Summary
Overview
Work History
Education
Skills
Licenses
Timeline
Generic

Jessica Williams

Fort Pierce,FL

Summary

Dynamic and self-motivated sales and relationship management professional with 5+ years
of progressive experience in healthcare, insurance, and real estate sectors. Proven track record of fostering long-term agency and broker relationships, leading sales initiatives, and driving business development through strategic collaboration and CRM tools. Adept at managing complex accounts, training sales teams, and achieving revenue targets in highly regulated environments.

Overview

3
3
years of professional experience

Work History

Customer Success Representative

Humana
05.2024 - Current
  • Serve as primary liaison for customer inquiries, enhancing retention and satisfaction.
  • Collaborate with internal teams to implement strategic retention initiatives.
  • Maintain meticulous CRM records to track client engagement and issues.
  • Support high-volume interactions with professionalism and accuracy.
  • Assist in troubleshooting and ensuring compliance in service delivery.

Real Estate Agent

Fathom Realty
12.2023 - Current
  • Develop and nurture client relationships to ensure satisfaction and long-term referrals.
  • Lead negotiation and contract processes with transparency and efficiency.
  • Promote listings through digital campaigns, generating qualified leads.
  • Act as primary point of contact to streamline communication across stakeholders.
  • Strategically support clients across various stages of home buying/selling while aligning
    financial and real estate goals.

Life Insurance Agent

Globe Life
01.2024 - 05.2024
  • Advised clients on life insurance policies tailored to individual financial needs.
  • Conducted virtual consultations to assess coverage needs and explain policy options.
  • Maintained compliance with state insurance regulations and company policies.
  • Built lasting relationships through consistent follow-up and client education.
  • Utilized CRM tools to track applications, renewals, and client communications.

Sales Operations Associate

United Healthcare
12.2022 - 12.2023
  • Led onboarding and compliance tracking for newly licensed agents.
  • Delivered training programs on insurance products and sales best practices.
  • Collaborated with market teams to create localized product offerings.
  • Coordinated scheduling and communication efforts for internal projects.

Insurance Sales Agent

Together Health
08.2022 - 12.2022
  • Educated clients on Medicare plans and assisted with enrollments.
  • Managed a pipeline of leads through both inbound and outbound outreach.
  • Surpassed monthly sales targets while ensuring client-centric support.
  • Built rapport with clients, leading to increased referrals and follow-ups.

Education

Associate of Science - Business Administration And Management

Johnson & Wales University
12-2025

Skills

  • Medicare Health & Life Insurance Sales
  • CRM & Salesforce Proficiency
  • Strategic Onboarding & Training
  • Contract Negotiation & Compliance
  • Sales Operations & Retention Strategies
  • Lead Generation & Client Engagement

Licenses

  • Florida Real Estate License
  • 240-Health and 215-Life Insurance Licenses

Timeline

Customer Success Representative

Humana
05.2024 - Current

Life Insurance Agent

Globe Life
01.2024 - 05.2024

Real Estate Agent

Fathom Realty
12.2023 - Current

Sales Operations Associate

United Healthcare
12.2022 - 12.2023

Insurance Sales Agent

Together Health
08.2022 - 12.2022

Associate of Science - Business Administration And Management

Johnson & Wales University

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Jessica Williams