Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
Generic

Kelley Terrell

Cartersville

Summary

Build and strengthen area customer relationships to effectively promote and sell ancillary services and enhanced benefits. Encouraging and upbeat leader with sound judgment, decisive nature and problem-solving abilities to handle any business need. Results-driven, competitive and focused on continuous operational improvement to continuously enhance sales and revenue development.

Overview

12
12
years of professional experience

Work History

ISR / GEORGIA AREA SALES MANAGER / INSURANCE AGENT

CITIZENS FINANCIAL GROUP / 360CARE
06.2018 - Current
  • Versed on all 360Care ancillary services including Citizens Security benefits and Medicaid offset process.
  • Knowledge of current CRM, Salesforce and internal sources such as Fred's
  • Executed proven strategies to hit sales quota and help company achieve goals.
  • Reported sales activity, generated sales quotations, and proposals and maintained customer contact database to achieve sales objectives and quota.
  • Identify facilities for services and/or conversions to insurance
  • Prepared sales presentations for clients showing success and credibility of products.
  • Ability to efficiently close contracts to increase penetration and revenue
  • Established strong relationships with key clients, resulting in increased customer retention and satisfaction in long term care facilities
  • Conducting meetings to inform and/or re-educate on services and benefits.
  • Quality customer service by providing positive communication and expedited results for facility and family concerns/complaints
  • Communication with residents, families, and State Guardians for enrollments and proper understanding of offset process
  • Accomplished multiple tasks within established timeframes.


REGIONAL MANAGER

TRIDENT MOBILE CLINICAL SERVICES
06.2013 - Current
  • Enhanced team performance by providing regular coaching, training, and performance feedback to staff members.
  • Collaborated with executive leadership to establish long-term objectives, drive growth initiatives, and align regional efforts with corporate goals.
  • Increased customer satisfaction with timely resolution of escalated issues and proactive communication on product updates.
  • Promoted a culture of continuous improvement through ongoing process reviews, employee engagement initiatives, and open channels of communication.
  • Supervised various locations, enforcing high-quality standards of operation.
  • Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
  • Evaluated employee performance and conveyed constructive feedback to improve skills.
  • Actively recruited and assisted in hiring and training of physicians

Education

High School Diploma -

ODESSA HIGH SCHOOL
ODESSA, TX
05.1981

Skills

  • Territory and account management
  • Pipeline management
  • Cold calling / Leads prospecting
  • Sales enablement/ Contract negotiations / Closing strategies/Account Monitoring
  • Relationship building
  • Customer complaint resolution
  • Goal oriented with attention to detail
  • Ability to meet/exceed goals
  • Work well with team and independently
  • Exercise positive attitude
  • Time management

Additional Information

Licensed insurance agent in Georgia, Alabama, Indiana, Kansas, Kentucky, Michigan, Mississippi, Missouri, Ohio, Nebraska, North Carolina, South Carolina, Pennsylvania, South Carolina, Tennessee

Timeline

ISR / GEORGIA AREA SALES MANAGER / INSURANCE AGENT

CITIZENS FINANCIAL GROUP / 360CARE
06.2018 - Current

REGIONAL MANAGER

TRIDENT MOBILE CLINICAL SERVICES
06.2013 - Current

High School Diploma -

ODESSA HIGH SCHOOL

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Kelley Terrell