Joshua Wheat
Anniston,AL
Summary
Collaborative leader with dedication to partnering with coworkers to promote engaged, empowering work culture. Documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Medicare Sales Agent
Assurance IQ
07.2022 - 12.2023
- Increased Medicare plan enrollments by effectively presenting and explaining plan options to potential clients.
- Built strong relationships with clients for long-term success by providing exceptional customer service and support
- Streamlined the enrollment process with efficient documentation and data entry, reducing processing time.
- Conducted thorough needs assessments for each client, recommending the most suitable Medicare plans based on their unique requirements.
- Consistently met or exceeded sales targets by employing effective sales strategies and techniques tailored to individual client needs.
Life Insurance Agent
American National Insurance Company
02.2022 - 07.2022
- Increased client satisfaction by providing personalized and knowledgeable life insurance consultations.
- Boosted policy sales through proactive client outreach and effective marketing strategies.
- Streamlined the application process for clients, resulting in faster policy approvals and improved customer satisfaction.
- Built long-term relationships with clients by offering attentive service and ongoing support for their life insurance needs.
- Utilized effective time management skills to manage a large client portfolio efficiently without sacrificing quality of service or attention to detail.
Store Manager Trainer
Dollar General
01.2018 - 02.2022
- Increased store sales by implementing strategic merchandising plans and visual displays.
- Followed a comprehensive training program for new store managers, resulting in improved performance and faster onboarding of successful store managers.
- Reduced employee turnover by establishing a positive work environment.
- Improved inventory management through the implementation of efficient tracking systems and regular audits.
- Streamlined store operations by optimizing staff schedules and delegating responsibilities effectively.
- Managed budgets, financial reporting, and expense control to ensure profitability for each store location under my supervision.
- Conducted performance reviews for employees, providing constructive feedback and setting goals for continued growth.
- Implemented loss prevention strategies to minimize shrinkage rates within the stores managed.
- Managed daily cash reconciliation processes, ensuring accuracy in financial reporting.
Patient Access Supervisor
Jack Hughston Memorial Hospital
01.2016 - 12.2018
- Streamlined patient registration process by implementing efficient workflows and reducing wait times.
- Collected and entered patient demographic and insurance data into computer database to establish patient's medical record.
- Enhanced patient satisfaction with improved communication strategies and timely resolution of issues.
- Managed day-to-day operations of the Outpatient Registration Department, ensuring all tasks were completed accurately and in a timely manner.
- Supervised other employees within the Outpatient Registration Department.
- Developed a comprehensive training program for new employees within my department, ensuring thorough understanding of job responsibilities and hospital policies.
- Assisted in training employees outside of my own department, chiefly in Emergency Department Registration.
- Optimized staff scheduling to maintain adequate coverage during peak hours, minimizing patient wait times and improving service quality.
- Improved revenue cycle management by overseeing accurate insurance verification processes, reducing billing errors, and ensuring prompt payment collection from patients.
- Served as a liaison between patients, physicians, and administrative staff to address concerns or questions related to registration or billing issues effectively.
Community Center Manager
Chattahoochee Valley Pride, Inc
01.2014 - 01.2016
- Increased community engagement by organizing and implementing various events, programs, and activities tailored to the diverse population of the center.
- Enhanced facility usage by developing marketing strategies to promote available resources and services to community members.
- Managed daily operations efficiently, including staff scheduling, budgeting, and overseeing facility maintenance.
- Supervised a team of staff and volunteers, providing guidance, training, and support for optimal performance in their roles.
- Improved customer satisfaction through timely response to inquiries and concerns from community members, addressing issues effectively.
- Collaborated with local organizations for partnership opportunities and joint programming efforts, strengthening connections within the community.
Assistant Manager
Bill's Dollar Store
06.2012 - 10.2014
- Improved customer satisfaction by addressing and resolving complaints promptly.
- Streamlined store operations for increased efficiency, implementing new processes and procedures.
- Developed strong working relationships with staff, fostering a positive work environment.
- Increased sales through effective merchandising strategies and targeted promotions.
- Managed inventory levels to minimize stockouts while reducing overhead costs.
- Implemented staff training programs, enhancing product knowledge and improving customer service skills.
- Collaborated with the management team to develop strategic plans for business growth and improvement.
Education
BBA - Finance
Columbus State University
Columbus, GAAssociate of Arts - Business Management
Georgia Military College - Milledgeville
Milledgeville, GAHigh School Diploma -
Lineville High School
Lineville, AL05.2012
Skills
- Strong communication
- Computer literacy
- Efficient Data Entry
- Strategic Planning
- Staff Development
- Sales Operation
- Account Management
- Client Relations
Certification
- Alabama Health & Life Insurance License - 2022-Present
- Non-Resident Health & Life Insurance Licenses for California, Florida, Georgia, Illinois, Michigan, New York, North Carolina, Pennsylvania, and Texas - 2022 - Present
Timeline
Medicare Sales Agent
Assurance IQ
07.2022 - 12.2023
Life Insurance Agent
American National Insurance Company
02.2022 - 07.2022
Store Manager Trainer
Dollar General
01.2018 - 02.2022
Patient Access Supervisor
Jack Hughston Memorial Hospital
01.2016 - 12.2018
Community Center Manager
Chattahoochee Valley Pride, Inc
01.2014 - 01.2016
Assistant Manager
Bill's Dollar Store
06.2012 - 10.2014
BBA - Finance
Columbus State University
Associate of Arts - Business Management
Georgia Military College - Milledgeville
High School Diploma -
Lineville High School
Similar Profiles
Lynchie BotexLynchie Botex
Sales Supervisor at Assurance IQSales Supervisor at Assurance IQ
James HaJames Ha
Human Resources Specialist at Assurance IQHuman Resources Specialist at Assurance IQ
LaTesha GriffinLaTesha Griffin
Sales Customer Service Representative Team Lead at Assurance IQSales Customer Service Representative Team Lead at Assurance IQ
Maria MirandaMaria Miranda
Medicare Sales Agent at Assurance IQMedicare Sales Agent at Assurance IQ
Pernell MitchellPernell Mitchell
Line Assembler at ALTEX PackagingLine Assembler at ALTEX Packaging