Rachel Holdman

Oversaw the insurance department with a focus on people management, inbound sales strategy, and strategic growth initiatives.

• Leveraged industry relationships to expand partnerships and drive call acquisition performance in Medicare, ACA, and Final Expense markets.
• Successfully onboarded Direct Buyers within Medicare, ACA and Final Expense that improved RPC and overall Margin by 20% - 30%+ within the first 30 days.
• Analyzed KPIs, optimized marketing funnels, and collaborated across departments to align operational execution with revenue targets.
• Built new vendor and buyer relationships, managed compliance, and supported sales performance through mentorship, reporting, and innovation
• Facilitated strategic turnaround planning during a company restructuring phase.
• Delivered insights and performance analytics to improve ROI across call campaigns.
• Played a key role in onboarding and contract negotiation for new client accounts.
• Instituted formal operating procedures and enforced adherence to policies and regulations that impacted bottom-line.
• Fostered work culture of collaboration and inclusion to increase morale and reduce turnover.

• Managed and nurtured customer relationships while overseeing the full sales lifecycle.
• Identified growth opportunities, tracked performance KPIs, and led new hire training and development.
• Proficient in Microsoft Excel, CRM systems, Asana, and Salesforce to analyze data and optimize acquisition strategies.
• Oversaw multi-million dollar pilot programs and promoted team unity in a fast-paced environment.
• Won All Star Employee award for exceptional work and embodying company core values.
• Managed 200-300 customers generating $1-3 million in revenue per month.
• Maintained annual revenue growth of 25%-35% YoY.
• 10+ years of experience in lead generation, sales, and account management.
• Expertly handled large account portfolios and retention strategies.
• Delivered sales presentations and pitches to clients, upper management and junior sales associates for demonstration.
• Cultivated productive relationships with business representatives and consulted closely to uncover needs and match to available solutions.

• Identified new sales opportunities and developed long-term customer relationships.
• Delivered exceptional service, guided upsell strategies, and trained new employees.
• Met and exceeded quotas while leading early adoption of new sales models.
• Recognized for work ethic and consistent quota achievement.
• Pioneered retail sales model now scaled to 19+ employees.
• Held record for most customer positive reviews in a quarter.
• Promoted within 6 months for strong communication and leadership.

• Provided telecommunication support and applied sales rebuttal strategies with high-level product knowledge.
• Assisted in training peers and demonstrated a rapid learning curve and adaptability in a sales environment.
• Trained new employees and supported team ramp-up.
• Recognized for quick learning and effective customer conversion.

• Managed store operations, trained new employees, and handled deposits and monetary reporting.
• Responsible for staff performance and overall shift efficiency.
• Trained staff quarterly to ensure consistent performance.
• Prepared store financials and deposits during shifts.
• Demonstrated leadership and reliability across all roles.