Joan Jackson
Jacksonville,FL
Summary
Self-motivated Life and Health Insurance professional with over 10 years in the industry. I am seeking full-time employment that offers professional challenges where I can utilize people, analytic and problem-solving skills to assist company in achieving its business goals.
Overview
14
14
years of professional experience
Work History
Seasonal Benefit Advocate
Optavise
10.2021 - Current
- Provide explanation of benefits to plan participants in order to educate on available benefit options.
- Prepare detailed documentation of all customer and collaborative interactions.
- Explain processes, procedures and costs involved in usage of benefits.
- Initiate employees' benefits enrollment and input benefit selections into company [Software].
- Organize timely follow up to investigations, network searches and other inquires via phone or email when applicable.
Senior Telesales Agent
Colonial Penn Life Insurance Compant
11.2009 - Current
- Accomplish accurate and timely preparation of Insurance documents
- Gather medical information from potential customers to screen for pre approval of underwritten policies.
- Establish rapport and consult with customer, prospective customers and family members to assess insurance needs and make recommendations.
- Administer on the job training to new hires
- Research and resolve customers billing and payment issues.
- Attain companies business goals by expanding new and existing business.
Education
High School Diploma -
Northeast High School
Philadelphia, PA06.1988
Skills
- Ability to perform under pressure to meet deadlines and company goals
- Excellent verbal and written communication
- Sound decision making based off Insurance, Regulatory and compliance knowledge
- Analyze and interpret Insurance documents
- The ability to work and collaborate through various channels
- Proficient ability to navigation different data entry systems and computer applications
Life and Health Licensed
Resident State Florida 2023
Timeline
Seasonal Benefit Advocate
Optavise
10.2021 - Current
Senior Telesales Agent
Colonial Penn Life Insurance Compant
11.2009 - Current
High School Diploma -
Northeast High School
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