Summary
Overview
Work History
Education
Skills
Certification
Digital Dash Team Captain West Region (2 years)
Timeline
Generic

Jacob Hartwick

Irvine

Summary

Advocate and licensed insurance agent with a passion for supporting clients through complex challenges. Exceptional public speaking and professional development skills foster trust and rapport, ensuring client needs are met with a high standard of service. Committed to delivering tailored solutions that enhance client satisfaction and support long-term relationships.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Client Advocate/ Enroller

OneDigital
Irvine
11.2021 - Current
  • Utilized effective written and verbal skills to provide members with the information necessary to make accurate decisions on benefit elections that are best suited to their individual and family circumstances.
  • Responsible for resolving escalated issues, such as pharmacy discrepancies, urgent enrollments, exception requests, complex claims, billing disputes, and potential eligibility issues for over 50 different companies.
  • Delivered open enrollment meetings on-site and via Zoom to client companies.
  • Worked with varying departments, including benefits technology, benefits administration, account management, analyst, and producer teams, to ensure the best support for our clients.
  • Communicated directly with carriers and providers to advocate on behalf of members, ensure resolution of complex issues, and ensure access to care at the agreed-upon cost.

President

Toastmasters Club
Irvine
11.2021 - Current
  • Guided Toastmasters club as president to mentor and educate OneDigital employees in public speaking and management skills.
  • Cultivated an environment conducive to confidence building and skill-development.

Education

Bachelor of Arts - Bus Admin: Marketing, Oper And Dec Tech, Org Mgmt

University of California, Irvine
Irvine, CA
03-2021

Skills

  • Benefit administration
  • Issue resolution
  • Client communication
  • Public speaking
  • Team collaboration
  • Time management
  • Training development
  • Client relationship building
  • Problem solving
  • Detail-oriented mindset

Certification

  • CA Insurance Agent License #4208267

Digital Dash Team Captain West Region (2 years)

  • Marketed and hosted events contributing towards our company-wide charity organization.
  • Worked with non-profit organizations and team members to facilitate fundraising and events.

Timeline

Client Advocate/ Enroller

OneDigital
11.2021 - Current

President

Toastmasters Club
11.2021 - Current

Bachelor of Arts - Bus Admin: Marketing, Oper And Dec Tech, Org Mgmt

University of California, Irvine

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