Summary
Overview
Work History
Education
Skills
Certification
Timeline
Project Management:
Effectively manage community operations:
Qualitative Qualifications:
Interests
Quantitative Qualifications:
Work Preference
Generic

Mark Joerin

Manager
Wesley Chapel,USA

Summary

More than 20 years of combined experience in financial services (Financial Consulting, Insurance & Real Estate), client operations & staff management. Over 10 years call center leadership.

Overview

14
14
years of professional experience

Work History

Insurance Representative

Elite Insurance Partners (EIP)
07.2024 - 10.2024
  • Call Center team member to provide full-service Life Insurance needs to customers and recommend ancillary products and services.

Virtual Premier Banker

Wells Fargo Bank
08.2022 - 01.2024
  • Provide full-service banking to high value customers and oversees a portfolio of account relationships in a virtual environment. Consult with customers regarding banking and financial needs to recommend products and solutions. Resolve customer inquiries onboard Premier customers, introduce partners as part of relationship model.

Client Representative

Vanguard Group
03.2022 - 08.2022
  • Call Center team member working with clients to implement and service financial plans. Assist & update clients on advisor’s plans, plan information regulatory, financial, and clerical transactions. Respond to participant phone & email inquiries.

Associate Agent - Broker

REDFIN Realty
02.2021 - 03.2022
  • Independent contractor real estate agent as needed to take buyers on home tours and attend open houses and home inspections.

Sales & Team Manager - Virtual

ALIGHT Retiree Health Solutions (Formally AON)
08.2021 - 01.2022
  • Manager of a licensed agent remote call center team. Sales Team Lead (remote) I develop, lead, and manage a team of Tele-sales Agents. Responsible for meeting and exceeding sales goals while maintaining the highest quality standards and holding their team accountable to KPI’s. Responsible for managing, coaching, and developing agents through continuous improvement, coaching and skill development.
  • AEP/OEP TEMP

Sr. Financial Services Advocate

TIAA (Teachers Insurance and Annuity Association)
07.2018 - 10.2020
  • Member of a specific financial team of excellence to educate customers to available products and services. Trouble shoot and leverage multiple internal resources to gather and analyze information to find solutions that can be implemented escalations to improve client experience and improve internal processes.

Sales & Team Manager

AON Retiree Health Solutions
07.2011 - 03.2018
  • Manager of a licensed agent call center team. Sales Team Lead (remote) I develop, lead and manage a team of Tele-sales Agents. Responsible for meeting and exceeding sales goals while maintaining the highest quality standards and holding their team accountable to KPI’s. Responsible for managing, coaching, and developing agents through continuous improvement, coaching and skill development.
  • Charlotte, NC Startup Team

Medicare Benefit Advisor

AON Retiree Health Solutions
07.2011 - 06.2013
  • Sell and enroll retirees into appropriate insurance products including but not limited to health, prescription drug, vision, dental plans, and advising Pre-Medicare eligible recipients of their options. Maintain the highest level of integrity while providing Medicare education, conducting needs analysis, and assisting the retirees in selecting an appropriate plan for their needs. Providing excellent customer service assistance as needed throughout the process.

Driver

Total Transportation Corporation
06.2025 - Current
  • Followed all relevant traffic laws and safety regulations.
  • Utilized GPS and other navigation tools to plan routes and stay on schedule.
  • Achieved safe driving records by consistently following traffic rules and regulations.
  • Delivered goods and products to customer on time and in excellent condition.

Realtor

Exp Realty
03.2024 - Current
  • Built lasting relationships with clients through excellent communication, personalized service, and dedication to their needs.
  • Developed strong knowledge of local market conditions, allowing for accurate pricing strategies and targeted marketing efforts.
  • Enhanced client satisfaction with diligent follow-up after closing, ensuring a positive experience overall.

Education

Bachelor of Science - Tourism/Land Development & Public Communications

WESTERN ILLINOIS UNIVERSITY
Macomb, Illinois

Skills

  • Microsoft Office Suite (Word, Excel, PowerPoint, Access, Outlook) and SharePoint
  • Teamwork and collaboration
  • Employee relations
  • Time management
  • Problem-solving
  • Critical thinking
  • Organizational skills
  • Team building
  • Conflict resolution
  • Strategic planning
  • Continuous improvement
  • Change management

Certification

  • FINRA series 6, 63, 65
  • Central Registration Depository - CRD #6971148.
  • National Producer Number - NPN (Insurance) 16330401
  • North Carolina Licensed Insurance Producer, Health & Life #16330401.
  • North Carolina Licensed Real Estate Broker #283108.
  • Florida Non-Resident Life, Health #W065318
  • Florida Non-Resident Real Estate Salesperson, Application #7295348

Timeline

Driver

Total Transportation Corporation
06.2025 - Current

Insurance Representative

Elite Insurance Partners (EIP)
07.2024 - 10.2024

Realtor

Exp Realty
03.2024 - Current

Virtual Premier Banker

Wells Fargo Bank
08.2022 - 01.2024

Client Representative

Vanguard Group
03.2022 - 08.2022

Sales & Team Manager - Virtual

ALIGHT Retiree Health Solutions (Formally AON)
08.2021 - 01.2022

Associate Agent - Broker

REDFIN Realty
02.2021 - 03.2022

Sr. Financial Services Advocate

TIAA (Teachers Insurance and Annuity Association)
07.2018 - 10.2020

Medicare Benefit Advisor

AON Retiree Health Solutions
07.2011 - 06.2013

Sales & Team Manager

AON Retiree Health Solutions
07.2011 - 03.2018

Bachelor of Science - Tourism/Land Development & Public Communications

WESTERN ILLINOIS UNIVERSITY

Project Management:

multi-tasking, analyzing and prioritizing tasks & information.

Effectively manage community operations:

creating & generating reports broker/realtor relationships, sales, finance, Microsoft forecasting, contracting, marketing, community relations, compliance, advertising, staff recruiting/training and day-to-day operations.

Qualitative Qualifications:

  • Member of leadership team (Aon) to support startup of new Contact Call Center.
  • Built, on-boarded, trained, coached, and managed a team of sales and customer service representatives; directed sales and support to corporate and retiree clients; monitor sales, customer service, quality assurance and compliance of sales and service teams to meet goals.
  • Conducted call audits and assessments, coached and performance managed team members.

Interests

Travel

Gardening / Homesteading

Quantitative Qualifications:

  • Experience as an individual contributor in financial services, call center, or service operations.
  • 12 years’ experience in call center environment
  • 9.5 years as an individual contributor in financial services - individual Medicare insurance sales & group health insurance and retirement plans
  • 13 years real estate development sales & marketing experience.
  • Experience financial services legislative and regulatory environment experience, as well as risk management practices utilization.
  • 5.5 years (insurance) legislative and regulatory environment & risk management utilization
  • 13 years real estate development regulatory and risk management
  • Experience of managing & coaching team members.
  • 8 years in real estate development with 9-20 direct reports.
  • 6 years call center management with 15-26 direct reports.

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