Kristie Roeder
Sales Director
LIVERPOOL,NY
Summary
Accomplished, results-driven Sales Executive offering over 25 years of insurance industry experience, 15 years in the Medicare space with a solid history of success in sales, account management, business development & recruiting.
Overview
24
24
years of professional experience
Work History
Director of Sales
Alliant Insurance Services
06.2021 - Current
- Collaborate with Carrier Partners on competitive landscape to maintain currency on focus markets and anticipate negative business impacts.
- Develop and communicate go-to-market strategies and sales budgets with Carrier partners to maintain high level of satisfaction and goal achievement.
- Conduct regular production reviews and projections to evaluate goals and platform utilization.
- Communicate value proposition of enrollment platform to expedite results for Key Agency accounts.
- Expand Medicare Value Platform utilization by upselling additional product line contracts to Key Agency Partners.
- Present technical presentations to Broker/Key Agency customers to explain product features and benefits.
- Establish ambitious sales targets, manage deployment strategies and develop go-to-market plans to capitalize on every revenue opportunity.
- Monitor sales results, trends and key performance indicators (KPI) and hold agents accountable for achieving targets.
- Monitor agent activities, leads & territories to ensure coordination across focus markets while managing a regional sales team.
External Distribution Channel Agent Manager
UnitedHealthcare
06.2014 - 06.2021
- Built and nurtured 150+ external distribution agents and FMO relationships.
- Collaborated with internal teams to suggest innovative solutions to better serve agency customers.
- Developed, maintained and utilized diverse agent base.
- Delivered sales and training presentations to key agency accounts and conduct annual new product launches.
- Analyzed agent contracting, certification and training processes, tools and systems.
- Organized formal and on-the-job training to ensure accurate understanding of products, compliance/policy requirements, sales processes, brand and value proposition messaging.
- Organized agent activities, leads and territories to ensure effective and efficient coordination across territory.
- Monitored sales results, trends and key performance indicators holding agents accountable for a 20% increase in sales year-over-year.
- Met with brokers and key agencies delivering presentations to educate on MAPD, DSNP, PDP and Medicare Supplement plans benefit features and offerings.
Senior Regional Sales Marketer
Ritter Insurance Marketing
08.2013 - 06.2014
- Negotiated all levels of compensation contracts and agreements with higher level MGA and FMO organizations.
- Recruited and provided structured on-boarding process for 100 agents in 11 months while leveraging Ritter IM's contracting, business systems, certification and training processes.
- Developed operational plan to help launch Medicare products to broker channel.
- Identified, managed and trained regional network of General Agents, contract relationships and retail brokers.
- Conducted Surveillance activities with actively selling agents to be sure CMS regulations and compliance are followed.
Healthcare Broker Sales Manager
Aetna Life Insurance Company
07.2007 - 08.2013
- Identified, managed and trained 175+ regional network of General Agents, contract relationships and retail brokers.
- Promoted and educated on use of Aetna's Medicare products through one-on-one meetings and group presentations.
- Marketed Healthcare plans through physicians, healthcare fairs, pharmacies and group presentations.
- Ensured high levels of call and field productivity and relationship building through direct contact.
- Recruited, trained & managed brokers, agents and independent agents with their activities to keep them compliant on CMS sales and marketing regulations.
- Managed sales, service and retention efforts in assigned market to achieve profitable growth and serve as the single point of contact.
Sales Representative
Liberty Mutual Group
East Syracuse, NY
01.1999 - 07.2007
- Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
- Stayed current on company offerings and industry trends.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Generated new leads through networking and attending industry events.
- Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
- Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
- Monitored service after sale and implemented quick and effective problem resolutions.
- Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
Education
Bachelor of Science - Business Administration And Management
Columbia College
Columbia, MO05.2000
MBA - Business Administration And Management
Capella University
Minneapolis, MN06.2024
Associate of Applied Science - Accounting
Onondaga Community College
Syracuse, NY06.1992
LUTCF - Designation
The American College
East Syracuse, NY11.2010
Skills
- Medicare Advantage Sales
- Medicare Dual Special Needs Sales
- Medicare Supplement Sales
- Account Management
- Product Training
- Sales Records Management
- Channel Development
- Team Recruiting and Onboarding
- Sales Statistics Analysis
- Sales Quota Management
- Marketing Strategy Development
- Territory Management
- Strategic Selling
- Problem Resolution
- Regional Sales & Account Support
Additional Information
- 2015 Goal Achievement Award 2016 Most Valuable Agent Manager 2017 Diamond GEM Nominee 2009 Certificate of Excellence Liberty Leader Award Lamplighter Award
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
The cave you fear to enter contains the treasure you seek.
Joseph Campbell
Timeline
Director of Sales
Alliant Insurance Services
06.2021 - Current
External Distribution Channel Agent Manager
UnitedHealthcare
06.2014 - 06.2021
Senior Regional Sales Marketer
Ritter Insurance Marketing
08.2013 - 06.2014
Healthcare Broker Sales Manager
Aetna Life Insurance Company
07.2007 - 08.2013
Sales Representative
Liberty Mutual Group
01.1999 - 07.2007
Bachelor of Science - Business Administration And Management
Columbia College
MBA - Business Administration And Management
Capella University
Associate of Applied Science - Accounting
Onondaga Community College
LUTCF - Designation
The American College
Professional Licenses
NYS Life, Accident & Health License
NYS Property & Casualty License
Hobbies
Camping, sightseeing and crafting.
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