
  • Utilized CRM tools to track client interactions, follow-ups, and progress toward enrollment goals efficiently.
  • Streamlined the enrollment process with efficient documentation and data entry, reducing processing time.
  • Developed a deep understanding of various Medicare plans and regulations to provide expert advice to clients in need of guidance.
  • Enhanced customer retention rates by proactively addressing any issues or concerns regarding their Medicare plans.
  • Consistently met or exceeded sales targets by employing effective sales strategies and techniques tailored to individual client needs.
  • Throughout the year stayed in top 25% of agents and accomplished 200 plus sales during AEP seasons.

Medicare Sales Agent

Ehealth
06.2016 - 04.2018
  • Educated seniors on available government assistance programs, helping them make informed decisions about healthcare coverage.
  • Increased Medicare plan enrollments by effectively presenting and explaining plan options to potential clients.
  • Assisted individuals transitioning from employer-sponsored health coverage to Medicare during retirement planning processes.
  • Resolved client inquiries and concerns promptly, ensuring their satisfaction with chosen Medicare plans.

Independent Insurance Broker

NIA
05.2013 - 04.2015
  • Generated referral business from satisfied customers who shared positive experiences with friends and colleagues.
  • Processed applications, payments, corrections and endorsements.
  • Researched coverage options and compiled information into an accessible format for review.
  • Assisted clients with claims processing, ensuring a smooth experience during difficult times.
  • Conducted risk assessments to identify potential liabilities and recommend appropriate coverage levels based on clients'' unique situations.

Restoration Supervisor

Craftech
02.2007 - 11.2012
  • Implemented innovative solutions to overcome challenges faced during restoration projects, ultimately saving time and costs.
  • Conducted regular site inspections to monitor progress and address any potential issues promptly.
  • Reduced project completion time through meticulous scheduling and resource management.
  • Coordinating work with property owners and insurance adjusters while leading crews up to eight
    technicians.

Education

High School Diploma -

Leominster High School
Leominster, MA

Airframe And Powerplant Diploma - Aviation Maintenance

East Coast Aerotech
Bedford, MA
01-2006

Skills

  • Goal oriented
  • Referral and pipeline management
  • Teamwork and collaboration
  • Consistent high level of lead conversion
  • Customer complaint resolution
  • Strong presentation skills
  • Persuasion techniques
  • Cold calling expertise

Certification

  • HIPAA certified 2025 & 2026
  • Appointed with UHC, Humana, Cigna, Aetna, Elevance and more for 2025 & 2026

Timeline

Medicare Sales Agent

Tranzact Insurance Solutions
05.2018 - 08.2025

Medicare Sales Agent

Ehealth
06.2016 - 04.2018

Independent Insurance Broker

NIA
05.2013 - 04.2015

Restoration Supervisor

Craftech
02.2007 - 11.2012

High School Diploma -

Leominster High School

Airframe And Powerplant Diploma - Aviation Maintenance

East Coast Aerotech

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Jason Meisner