Wendi Harpole
South Jordan,UT
Summary
Client-focused operations and account management leader with 10+ years of experience in health insurance, Medicare sales, and employer benefits. Known for building strong stakeholder relationships, improving agent and client satisfaction, and driving retention through strategic communication and execution. Actively seeking account management, client success, operations roles, or event planning.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Agent Experience Operations Manager
Select Health
Murray, UT
12.2022 - Current
- Directed cross-functional coordination for agent events, advisory councils, and product rollouts to enhance organizational alignment.
- Facilitated effective communication and feedback channels to foster long-term agent engagement.
- Evaluated feedback to pinpoint opportunities for enhancing operational improvements.
- Enhanced adoption of new tools and processes to support revenue-driven activities and improve overall operational efficiency.
- Conducted comprehensive budget tracking to facilitate year-over-year financial analysis.
Sales Account Executive
Select Health
Murray, UT
10.2021 - 12.2022
- Developed strategic partnerships with Medicare agents, driving product adoption and aligning with performance goals.
- Designed and implemented targeted educational programs for agents to drive sales success and elevate customer satisfaction.
Service Delivery Manager
HealthEquity
Draper, UT
09.2016 - 10.2021
- Managed onboarding execution and sustained success initiatives for large employer clients, facilitating smooth transitions and maximizing benefits utilization.
- Assisted in conducting regular business reviews to evaluate performance and compliance. Provided insights to employers regarding areas for improvement and opportunities. Supported teams in identifying actionable strategies for enhanced outcomes.
- Facilitated internal collaboration among product and operational teams to effectively address client needs and drive service enhancements.
- Analyzed data to evaluate impact and deliver comprehensive performance reports to key stakeholders.
New Business Analyst
Select Health
Murray, UT
09.2015 - 09.2016
- Analyzed new employer prospects to support sales strategy and growth.
- Prepared bid materials in partnership with underwriting to guarantee accurate pricing and effective plan design.
- Engaged with brokers and employer groups to facilitate effective execution of new plan initiatives.
Sr. Service Coordinator
Select Health
Murray, UT
03.2012 - 09.2016
- Supported account management and sales teams with renewals, open enrollment and escalated client issues.
- Provided high-level customer service to enhance relationships with employer groups, brokers, and internal stakeholders.
- Strengthened client partnerships by implementing effective solutions and maintaining a keen focus on detail-oriented service.
Skills
- Account & Relationship Management
- Client Retention & Renewals
- Employer & Medicare Benefits
- Client Onboarding & Implementation
- Operations & Process Improvement
- Event Organization
- Agent/Broker Support
- Compliance & Regulatory Knowledge
- Project Management
Certification
Utah Resident Producer License #436760
01/30/2013 - Current
Timeline
Agent Experience Operations Manager
Select Health
12.2022 - Current
Sales Account Executive
Select Health
10.2021 - 12.2022
Service Delivery Manager
HealthEquity
09.2016 - 10.2021
New Business Analyst
Select Health
09.2015 - 09.2016
Sr. Service Coordinator
Select Health
03.2012 - 09.2016