Halie Willis
Denver,CO
Summary
Results-driven Senior Account Executive with health insurance sales expertise. Known for productivity and efficiency. Skilled in communication, negotiation, and problem-solving. Proven record in revenue generation and CRM proficiency, consistently surpassing quotas while fostering strong client relationships.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Senior Account Executive
Gusto
Denver, Colorado
02.2022 - Current
- Mid-market health insurance sales: specialized in the small group health insurance market, selling fully funded, level funded, and HRA options to companies of diverse sizes, structures, and industries.
- Demonstrated expertise in assessing complex client needs, tailoring customized insurance solutions, and ensuring compliance with industry regulations.
- Consistently surpassing quotas and driving revenue growth through strong interpersonal and communication skills, fostering positive relationships with clients, carriers, and cross-functional benefits implementation teams.
Junior Account Executive
Gusto
Denver, Colorado
08.2021 - 06.2022
- Selling fully funded, small group health insurance to small businesses with fewer than 10 employees.
- Navigating the priorities of startups, with the limitations of the small group health insurance market.
- Expertise in medical, dental, vision, life, LTD, STD and pre-tax benefit accounts (HSA, FSA, DCFSA).
Small Business Sales Representative
Gusto
Denver, CO
02.2020 - 08.2021
- Assisted clients in understanding payroll and HR solutions tailored for their business needs.
- Managed customer inquiries and resolved issues efficiently using company systems.
- Educated clients on compliance regulations related to payroll processing and reporting.
- Resolved customer complaints in a timely manner.
- Tracked daily activities using a CRM system for accurate record keeping.
Education
Bachelor of Arts - Interdisciplinary Studies
University of California, Berkeley
Berkeley, CA05-2017
Associate of Arts - Political Science and Government
Santa Monica College
Santa Monica, CA06-2015
Skills
- Health insurance sales expertise
- Revenue generation
- CRM proficiency (Salesforce)
- Sandler Selling System
- Pipeline organization
- Relationship management
- Problem solving
- Sales coaching
- Cross-functional teamwork
Certification
Health and Life License (all 50 states)
Timeline
Senior Account Executive
Gusto
02.2022 - Current
Junior Account Executive
Gusto
08.2021 - 06.2022
Small Business Sales Representative
Gusto
02.2020 - 08.2021
Bachelor of Arts - Interdisciplinary Studies
University of California, Berkeley
Associate of Arts - Political Science and Government
Santa Monica College