Kelli Jackson
Cedar Park,TX
Summary
Business development professional with a diverse background in: Management, employee development, territory sales, administration, target marketing, and community outreach. I am an energetic, solutions-focused, out-of-the-box thinker with a passion for cultivating partnerships
Overview
18
18
years of professional experience
3
3
Certification
Work History
Aviation Advisor
Lincoln Private Jets
Austin, TX
05.2023 - Current
- Strategic Advisor: Provides strategic advice to the company founder on various areas, including the development of forms and processes to enhance productivity and increase revenue.Book and sell private jet charter and jet cards for personal and business travelers globally. Obtain quotes from aircraft carriers
- Process Improvement: Implement innovative strategies that significantly improved operational efficiency, contributing to a substantial increase in company revenue.
- Training Development: Developed a comprehensive training program consisting of modules to be taught over five days, complete with testing at the end of each module and a mastery test
- Leadership: Play a pivotal role in the company’s growth and success, acting as the driving force behind many of the company’s strategic decisions and initiatives.
- Negotiation: Negotiate aircraft purchase contracts to navigate transactions between buyers and sellers. Book and facilitate all accouterments, ground, hotel, customs, and accommodations'
- Provided guidance and consultation to clients to make well-informed decisions in jet charter and aircraft purchases. Cultivate strong relationships with clientele, operators, and sellers.
- Conduct competitive market analysis to determine optimal pricing for clientele.
- Develop innovative strategies and tactics to sales and generate new business opportunities.
Licensed Insurance Broker
Benefits Concierge
Austin, TX
05.2022 - Current
- Licensing: Licensed in Accident, Health, and Life insurance in TX, AZ, NM, SC, SD, and VA.
- Carrier Appointments: Appointed with multiple major carriers to sell a wide range of insurance products including Medicare Advantage, PDP, Medicare Supplement, Hospital Indemnity, Critical Illness, Life, Voluntary, DVH, Fixed Annuities, and Group insurance plans. Aetna, Humana, United Healthcare, Mutual Of Omaha, Wellcare, National Life, John Hancock, Anthem BCBS
- Client Consultation: Conducted interviews with prospective clients to gather information on health and financial needs and discuss existing coverage.
- Lead Generation: Generated leads through planning and conducting sales seminars, educational events, community outreach, networking, and referrals. Participated in sales events at HEB, Wal-Mart and CVS.
- Sales & Enrollment: Enrolled clients in suitable insurance products based on needs. Increased sales through a consultative sales approach and focused relationship building with new and existing policy holders.
- Professional Development: Pursued continued professional development through insurance workshops, courses and webinars.
National Training and Development Manager
United Insurance Group
Austin, Texas
03.2020 - 05.2022
- Licensing: Licensed in Accident, Health, and Life insurance in TX, AZ, NM, SC, SD, and VA.
- Carrier Appointments: Appointed with multiple major carriers to sell a wide range of insurance products including Medicare Advantage, PDP, Medicare Supplement, Hospital Indemnity, Critical Illness, Life, Voluntary, DVH, Fixed Annuities, and Group insurance plans.
- Client Consultation: Conducted interviews with prospective clients to gather information on health and financial needs and discuss existing coverage.
- Lead Generation: Generated leads through planning and conducting sales seminars, educational events, community outreach, networking, and referrals. Participated in sales events at Wal-Mart and CVS.
- Sales & Enrollment: Enrolled clients in suitable insurance products based on needs. Increased sales through a consultative sales approach and focused relationship building with new and existing policy holders.
- Professional Development: Pursued continued professional development through insurance workshops, courses and webinars. CMS, AHIP certified
Advertising Account Executive Level II
USA TODAY
Rochester, NY
07.2018 - 03.2019
- Communication & Relationship Building: Communicated with business owners and key decision makers, developing partnerships with small to midsize businesses to assist them in reaching their goals through integrated marketing plans and comprehensive media solutions.
- Strategy Development: Created market penetration and development strategy focused advertising packages for businesses. Executed marketing strategies that differentiated USA TODAY NETWORK from competitors.
- Client Needs Assessment: Completed needs and goals evaluation for clients, and presented tailored proposals to increase business’s revenue/market share.
- Resource Utilization: Leveraged multiple USA TODAY NETWORK resources and partners to develop optimal client solutions across a suite of products, with an emphasis on digital marketing solutions.
- Retention Improvement: Created renewal proposals and quotes, raising retention rates by 65% in my region.
Data Management: Utilized Salesforce for client order management, data management, billing and invoice tracking, contract management, and sales processing.
Operations and Sales Manager
D2 Security
Rochester, NY
01.2010 - 06.2018
- Revenue Growth: Increased revenue by 70% through strategic sales and operational initiatives. Streamlined administrative operations and prioritized tasks, leading to a further 40% increase in revenue.
- Contract Management: Negotiated, closed, and managed contracts, serving as the primary liaison between the company owner and clients regarding contract renewals and new business.
- Employee Management: Responsible for employee recruitment, supervision, payroll, scheduling, and training. Recruited, interviewed, and hired talent.
- Sales Operations: Managed sales operations including order and data management. Identified client needs regarding surveillance placement.
Site Management: Managed sites and scheduled employee coverage for events. - Financial Analysis: Analyzed profit and loss statements, making operational adjustments to affect income statement positively.
- Administrative Duties: Created, organized, and managed computer- and paper-based executive records, reports, billing, and contracts. Scheduled and coordinated client meetings and site visits
Station Agent
Envoy Airlines
Rochester, NY
10.2013 - 02.2016
- Customer Service: Operated ticket counter, departure gate, baggage service, bag room, and ramp. Consistently provided excellent customer service.
- Passenger Management: Re-booked, checked in, and boarded passengers on flights. Responsible for gate departure and arrival announcements, procedures, operations, and updates.
- Cargo Handling: Loaded and unloaded aircraft cargo, baggage, freight, and assisted crew members and travelers with travel items.
- Security: Conducted security searches to help ensure passenger security.
- System Utilization: Utilized SHARES and AERO systems for various operational tasks.
- Training: Helped train new staff in various operational procedures and customer service standards.
- Reporting: Provided end-of-month audits to upper management as required.
Medicare Advantage Benefits Consultant
Wellcare of NY
Rochester, NY
05.2008 - 09.2010
- Licensing & Specialization: New York State Accident Health Licensed, specializing in Medicare and Medicaid Government sponsored health plan sales.
- Sales & Territory Development: Met sales goals by generating leads, strategic territory targeting, community outreach, events, and sales operations. Recognized by management as strong in territory development.
- Lead Generation: Negotiated and acquired most profitable lead generation sites such as Rite Aid, banks, and shopping centers. Increased Wellcare's visibility through networking, community events, and health fairs. Increasing regional revenue by 30% and local territory revenue by 50%.
- Marketing Strategy: Developed and implemented creative marketing strategies such as "A block strategy", inclusive of doctors and providers in targeted communities.
- Educational Events: Planned and conducted educational events, and seminars monthly. Acquired groups, organizations and churches to present to and educate
- Client Management: Enrolled clients into Medicare Advantage plans, managed cases, established and maintained key community contacts, and book of business.
- Provider Relationships: Maintained medical provider relationships, and conducted visits with Doctors and senior level office staff. Providing additional support to Wellcare's providers.
- Data Management: Utilized Salesforce for book of business, client data management, billing and invoices, order management, and contact management.
Education
Texas Accident, Health And Life Insurance License -
State of Texas
08.2019
Associate of Science - Liberal Arts with focus in International Business
New York State
2011
NYS Accident Health And Life License -
New York State
Skills
Sales & Management
- B2B & Direct Consumer sales
- Strategic outreach and Networking
- Retention
- Brand Ambassador
- Motivational speaking
- Data, Billing/ invoice management
Operations & Other
- Process Improvement
- Market analysis
- Team building / talent development
- Energetic and Friendly
- Strategic thinker
- Microsoft Office, Sales Force
Timeline
Aviation Advisor
Lincoln Private Jets
05.2023 - Current
Licensed Insurance Broker
Benefits Concierge
05.2022 - Current
National Training and Development Manager
United Insurance Group
03.2020 - 05.2022
Advertising Account Executive Level II
USA TODAY
07.2018 - 03.2019
Station Agent
Envoy Airlines
10.2013 - 02.2016
Operations and Sales Manager
D2 Security
01.2010 - 06.2018
Medicare Advantage Benefits Consultant
Wellcare of NY
05.2008 - 09.2010
Texas Accident, Health And Life Insurance License -
State of Texas
Associate of Science - Liberal Arts with focus in International Business
New York State
NYS Accident Health And Life License -
New York State
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