Morgan Jastremski
CH Insurance
Syracuse,NY
15
years of professional experience
1
Certification
Experienced Associate Account Executive with a proven track record in the health benefits and financial services industries. Skilled in building and maintaining strong client relationships, driving revenue growth, and delivering exceptional customer service. Adept at identifying client needs and providing tailored solutions to meet their goals. Committed to exceeding expectations and contributing to the success of both clients and the organization.
Work History
Administrative/Accounting Assistant
2 Years 11 Months- Welcoming clients, vendors, and guests
- Answering phones and responding to emails
- Receive and distribute incoming mail, emails, and faxes
- Assist accounting department with reconciling accounts payable and accounts receivable
- Maintain general office files (hardcopy and digital)
- Update and maintain license renewal logs for all employees
- Organizing and register company events and functions
- Purchase and sustain innovatory of office supplies
Server/Bartender
2 Years 11 Months- Serve patrons food and beverages in a positive and friendly manner
- Provide feedback for patron food and beverage selections
- Present order choices in a prompt and efficient manner
- Maintain dining ambiance with an enthusiastic attitude
- Vast knowledge of craft beer and brewing processes
- Train new employees on processes and procedures
Account Executive
1 Year 3 Months- Utilize independent discretion and judgment to analyze and assess information related to customer assets, income, debts and decide which financial and loan products best meet the customer’s needs and financial circumstances, and advise customers accordingly regarding the advantages and disadvantages of different financial products
- Connect healthcare and licensed professionals with custom built financial solutions
- Promote company products and services to current and potential clients
- Manage client experience to ensure it is fast and hassle-free
- Followed up on new leads and referrals resulting from phone and field activity
- Sustain a high volume of lead flow and book of business
- Establish and maintain current client and potential client relationships
Health Benefit Representative
4 Years 3 Months- Responsible for educating and selling Fidelis Care products and services by first identifying opportunities in an assigned territory and then meeting or exceeding production goals by enrolling individuals in the appropriate Fidelis Care product
- Interact directly with individuals, conducting a needs based evaluation to enroll in appropriate plan
- In-depth knowledge of all Fidelis Care products through the New York State of Health (NYSOH)
- Ability to compare and contrast products of competing plans in assigned territory
- Attend various community events, marketing sites, and in an individual’s home
- Generate referrals from the individuals they have assisted for other individuals
- Establish and build relationships within the community to find new opportunities in assigned territory
- Deliver presentations in order to educate and promote products to individuals, groups, providers, community based organizations and local businesses leaders
- Daily use of Sales Force CRM as an activity tracking and lead/referral tracking tool, to manage appointments, follow up, and calendar
- Mentor new team members
Server
6 Years 4 Months- Serve patrons food and beverages in a positive and friendly manner
- Provide feedback for patron food and beverage selections
- Present order choices in a prompt and efficient manner
- Maintain dining ambiance with an enthusiastic attitude
- Vast knowledge of craft beer and brewing processes
Retention Representative
2 Years 1 Month- Responsible for retaining current membership by assisting members with the completion and processing of Government health program applications; responds to all inquiries regarding the application process from both new and existing members
- Provide member resolution by researching and analyzing inquiries regarding program eligibility
- Complete all required paperwork and documentation necessary to complete the application process
- Input, update, and create member information on databases to maintain customer accounts; Daily use of Sales Force CRM as an activity tracking
- (2 years2 months)
Cafe Manager
11 Months- Open and close the restaurant
- Hire, train and mentor new staff members
- Resolve customer questions and complaints professionally
- Assisted customers through the ordering process
- Conduct payroll activities accurately and on time
- Ensure the restaurant follows health and safety regulations
- Overseeing stock levels and ordering supplies
- Managing and balance daily cash tils
- Processing daily/weekly cash deposits with zero discrepancies or errors
Receptionist
11 Months- Company Overview: Syracuse based personal injury law firm
- Liaison between clients and attorneys
- Manage front end of office: greet clients, handle packages and mail distribution
- Complete intake forms on new clients
- Maintain firms client files
- Manage Attorney(s) schedules/travel
- Transcribe correspondence for Attorney
- Assist in preparation for hearings and depositions
Assistant Manager
4 Years 1 Month- Open and close the restaurant
- Hire, train and mentor new staff members
- Resolve customer questions and complaints professionally
- Conduct payroll activities accurately and on time
- Ensure the restaurant follows health and safety regulations
- Overseeing stock levels and ordering supplies
- Managing and balance daily cash drawers
- Processing daily deposits with zero discrepancies or errors
- Track daily/weekly/month sales vs labor usage
Education
Associate of Applied Science - Health Information Management
- 4.0 GPA
- AHIMA Member
Advanced Regents Diploma
Skills
Account management
Relationship building and management
Pipeline Management
Written and Verbal communication
Strong Problem Solver
Customer Service
Customer relationship management (CRM)
Data Entry
HIPAA compliance
Medical terminology
Medical Coding and Abstracting
ICD-10-CM
ICD-10-PCS
CPT
and HCPCS Coding
Microsoft Office Suite
Certification
- Certified Coding Associate (CCA) - American Health Information Management Association (AHIMA).
- Certified Coding Specialist (CCS) - American Health Information Management Association (AHIMA).
- Release of Information (ROI) Microcredential - American Health Information Management Association (AHIMA).
Timeline
Administrative/Accounting Assistant
CH Insurance
11.2023 - CurrentRead More
Account Executive
BHG Financial
02.2022 - 05.2023Read More
Server/Bartender
The Hops Spot
06.2021 - 05.2024Read More
Health Benefit Representative
Fidelis Care
11.2017 - 02.2022Read More
Retention Representative
Fidelis Care
10.2015 - 11.2017Read More
Cafe Manager
Cafe Kubal
09.2014 - 08.2015Read More
Receptionist
Kenny & Kenny, PLLC
09.2013 - 08.2014Read More
Server
Empire Brewing Company
06.2013 - 10.2019Read More
Assistant Manager
Panera Bread
08.2009 - 09.2013Read More
Cicero North Syracuse Highschool
Advanced Regents Diploma
Read More
Bryan University
Associate of Applied Science from Health Information Management
Read More