JERI HOMOLKA
Waterloo,NE
Summary
Confident Insurance Advisor possessing strong work ethic and excellent business sense. Bringing 38-year background customizing insurance plans. Commended for planning and leading over 250 client accounts. Client-centered and dedicated to customizing insurance programs to suit individual customer needs. Supportive listener with extraordinary customer empathy.
Earned the Registered Health Underwriter (RHU) designation with The American College.
This was a 2 year, self-study program which requires additional continuing education over and above what is required by the State of Nebraska.
Overview
37
37
years of professional experience
1
1
Certification
Work History
GROUP INSURANCE BROKER/MANAGING MEMBER
Benefit Choices Nebraska, LLC
03.2003 - 08.2024
- Advised various businesses on selecting employee benefit packages that balanced cost-effectiveness with comprehensive offerings.
- Expanded the company's client base through effective networking and relationship-building strategies.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Hired and trained staff
- Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
- Achieved high customer retention rates by maintaining open communication channels and addressing concerns promptly.
- Participated in ongoing professional development, staying current with insurance best practices and emerging industry trends.
Group Insurance Broker/Vice President
Benefit Professionals, Inc.
01.1988 - 01.2003
All responsibilities listed under Benefit Choices Nebraska, LLC, prior to
January 2003.
Education
Associates Degree - Business Administration
Nebraska College of Business
Omaha, NE12.1985
Skills
- Client relations
- Client Account Management
- Self Motivation
- Multitasking
- Policy Knowledge
- Regulatory Compliance
Certification
- Life and Health Insurance License (Held in 25 states)
- Property and Casualty Insurance License
Affiliations
- Omaha Health Underwriters (OHU)
- National Association of Benefits and Insurance Professionals (NABIP)
Accomplishmentskills
- Policy analysis
- Client relations expert
- Policy Renewal Presentations
- Claims Reporting Analysis
- Multitasking
- Relationship Building
- Self Motivation
- Client Account Management
Timeline
GROUP INSURANCE BROKER/MANAGING MEMBER
Benefit Choices Nebraska, LLC
03.2003 - 08.2024
Group Insurance Broker/Vice President
Benefit Professionals, Inc.
01.1988 - 01.2003
Associates Degree - Business Administration
Nebraska College of Business
- Life and Health Insurance License (Held in 25 states)
- Property and Casualty Insurance License
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