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Hi, I’m Jade Peterson. I’m a sales and client-relations professional with over six years of experience in Medicare markets and a solid foundation in marketing strategy from ongoing MSM graduate studies. I excel at understanding customer needs, translating insights into targeted campaigns, and driving engagement through CRM-driven approaches that support retention and brand growth. Currently pursuing a Master of Science in Marketing, I enjoy blending data-informed analysis with clear, empathetic communication to improve enrollment, retention, and overall customer experience. I’ve led quality initiatives and cross-functional projects, consistently exceeding benchmarks while upholding regulatory standards and delivering personalized consultations that strengthen trust and loyalty.…Hi, I’m Jade Peterson. I’m a sales and client-relations professional with over six years of experience in Medicare markets and a solid foundation in marketing strategy from ongoing MSM graduate studies. I excel at understanding customer needs, translating insights into targeted campaigns, and driving engagement through CRM-driven approaches that support retention and brand growth. Currently pursuing a Master of Science in Marketing, I enjoy blending data-informed analysis with clear, empathetic communication to improve enrollment, retention, and overall customer experience. I’ve led quality initiatives and cross-functional projects, consistently exceeding benchmarks while upholding regulatory standards and delivering personalized consultations that strengthen trust and loyalty.

Jade Peterson

Copywriter, Brand Designer, Content Creator, +2

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Hi, I’m Jade Peterson. I’m a sales and client-relations professional with over six years of experience in Medicare markets and a solid foundation in marketing strategy from ongoing MSM graduate studies. I excel at understanding customer needs, translating insights into targeted campaigns, and driving engagement through CRM-driven approaches that support retention and brand growth. Currently pursuing a Master of Science in Marketing, I enjoy blending data-informed analysis with clear, empathetic communication to improve enrollment, retention, and overall customer experience. I’ve led quality initiatives and cross-functional projects, consistently exceeding benchmarks while upholding regulatory standards and delivering personalized consultations that strengthen trust and loyalty.…Hi, I’m Jade Peterson. I’m a sales and client-relations professional with over six years of experience in Medicare markets and a solid foundation in marketing strategy from ongoing MSM graduate studies. I excel at understanding customer needs, translating insights into targeted campaigns, and driving engagement through CRM-driven approaches that support retention and brand growth. Currently pursuing a Master of Science in Marketing, I enjoy blending data-informed analysis with clear, empathetic communication to improve enrollment, retention, and overall customer experience. I’ve led quality initiatives and cross-functional projects, consistently exceeding benchmarks while upholding regulatory standards and delivering personalized consultations that strengthen trust and loyalty.

Available to hire

Hi, I’m Jade Peterson. I’m a sales and client-relations professional with over six years of experience in Medicare markets and a solid foundation in marketing strategy from ongoing MSM graduate studies. I excel at understanding customer needs, translating insights into targeted campaigns, and driving engagement through CRM-driven approaches that support retention and brand growth.

Currently pursuing a Master of Science in Marketing, I enjoy blending data-informed analysis with clear, empathetic communication to improve enrollment, retention, and overall customer experience. I’ve led quality initiatives and cross-functional projects, consistently exceeding benchmarks while upholding regulatory standards and delivering personalized consultations that strengthen trust and loyalty.

Skills

Experience Level

Expert

Expert

Expert

Expert

Expert

Expert

Expert

Intermediate

Intermediate

Intermediate

Beginner

Language

English

Fluent

Work Experience

Licensed Insurance Sales Agent & Call Quality Liaison at Humana

July 1, 2022 - Present

Educated over 1,200 retirees annually on Medicare Advantage and supplemental plans, tailoring messaging to diverse audiences and refining enrollment strategies to improve conversion rates by 15%. As Call Quality Liaison, analyzed call performance data, updated training procedures, and boosted audit accuracy by 20% while improving regulatory compliance. Collaborated with leadership to develop performance evaluation systems, increasing training adoption and compliance accuracy by 20%. Delivered personalized consults to inform customer journey strategies, contributing to 98% satisfaction and stronger brand loyalty. Drove member acquisition by achieving conversion rates 5x regional benchmarks and maintaining accretion rates 85-100% (goal 92%). Earned top-performer recognition for maintaining 110-130% conversion across Q1-Q2.

Licensed Insurance Agent at Sitel Call Center / Aon Hewitt

August 1, 2019 - July 1, 2022

Educated retirees on Medicare and retirement benefits through individualized consultations, achieving a 95% client satisfaction rate and contributing to retention growth. Resolved over 200 complex claims and coverage issues per month by coordinating between clients, carriers, and internal departments, achieving a 97% resolution rate within established timelines. Ensured CMS deadlines and plan regulations during open enrollment and special enrollment periods.

Cashier at Wendy's

June 1, 2016 - August 1, 2018

Processed an average of 80+ transactions per shift while resolving customer inquiries with 99% accuracy and maintaining high satisfaction scores. Strengthened team operations in a high-volume environment, maintaining 99% order accuracy and enhancing overall service efficiency by 20%.