Welcome, and thank you for visiting my professional résumé page.
Unlike LinkedIn or other platforms, this page gives me complete control over how my experience, skills, and credentials are presented. Every detail here — across Medicare, Health, Life, Supplemental, and Notary services — is customized with care and precision, just as every client’s needs are uniquely tailored to their needs.
My goal is simple: to highlight not only where I’ve worked, but the value I bring to clients and organizations.
Whether you are a prospective client or a recruiter, I invite you to reach out directly with any questions. I’ll be glad to assist.
INSURANCE BROKER & ACCOUNT MANAGER • HEALTH, LIFE & CLIENT SERVICES • KY NOTARY PUBLIC
Dynamic insurance professional with 5+ years of experience managing books of business exceeding 600+ accounts, spanning Medicare, Life, Health, and Supplemental insurance. Licensed in 12 states, AHIP-certified through 2026, and commissioned Notary Public in Kentucky. Skilled at account retention, policy renewals, coverage analysis, and compliance-driven client service. Experienced in CRM optimization, workflow automation, and team training to drive efficiency and service excellence.
CORE COMPETENCIES
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Account & Book-of-Business Management (600+ active accounts)
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Policy Renewals, Expirations, & Client Retention
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Customer Service: Billing, Claims, & Coverage Analysis
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Commercial & Personal Lines Insurance (Health, Life, Medicare, P&C fundamentals)
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CRM / AMS Optimization (BenefitPoint, RetireFlo, RSM, Sunfire)
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AI Workflow Automation & Compliance Reporting
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Consultative Sales & Coverage Negotiation
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Licensed in 12 States | AHIP Certified | KY Notary Public
PROFESSIONAL EXPERIENCE
Founder – JBJ4 Insurance & Notary Services
Covington, KY | 2025 – Present
- Independent brokerage offering Medicare, Life, Supplemental, and Legal Protection solutions.
- Manage a personal book of 150+ clients, overseeing renewals, policy reviews, and service needs.
- Provide notary services (including RON) while building client trust and retention.
- Established JBJ4.com as a professional hub for clients and recruiters.
Health Insurance Associate – HUB International Heartland
Cincinnati, OH | Feb 2025 – Aug 2025
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Managed a book of 600+ accounts across multiple carriers, ensuring retention and policy renewals.
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Guided clients in Medicare and supplemental coverage decisions.
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Resolved billing/claims issues and maintained audit-ready records.
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Created a Life Insurance division for the branch, expanding offerings.
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Designed intake and workflow systems using AI tools to improve efficiency.
Insurance Agent and Medicare Specialist – Bankers Life / Colonial Penn
Mechanicsburg, PA | 2024 – 2025
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Helped clients make informed Medicare and life insurance decisions, presenting side-by-side coverage comparisons.
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Coordinated daily with two sales teams to manage client flow and enrollment.
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Assisted clients with billing, claims, and renewals.
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Contracted with major carriers including Aetna, UHC, Humana, Cigna, and UPMC.
Insurance Broker – Nü Life Healthcare (Real Senior Management)
Mechanicsburg, PA | 2023 – 2024
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Ranked Top 5% of 430 agents nationwide (200+ Medicare applications in 23 weeks).
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Built and serviced a book of 150+ clients, handling annual renewals and referrals.
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Closed 16 sales in 4 business days, doubling quotas.
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Trained and mentored new agents on compliance and CRM platforms.
Insurance Policy Auditor – Pennsylvania Department of the Treasury
Harrisburg, PA | 2022 – 2023
- Reviewed and audited 6,000+ life insurance policies, verifying in-force status, policy values, and beneficiary information with carriers and clients.
- Reconciled 55 audit reports in four months, ensuring accuracy of policy data and compliance with state requirements.
- Managed and updated a database of 10,000+ policy records, correcting discrepancies and preparing accurate reports for case resolution.
- Communicated directly with carriers, beneficiaries, and next of kin to resolve issues, support claims recovery, and provide timely information.
- Supported the Regional Manager with account reporting and administrative oversight of sensitive insurance files.
EDUCATION & CREDENTIALS
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Insurance Licenses:
Accident & Health, Life, Fixed Annuities
12 States: OH, KY, PA, CO, FL, IA, IL, IN, MD, MI, TX, WI -
Certifications:
AHIP 2024–2026;
Kentucky Notary Public (Commissioned RON) -
Education:
B.A. Philosophy, Gannon University, Cum Laude
Psychology of Human Behavior (C.W.O.), SNHU (4.0 GPA)
