Sales Director at Agility Insurance Services- Houston & Rio Grande Valley Markets

• Jan 2023 - Present

Sales Director

• Jan 2023 - Present

Broker Manager, IFP Houston, TX

• Sep 2021 - Jan 2023

Territory Sales Manager- Houston, Corpus Christi, Victoria TX, Louisiana | Golden Outlook

• Jul 2017 - Sep 2021

Continually recruit, build and nurture Independent agents/agency relationships. Achieve assigned sales/membership growth targets. Provide a structured on-boarding process, leveraging corporate contracting, certification, and training processes, tools, and systems. Organize involvement in formal and on the job training to ensure an accurate understanding of offered products, compliance/policy requirements, sales processes, brand and value proposition messages and sales systems. Ensure agents/agencies appropriately build and advance our brand and value proposition and represent our product portfolio and service offerings. Coordinate and manage territory marketing events. Develop community relationships to enhance overall local area marketing. Coach and manage agent/ agency performance using data and insights to achieve quantitative and qualitative performance targets. Conduct regular agent/agency meetings to review sales results/activities, and provide feedback/coaching on opportunities for improvement. Show less

Senior Sales Representative

• Apr 2016 - Jun 2017

Responsible for generating new membership into Memorial Hermann Health Plan-Medicare Advantage Plans by providing presentations on the merits and benefits of the plans, including provisions of care and how they address the needs of Medicare Beneficiaries. Responsible for developing leads through self generation and referrals from community based activities. Will work with community based leaders, senior residences, physician offices, and other community influencers affecting/influencing Medicare eligible's healthcare decisions. Show less

Senior Broker Relations Representative

• Jul 2014 - Jul 2016

Maintain and promote a favorable business relationship with new and existing brokers. Manage monthly commission reconciliation for brokers and FMO partners. Provide high quality timely support to Brokers, Sales Representatives, and management. Primary point of contact for questions or concerns relating to all commission items. Provide support with enrollments. Generate sales alongside Captive agents at formal seminars.

Memorial Hermann Health Solutions Member Services Representative

• Jan 2013 - Jul 2014

Specialty Referral Coordinator

• Jan 2008 - Jan 2013