Jason Wallace
Delray Beach,FL
Summary
Driven Sales Agent with experience establishing and expanding market presence and maximizing growth. Proven skills in enrollment sales and boosting revenue by connecting with customers and effectively communicating sales recommendations. Well-organized, and reliable.
Overview
6
6
years of professional experience
Work History
Licensed Insurance Agent
iHealthQuotes.com
Boca Raton, FL
04.2023 - Current
- Licensed insurance agent with a proven track record of success in the insurance industry.
- Experienced in providing personalized insurance solutions to clients based on their unique needs and financial goals. Proficient in selling health.
- Skilled in conducting comprehensive insurance assessments, identifying coverage gaps, and recommending appropriate products to mitigate risks.
- Strong client relationship-building skills, with a focus on delivering exceptional customer service.
- Detail-oriented and knowledgeable about insurance regulations, ensuring compliance with industry standards and guidelines.
- Dedicated to staying updated on industry trends and product offerings to provide clients with the most relevant and beneficial insurance solutions
Enrollment Specialist
The RX Advocates
Boca Raton, FL
12.2022 - 04.2023
- Results-driven sales professional with a proven track record of exceeding targets and driving revenue growth.
- Capable of conducting thorough assessments of individuals' needs, identifying appropriate assistance programs, and guiding them through the application process.
- Strong interpersonal and communication skills, fostering trust and rapport with patients.
- Proficient in navigating the complexities of healthcare systems and understanding eligibility criteria for various assistance programs.
Admissions Supervisor
FHE Health
Deerfield Beach, FL
07.2022 - 12.2022
- Authored documentation for internal use by QA
personnel, setting guidelines for review activities and
reporting requirements. - Directed quality assurance teams, shortened
validation turnaround times and reduced customer
complaints. - Applied coaching techniques and tools to support
managers and team members in improving
performance. - Experienced professional adept at running reports for SEO and PPC digital campaigns. Proficient in utilizing analytical tools to track and evaluate the performance of search engine optimization (SEO) and pay-per-click (PPC) campaigns.
- Specialized in insurance verification, clinical
recommendation, patient counseling, and travel
coordination for incoming clients.
Admissions Supervisor
Ceasar Capital Consulting
Boca Raton, FL
04.2021 - 07.2022
- Authored documentation for internal use by QA
personnel, setting guidelines for review activities and
reporting requirements. - Directed quality assurance teams, shortened
validation turnaround times and reduced customer
complaints. - Applied coaching techniques and tools to support
managers and team members in improving
performance. - Specialized in insurance verification, clinical
recommendation, patient counseling, and travel
coordination for incoming clients.
Quality Assurance Supervisor
Banyan Treatment Center
Boca Raton, Florida
01.2018 - 04.2021
- Maintain detailed and complete records of health care plans and prognoses
- Consider Western medical procedures in health assessment, health care team communication, and care referrals
- Review records for completeness, accuracy, and compliance with regulations
- Enter data, such as demographic characteristics, history and extent of disease, diagnostic procedures, or treatment into computer
- Compile and maintain patients' medical records to document condition and treatment and to provide data for research or cost control and care improvement efforts
- Experienced professional adept at running reports for SEO and PPC digital campaigns. Proficient in utilizing analytical tools to track and evaluate the performance of search engine optimization (SEO) and pay-per-click (PPC) campaigns.
- Manage the department or supervise clerical workers, directing or controlling activities of personnel in the medical records department.
Education
Associate of Arts - Business Management
Palm Beach State College
12-2022
High School Diploma - General Studies
Miami Palmetto Senior High
06.2016
Skills
- Communication Expert
- Active Listening Expert
- Time Management Expert
- Problem-solving Expert
- Leadership Expert
- Insurance sales strategy
- Reporting
References
References available upon request.
Timeline
Licensed Insurance Agent
iHealthQuotes.com
04.2023 - Current
Enrollment Specialist
The RX Advocates
12.2022 - 04.2023
Admissions Supervisor
FHE Health
07.2022 - 12.2022
Admissions Supervisor
Ceasar Capital Consulting
04.2021 - 07.2022
Quality Assurance Supervisor
Banyan Treatment Center
01.2018 - 04.2021
Associate of Arts - Business Management
Palm Beach State College
High School Diploma - General Studies
Miami Palmetto Senior High
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