Summary
Overview
Work History
Education
Skills
Timeline
Generic

Brandon Stephens

Spanish Fork,UT

Summary

Goal-oriented manager with distinguished experience in Medicare industries and proven leadership abilities. Expert in increasing productivity and customer satisfaction while driving revenue and sales. Committed to streamlining procedures while optimizing employee talent.

Overview

9
9
years of professional experience

Work History

Director of Sales

GoHealth
08.2022 - Current
  • Increased sales revenue by developing and implementing strategic plans and setting performance goals for the sales team.
  • Achieved sales targets through effective process management and relationship building through coaching.
  • Streamlined sales processes by identifying inefficiencies, implementing new tools, and providing training to the team.
  • Enhanced sales rep quality scores to compliantly sell in the medicare marketplace

Program Manager

Gohealth
08.2022 - 08.2023
  • Implemented plan for new company initiative that later became the Encompass Connect platform that helped take the company in a new, positive direction.
  • Developed strategic plans, setting clear objectives and achievable milestones for the team.
  • Optimized resource allocation, effectively balancing priorities and managing competing demands.
  • Delivered high-quality results by setting performance metrics and monitoring progress against targets.

Site Director

Connexion Point
12.2018 - 08.2021
  • Manage sales and operations of a 250-person call center, specializing in selling Medicare products
  • Facilitate coordination with various support departments to manage different projects and multiple client needs
  • Managed sales, customer service, and retention teams inbound and outbound and coordinated and grew leadership in each category.
  • Conducted regular site audits to identify areas for improvement and drive continuous process enhancements.

Production Manager

Connexion Point
08.2018 - 12.2018
  • Led multiple teams of sales and lead-generation agents in a fast paced healthcare environment
  • Managed and trained three Team Leads focusing especially on team leadership and management
  • Led a special project from a client requiring a new up-selling team for added benefits.
  • With only days to complete the entire project, we were able to train agents, create report metrics to track effectiveness, and we exceed all projected goals

Sales Operations Supervisor

Connexion Point
08.2016 - 08.2018
  • Lead a team of 30 Licensed Healthcare Agents sell Medicare part C and D plans to Medicare recipients. I help train sales and keep the team up to date on current insurance policies and practices while maintaining their sales goals and company KPI's
  • Analyzed sales data to identify trends and capitalize on growth opportunities for each sales agent
  • Created a spreadsheet system for my agents to see exactly how they are doing with sales
  • Helped build reporting forms for the different teams to spot trends and have accountability for different lines of business
  • Created a Sales training to help agents transition and focus on the clients and get the most out of their opportunities

Licensed Insurance Agent

Connexion Point
07.2015 - 08.2016
  • Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
  • Increased policy sales by conducting thorough needs assessments and presenting suitable coverage options.
  • Enhanced agency reputation through consistent provision of accurate, timely, and knowledgeable advice on insurance policies and regulations.
  • Specialized in Medicare Part C and D and had training to sell Medicare Supplement

Education

MBA - Marketing

Utah Valley University
Orem, UT
05.2020

Bachelor's of Music - Commercial Music

Utah Valley University
Orem, UT
12.2016

Skills

  • Sales Training and Leadership
  • Client Relationship Management
  • Sales Team Training
  • Sales process optimization
  • Sales coaching

Timeline

Director of Sales

GoHealth
08.2022 - Current

Program Manager

Gohealth
08.2022 - 08.2023

Site Director

Connexion Point
12.2018 - 08.2021

Production Manager

Connexion Point
08.2018 - 12.2018

Sales Operations Supervisor

Connexion Point
08.2016 - 08.2018

Licensed Insurance Agent

Connexion Point
07.2015 - 08.2016

MBA - Marketing

Utah Valley University

Bachelor's of Music - Commercial Music

Utah Valley University
Brandon Stephens