Jennifer H. Burke
Sugar Hill,GA
Summary
Accomplished insurance sales agent and former agency owner. Over 30 years in the healthcare and insurance industry. Proven track record in top sales success, high client retention rates, and strong strategic marketing and professional networking skills. Years of experience creating customized insurance solutions, managing client relationships, and developing strategic partnerships.
Overview
10
10
years of professional experience
3
3
Certifications
Work History
Licensed Agent & Partner -
Allied Insurance Advisors, LLC
Suwanee, GA
08.2024 - Current
- Managed a book of business consisting of 1200+ Individual, Family, and Small Business group clients.
- Supervised Medicare, Health, Life, Disability, and Ancillary product portfolios.
- Provided guidance to clients regarding defined contribution plans, such as ICHRAs & QSEHRAs, and alternative ways to increase employee retention and attract qualified candidates.
- Collaborated with FMO & TPAs to provide affiliated financial products.
- Customized product portfolios based on individual needs and client budgets.
- Implemented policy reviews to analyze client coverage and ensure it remained relevant and compliant.
- Conducted onsite group benefit presentations for group clients & prospects.
Insurance Agency Owner -
Burke Consulting, LLC
Suwanee, GA
01.2016 - 08.2024
- Developed and managed a full lines agency consisting of 500+ clients specializing in Health, Life, Medicare and Ancillary Products for Individuals and Groups.
- Created strategic marketing plans to attract new clients and maximize retention.
- Oversaw financial management including budgeting and expense tracking for the agency.
- Trained and mentored staff on insurance products and customer service techniques.
- Established partnerships with other local business owners to expand referral network opportunities.
Education
Some College (No Degree) - Master's Level Education: Nursing
Roger Williams University
Bristol, RI06-1996
Bachelor's Degree - Health Administration & Nursing, Minor: Psychology
Roger Williams University
Bristol, RI05-1995
Skills
- Insurance Product Expertise
- Client Account Management
- Customer Relationship Management
- Sales Strategy Development
- Top 10 % Sales Success
- 90% Client Retention Rate
- Risk Management
- Regulatory Compliance
- Financial Analysis
- Marketing Strategy
- Agent Mentoring & Training
- Group Presentation Skills
- Professional Networking
Certification
NIPR: Licensed Health & Life Insurance Agent (Multiple States) - 2006
Previous Experience
2007 - 2013: Insurance Sales & Marketing Analyst
UnitedHealthcare - Hartford, CT
2000 - 2016: Pharmaceutical Sales
Bayer Corporation - Tarrytown, NY
Takeda Pharmaceuticals - New York, NY
Pfizer, Inc. - New York, NY
1991 - 2000: Nursing & Hospital Administration
Montefiore Hospital & Jacobi Hospital - New York, NY
Bradley Children's Hospital - Providence, RI
Massachusetts Medical Center - Boston, MA
Timeline
Licensed Agent & Partner -
Allied Insurance Advisors, LLC
08.2024 - Current
Insurance Agency Owner -
Burke Consulting, LLC
01.2016 - 08.2024
Some College (No Degree) - Master's Level Education: Nursing
Roger Williams University
Bachelor's Degree - Health Administration & Nursing, Minor: Psychology
Roger Williams University