Terri Jackson
Houston,TX
Summary
Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Able to identify and resolve concerns while promoting new products and meeting sales objectives. Results-focused [Group, Individual, and Medicare Clients] professional. Proactive leader with strengths in communication and collaboration. Adept at managing concurrent objectives to promote efficiency and influence positive outcomes. Provide explanation of claims.
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Benefit Educator Account Coordinator Group Retiree
Terri Jackson Insurance
12.2010 - Current
- Reviewed employee and Individuals enrollments including Medicare, to verify accuracy, inputting all information into the company's database.
- Communicated effectively via email, phone and face-to-face with plan participants to resolve issues. Developed a strong referral network of representatives, administrators and providers.
- Worked with businesses to develop and implement targeted benefit solutions.
- Provided detailed information about benefits and limitations of different policies and programs.
- Conversed with people from different cultures daily, providing a high level of respect and patience with each interaction.
- Worked successfully with a diverse group of coworkers to accomplish goals and address issues related to our products and services.
- Managed policy documentation and renewals, ensuring compliance with industry standards.
Education
High School Diploma -
Westminster High School
Westminster, CASkills
- Problem-solving
- Time management
- Conflict resolution
- Team collaboration
- Positive reinforcement
- Group and individual instruction
- Relationship building
- Active listening
- Subject matter expertise
- Project-based learning
- Program development
- Flexibility and adaptability
- Empathy and patience
- Emotional intelligence
- Group facilitation
- Engagement strategies
Certification
- State of Texas Life and Health Licensed
- Also licensed in 14 other states
Timeline
Benefit Educator Account Coordinator Group Retiree
Terri Jackson Insurance
12.2010 - Current
High School Diploma -
Westminster High School
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