Jorden Cooks
Tampa,FL
Summary
Dynamic Sales Agent with a proven track record at Meeda Health, excelling in client relationship development and strategic financial planning. Skilled in utilizing CRM tools to enhance customer loyalty and effectively promote products, consistently achieving retention goals while addressing client concerns with empathy and precision. Versatile professional with a proven track record in life insurance renewals, customer retention, and high-volume account management. Experienced in coordinating communication, preparing accurate quotes, handling time-sensitive follow-ups, and maintaining meticulous CRM records. Combines strong operational experience with exceptional customer service to ensure a seamless renewal process. Excited to apply these strengths in a Renewal Specialist role at KnowBe4.
Overview
9
9
years of professional experience
Work History
Life Insurance Sales Agent
Meeda Health
02.2023 - Current
- Managed a book of 50–60 new and existing clients per month, guiding them through policy renewals, updates, and coverage questions.
- Conducted proactive outreach to confirm renewal details, provide accurate quotes, and ensure 100% on-time policy completion.
- Maintained precise client records and follow-up tasks in the CRM, supporting efficient workflow and minimizing errors.
- Communicated policy terms and next steps clearly, achieving high client satisfaction and retention rates.
- Built and nurtured strong client relationships, consistently meeting or exceeding monthly retention and service goals.
Operations Manager
Amazon
01.2020 - 04.2023
- Oversaw daily operational workflows for a team of 50+ associates, ensuring 99% on-time execution and adherence to performance goals.
- Managed cross-functional communication across 3+ departments, resolving issues within 24 hours to maintain smooth operations.
- Tracked key metrics and monitored deadlines for over 1,000 packages daily, maintaining detailed documentation to support compliance and continuity.
- Led and coached teams of 10–15 direct reports, improving productivity by 15% through structured feedback and follow-up.
- Identified process gaps and implemented improvements that reduced errors by 20% and increased workflow efficiency.
- Collaborated with internal partners to address escalations, achieving a 95%+ resolution rate and consistently positive customer and team feedback.
Operations Manager
FedEx
05.2017 - 01.2020
- Coordinated daily logistics and workflow priorities for 100+ packages daily, ensuring 99% on-time and accurate delivery.
- Communicated with 20+ drivers, dispatchers, and support teams to resolve operational issues within 2 hours on average, maintaining smooth operations.
- Monitored delivery performance and tracked 50+ exceptions weekly, maintaining detailed documentation to support follow-up and accountability.
- Provided timely updates and clarified processes for customers and internal partners, achieving a 95%+ satisfaction rate on issue resolution.
- Managed multiple time-sensitive tasks simultaneously in a fast-paced environment, consistently meeting strict deadlines.
- Identified operational inefficiencies and implemented process improvements that increased reliability by 15% and reduced recurring errors.
Education
Associate of Science - Business Administration
Hillsborough Community College
Tampa, FL04-2012
Skills
- Skilled in addressing client concerns
- Effective product promotion
- Strategic financial planning
- Skilled in utilizing CRM tools
- Proven sales closing techniques
- Customer loyalty strategies
- Account relationship development
Timeline
Life Insurance Sales Agent
Meeda Health
02.2023 - Current
Operations Manager
Amazon
01.2020 - 04.2023
Operations Manager
FedEx
05.2017 - 01.2020
Associate of Science - Business Administration
Hillsborough Community College