Work Preference
Summary
Overview
Work History
Education
Skills
Timeline
Open To Work
Hi, I’m

Kelli Jackson

Insurance Agent/ Benefits Enrollment Specialist
Austin,TX
Kelli Jackson

Work Preference

Work Type

Full TimePart Time

Location Preference

RemoteHybrid

Important To Me

Work-life balanceHealthcare benefitsWork from home optionPaid time offCareer advancementCompany Culture

Summary

Business development professional specializing in management, employee development, healthcare sales, and community outreach. Demonstrated success in driving sales growth through targeted marketing strategies and strategic partnerships. Expertise in developing and implementing innovative solutions that improve operational efficiency and enhance team performance.

Overview

18
years of professional experience
2

Licenses

Work History

Humana
Austin, Texas

Licensed Health Insurance Agent
06.2024 - 01.2026

Job overview

  • Conducted applicant interviews to clarify benefits and available programs.
  • Designed and implemented marketing strategies for selling insurance contracts.
  • Demonstrated knowledge of health care reform initiatives impacting Medicare coverage options.
  • Presented Medicare products to senior populations at churches, community centers, and homes.
  • Assisted clients in completing enrollment applications and required paperwork.
  • Generated leads through community events and educational seminars.

Lincoln Private Jets
Austin, TX

Aviation Advisor
05.2023 - 07.2024

Job overview

  • Secured and sold private jet charters, jet cards, and aircraft to high-net-worth clients.
  • Negotiated aircraft purchase contracts, ensuring seamless transaction processes.
  • Conducted market analysis to optimize pricing strategies for various properties.
  • Coordinated competitive quotes for ground transportation, accommodations, and customs services.
  • Built strong relationships with clients and operators, enhancing service delivery.
  • Developed innovative strategies that increased new business opportunities and boosted sales.

Benefits Concierge
Austin, TX

Licensed Insurance Broker
05.2022 - 06.2024

Job overview

  • Secured licenses in Accident, Health, and Life insurance across TX, AZ, NM, SC, SD, and VA.
  • Appointed by major carriers to sell Medicare Advantage, PDP, and supplemental insurance products.
  • Appointed by Aetna, Humana, United Healthcare MAPD, PDP, dental, and ancillary insurance alongside life insurance.
  • Evaluated client health and financial needs to recommend tailored coverage solutions.

United Insurance Group
Austin, Texas

National Training and Development Manager
03.2020 - 05.2022

Job overview

  • Facilitated training programs, enhancing agent knowledge and performance.
  • Presented engaging weekly sessions featuring role-playing case studies and exercises.
  • Conducted evaluations to identify improvement areas in training courses.
  • Analyzed corporate training needs, developing new programs based on data insights.
  • Taught objection-handling techniques through active listening strategies.
  • Utilized CRM and GoTo Training technology for onboarding new agents.
  • Achieved a Twenty Percent increase in agent retention through targeted development initiatives.
  • Collaborated with internal stakeholders to align and prioritize market goals.

USA TODAY
Rochester, NY

Advertising Account Executive Level II
07.2018 - 03.2019

Job overview

  • Established partnerships with small to midsize businesses through integrated marketing initiatives.
  • Executed marketing strategies that differentiated USA Today Network from competitors.
  • Engaged business owners and key decision makers to promote collaboration.
  • Developed tailored advertising packages that improved market penetration.
  • Conducted needs evaluations and presented customized proposals to drive revenue growth.
  • Leveraged sales force for client order management and billing, resulting in a sixty-five percent retention increase.

D2 Security
Rochester, NY

Operations and Sales Manager
01.2010 - 06.2018

Job overview

  • Increased revenue by seventy percent through strategic contract negotiation and management.
  • Oversaw employee recruitment, training, payroll, scheduling, and supervision for optimal performance.
  • Managed site operations and scheduled employee coverage for various events.
  • Recruited and interviewed candidates to build a skilled workforce.
  • Identified client surveillance needs to enhance security solutions.
  • Analyzed profit and loss statements to drive operational adjustments impacting income.
  • Streamlined administrative operations to achieve forty percent revenue growth from 2008 to 2011.
  • Organized and maintained comprehensive executive records, including reports, billing, and contracts.

Envoy Airlines
Rochester, NY

Station Agent
10.2013 - 02.2016

Job overview

  • Secured and sold private jet charters, jet cards, and aircraft to high-net-worth clients.
  • Negotiated aircraft purchase contracts, ensuring seamless transaction processes.
  • Conducted market analysis to optimize pricing strategies for various properties.
  • Coordinated competitive quotes for ground transportation, accommodations, and customs services.
  • Built strong relationships with clients and operators, enhancing service delivery.
  • Developed innovative strategies that increased new business opportunities and boosted sales.

Wellcare of NY
Rochester, NY

Medicare Advantage Benefits Consultant
05.2008 - 09.2010

Job overview

  • Enrolled seniors in Medicare plans while coordinating with doctors/providers to ensure care needs align with coverage.
  • Educated clients on Medicare plan options and benefits, enhancing understanding of WellCare offerings.
  • Launched agents-in-pharmacies program to expand community enrollment and address coverage gaps.
  • Saved provider network from cancellation through negotiation—maintained access during transitions.
  • Boosted team sales by Thirty percent through targeted campaigns and strategic marketing.

Education

State of Texas

Texas Accident, Health And Life Insurance License
08.2019

New York State

Associate of Science from Liberal Arts with focus in International Business
2011

New York State

NYS Accident Health And Life License

University Overview

2008-2017

Skills

Sales & Management

  • B2B & Direct Consumer sales
  • Strategic outreach and Networking
  • Retention
  • Brand Ambassador
  • Motivational speaking
  • Data, Billing/ invoice management

Operations & Other

  • Process Improvement
  • Market analysis
  • Team building / talent development
  • Energetic and Friendly
  • Strategic thinker
  • Microsoft Office, Sales Force

Timeline

Licensed Health Insurance Agent

Humana
06.2024 - 01.2026

Aviation Advisor

Lincoln Private Jets
05.2023 - 07.2024

Licensed Insurance Broker

Benefits Concierge
05.2022 - 06.2024

National Training and Development Manager

United Insurance Group
03.2020 - 05.2022

Advertising Account Executive Level II

USA TODAY
07.2018 - 03.2019

Station Agent

Envoy Airlines
10.2013 - 02.2016

Operations and Sales Manager

D2 Security
01.2010 - 06.2018

Medicare Advantage Benefits Consultant

Wellcare of NY
05.2008 - 09.2010

State of Texas

Texas Accident, Health And Life Insurance License

New York State

Associate of Science from Liberal Arts with focus in International Business

New York State

NYS Accident Health And Life License
Kelli JacksonInsurance Agent/ Benefits Enrollment Specialist