JENNIFER SOLOMON
Spring Branch
Summary
Insurance professional with extensive experience at Venbrook Insurance Services, specializing in client account management and risk assessment. Demonstrated success in optimizing coverage and improving client satisfaction through effective communication and CRM expertise. Skilled in collaborating with teams to enhance process efficiency and ensure compliance in dynamic environments.
Overview
23
23
years of professional experience
Work History
Customer Service Representative
Venbrook Insurance Services
11.2025 - 04.2026
- Serve as primary contact for employee benefit inquiries via phone and email, delivering clear guidance on coverage, eligibility, and plan usage
- Support employees during open enrollment and assist with navigation of carrier portals, mobile apps, and ID card access
- Verify eligibility, enrollment updates, and dependent changes; provide prescription refill guidance
- Process ID card requests, confirm provider network participation, and address basic claim status questions
- Documented interactions in CRM and tracked open items to ensure timely resolution of employee benefit inquiries
- Identify issues requiring escalation, ensure complete documentation, and maintain ownership until successful handoff
- Collaborated with client managers and advocacy teams to ensure consistent service delivery and follow-through on employee inquiries
- Identified recurring issues and communicated trends to leadership, contributing to process improvement initiatives
- Fully Remote
Sales Account Representative
State Farm Insurance
San Marcos
06.2022 - 11.2025
- Executed account reviews to pinpoint upselling opportunities and optimize coverage.
- Managed growing portfolio of personal and commercial lines, aligning coverage with evolving client needs.
- Educate policyholders on risk mitigation and coverage options.
- Collaborated with underwriting and claims departments to enhance client service and improve retention.
- San Marcos, TX
Licensed Insurance Agent
New York Life Insurance Company
11.2018 - 07.2021
- Conducted strategic insurance planning for individuals and families, enhancing their life and health coverage.
- Developed long-term client relationships through consistent follow-up and personalized needs-based sales, fostering client loyalty.
- Leveraged CRM tools to track outreach and manage renewals, ensuring optimal policy performance.
- Maintained adherence to multi-state licensing and regulatory requirements to uphold industry standards.
- Worked remotely to support team operations and client interactions.
Insurance Agent
American Income Life
05.2018 - 09.2019
- Delivered tailored insurance solutions that aligned with client goals and financial plans, enhancing client satisfaction.
- Generated and qualified leads through targeted phone outreach, referrals, and networking to expand client base.
- Maintained precise records for policy issuance and compliance audits, ensuring adherence to regulatory standards.
- Operated effectively in a remote work environment.
Parts Supervisor
Cromer Equipment Company
Stockton
04.2017 - 04.2018
- Cultivated vendor relationships and oversaw procurement processes to maintain operational continuity.
- Managed parts inventory and provided technical order support to enhance business operations.
- Created organizational systems that increased customer turnaround and satisfaction.
- Stockton, CA
Office Manager / Service & Warranty Coordinator
Valley Forklift
Lodi
08.2003 - 10.2015
- Directed daily service operations, coordinating dispatch, enhancing customer communication, and streamlining account billing.
- Managed warranty claims and technical inquiries, providing support to internal staff and external clients to ensure resolution.
- Applied problem-solving and account reconciliation skills to maintain service quality in a fast-paced technical environment.
- Lodi, CA
Education
Psychology, Sports Science & Nutrition
San Joaquin Delta College
Stockton, CASkills
- Client account management
- Insurance sales and portfolio growth
- Risk assessment and coverage optimization
- CRM and sales tools proficiency
- Claims support and policy servicing
- Regulatory compliance and licensing
- Team collaboration and workflow coordination
- Communication and analytical skills
References
Available upon request
Certifications And Licensing
- Licensed Life & Health Insurance Agent - TX
- Licensed Property & Casualty Insurance Agent - TX, CA
Timeline
Customer Service Representative
Venbrook Insurance Services
11.2025 - 04.2026
Sales Account Representative
State Farm Insurance
06.2022 - 11.2025
Licensed Insurance Agent
New York Life Insurance Company
11.2018 - 07.2021
Insurance Agent
American Income Life
05.2018 - 09.2019
Parts Supervisor
Cromer Equipment Company
04.2017 - 04.2018
Office Manager / Service & Warranty Coordinator
Valley Forklift
08.2003 - 10.2015
Psychology, Sports Science & Nutrition
San Joaquin Delta College