1. Jeannie Jones
339 Southern Rose Dr.
Jacksonville, FL 32225
Cell – 904-646-8601
Email – jonesjeannie5@comcast.net
OBJECTIVE:
A project coordinator/manager, administrative sales or technical support position in an organization that values
technology and innovative solutions to further the success and profitability of the company while providing
excellent customer service. Also, provide administrative support for licensed agents.
Skills Summary
 Project Management ● Customer Service ● Life & Health Insurance
 Microsoft Applications ● Quick Books ● Technical Support
 Cost Analysis ● Business Analyst ● Administrative Support
 Change Management ● 13 yrs. IT Experience
 215 Life & Health License
Professional Experience
Miller, Miller, Bradwish & Miller, P.A. – October, 2014 – Mar, 2015
 Life underwriter
o Obtain life insurance quotes
o Prepare and submit life insurance applications
o Initiate written and verbal communications with clients, insurance carriers and other agencies
o Manage status of pending cases with various carriers
 Group Health Administrator
o Access different carrier sites to obtain group health quotes
o Update employer/employees information in different carrier sites, including adding and terminating employees.
o Prepare spreadsheets for clients with quotes for either new business or renewals.
o Communicate with clients, insurance carriers and other agencies.
SelectQuote Insurance Services – April, 2013 – October, 2014
 Case Specialist
○ Initiate and respond to written and verbal communications with clients, insurance carriers and other agencies
○ Manage status of pending cases with various carriers
○ Resolve problem issues with clients/vendors
○ Utilize extensive follow up resources
○ Work under pressure on daily basis
○ Access and utilize various vendors’ websites
The Clothing Warehouse/JJ’s Vintage Clothing …& More – February, 2011 – Oct, 2012
 Owner
○ Human Resources – Hiring, terminating & maintaining employee records
 Manager
○ Staff Scheduling
○ Inventory – ordering, processing & maintaining
 Bookkeeper
○ Maintaining and updating QuickBooks for monthly bills, inventory, taxes and payroll

2. Mark Lodinger & Associates, Life and Health Insurance – May, 2005 – March, 2011
 Office Manager
○ Manage and retained multi-million dollar client base for Broker’s office
○ Liaison between Broker, Clients and Insurance Companies
○ Initiate written and verbal communications with clients, insurance carriers and other agencies
○ Manage status of pending cases with various carriers
○ Responsible for preparing client presentations of life and health quotes for broker
○ Pre-screen, submit life and health applications and manage the status.
○ Arrange appointments for broker and maintain his appointment schedule
○ Set up and maintain office IT support
Transit Plus – 2004 – 2005 – Client Coordinator/Bookkeeper
Carpet Image Services – 2003 – 2004 - Bookkeeper
Allen’s Jewelers – 2002 – 2003 – Sales Associate
Prudential – 1972 – 2002
 Software Release Installation/Change Control/Project Management Functions.
 Project Management, including the separation of the Group Life/Health mainframe systems and moving the data
center operations from Jacksonville, FL to Ft. Washington, PA..
 Established an excellent customer relationship.
 Converted the Group Life Business to a standardized installation process.
 Conducted training sessions for the Group Life developers and Property & Casualty developers for the conversion
to an installation coordination database.
 Transitioned responsibility for an adhoc, business request database from the staff in Ft. Washington, Pa. to the
Release Management Team. The purpose was to have a focused staff make the database more useable from both a
customer perspective and a support perspective.
 Database Support
Education
Certification Programs: Project Management (Business/Operations Certification Path)
Courses completed: Managing Projects in Organizations, Scheduling and Cost Control, Project Leadership, Management
& Communication, Quality for Project Managers
Continuing Education programs:
University of North Florida – Focused Team Energy, Exceptional Customer Service,
Win/Win the Art of Successful Negotiation
Florida Community College at Jacksonville – MS Project, Leadership Enhancement Skills
Industry Affiliations:
LOMA/FLMI
HIAA (Group Insurance)
License: Currently holding 215 Series license for Life, Health & Variable Annuity