Kelly Brooks
Agency Manager
Smithtown,NY
Summary
Detail-oriented Agency Manager with years of Insurance experience, expert in the Medicare industry. Consistently able to provide accurate and timely information to facilitate good business decision making. Proven history of leading teams that exponentially grow and surpass goals. Dedicated worker with strong organizational, analytical and business skills. A successful track record in business and sales operations management with experience of developing structured processes and pipeline management.
Overview
4
4
years of professional experience
4
4
years of post-secondary education
Work History
Agency Manager
Alliant Insurance Services Inc.
Westbury, NY
01.2021 - Current
- Helped the company grow from 15 employees in 2018 to 160 employees prior to the acquisition in December of 2021. Named one of the 10 essential employees of the company in 2021 and 2022.
- Developed and managed an agency that produced over 22,000 Medicare applications in 2021.
- Consistently met and surpassed company sales goals.
- Responsible for recruiting, onboarding and training new employees. Lead in building a 3 week training curriculum that was used company wide.
- Ran daily, weekly and monthly reports for conversion, persistency, average deals per agent, policy reissue percentage and trained with agents where necessary.
- Analyzed lead and client data to help identify ways to increase company profitability (persistency trends, state profitability, etc).
Medicare Sales Lead
Medigap Life
Westbury, NY
01.2020 - 01.2021
- Managed a team of 7 while simultaneously holding top 3 sellers in the company.
- Held weekly meetings to educate and motivate team members.
- Responsible for meeting weekly with the VP of Sales to review teams numbers and offer insight and advice that would help increase production.
Medicare Sales Representative
Medigap Life
Westbury, NY
09.2018 - 01.2020
- Met with customers to provide information about available products and policies.
- Built and mainted a book of business of over 1,500 clients within 18 months averaging over 80 new members a month.
- Converted above 30% on leads coming from multiple marketing streams: Facebook, Mail, SMS, Email, etc.
- Maintained the highest policy persistency in the company by having the clients best interests always, resulting in an abundance of referrals.
Education
Bachelor of Science - Marketing And Business Management
University At Albany
Albany, NY 09.2014 - 05.2018
Skills
Recruitment
undefinedTimeline
Agency Manager
Alliant Insurance Services Inc.
01.2021 - Current
Medicare Sales Lead
Medigap Life
01.2020 - 01.2021
Medicare Sales Representative
Medigap Life
09.2018 - 01.2020
Bachelor of Science - Marketing And Business Management
University At Albany
09.2014 - 05.2018
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