Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Jessica Wheeler

Mebane,NC

Summary

Results-driven Account Executive known for high productivity and efficient task completion. Specialize in client relationship management, strategic sales planning, and market analysis. Excel in communication, negotiation, and problem-solving to achieve client satisfaction and business goals.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Account Executive

Assured Partners Insurance
Greensboro, North Carolina
08.2021 - 11.2024
  • Developed client relationships to understand insurance needs and recommend appropriate coverage.
  • The servicing of self-funded and fully funded group benefits insurance accounts ranging from 2-50. Policy types, including Medical, Supplement benefits, Vision, Dental, and Disability.
  • Processed cancellations and policy changes.
  • Guaranteed that accounts were up-to-date prior to Open Enrollments
  • Assisted clients in selecting appropriate insurance policies to meet their needs.
  • Educated clients on insurance products and coverage options available to them.
  • Coordinated and ensured a smooth transition for New Customers
  • Developed strong relationships with clients to foster trust and loyalty over time.
  • Utilized BenefitPoint and AMS360 software
  • Strategically managed and assigned a small book of business, in conjunction with insurance producers, to understand the client's business.
  • Assisted in developing Employee Benefit programs and initiatives that supported client's goals and objectives.
  • Educated clients concerning the regulatory environment and assisted clients with compliance issues as necessary
  • Acted as a project Manager by communicating and collaboratively guiding the account team to execute customer specific initiatives through the execution of Client specific business plans and service timelines.
  • Prepared and delivered presentations to potential clients effectively.

Senior Accounting Specialist

Investors Title Insurance Company
Morrisville, NC
02.2018 - 12.2020
  • Managed daily accounting operations and reconciliations for title insurance transactions.
  • Performed month-end close process including account reconciliations and accruals.
  • Assisted in the implementation of new accounting software solutions for efficiency.
  • Trained junior staff on accounting procedures and best practices within the team.
  • Conducted audits of financial records to ensure accuracy and compliance standards.
  • Analyzed files and accounts for discrepancies and resolved variances.
  • Coordinated with external auditors during year end audit process ensuring timely completion of tasks assigned.
  • Processed vendor invoices accurately while adhering to company policy guidelines.

RCM Manager

Westside OBGYN
Burlington, NC
06.2013 - 02.2018
  • Oversaw compliance with healthcare regulations, maintaining safety and quality standards.
  • Monitored staff performance and addressed issues.
  • Managed billing processes and ensured accurate invoicing for clients.
  • Coordinated with cross-functional teams to resolve billing discrepancies.
  • Assisted in the integration of new billing software systems and tools.
  • Assisted customers with inquiries related to their invoices or payments.
  • Handled escalated customer complaints regarding billing matters.
  • Negotiated payment plans with delinquent customers as needed.
  • Educated patients on insurance benefits and addressed inquiries to ensure clarity and satisfaction.
  • Facilitated effective communication with insurance companies to enhance billing accuracy.

Education

Some College (No Degree) - Esthetics

Miller-Motte Technical College
NC

Skills

  • Client relationship management
  • Insurance coverage assessment
  • Customer account management
  • Billing accuracy
  • Problem solving
  • Effective communication
  • Detail orientation
  • Time management
  • Strong relationships
  • Customer relationship management
  • Interpersonal skills
  • Goals and performance
  • Written and verbal communication

Certification

  • Licensed in Health/Accident and Life Insurance

Timeline

Account Executive

Assured Partners Insurance
08.2021 - 11.2024

Senior Accounting Specialist

Investors Title Insurance Company
02.2018 - 12.2020

RCM Manager

Westside OBGYN
06.2013 - 02.2018

Some College (No Degree) - Esthetics

Miller-Motte Technical College

Similar Profiles

CREATE PROFILE