Jeremy Truan
El Paso
Summary
Results driven professional with a strong foundation in compliance, client needs assessment, and team leadership. Experienced in navigating complex regulatory environments within healthcare and sales industries, with a proven ability to communicate effectively across diverse populations. Demonstrated skills in problem-solving, conflict resolution, and documentation, combined with a commitment to upholding standards and operating with integrity. Seeking to leverage these transferable skills to contribute to the mission.
Overview
5
5
years of professional experience
Work History
Licensed Health Insurance Agent
Empire Coverage Group
10.2024 - Current
- Conduct in-depth client needs assessments to collect critical personal and medical information, enabling accurate Medicare plan recommendations in compliance with CMS and state regulations.
- Educated and advised a diverse clientele including individuals from multiple cultural and linguistic backgrounds on complex Medicare options, simplifying regulations and policy language for clear understanding.
- Matched clients with tailored insurance solutions, ensuring coverage met both medical and budgetary needs while maintaining compliance with all industry and government standards.
- Resolved client issues by identifying coverage gaps, correcting application errors, and liaising with carriers to expedite problem resolution.
- Maintained detailed records and documentation to support audit-readiness and adherence to HIPAA, CMS, and company policies.
- Consistently exceeded sales and service goals, while maintaining compliance contributing to team performance and customer satisfaction.
Solar Sales Manager
Atlas Home Power
10.2022 - 10.2024
- Recruited, interviewed, and onboarded sales representatives building a high-performing, multi-state sales team.
- Led and supervised a team of solar energy sales professionals, providing coaching, performance reviews, and targeted training to improve results and maintain compliance with company policies and state regulations.
- Evaluated employee performance metrics and implemented corrective strategies to ensure achievement of sales targets and adherence to operational standards.
- Conducted in-person consultations with customers from diverse cultural and economic backgrounds, assessing needs and providing financing solutions.
- Coordinated multi-state sales operations, ensuring compliance with local laws, permit requirements, and company procedures.
- Resolved customer concerns through active listening, needs analysis, and creative problem-solving, leading to increased client satisfaction and referrals.
- Traveled extensively to new markets, building community relationships and adapting sales strategies to regional trends and demographics.
Server
Olive Garden
02.2022 - 11.2022
- Delivered high quality customer service in a fast paced, high volume environment, ensuring guest satisfaction and retention.
- Communicated effectively with guests from diverse cultural and linguistic backgrounds, anticipating needs and resolving concerns promptly.
- Maintained compliance with health, safety, and sanitation regulations, ensuring a safe dining environment.
- Coordinated with kitchen and service teams to manage multiple tables and tasks efficiently, maintaining accuracy under pressure.
- Trained new team members on menu knowledge, service standards, and operational procedures.
Forklift Operator
Cummins
02.2021 - 01.2022
- Operated forklifts and other material-handling equipment to load, unload, and transport shipments in a high-volume warehouse environment.
- Verified shipment contents against documentation to ensure accuracy, preventing inventory discrepancies.
- Maintained detailed records of incoming and outgoing materials, supporting audit and inventory control processes.
- Followed OSHA safety standards and company protocols to maintain a safe working environment.
- Coordinated with shipping, receiving, and warehouse teams to prioritize and distribute materials efficiently.
Education
High School Diploma -
Clint
El Paso, TX05-2020
Skills
- Case Management & Client Needs Assessment
- Regulatory Compliance & Documentation (HIPAA, CMS, OSHA)
- Cross-Cultural Communication & Customer Service
- Recruitment, Training & Team Leadership
- Conflict Resolution & Problem Solving
- Data Entry & Record Keeping
- Sales & Negotiation
- Multistate Operations & Coordination
- Proficient with CRM systems
Timeline
Licensed Health Insurance Agent
Empire Coverage Group
10.2024 - Current
Solar Sales Manager
Atlas Home Power
10.2022 - 10.2024
Server
Olive Garden
02.2022 - 11.2022
Forklift Operator
Cummins
02.2021 - 01.2022
High School Diploma -
Clint
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