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Aleisha Johnson

@aleishajohnson

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Insurance and benefits consultant at Arthur J. Gallagher & Co., coordinating client workflows and documentation.

United States

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What I'm looking for

I'm targeting remote opportunities in account management, account executive work, accounting or bookkeeping, implementation, and project coordination.

At Arthur J. Gallagher & Co., I managed benefits workflows, client documentation, follow-ups, and CRM records to support accurate case progression and responsive client service.

At GoHealth, Inc., I guided clients through Medicare coverage options, reviewing eligibility, provider networks, formularies, and plan benefits to support informed enrollment decisions.

At Bank of America Corp., I built client relationships through needs-based conversations and recommendations on banking, lending, and investment products.

At Prudential Financial, Inc. (Assurance IQ), I advised clients on insurance solutions and guided them through applications and underwriting. I also recruited, onboarded, and trained 10+ insurance agents.

Experience

Work history, roles, and key accomplishments

Insurance & Benefits Consultant

Arthur J. Gallagher & Co.

Jan 2026 - Aug 2026 (7 months)

Managed benefits workflows, client documentation, follow-ups, and CRM records to support accurate case progression and responsive client service. Coordinated with clients, brokers, and internal teams to communicate benefits solutions and resolve outstanding requirements.

Benefits Administration Client Documentation CRM Workflow Coordination Client Communication Confidentiality Regulated Environments

Senior Benefits Consultant I

GoHealth, Inc.

Jun 2024 - Jan 2026 (1 year 7 months)

Used consultative needs analysis to guide clients through Medicare coverage options and support informed enrollment decisions. Managed high-volume client interactions, CRM documentation, follow-ups, and enrollment requirements while adhering to CMS regulations.

Medicare Consultative Sales Needs Analysis CRM CMS Compliance Client Communication Enrollment Documentation

Relationship Banker

Bank of America Corp.

Jun 2023 - Oct 2023 (4 months)

Built client relationships through needs-based conversations and recommendations aligned with individual financial goals. Advised customers on banking, lending, and investment products within the scope of the role and applicable requirements.

Customer Relationship Management Selling To Customer Needs Banking Products Lending Investment Products Collaboration

Licensed Insurance Sales Agent

Prudential Financial, Inc. (Assurance IQ)

Aug 2020 - Jul 2023 (2 years 11 months)

Advised clients on life, health, and other insurance solutions using consultative conversations, needs analysis, and product knowledge. Recruited, onboarded, and trained 10+ insurance agents, sharing product knowledge and sales practices to support team readiness.