Jeffrey Booth
Nashville
Summary
Licensed Health and Life Insurance Broker with extensive experience in account management, client relations, logistics coordination, fleet operations, and restaurant management. Licensed in more than 20 states with a proven record of building client relationships, increasing retention, managing complex operations, and exceeding sales goals. Strong leadership, communication, and problem-solving skills with an educational background in Cybersecurity, providing a unique combination of technical knowledge, analytical thinking, and business operations expertise.
Overview
1
1
Certification
7
7
years of professional experience
Work History
Account Manager / Licensed Health & Life Insurance
USHEALTH Group
Nashville, TN
08.2025 - Current
- Managed a large portfolio of health and life insurance clients across more than 20 licensed states.
- Educated clients on health insurance, life insurance, supplemental coverage, and Medicare options.
- Conducted comprehensive needs analyses to recommend customized insurance solutions.
- Assisted individuals and families in selecting PPO, HMO, Marketplace, and deductible options.
- Built long-term client relationships through consultative sales and exceptional customer service.
- Maintained compliance with state and federal insurance regulations.
- Managed policy renewals, policy changes, and annual coverage reviews.
- Generated leads through inbound inquiries, outbound prospecting, referrals, and follow-up campaigns.
- Negotiated policy options to maximize client value.
- Maintained detailed client records using CRM systems.
- Consistently met or exceeded monthly sales and retention goals.
- Resolved policy issues and claims-related concerns professionally.
- Collaborated with underwriting and carrier representatives to ensure smooth policy processing.
- Developed personalized insurance strategies based on financial and healthcare needs.-
- Managed client relationships to ensure satisfaction and retention of accounts.
- Assisted in developing tailored insurance solutions based on client needs.
Server
Amerigo
Nashville, TN
10.2023 - 08.2025
- Provided exceptional customer service, ensuring satisfaction through attentive and friendly interactions.
- Managed multiple tables efficiently, maintaining organization during peak service hours.
- Collaborated with kitchen staff to ensure timely food delivery and accuracy of orders.
- Assisted in training new servers on menu details and service protocols.
- Enhanced guest experiences by upselling menu items and suggesting pairings based on preferences.
- Monitored dining area for cleanliness, promptly addressing any issues to uphold standards.
- Processed customer payments accurately, handling cash and electronic transactions with care.
- Resolved customer complaints effectively, turning negative experiences into positive outcomes through prompt action.
Logistics Coordinator
Max Trans Logistics
Chattanooga, TN
10.2022 - 10.2023
- Coordinated daily transportation operations for commercial trucking fleets.
- Scheduled and dispatched drivers while optimizing routes for efficiency.
- Managed fleet maintenance schedules and preventative maintenance programs.
- Ensured compliance with DOT regulations, safety standards, and company policies.
- Monitored GPS tracking systems and driver performance.
- Managed fuel costs, equipment utilization, and transportation expenses.
- Coordinated freight scheduling with brokers, customers, and carriers.
- Resolved delivery delays, equipment breakdowns, and operational issues.
- Negotiated rates with carriers and vendors.
- Oversaw driver onboarding, scheduling, and performance management.
- Maintained transportation records, inspection reports, and compliance documentation.
- Improved operational efficiency through process improvements and proactive planning.
- Monitored KPIs including delivery performance, fuel efficiency, and driver productivity.
Server
1885 Grille
Chattanooga, TN
05.2019 - 10.2022
- Demonstrated strong multitasking skills by managing multiple tables simultaneously without compromising service quality.
- Served food and beverages promptly with focused attention to customer needs.
- Worked with POS system to place orders, manage bills, and handle complimentary items.
- Collaborated with team members during busy shifts for efficient workflow and excellent guest experiences.
- Delivered exceptional customer service in a fast-paced restaurant environment.
- Managed daily opening and closing procedures.
- Trained and mentored new employees.
- Maintained food safety and sanitation standards.
- Assisted with inventory management and supply ordering.
- Handled cash transactions and balanced registers.
- Coordinated staff scheduling during peak business hours.
- Resolved customer concerns while maintaining a positive dining experience.
- Worked collaboratively with kitchen and front-of-house teams.
- Maintained cleanliness and operational efficiency.
- Assisted management with daily operations and team leadership.
Education
Associate of Science - Cyber Security
Volunteer State Community College
Gallatin, TN05-2027
Skills
- Sales
- Insurance Consulting
- Relationship Building
- Customer Success
- Negotiation
- Regulatory Compliance
- Account Growth
- Communication
- Operations Management
- Team Leadership
- Communication
- Multitasking
Accomplishments
Consistently met or exceeded monthly sales and production goals through strategic client engagement and relationship building.
Built a reputation for exceptional customer service, leading to repeat business and client referrals.
Maintained a high client retention rate by providing ongoing account support and annual policy reviews.
Earned and maintained health and life insurance licenses in more than 20 states, expanding the ability to serve clients nationwide.
Certification
I am certified to produce Health & Life insurance in FL, GA, IA, IN, KS, MD, MI, MO, MT, NE, NV, OH, OK, SC, SD, TN, TX, UT, VA, WI, WV, WY.
Timeline
Account Manager / Licensed Health & Life Insurance
USHEALTH Group
08.2025 - Current
Server
Amerigo
10.2023 - 08.2025
Logistics Coordinator
Max Trans Logistics
10.2022 - 10.2023
Server
1885 Grille
05.2019 - 10.2022
Associate of Science - Cyber Security
Volunteer State Community College