Emily Roberts
Oklahoma City,OK
Summary
Senior Sales Operations and Broker Engagement professional with 8+ years of experience supporting and influencing a high-performing sales organization. Known for building strong relationships across agents, brokers, and senior leadership to drive engagement, alignment, and performance.
Overview
20
20
years of professional experience
Work History
Sales Operations Lead & Broker Engagement Partner
HealthMarkets
OKC, OK
03.2018 - Current
- - Build and maintain strong relationships with agents, brokers, and leadership across a 100+ agent network
- - Influence recruiting decisions and provide insight on candidate readiness and team fit
- - Previously led onboarding coordination and agent interviewing processes
- - Support performance strategy through reporting and analytics
- - Manage territory social media engagement and communication
- Official Title: Senior Sales Operations Assistant
Health Insurance Broker
HealthMarkets
OKC, OK
09.2016 - 03.2018
- Built and managed a book of business through consultative sales and strong client relationships
- Partnered with clients to provide tailored solutions across health, life, and supplemental products
- Generated new business through outbound engagement and lead management
- Maintained ongoing client relationships through structured follow-up
- Built foundational experience working within broker/agent-based sales models
Office Manager & Personal Assistant
David Gipson Design, Inc.
OKC, OK
09.2015 - 03.2018
- Managed daily operations, client coordination, and vendor relationships
- Supported project execution, procurement, and documentation
Office Manager
McMann Communications
OKC, OK
06.2006 - 07.2008
- Managed administrative operations and supported cross-functional teams
- Completed bi-weekly payroll for 5 or more employees.
- Implemented efficient filing systems to improve document retrieval and organization.
Skills
- Excel (Advanced Reporting & Tracking)
- PowerPoint (Executive Presentations)
- Microsoft Teams / Zoom
- CRM / Sales Systems
- Social Media Content & Engagement
- Business relationship building
BROKER & INDUSTRY EXPERIENCE
- Experience working within broker/agent-based sales environments
- Strong understanding of agent lifecycle: recruiting, onboarding, development, retention
- Familiar with managed care-style products and client education processes
- Proven ability to build relationships across agents, agencies, and leadership
Timeline
Sales Operations Lead & Broker Engagement Partner
HealthMarkets
03.2018 - Current
Health Insurance Broker
HealthMarkets
09.2016 - 03.2018
Office Manager & Personal Assistant
David Gipson Design, Inc.
09.2015 - 03.2018
Office Manager
McMann Communications
06.2006 - 07.2008