Jaymee Morgan
Bowling Green,KY
Summary
Detail-oriented operations professional with over 13 years of experience in insurance onboarding, commission processing, and contract alignment. Proven ability to manage high-volume workflows, resolve complex inquiries with urgency, and maintain accuracy across multiple systems and carriers. Recognized for strong organizational discipline, cross-functional collaboration, and a process improvement mindset, consistently delivering compliant and efficient operational support.
Overview
14
14
years of professional experience
Work History
Onboarding & Compliance specialist
AssureSource, LLC
Franklin, TN
08.2022 - Current
- Manage and process onboarding, non-resident license requests, contracts, and appointments for 150+ new agents by obtaining proper paperwork/credentials and effectively communicating with producers and external stakeholders.
- Maintain and audit carrier agreements and agency codes on a routine basis to ensure compliance and with 100% accuracy.
- Research and resolve carrier contracting & commission discrepancies for agents and agencies.
- Improved processes by creating & customizing a Zoho module to track carrier contracts, AHIP, E&O, and agent credentials, improving onboarding transparency and agent compliance that reduced discrepancies by 25%.
Agent Contracting Specialist II
Healthcare.com Insurance Services
Work From Home
05.2021 - 08.2022
- Reviewed and processed 50+ agent contracts, appointments, and terminations daily, utilizing SureLC, Sircon, Agent Xcelerator, and broker portals.
- Audited Sunfire reports to maintain 100% accuracy of agent selling permissions.
- Resolved complex inquiries such as hierarchy discrepancies by working cross functionality with external partners and responding with a sense of urgency.
- Prepared for and presented Zoom training for 100+ agents on certifications and Medicare carrier requirements.
- Managed/purchased non-resident licenses for 60+ agents and agencies, weekly, on NIPR while simultaneously organizing, tracking and satisfying specific state requirements.
Commission Specialist III
Fortitude Re (AIG)
10.2018 - 06.2019
- Audited and analyzed commission reports on a weekly basis to identify and resolve discrepancies, providing detailed findings and recommendations to leadership.
- Managed weekly commission processing and ensured accurate contract alignment across multiple carrier agreements, reducing payment discrepancies.
- Investigated SAP 20+ records daily to reconcile agent debt and address payment inquiries promptly and accurately.
- Supported process improvements by contributing to SOP updates and participating in special departmental initiatives and projects.
Manager, L&C and Case Management
LiveAmerica
01.2017 - 12.2018
- Designed and launched a structured onboarding process for 80+ insurance agents, streamlining licensing, carrier contracting, and appointment workflows for a growing agency.
- Partnered with the SureLC IT team to customize system configurations for carrier-specific contracting requirements, improving application accuracy and reducing submission errors by 80%.
- Maintained detailed tracking of agent licensing status, contracting progress, and application requirements, ensuring a smooth transition from agent onboarding to active production.
- Monitored new business submissions to satisfy missing requirements and ensure applications are in good order for underwriting team.
Senior Quality Analyst – Licensing, Contracting & Commissions
Aetna, CVS Health
01.2012 - 01.2017
- Audited and reviewed 150+ daily contracting submissions to identify discrepancies and reduce errors from the Licensing & Contracting team, improving accuracy in agent appointments and commission setup by 90%.
- Led a team of contracting specialists in user acceptance testing (UAT) for a new proprietary contracting platform, validating system functionality and ensuring workflows met operational and compliance requirements, reducing cycle time by 35%.
- Oversaw book of business transfers and commission setups, ensuring proper alignment between agent contracts, carrier agreements, and commission structures.
- Investigated and resolved complex agent commission, advance, and hierarchy issues by analyzing agent portal data and internal contract records to ensure accurate compensation and reporting.
Education
A.A.S. - Business Administration
KY Community & Technical College
Bowling Green, KY12-2026
Technical Diploma - Business Administration
Ivy Tech Community College
Evansville, IN12-2017
Skills
- Contract & Commission Reconciliation
- Cross-Functional Communication
- Agent Medicare Compliance
- Carrier & Broker Support
- CRM & Internal Systems
- Process Coordination & Workflow Management
- Problem Solving
- Adobe Acrobat, AgentSync, ConnectureDRX, Excel, NIPR, Powerpoint, RegEd, Salesforce, Sircon, Sunfire, SureLC, Zoho
Timeline
Onboarding & Compliance specialist
AssureSource, LLC
08.2022 - Current
Agent Contracting Specialist II
Healthcare.com Insurance Services
05.2021 - 08.2022
Commission Specialist III
Fortitude Re (AIG)
10.2018 - 06.2019
Manager, L&C and Case Management
LiveAmerica
01.2017 - 12.2018
Senior Quality Analyst – Licensing, Contracting & Commissions
Aetna, CVS Health
01.2012 - 01.2017
A.A.S. - Business Administration
KY Community & Technical College
Technical Diploma - Business Administration
Ivy Tech Community College