Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Affiliations
References
Timeline
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Casey Allgood

Casey Allgood

Salt Lake County,UT

Summary

Dynamic healthcare training leader with over 6 years of progressive experience in Medicare Advantage. Proven track record in developing and executing innovative training programs to empower employees and drive sales growth. A collaborative team builder recognized as 2023 Trainer of the Year, combining a communication background with licensed broker credentials to enhance training effectiveness and operational excellence.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Head of Training

Unified Health
Salt Lake County, UT
07.2019 - Current
  • Oversee the development and implementation of training programs to enhance employee performance and knowledge of Medicare products and sales techniques
  • Collaborate with cross-functional teams to ensure training materials are consistent, engaging, and compliant with industry regulations
  • Mentor a team of trainers and specialists, fostering a culture of continuous learning and professional development
  • Recognized as the 2023 Trainer of the Year for effectively transforming learning experiences and driving excellence within the organization

National Sales Director

Unified Health
Salt Lake County, UT
08.2018 - 07.2019
  • Led nationwide sales strategies and initiatives to increase market share in Medicare Advantage and related health insurance products
  • Worked closely with senior leadership to develop and execute go-to-market plans, set sales targets, and optimize performance metrics
  • Oversaw recruitment, training, and retention of a high-performing sales team, resulting in consistent growth in new business

Operations Supervisor

Connexion Point (cXp)
Salt Lake City, UT
01.2018 - 08.2018
  • Supervised day-to-day operations, ensuring team efficiency and alignment with corporate objectives
  • Streamlined workflows and implemented best practices to improve productivity and client satisfaction

Regional Trainer

Connexion Point (cXp)
Salt Lake City, UT
04.2017 - 01.2018
  • Designed and delivered training programs for new hires and existing employees, focusing on Medicare product knowledge, compliance, and sales techniques
  • Provided ongoing coaching and performance feedback to promote professional growth

Medicare Broker

Connexion Point (cXp)
Salt Lake City, UT
07.2016 - 04.2017
  • Advised clients on Medicare Advantage and Prescription Drug Plans, delivering personalized healthcare solutions
  • Maintained up-to-date understanding of regulations, product offerings, and best practices
  • Achieved recognition as the Top Medicare Broker for the 2016–2017 Annual Enrollment Period

Education

Some College (No Degree) - Communication and Media Studies

The Art Institutes of Atlanta
Atlanta, Georgia

Skills

  • Employee Training & Development
  • Medicare Advantage & Health Insurance Expertise
  • National Sales Strategy & Execution
  • Operational Framework & Process Improvement
  • Team Leadership & Mentorship
  • Communication & Media Studies
  • License & Compliance Management
  • Relationship Building & Client Engagement

Certification

Licensed Health Insurance Broker, PSI Services LLC

Accomplishments

  • 2023 Trainer of the Year, Unified Health (Jun 2023)
    Awarded for exceptional training effectiveness and the ability to turn even the dullest topics into engaging adventures.

Affiliations

  • Music & Audio Engineering
  • Videography
  • Video Editing

References

References available upon request.

Timeline

Head of Training

Unified Health
07.2019 - Current

National Sales Director

Unified Health
08.2018 - 07.2019

Operations Supervisor

Connexion Point (cXp)
01.2018 - 08.2018

Regional Trainer

Connexion Point (cXp)
04.2017 - 01.2018

Medicare Broker

Connexion Point (cXp)
07.2016 - 04.2017

Some College (No Degree) - Communication and Media Studies

The Art Institutes of Atlanta
Casey Allgood