I hold a bachelor’s degree in communications and bring over a decade of relationship building, client management, and problem solving experience that translates easily across industries. I’m flexible, a quick study, and thrive in operations or consulting roles where trust and clean communication make the difference.
Looking for a job
Jordan Roberts
@jordanroberts
Decade+ guiding clients through complex decisions to clear, confident outcomes. Relationship-driven, detail-obsessed, and ready for a brand new role.
United StatesWhat I'm looking for
I've advised employer groups at USI Insurance Services on benefit plan design, carrier selection, enrollment strategy, renewals, and compliance across health, pharmacy, and ancillary products. Previously at WPS Health Insurance, I managed a high-volume Medicare portfolio, led educational seminars and webinars, and helped guide tens of thousands of WEA members through a major coverage transition.
I bring more than 10 years across individual and group health markets, translating complex benefit and regulatory information into clear, confident guidance. I'm licensed in life and health insurance and experienced with HIPAA, ACA, ERISA, CRM and agency systems, multi-carrier coordination, process improvement, and team training.
Experience
Work history, roles, and key accomplishments
Employee Benefits Consultant
USI Insurance Services
Jun 2025 - Jun 2026 (1 year)
Advise employer groups on benefit plan design, carrier selection, and enrollment strategy while serving as a day-to-day resource for client inquiries and carrier communication. Collaborate with senior consultants on renewals and presentations, and maintain compliance with HIPAA, ACA, and ERISA.
TS
Senior Advisor
The Health Insurance Store
Feb 2024 - Jun 2025 (1 year 4 months)
Served as the primary point of contact for an independent Medicare client base, managing relationships, annual reviews, and enrollment activities. Coordinated communications across multiple channels, maintained precise records, and implemented workflow improvements with carrier partners.
Managed a high-volume Medicare client portfolio and delivered educational seminars and webinars. Contributed to CRM tool development, piloted a work-from-home program, and mentored new staff.
Education
Degrees, certifications, and relevant coursework
University of WI - Milwaukee
Bachelors, Communication
Tech stack
Software and tools used professionally
Availability
Looking for a job
Location
United StatesAuthorized to work in
Social media
Job categories
Skills
Benefits ConsultingHealth InsuranceMedicareBenefits EnrollmentRenewal AnalysisPlan ComparisonsHIPAAACAERISACarrier ManagementRFP SupportSalesforceMicrosoft DynamicsAgencyBlocMarketoEmployee NavigatorBenefitPointUKGZywaveHealthSherpaConnectureDocusignMicrosoft 365Google WorkspaceMicrosoft TeamsZoomChatGptDropboxGeminiOneNoteWebexCalendlyNitro
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