Sharen H. Jackson
Houston,Texas
Summary
Experienced health insurance professional skilled in client advisory and policy guidance, dedicated to delivering high standards and results through effective team collaboration. Licensed with strong analytical skills and comprehensive knowledge of health insurance products and regulations to ensure client satisfaction and policy administration. Specializes in policy analysis, claims processing, and client education with a client-first approach in all interactions. Adaptable to changing needs and dependable in high-pressure environments.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Health Insurance Agent
Connexion Point
09.2021 - 01.2025
- Managed client portfolios, performed needs assessments, and ensured compliance, demonstrating skills in document accuracy, regulations, and client service transferable to title closings.
- Guided clients through health insurance options, ensuring informed decisions aligned with individual needs.
- Analyzed client data to identify appropriate coverage solutions, enhancing customer satisfaction and retention.
- Mentored junior agents in compliance regulations, fostering a culture of adherence and accountability within the team.
- Collaborated with healthcare providers to streamline policy processes, reducing turnaround time for client inquiries.
- Led initiatives to enhance customer service protocols, resulting in improved client feedback ratings and loyalty.
- Conducted market research to inform product offerings, positioning services competitively within the industry landscape.
- Utilized CRM software to track client interactions and manage follow-ups, optimizing sales pipeline efficiency.
- Educated clients on the intricacies of their health insurance policies, empowering them to make informed decisions.
- Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options.
Licensed Health Insurance Agent
TTEC
08.2021 - 08.2021
- Trained on guiding clients through health insurance options, ensuring informed decision-making and comprehensive understanding of coverage.
- Trained on developing customized policy solutions aligned with clients' healthcare needs and financial situations.
- Trained on conducting thorough market analysis to identify trends, enhancing product offerings and client engagement strategies.
- Trained on mentoring new agents on compliance regulations, policy details, and customer service best practices.
- Trained on maintaining accurate records of all client interactions and transactions, ensuring compliance with industry regulations and company policies.
Real Estate Agent
Paragon Properties of Louisiana
12.2010 - 12.2016
- Supported clients in listing, marketing, and selling residential properties.
- Coordinated inspections, appraisals, and title work with vendors and title companies.
- Ensured smooth closing processes through proactive communication and document management.
Real Estate Agent
Keller Williams Livingston Partners
01.2007 - 12.2010
- Educated clients on real estate contracts, disclosures, and title procedures.
- Attended closings, coordinated documentation, and supported clients through the transaction.
Education
Bachelor of Science - Film and Writing
Los Angeles Film School
Los Angeles, CA12.2025
High School Diploma -
Live Oak High School
Watson, LAAssociate in Arts - Fine Arts
University of Southwestern Louisiana
Lafayette, LA07.2024
Skills
- Experience with various closing types
- Title analysis and validation
- Skilled in contract compliance and negotiation
- Closing document assembly and review
- Regulatory compliance knowledge
- Proficient in resolving issues
- Policy analysis
- Health insurance
- Negotiation
- Financial acumen
- Teamwork
- Teamwork and collaboration
- Problem-solving abilities
Accomplishments
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Supervised team of 80+ staff members.
- Resolved product issue through consumer testing.
- Collaborated with team of 600 in the development of Sales Team.
- Documented and resolved contracts which led to multiple closings
- Achieved Fast Track by completing 15 years of countless closingswith accuracy and efficiency.
Certification
- Licensed Real Estate Broker – Louisiana
- Licensed Real Estate Agent
- Licensed Insurance Agent – Texas (#2645977)
- HIPAA Certified
- Mathematical Concepts in Business/Budgeting
Timeline
Health Insurance Agent
Connexion Point
09.2021 - 01.2025
Licensed Health Insurance Agent
TTEC
08.2021 - 08.2021
Real Estate Agent
Paragon Properties of Louisiana
12.2010 - 12.2016
Real Estate Agent
Keller Williams Livingston Partners
01.2007 - 12.2010
Bachelor of Science - Film and Writing
Los Angeles Film School
High School Diploma -
Live Oak High School
Associate in Arts - Fine Arts
University of Southwestern Louisiana
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