Summary
Overview
Work History
Education
Skills
Timeline
Generic

Edgar Roman

Meridian

Summary

Experienced with navigating health insurance policies and regulations. Utilizes communication and advisory skills to guide clients through plan selection processes. Knowledge of policy compliance and client relationship management.

Overview

9
9
years of professional experience

Work History

Transportation Driver

Old Dominion Freight
08.2022 - Current
  • Coordinated efficient routes to avoid delays and optimize schedules.
  • Demonstrated excellent time management skills, consistently meeting tight deadlines and maintaining punctuality for all scheduled routes.
  • Communicated effectively with customers regarding shipment statuses, delays, or any other pertinent information.
  • Enhanced customer satisfaction by providing timely and professional transportation services.

Partnership Manager

Newport Float Therapy
09.2017 - 01.2025
  • Led company to successful product launch and growth by developing initial product roadmap and go-to-market strategy with the marketing team
  • Maximized profits through effective cost control, staff scheduling, inventory management and ordering
  • Trained, coached and mentored staff to support smooth adoption of new protocol programs

Life/Licensed Health Insurance Agent

Benzy
10.2023 - 12.2024
  • Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options.
  • Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
  • Educated prospective clients on the benefits of various health insurance options, effectively matching them with suitable plans that met their unique needs.
  • Assisted clients in understanding complex insurance policies, ensuring they made informed decisions when selecting coverage options.

Global Customs Operations Manager

Iron Lion Soap
04.2016 - 01.2021
  • Manage and advance strict shipping and logistics while maintaining a steady workflow
  • Directly support CEO with brand relations and stock support
  • Analyzed departmental documents for appropriate distribution and filing

Education

Certificate - Fire Science

Santa Ana College
05-2015

High School Diploma -

Loara High School
Anahiem
06-2012

Skills

  • Goal oriented
  • Strong analytical skills
  • Policy analysis
  • Teamwork
  • Teamwork and collaboration
  • Customer service
  • Problem-solving

Timeline

Life/Licensed Health Insurance Agent

Benzy
10.2023 - 12.2024

Transportation Driver

Old Dominion Freight
08.2022 - Current

Partnership Manager

Newport Float Therapy
09.2017 - 01.2025

Global Customs Operations Manager

Iron Lion Soap
04.2016 - 01.2021

Certificate - Fire Science

Santa Ana College

High School Diploma -

Loara High School
Edgar Roman