Summary
Overview
Work History
Education
Accomplishments
References
Volunteer Experience
Relevant Achievements
Timeline
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Courtney L. DeWitt

Copper Canyon,USA

Summary

Sales executive with extensive experience in building relationships with benefit professionals and employers to drive revenue growth. Proven ability to identify key decision-makers and initiate effective sales processes. Collaborates with management to enhance sales strategies and improve overall performance.

Overview

2026
2026
years of professional experience

Work History

Managing Partner

DeWitt Consulting
2021 - Current
  • Served as licensed Property and Casualty agent for personal and business insurance.
  • Generated leads through networking and relationship-building.
  • Collaborated with agency owner to secure insurance referrals.
  • Educated clients on optimal products to protect assets and meet insurance needs.
  • Managed payroll and day-to-day operations while ensuring adherence to CRM best practices.

Sales Executive

Zero
, TX
2020 - 2021
  • Achieved 16,667 members in Texas market, exceeding goal of 15,000.
  • Cultivated vendor and consultant partnerships through broker distribution channels.
  • Established collaboration with Innovu to enhance data analytics for claims evaluation.
  • Developed direct sales strategies targeting employers through cold calling and relationship building.
  • Facilitated bundled payment solutions for self-funded employers opting out of HSA plans.
  • Engaged brokers to secure business and drive member growth.

Regional Sales Director TX, OK, and NM

Web Benefits Design
2017 - 2020
  • Established brand recognition within territory, enhancing national presence.
  • Educated carrier partnerships and insurance consultants on differentiators of Web Benefits Design.
  • Prospected and acquired new client relationships through broker and employer referrals.
  • Cultivated relationships with potential and existing referral sources for enhanced client referrals.
  • Assessed business owners' needs to identify suitable products from service suite.
  • Tracked HR industry trends, emphasizing benefits and compliance regulations.

Regional Sales Director TX, LA, & OK

BeneTrac
2013 - 2017
  • Managed broker relationships across TX, LA, and OK to expand market reach.
  • Collaborated with carrier and Paychex partners to drive business acquisition.
  • Marketed services by prospecting and acquiring new clients, boosting client base.
  • Scheduled appointments with prospects through phone, email, and marketing campaigns.
  • Cultivated relationships with referral sources to generate client referrals.
  • Evaluated Human Capital Management needs of decision-makers to recommend suitable products.

Major Market Sales Consultant

Paychex
Dallas, TX
2010 - 2013
  • Secured largest Paychex account through effective sales strategies.
  • Presented Paychex products and services to decision-makers at client locations.
  • Scheduled appointments and engaged potential referral sources to generate leads.
  • Prospected new clients using telephone outreach, direct mail, and local marketing initiatives.
  • Analyzed customer needs to recommend suitable products and refer them appropriately.
  • Expedited resolution of customer issues and complaints to enhance satisfaction.

Sales Consultant

Paycom LLC
2009 - 2010
  • Achieved 110% of year-to-date quota through targeted networking and phone canvassing.
  • Maintained weekly quotas and scheduled appointments to drive consistent performance.
  • Implemented training programs for new customers, maximizing revenue potential.
  • Participated in industry training sessions to enhance knowledge of payroll practices.

National Account Executive

Freeman
2008 - 2009
  • Maintained and expanded new and existing accounts through cold calling, networking, and referrals.
  • Managed sales of Freeman lines by delivering comprehensive solutions to clients.
  • Traveled to assigned tradeshows to oversee and follow up on sales processes.
  • Obtained future schedules from clientele to solicit ongoing business.

Sales Manager

Cbeyond Inc
2005 - 2008
  • Reported directly to Vice President of Branch with monthly, weekly, and daily forecasts.
  • Hired and trained sales team through daily and weekly sessions to ensure cohesion.
  • Achieved 100% quota with eight out of ten representatives during four-month ramp period as Team Lead.
  • Promoted to Team Lead after one year and advanced to Sales Manager after another year.
  • Cultivated customer referrals and recommendations by building strong relationships through networking.

Education

BS - Family Consumer Science

Texas State University
San Marcos, TX

Accomplishments

  • 2006 Sales Leader Presidents Club Trip in Puerto Vallarta
  • 2005 #1 rep and rookie rep
  • February 2007 #1 rep
  • 2010 Promoted to Sales Manager as an outcome of specific achievements and having a positive effect on profitability
  • April 2010 #1 Rookie with Paycom
  • Diamond Club Level 1 & 2 Paychex & BeneTrac
  • Paychex Conference qualifier Paychex and BeneTrac
  • Paychex Circle of Excellence BeneTrac
  • Quarterly trip incentive winner Las Vegas Paychex
  • Self-Funded with Spencer podcast episode 5 for ZERO

References

Furnished upon request

Volunteer Experience

  • DallasHR, Ambassador & Education Committee
  • DallasHR, Member Engagement Director
  • DallasHR Mentor and Ambassador
  • Worldwide Employee Benefits, Membership Chair,
  • DallasHR, Volunteer Leader of the Year Nominee, 2020

Relevant Achievements

2006 Sales Leader Presidents Club Trip in Puerto Vallarta at Cbeyond

#1 rep and rookie rep in November 2005 and February 2007 at Cbeyond

Maintained above a 90% quota while assisting other reps in closings and appointments at Cbeyond

Promoted to Sales Manager as an outcome of specific achievements and having a positive effect on profitability at Cbeyond

#1 Rookie in April 2010 with Paycom

Diamond Club Level 1 & 2 Paychex & BeneTrac

Paychex Conference qualifier Paychex and BeneTrac

Paychex Circle of Excellence BeneTrac

Quarterly trip incentive winner Las Vegas Paychex

“Self-Funded with Spencer” podcast episode 5 for ZERO

Sold one of the biggest accounts at Web Benefits Design

Timeline

Managing Partner

DeWitt Consulting
2021 - Current

Sales Executive

Zero
2020 - 2021

Regional Sales Director TX, OK, and NM

Web Benefits Design
2017 - 2020

Regional Sales Director TX, LA, & OK

BeneTrac
2013 - 2017

Major Market Sales Consultant

Paychex
2010 - 2013

Sales Consultant

Paycom LLC
2009 - 2010

National Account Executive

Freeman
2008 - 2009

Sales Manager

Cbeyond Inc
2005 - 2008

BS - Family Consumer Science

Texas State University
Courtney L. DeWitt