Ryan Jaeger
Boca Raton
Summary
Health insurance professional with solid track record in advisory roles, offering comprehensive guidance to clients on insurance plans. Known for collaborative approach and achieving impactful results by adapting to dynamic needs. Skilled in client relations and policy evaluation, fostering trust and reliability.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Health Insurance Advisor
Medicare Health Advisors
Deerfield Beach, FL
08.2022 - Current
- Assisted Medicare beneficiaries with evaluating and enrolling in Medicare Advantage, Prescription Drug, and Supplement plans based on individual healthcare and financial needs.
- Conducted inbound and outbound sales calls while maintaining compliance with CMS regulations and company guidelines.
- Educated clients on Medicare eligibility, coverage options, enrollment periods, and plan benefits in a clear and professional manner.
- Built strong client relationships through consultative sales techniques and exceptional customer service.
- Maintained accurate documentation of customer interactions, enrollments, and follow-up activities within CRM systems.
- Consistently met or exceeded sales goals, productivity metrics, and quality assurance standards in a fast-paced environment.
- Assisted clients with resolving coverage concerns, provider network questions, and prescription cost inquiries.
- Stayed current on Medicare plan changes, carrier updates, and federal compliance requirements to provide accurate information to beneficiaries.
- Handled sensitive customer information with professionalism while ensuring HIPAA and CMS compliance standards were met.
- Followed up with prospective and existing clients to support retention, renewals, and long-term customer satisfaction.
Assistant Manager/Sales Associate
Superior Health Group LLC
Fort Lauderdale, FL
09.2020 - 08.2022
- Managed daily operations of a high-volume ACA health insurance sales floor, overseeing agent performance, productivity, and compliance standards.
- Led and coached a team of licensed ACA agents, providing real-time sales support and performance feedback to drive enrollment goals.
- Monitored KPIs including conversion rates, call quality, attendance, and retention metrics to improve overall team performance.
- Trained new hires on ACA plan knowledge, CMS compliance guidelines, CRM systems, and effective sales techniques.
- Conducted daily team huddles and one-on-one coaching sessions to maintain a high-energy, goal-oriented sales environment.
- Assisted agents with escalated customer concerns, complex eligibility scenarios, and enrollment issues while maintaining exceptional customer service.
- Collaborated with upper management to implement sales strategies and improve operational workflow efficiency.
- Ensured all sales activities adhered to federal ACA regulations, company compliance policies, and quality assurance standards.
- Managed scheduling, floor coverage, and agent accountability in a fast-paced call center environment.
- Reviewed recorded calls and provided constructive coaching to improve closing techniques, compliance accuracy, and customer experience.
- Managed and operated automated dialer systems and CRM platforms to support agent productivity, track customer interactions, maintain lead organization, and ensure efficient follow-up throughout the health insurance sales process.
Senior Corporate Trainer
Imperium 7
Miami, FL
08.2018 - 09.2020
- Overall sales generated while working as a sales representative totaling to $100,000+
- Assist in improving overall business performance, including sales goals and operational standards with company standards
- Support implementation/roll-out of new products and procedures in conjunction with the Marketing Department
- Explained goals and expectations required of trainees
- Managed daily agent workflow and performance through CRM platforms to improve productivity, lead management, and customer follow-up efficiency.
- Monitored sales activity and key performance metrics to help drive team production and maintain company performance standards.
- Provided hands-on coaching and real-time support to agents to improve sales techniques, product knowledge, and customer interactions.
- Assisted with onboarding and training new hires by educating agents on compliance requirements, sales processes, and company procedures.
- Collaborated with leadership and marketing teams to support operational improvements, streamline processes, and maximize sales opportunities.
Education
Bachelor of Arts - Communications & Information Sciences
The University of Alabama
Tuscaloosa, AL05-2018
Skills
- Public Speaking
- Data Analytics
- Consulting
- Adaptability
- Microsoft Office
- Team Leadership
- Recruiting
- Goal oriented
- CRM software experience
- Policy analysis
- Upselling strategies
- Needs assessment
- Customer service
Certification
- Florida 2-15 Life, Health And Variable Annuity License - March, 2021
Timeline
Health Insurance Advisor
Medicare Health Advisors
08.2022 - Current
Assistant Manager/Sales Associate
Superior Health Group LLC
09.2020 - 08.2022
Senior Corporate Trainer
Imperium 7
08.2018 - 09.2020
Bachelor of Arts - Communications & Information Sciences
The University of Alabama