Summary
Overview
Work History
Education
Skills
Community Service
Timeline
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JERRY ALLIEN

Brockton

Summary

Certified SHINE Counselor and licensed insurance professional with a strong background in client-focused benefits counseling and consultative sales. Proven success in guiding individuals through Medicare options, achieving and exceeding sales targets, and building community relationships. A team leader with a passion for helping others make informed decisions about their healthcare and financial future.

Overview

8
8
years of professional experience

Work History

Veterans Assistant II

City of Brockton
04.2023 - Current
  • Delivered one-on-one support and custom benefit planning for local veterans
  • Maintained organized and secure case documentation using specialized software
  • Educated veterans on eligibility and access to community and state services

Licensed Insurance Sales Professional

American Income Life
05.2021 - Current
  • Consulted with clients to assess insurance needs and tailor solutions
  • Upsold products and exceeded quarterly targets through relationship-building
  • Trained and mentored new agents on sales strategies and compliance

Human Resources Benefits Specialist

City of Brockton
10.2022 - 04.2023
  • Administered onboarding and benefits for city employees
  • Ensured accurate compensation, employment, and benefits record-keeping
  • Answered inquiries regarding coverage options and enrollment

Leasing Consultant

WinCompanies
04.2017 - 08.2020
  • Managed prospect communications and conducted customized property tours
  • Maintained 88% close rate with a high focus on prospect follow-up and needs alignment
  • Handled resident issues and daily operations in absence of the property manager

Education

Associate of Arts -

Cambridge College
Cambridge, MA

Skills

  • Insurance Sales Strategy
  • Medicare & SHINE Counseling
  • Veteran Benefits Advocacy
  • Client Relationship Management
  • Team Leadership & Training
  • Verbal and Written Communication
  • Microsoft Office Proficiency

Community Service

Bridgewater Youth Football Coach, Troubled Teen Mentor and Life Guide, Community Softball League Player and Recruiter

Timeline

Veterans Assistant II

City of Brockton
04.2023 - Current

Human Resources Benefits Specialist

City of Brockton
10.2022 - 04.2023

Licensed Insurance Sales Professional

American Income Life
05.2021 - Current

Leasing Consultant

WinCompanies
04.2017 - 08.2020

Associate of Arts -

Cambridge College

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JERRY ALLIEN