Jeanna Johnson
Philadelphia,United States
Summary
Results-driven professional dedicated to helping clients secure financial futures through insurance, long-term care, and annuity products. Managed cases from application to contract issuance, enhancing customer satisfaction. Built strong relationships with advisors and cross-functional partners, driving process improvements and supporting business growth.
Overview
1
1
Certification
7
7
years of professional experience
Work History
Financial Professional
National Life Group
Remote, PA
05.2026 - Current
- Facilitated communication between clients, families, and service providers.
- Documented case notes and maintained accurate client records consistently.
- Assessed clients' needs, developed service plans and monitored progress towards goals.
- Provided expert guidance on insurance products to clients and prospects.
- Assessed client needs to recommend appropriate coverage options.
- Processed policy applications and renewals efficiently and accurately.
Case Management Assistant
American National Insurance Company
Remote, United States
01.2024 - 06.2025
- Cultivated strong relationships with claimants, employers, brokers, medical professionals, and internal partners to facilitate effective communication and resolution.
- Documented claim actions and decisions to ensure clarity in communication of determinations and updates.
- Analyzed and documented claim information to accurately assess eligibility and liability.
- Ensured compliance with ERISA and federal/state regulations while monitoring industry trends.
Long Term Care Insurance Agent/Case Manager Intern
Family First Life
Remote
11.2021 - 12.2023
- Directed annuity new business cases from initial application to contract issuance.
- Assessed applications for thoroughness, accuracy, suitability, and compliance standards.
- Coordinated with advisors, producers, and internal teams to streamline processing issues.
- Executed suitability reviews while ensuring documentation met regulatory requirements.
- Handled multiple cases simultaneously, providing high-quality service and timely updates.
- Recognized opportunities for process improvements to decrease cycle times in new business.
- Developed personalized insurance plans for clients based on individual needs.
- Educated clients on policy details, coverage options, and claims processes.
Licensed Insurance Agent
PHP Inc.
Remote
02.2020 - 10.2021
- Advised clients on tailored insurance solutions, ensuring comprehensive coverage and fostering long-term customer loyalty.
- Assessed risk profiles and recommended policies, enabling customers to make informed decisions and reducing claim disputes.
- Coordinated with underwriters and adjusters to expedite approvals, enhancing policy issuance speed and client satisfaction.
- Guided clients through claims process with empathy, simplifying complex procedures for a smoother resolution.
- Processed applications and maintained accurate records to ensure compliance and facilitate internal audits.
- Audited insurance transaction records for accuracy, reinforcing compliance protocols and supporting seamless regulatory examinations.
Education
Bachelor of Science - Accounting
Pennsylvania State University
University Park, PA05-2027
Associate's Degree - Administration of Justice
Delaware County Community College
Media, PA08-2025
Skills
- Insurance product knowledge
- Compliance monitoring
- Regulatory compliance
- Risk analysis
- Case management
- Client relationship management
- Client engagement
- Prioritization techniques
- Professionalism and ethics
Certification
- AML Certificate, Surancebay
- AML Proficiency Certificate
- PA Life, Health, and Accident Producer's License, Current License
Personal Information
Title: Financial Professional
Timeline
Financial Professional
National Life Group
05.2026 - Current
Case Management Assistant
American National Insurance Company
01.2024 - 06.2025
Long Term Care Insurance Agent/Case Manager Intern
Family First Life
11.2021 - 12.2023
Licensed Insurance Agent
PHP Inc.
02.2020 - 10.2021
Bachelor of Science - Accounting
Pennsylvania State University
Associate's Degree - Administration of Justice
Delaware County Community College