Jordan Ngatai
Orem,UT
Summary
Driven Health Insurance Advisor with expertise in promoting insurance options, determining clients' needs and detecting potential clients. In-depth knowledge of claims processing, database management and correspondence. Outstanding analytical, interpersonal and organizational skills. Dedicated to expediently resolving insurance issues and exceeding client expectations.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Health Insurance Agent
USHealth Advisors
05.2023 - Current
- Trusted Health Advisor providing self-employed individuals, families, and businesses with affordable/ comprehensive alternatives to ObamaCare (ACA).
- Educated clients about health insurance coverage options, benefits and costs.
- Responded to customer inquiries regarding health insurance coverage and policies to assist with informed decision-making.
- Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
Sales Manager
Omega Financial Group
06.2020 - 05.2023
- Handled customer relations issues, enabling quick resolution, and client satisfaction.
- Resolved customer issues quickly to close deals and boost client satisfaction.
- Conducted team meetings to reinforce goals and objectives and set clear expectations about policies and procedures.
- Coached and counseled sales personnel, assisting with individual selling efforts and helping sales representatives reach targets.
- Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
Group Home Manager
Eaton Alliance
06.2019 - 12.2022
- Helped individuals with moderate to severe developmental disabilities carry out daily living tasks by coordinating expert support.
- Created staff work schedules so each shift had appropriate number of employees for coverage.
- Assisted residents with basic hygiene and healthcare needs.
- Mentored and coached staff to improve performance and interactions with residents.
- Kept accounts, resident files and regulatory paperwork current and accurate with diligent attention to administrative requirements.
Education
High School Diploma -
Timpanogos High School
Orem, UT05.2013
Skills
- Strategic Planning
- Sales Operation
- Client Relationship Management
- Consumer Segmentation
- Customer Engagement
- Client Needs Analysis
- Business Planning
- Spanish Speaking
Certification
Producers Life and Health license
Languages
Spanish
Full Professional
Timeline
Health Insurance Agent
USHealth Advisors
05.2023 - Current
Sales Manager
Omega Financial Group
06.2020 - 05.2023
Group Home Manager
Eaton Alliance
06.2019 - 12.2022
High School Diploma -
Timpanogos High School