Work Type
Full TimePart TimeContract WorkGig WorkSeasonal WorkLocation Preference
On-SiteRemoteHybridLocation: Eau Claire, WI, US
Open to relocation: Yes
Jason Miller
Sales
Eau Claire,WI
Work Preference
Summary
Sales and actuarial expert skilled in delivering impactful, compliant consultations for Medicare products. Strong ability to analyze data and communicate insights effectively to non-technical stakeholders, fostering informed decision-making. Experienced in mentoring teams and managing client relationships to drive growth and ensure compliance with industry regulations.
Overview
28
28
years of professional experience
Work History
Licensed Insurance Agent
GoldenCare
10.2024 - 05.2026
- Conducted compliant, needs-based sales consultations for Medicare products
- Educated clients on plan benefits, costs, eligibility, and limitations to support informed decisions. Results: 92% renewal rate.
- Built trust through transparent, ethical, consultative sales practices. Result: Customers regularly referred friends and family.
- Ensured strict adherence to CMS and HIPAA compliance standards. Result: Passed compliance audits from multiple carriers.
- Maintained accurate records of sales activities and customer interactions.
Front of House Bartender
The Great Dane Pub and Brewing
Madison, WI
11.2021 - 10.2024
- Delivered high-quality customer service in fast-paced, high-volume environment.
- Cultivated strong customer relationships that increased repeat business and upselling opportunities. Result: Continued friendship with many customers
- Synchronized efforts with management to lower spillage and waste. Result: Reduced liquor costs by 5%.
- Constructed shelving units and reorganized bar space. Result: Enhanced efficiency and shortened service time.
Associate Actuary
Quartz Health Solutions
06.2015 - 02.2021
- Managed a block of business with $125 million in annual premium
- Streamlined pricing and rate filing tasks by bringing them in-house. Result: Reduced annual consultant fees by over $500K.
- Created and implemented an underwriting strategy for the Small Group block of business. Result: Generated an additional $1 million in annual premium.
- Helped expand our product into 3 additional states.
- Supported commercial plan strategy by designing benefits, pricing plans, and adjusting risk to align with organizational goals
- Completed formal leadership training to develop team management. Result: Coached and led two new team members.
Senior Actuarial Analyst
WPS Health Insurance
Madison, WI
06.1998 - 05.2015
- Managed a block of business with $25 million in annual premium
- Helped transform the Small Group block of business into a profitable block
- Created a renewal generating model for ACA renewals. Result: Circumvented costly software purchase, preserving significant financial resources
- Launched actuarial career and broadening knowledge base Result: Promoted three times and into leadership of employees.
- Monitored market conditions and competitor activities to identify opportunities or threats for the company's portfolio of products.
- developed comprehensive reports at procedural level. Result: Equipped senior management to optimize provider contract negotiations
Education
Double major - Actuarial Science, Risk Management
University of Wisconsin - Madison
Madison, WI05-1998
Skills
- Medicare product knowledge
- Insurance regulations
- Claims processing
- Insurance pricing
- Consultative selling
- Objection handling
- Lead management
- Sales strategies
- Retention strategies
- Client education
- Relationship management
- Data analysis
- Data interpretation
- Risk assessment
- Customer follow-up processes
- Team leadership
- Time management skills
- Attention to detail
- Ethical sales practices
- Problem solving techniques
- Networking opportunities
- Communication skills
Designations Affiliations
- Associate, Society of Actuaries (ASA)
- Member, American Academy of Actuaries (MAAA)
Timeline
Licensed Insurance Agent
GoldenCare
10.2024 - 05.2026
Front of House Bartender
The Great Dane Pub and Brewing
11.2021 - 10.2024
Associate Actuary
Quartz Health Solutions
06.2015 - 02.2021
Senior Actuarial Analyst
WPS Health Insurance
06.1998 - 05.2015
Double major - Actuarial Science, Risk Management
University of Wisconsin - Madison