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Jessi Grogan Email & Phone Number
Director of Growth Operations
at
Yuna.io
1 work email found
@yuna.io
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Director of Growth Operations
Location
Cedar Park, Texas, United States
Company size
Who is Jessi Grogan? Overview
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Quick answer
Jessi Grogan is listed as Director of Growth Operations at Yuna.io, a company with 20 employees, based in Cedar Park, Texas, United States. AeroLeads shows a work email signal at yuna.io and a matched LinkedIn profile for Jessi Grogan.
Jessi Grogan previously worked as Chief of Staff at Harbor Life Brokerage and Vice President, Case Management at Harbor Life Settlements. Jessi Grogan holds Associate Of Arts (Aa), English Language And Literature, General from Blinn College.
Company email context
Email format at Yuna.io
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{first}@yuna.io
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Profile bio
About Jessi Grogan
With a passion for life insurance and life settlements, Jessi has spent the last decade dedicated to securing individuals' and families' financial futures. Prior to joining Harbor Life, she spent five years as a case manager for life insurance agencies, coordinating underwriting and issuance of new life insurance policies for a local firm specializing in policies for the senior demographic. In search of a new challenge, Jessi made the switch to life settlements when she joined Harbor Life as a case manager in 2018 and quickly advanced into leadership roles. Jessi has been a key part of the Harbor Life Exchange since its inception in 2019 and has since cultivated strong relationships within the life settlement community. Under her management, the Harbor Life Exchange has auctioned nearly $500,000,000 worth of policies.As Chief of Staff, she also orchestrates operational strategies that align seamlessly with our vision. With unparalleled project management skills, she has executed complex technological initiatives like procedural automation, My Policy Predictor, and the development and ongoing management of the Harbor Life Exchange.
Listed skills include Editing, Proofreading, Grammar, Copy Editing, and 21 others.
Current workplace
Jessi Grogan's current company
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Yuna.Io
8 roles
Jessi Grogan work experience
A career timeline built from the work history available for this profile.
Chief Of Staff
Current
Harbor Life Brokerage
- Title adjustment to better reflect duties that arose over time such as:
- Collaborated with the CEO to develop and prioritize strategic business initiatives, serving as a trusted advisor and "fixer-in-chief" to mitigate risks and drive growth.
- Pinpointed core issues within business processes, identified areas for improvement, and developed and implemented solutions while exploring opportunities to drive increased revenue and identify new sources of income.
- Championed the development of fresh B2B partnerships, driving growth and market expansion for Harbor Life.
- Designed a complete overhaul of Salesforce CRM architecture and automation and project managed to completion.
- Stepped in for the CEO to run meetings, coordinate partnerships, and close deals when needed.
Dec 2022 - Present
Vice President, Case Management
Harbor Life Settlements
- Supervised the case management department, tech consultants, and vendors, optimizing onboarding and training procedures for new team members across departments.
- Partnered with the CEO on special projects and initiatives as needed, including start, growth, and systematization of the B2B channel through outreach to life insurance agents, financial advisors, and other.
- Managed escalated issues from the case management team and account executives, addressing client and B2B partner complaints and high-level queries with creative solutions.
- Directed the comprehensive assessment, competitive auction, and successful closure of tertiary portfolios and secondary sales valued at over $500,000,000 in policy assets while nurturing ongoing relationships with life.
- Pioneered cross-functional tech projects in Hubspot, Salesforce, WordPress, and other platforms to enhance system efficiency.
- Led project management for the development of the industry's groundbreaking AI-powered instant valuation calculator for life insurance policies. Facilitated collaboration among internal and external teams for.
Jul 2020 - Dec 2022
Director Of Case Management
Harbor Life Settlements
- Led and mentored a team of case managers to troubleshoot and resolve issues and optimize performance.
- Created and analyzed reports and dashboards to monitor the team’s performance, increasing the application received rate by 50%.
- Spearheaded the design and development of the Harbor Life Exchange – a proprietary auction platform for the sale of life insurance policies based in PHP ProBid software.
- Cultivated relationships with life settlement buyers to help adopt a new auction process and generate competition for policies for sale.
- Orchestrated strategic partnerships with 5 top tech vendors to revamp and optimize the Salesforce instance, resulting in 30% increase in data accuracy.
Jan 2019 - Jul 2020
Case Manager
Harbor Life Settlements
- Engaged with senior clients seeking to sell life insurance policies, assessing eligibility, processing applications, and achieving successful completion of sales transactions.
- Oversaw documentation retrieval from insurance providers and medical institutions during underwriting, ensuring continuous client updates and involvement in lengthy sales processes.
- Collaborated with life settlement brokers or providers to solicit offers on policies upon compiling complete case files.
Jul 2018 - Jan 2019
Case Manager
- Enhanced customer service by promptly processing incoming and outgoing applications for new life insurance policies and updating case notes in the CRM. Improved processing time by 15%.
- Monitored status of pending cases, gathering required information promptly to facilitate faster case approvals.
Jul 2017 - Jul 2018
Case Manager
Goldberg & Associates
- Processed incoming and outgoing applications for new life insurance policies and acted as the liaison between the agent, client, and underwriter throughout the underwriting process while keeping detailed notes in the.
- Analyzed health details provided on life insurance exams or in medical records to ensure that clients were being quoted correctly prior to submission and increased the number of as applied approvals by 20%.
- Obtained any outstanding information through direct contact with clients, medical facilities, and agents to facilitate timely approvals and contacted carrier underwriters to discuss offers and reconsideration where.
Sep 2013 - Jun 2017
Editor
Jclg Editing
Novels I've edited include Time is Relative for a Knight of Time and Saint Jude.
Oct 2012 - Sep 2013
2 education records
Jessi Grogan education
Associate Of Arts (Aa), English Language And Literature, General
Associate Of Science (As), Psychology
FAQ
Frequently asked questions about Jessi Grogan
Quick answers generated from the profile data available on this page.
What company does Jessi Grogan work for?
Jessi Grogan works for Yuna.io.
What is Jessi Grogan's role at Yuna.io?
Jessi Grogan is listed as Director of Growth Operations at Yuna.io.
What is Jessi Grogan's email address?
AeroLeads has found 1 work email signal at @yuna.io for Jessi Grogan at Yuna.io.
Where is Jessi Grogan based?
Jessi Grogan is based in Cedar Park, Texas, United States while working with Yuna.io.
What companies has Jessi Grogan worked for?
Jessi Grogan has worked for Yuna.Io, Harbor Life Brokerage, Harbor Life Settlements, Insurance 360, and Goldberg & Associates.
How can I contact Jessi Grogan?
You can use AeroLeads to view verified contact signals for Jessi Grogan at Yuna.io, including work email, phone, and LinkedIn data when available.
What schools did Jessi Grogan attend?
Jessi Grogan holds Associate Of Arts (Aa), English Language And Literature, General from Blinn College.
What skills is Jessi Grogan known for?
Jessi Grogan is listed with skills including Editing, Proofreading, Grammar, Copy Editing, Text Editing, Ap Style, Freelance Writing, and Customer Service.
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