Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jason Wallace

Delray Beach

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

8
8
years of professional experience

Work History

Licensed Medicare Sales Agent

IHealthquotes.com
08.2025 - Current
  • Performed needs-based assessments over the phone to recommend suitable plans based on health status, prescriptions, and provider preferences.
  • Managed high-volume call queues while maintaining quality and compliance standards in every interaction.
  • Guided clients through the enrollment process step-by-step, ensuring accurate application submission and a smooth onboarding experience.
  • Maintained up-to-date knowledge of CMS regulations and followed all compliance protocols, including required disclosures and call recordings.

Customer Service & Operations Manager

Eagle Insurance Solutions
12.2024 - 08.2025
  • Led customer service team operations, including training, performance reviews, and daily oversight, resulting in improved customer satisfaction and team productivity.
  • Resolved escalated customer concerns with professionalism and empathy, leading to increased customer retention and positive feedback.
  • Organized and maintained digital and physical client files, improving data accuracy and ensuring compliance with insurance regulations.
  • Built strong relationships with policyholders, helping them understand their coverage and claims processes.

Licensed Insurance Sales Agent

IHealthQuotes.com
04.2023 - 11.2024
  • Experienced in providing personalized insurance solutions to clients based on their unique needs and financial goals.
  • 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.
  • Results-driven sales professional with a proven track record of exceeding targets and driving revenue growth.
  • 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.

Enrollment Specialist

The RX Advocates
12.2022 - 04.2023
  • Results-driven sales professional with a proven track record of exceeding targets and driving revenue growth.
  • 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

Ceasar Capital Consulting
04.2021 - 12.2022
  • Served as lead staff supervisor of a staff of 20-30 employees.
  • Completed training with every new employee.
  • Regular meetings with agents to improve performance and productivity.
  • Experience with building and running reports within multiple CRMs including Salesforce and Dazos.
  • 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.
  • Specialized in insurance verification, clinical
    recommendation, patient counseling, and travel coordination for incoming clients.

Quality Assurance Supervisor

Banyan Treatment Center
01.2018 - 04.2021
  • Enter data reporting for SEO and PPC digital campaigns.
  • Regular meetings with agents to improve sales and profits.
  • Actively monitor calls in order to improve agent performance and increase
    productivity within the digital campaigns.
  • Oversaw a team of 10-15 employees.

Education

Associate of Science - Business Management

Palm Beach State College
Boca Raton, FL
11-2021

High School Diploma -

Miami Palmetto Senior High
Miami, FL
05-2016

Skills

  • Communication
  • Active Listening
  • Time Management
  • Problem-solving Expert
  • Leadership
  • Insurance sales
  • Reporting

Timeline

Licensed Medicare Sales Agent

IHealthquotes.com
08.2025 - Current

Customer Service & Operations Manager

Eagle Insurance Solutions
12.2024 - 08.2025

Licensed Insurance Sales Agent

IHealthQuotes.com
04.2023 - 11.2024

Enrollment Specialist

The RX Advocates
12.2022 - 04.2023

Admissions Supervisor

Ceasar Capital Consulting
04.2021 - 12.2022

Quality Assurance Supervisor

Banyan Treatment Center
01.2018 - 04.2021

Associate of Science - Business Management

Palm Beach State College

High School Diploma -

Miami Palmetto Senior High

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