Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

KRISTIN EPPERLY

Senior Sales Associate
Gig Harbor

Summary

Dynamic and goal-oriented sales professional with 7+ years of experience driving revenue growth, expanding market presence, and delivering client-centric solutions. Proven ability to open new territories, exceed sales targets, and build trusted relationships across cross-functional teams. Skilled in pipeline development, outbound prospecting, lead qualification, solution selling, and account management.


Known for a high-performance mindset and a passion for creating value through consultative selling, data-informed strategy, and clear, efficient communication.

Overview

13
13
years of professional experience
3
3
Certifications

Work History

Independent Insurance Broker (Part Time)

KM Insurance Planning
10.2018 - Current
  • Launched and organically scaled a successful life and health insurance book of business, with over 250 clients, through grassroots efforts and strong community relationships.
  • Increase client satisfaction and retention through proactive service, education, and consistent follow-up.
  • Design and execute targeted marketing campaigns to expand reach, build trust, and solidify brand presence.
  • Design and refine internal systems using artificial intelligence to improve efficiency, reduce administrative overhead, and create a smoother client communication experience.
  • Manage operations alongside my virtual assistant, AgencyBloc CRM management, compliance tracking, and vendor coordination, keeping daily operations running smoothly.
  • Currently, I am maintaining my client base through streamlined automations and a virtual assistant, allowing me to support existing clients while actively pursuing a full-time opportunity.


Broker Manager

Devoted Health
04.2024 - 04.2025
  • Spearheaded the launch and rapid expansion of a new market across three counties, exceeding growth benchmarks within the first quarter.
  • Recruited, developed, and mentored independent agents, accelerating regional growth and increasing brand visibility in underserved territories.
  • Designed and executed strategic broker engagement campaigns that drove early adoption, boosted partner productivity, and accelerated market penetration.
  • Bridged communication between 300+ field brokers and corporate teams to streamline onboarding, enhance sales enablement, and maintain alignment.
  • Led ongoing performance coaching and field development initiatives to elevate broker effectiveness, and ensure consistent brand representation across territories for optimal sales growth.
  • Collaborated with brokers to develop scalable business strategies and custom marketing plans tailored to local market needs.

Broker Manager

Jack Schroeder & Associates
06.2022 - 03.2024
  • Recognized for nearly doubling quarterly sales goals through strategic planning, relationship building, and consistent execution.
  • Managed a broad, diverse network of over 500 brokers across two states (Oregon and Washington), delivering personalized support and growth guidance.
  • Strategic Growth Support: Developed and implemented tailored business strategies to help agents expand their book of business, and boost retention.
  • Partnered with top insurance carriers to align marketing efforts, enhance brand visibility, and optimize product placement.
  • Established strong referral network by cultivating lasting relationships with industry professionals who provided valuable leads.
  • Participated in industry conferences, staying up-to-date on the latest trends and developments, to provide informed advice to agents.

Insurance Sales Agent

Bankers Life & Casualty
01.2018 - 10.2018
  • Earned "Top New Producer" recognition within the first year by outperforming peers in a fast-paced, cold calling, high-volume sales environment.
  • Made 300+ outbound calls per day, consistently exceeding sales targets, and driving revenue growth.
  • Master the art of building rapport quickly through tailored conversations, needs-based recommendations, and exceptional service.
  • Expanded client base by generating referrals from satisfied customers and networking within the community.
  • Maintained high retention rates by addressing client concerns promptly and offering suitable policy adjustments as needed.
  • Educated clients on insurance products, enabling them to make informed decisions regarding their coverage needs.

Certified Medical Assistant

The Vancouver Clinic
12.2012 - 05.2016
  • Supported internal medicine physicians in both clinical and front-office operations for around 75 patients a day.
  • Maintained high compliance with HIPAA and OSHA standards.
  • Enhanced patient satisfaction by reducing wait times and streamlining workflows.
  • Collected and documented patient medical information such as blood pressure and weight.
  • Taught patients about medications, procedures, and care plan instructions.
  • Assisted physicians with various procedures, ensuring comfort and accuracy for optimal patient outcomes.
  • Communicated clearly and effectively with patients to verify information, determine purpose of visit and record medical history.
  • Promoted office efficiency, coordinating charts, completing insurance forms, and helping patients with diverse needs.

Education

Graduate Certificate - Medical Assisting

Concorde Career College
Portland, Oregon
05.2001 -

Skills

  • B2B & B2C Sales Strategy & Account Development
  • Market Expansion, Territory Growth & Business Acquisition
  • Sales Training, Coaching & Enablement
  • Strategic Partnerships & Channel Development
  • Inbound & Outbound Lead Generation
  • Client Relationship Management (Hubspot & Salesforce Proficiency)
  • Sales Negotiation & Closing Strategies
  • Business Operations Management, Workflow Optimization & Compliance Tracking
  • Business Planning & Financial Reporting
  • Relationship Management & Customer Retention Strategy
  • Performance Metrics & Data-Driven Decision Making
  • Talent & Acquisition & Development

Certification

Licensed Life & Health Insurance Agent (Since 02/2018)

Timeline

Broker Manager

Devoted Health
04.2024 - 04.2025

Broker Manager

Jack Schroeder & Associates
06.2022 - 03.2024

Independent Insurance Broker (Part Time)

KM Insurance Planning
10.2018 - Current

Insurance Sales Agent

Bankers Life & Casualty
01.2018 - 10.2018

Certified Medical Assistant

The Vancouver Clinic
12.2012 - 05.2016

Graduate Certificate - Medical Assisting

Concorde Career College
05.2001 -

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