Open to opportunities

Jennifer Stone

@jenniferstone

Health insurance broker using customer-first service and expediting/ops experience to deliver tailored Medicare and life coverage.

United States

Message

What I'm looking for

I’m looking to continue helping clients make confident Life & Health and Medicare decisions through trust-based, personalized service—while using my operations, expediting, and contract expertise to streamline workflows and support mutual growth.

I’m a Health Insurance Broker who guides clients through Medicare, Individual Health, Dental and Life Insurance options, helping them select coverage that fits their needs. As a Healthcare Industry Insurance Sales Agent, I use my Life & Health Licenses to walk clients through Zoom consultations with trust, satisfaction, and personalized solutions.

Before my current role, I strengthened my client and operations expertise as a Branch Office Administrator at Edward Jones US—managing account relationships, standard operating procedures, and scheduled Zoom meetings. I also bring a proven background in oil and gas expediting and contracts administration, including purchase orders, submittals, back order follow-ups, progress billing, and invoicing—along with a service-focused mindset developed through US Navy Yeoman experience.

Experience

Work history, roles, and key accomplishments

Current

Health Insurance Broker

Current

McCunis-Fox Health Insurance Company

Oct 2025 - Present (9 months)

Advised clients on Medicare and Individual Health, Dental, and Life insurance plan selection across major carriers. Conducts virtual consultations to match coverage options to client needs and provide ongoing support.

Medicare Insurance Health Insurance Sales life insurance Customer Relationship Management Client Consulting Customer Support Licensing Based Guidance

Current

RMC Committee Member

Current

Houston Livestock Show and Rodeo

Jan 2010 - Present (16 years 6 months)

Participate in fundraising through merchandise sales to support agricultural scholarships. Coordinate with volunteers to improve merchandise organization and customer-facing presentation.

Teamwork Fundraising Merchandise Sales Volunteer coordination Inventory Management Customer Service event support Community Outreach

Branch Office Administrator

Edward Jones US

Apr 2024 - Mar 2025 (11 months)

Provided administrative and operational support to improve branch efficiency and client service delivery. Managed account relationships, updated SOPs, coordinated Zoom meetings, and scheduled appointments to support retention.

Administrative Operations Standard Operating Procedures Client Retention Customer Relationship Management Appointment Scheduling Client Services Document Management

O&G Project Expeditor

Hunting O&G

Jan 2022 - Aug 2022 (7 months)

Coordinated third-party inspections alongside NDE testing processes and ensured timely follow-up on back orders. Prepared project data books and supported shipping and compliance verification activities.

Third Party Inspections NDE Coordination Compliance Tracking

O&G Contracts Administrator

Supreme Integrated Technology, Inc.

Jan 2019 - Jul 2021 (2 years 6 months)

Reviewed and processed purchase orders to support procurement and expediting activities. Conducted contract reviews and kickoff coordination, prepared QA and material test report submittals, managed back orders and shipments, and handled progress billing and invoicing.

Contract Review Expediting QA Submittals Material Test Reports (MTRs)Progress Billing

O&G Project Expeditor

USMetals, Inc.

Feb 2018 - Jan 2019 (11 months)

Ensured material readiness for projects supporting five sales personnel by scheduling pickups and monitoring back orders. Verified drawing approvals and MTR compliance, submitted close-out documents, and supported timely invoicing.

Material Pick Up Scheduling Material Test Reports (MTRs)Close Out Document Submission Invoicing

O&G Project Coordinator

Lockwood International

Sep 2014 - Jul 2017 (2 years 10 months)

Coordinated project scheduling to align with sales team and customer needs while managing submittals including drawings and material test reports. Expedited material delivery, handled invoicing, supported inspection readiness with the warehouse, and resolved customer inquiries.

Project Coordination Project Scheduling Purchase Order Processing Expediting Invoicing Customer Service

Drafting Project Coordinator

Myrex Industries

May 2012 - Aug 2014 (2 years 3 months)

Maintained document control across the project lifecycle and updated project schedules for timely deliverables. Supported drafting and production teams, coordinated courier/shipping, and prepared job data books and operation & maintenance manuals.

Project Scheduling Document Control Drafting Production Support Data Books Customer Service

US Navy Yeoman

U.S. Navy

Jan 1993 - Jan 1995 (2 years)

Maintained accurate personnel records and managed document control processes to support compliance and organized operations. Directed workflow support activities, collected service records and orders for inventory management, and handled mail distribution.

Records Management Document Control Compliance Documentation Mail Distribution

Education

Degrees, certifications, and relevant coursework

North Harris Community College

Technical, Engineering Technician

1993 - 1993

Completed a short-term technical program focused on engineering technician studies at North Harris Community College from January 1993 to February 1993.