Jocelyn Wilson
Dallas
Summary
Experienced Health Insurance Agent known for assertive and proactive client engagement; excelling in building strong relationships and delivering tailored solutions. Proven leader as results-oriented customer service professional; Effective communicator and team player, Currently pursuing Bachelor's in Business Admin/ HR Management.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Independent Broker
Z&Z Legacy
Jacksonville
01.2025 - 04.2026
- Developed insurance policies tailored to clients' specific needs and preferences.
- Collaborated with underwriters to assess risk and determine policy terms.
- Conducted regular follow-ups to ensure client satisfaction and retention.
- Served as a point of contact for customers throughout the life cycle of their policies.
- Maintained up-to-date knowledge of industry trends and regulations.
Licensed Health Insurance Agent
BroadPath Healthcare Solutions
09.2019 - 12.2024
- Sold Medicare Advantage and supplemental plans for major carriers in a remote call center environment.
- Achieved a 90% customer retention rate through expert consultations and service follow-up.
- Managed high-volume inbound calls, educating clients on policy options, costs, and eligibility.
- Delivered superior customer service and trained new hires on compliance and sales techniques.
- Consistently met or exceeded monthly sales and service benchmarks.
- Provided accurate information regarding various coverage options, policy details, and premiums to customers.
- Researched and analyzed customer's needs to provide tailored solutions for their individual health insurance requirements.
Customer Service Representative
Amazon Web Services
Seattle
10.2018 - 03.2019
- Resolved real-time delivery and order issues for Amazon.com, Prime Now, and Amazon Restaurants.
- Developed strong customer relationships and loyalty through effective communication.
- Utilized problem-solving techniques to identify solutions for complex customer inquiries.
- Updated and maintained database with accurate customer information and timely data entry.
- Seattle, WA
Warehouse Support
Nike Inc.
Memphis
02.2016 - 10.2018
- Oversaw inventory and logistics processes to support efficient warehouse operations.
- Trained warehouse associates and ensured shipment accuracy and quality compliance.
- Maintained accurate records of inventory levels, shipments, orders and other related documents.
- Utilized various software systems to monitor stock levels, track orders, generate reports and analyze data.
- Oversaw warehouse job functions to meet on-time delivery needs.
- Utilized RF scanners and data entry systems for accurate tracking of product movements.
- Memphis, TN
Intake Associate
Versant Chain Supply
Memphis
10.2012 - 01.2016
- Conducted product quality checks and participated in inventory cycle counts.
- Demonstrated strong leadership skills to coordinate and motivate teams for peak performance.
- Demonstrated ability to manage multiple tasks while remaining adaptable and flexible.
- Provided assistance with packing orders for shipment in accordance with company policies.
- Prepared documents related to shipping, receiving, and inventory control.
- Utilized computer systems for entering product information into databases.
- Memphis, TN
Education
Bachelor's - Business Administration, Human Resources
Strayer University
Associate's - Mass Communications
University of Tennessee
TNSkills
- Inbound call management
- Prospect relationship development
- Medicare & Health Insurance Sales
- Customer Service & Call Center Support
- CRM Systems
- Problem Resolution & Quality Assurance
- Data Entry
- Compliance
- Training & Onboarding
- Strong Organizational Skills
- Typing Skills
- HIPAA
Certification
Life & Health Insurance License
References
References available upon request
Timeline
Independent Broker
Z&Z Legacy
01.2025 - 04.2026
Licensed Health Insurance Agent
BroadPath Healthcare Solutions
09.2019 - 12.2024
Customer Service Representative
Amazon Web Services
10.2018 - 03.2019
Warehouse Support
Nike Inc.
02.2016 - 10.2018
Intake Associate
Versant Chain Supply
10.2012 - 01.2016
Bachelor's - Business Administration, Human Resources
Strayer University
Associate's - Mass Communications
University of Tennessee