Summary
Overview
Work History
Education
Skills
Timeline
Generic

Kendall Heath Williams

Olive Branch,Mississippi

Summary

Licensed Health & Life Insurance Agent with 5+ years of experience specializing in the Medicare Advantage market, dedicated to serving the senior population. Proven track record of helping clients navigate and select plans tailored to their individual needs. Actively involved in agent recruitment, onboarding, and training. Skilled in collaborating with insurance carriers to coordinate funding, marketing events, lead generation strategies, and contracting.

Overview

5
5
years of professional experience

Work History

Sales Agent

Shaw Williams Insurance
03.2020 - Current
  • Licensed in Mississippi, Tennessee and Arkansas in Life, Accident, and Health
  • Develop strong customer relationships to understand needs and enhance sales opportunities.
  • Work closely with value based primary care physician offices in the area to help give seniors the best care available.
  • Actively engaged in grassroots marketing within local communities, building trust through educational events, health fairs, and one-on-one outreach to connect seniors with the resources and coverage they need.
  • Assist in training new sales agents on product knowledge and effective communication techniques.
  • Regularly meet with insurance carriers to align on strategy, marketing initiatives, and product updates.

Assurance Intern

BDO
01.2024 - 03.2024
  • Collaborated with audit teams to prepare detailed financial statements and reports.
  • Analyzed client data for compliance with regulatory standards and industry best practices.
  • Maintained documentation of audit processes, enhancing accuracy and efficiency in reporting.

Captive Agent

WellCare
01.2021 - 12.2021
  • Achieved top performer status within the company due to consistent high sales numbers.
  • #1 sales agent in Tennessee market for 2021.
  • Developed and maintained strong working relationships with professionals within assigned territory.

Education

Master of Science - Accountancy And Data Analytics

University of Mississippi
University, MS
05-2025

Bachelor Of Accountancy - Accountancy

University of Mississippi
University, MS
05.2024

High School Diploma -

Christian Brothers High School
Memphis, TN
05-2020

Skills

  • Customer relationship management
  • Operational management
  • Physician engagement
  • Grassroots marketing
  • Strategic planning
  • Data analysis
  • Utilizing CRM tools

Timeline

Assurance Intern

BDO
01.2024 - 03.2024

Captive Agent

WellCare
01.2021 - 12.2021

Sales Agent

Shaw Williams Insurance
03.2020 - Current

Master of Science - Accountancy And Data Analytics

University of Mississippi

Bachelor Of Accountancy - Accountancy

University of Mississippi

High School Diploma -

Christian Brothers High School

Similar Profiles

CREATE PROFILE