Sales Marketing

David L. Kelly

***** ***** ******* - *****, ******* 33778

Email: ******@***.*** - Cell: 727-***-****

Sales and marketing professional with 10 years plus experience

Education and Certifications

BS in Business Management from Duquesne University in Pittsburgh, Pennsylvania.

Current Florida 215 License – Health, Life and Variable annuity.

Current Notary Public for the State of Florida

Proficient in Microsoft Excel, Powerpoint and Word

Qualifying Experience

Zelis Payments, Clearwater, Florida

October 2017 to Present

Provider Enrollment Specialist

•Responsible for meeting daily call and sales goals

• Develops and executes daily plan to enhance production

•Responsible for engaging new prospects for increased sales.

•Deadline driven – able to deliver results.

•Knowledgeable of procedures and able to explain products and procedures to prospects.

• Develops relationships with billing companies for increased sales and revenue

Health Plan One, Tampa, Florida

June 2016 to September 2017

Insurance Agent

•Worked on lead monitoring and tracking of marketing programs, measuring marketing effectiveness to maximize ROI

•Developed and maintained action plans for market growth and retention.

•Sold Medicare Advantage Plans. Drug Plans and Medi-gap Supplements.

•Familiar with CMS guidelines for strict Compliance Adherence.

•Followed up with marketing campaigns promoting specific products.

•Responsible for setting up seminar dates with followup of attendance and consultative sales afterwards

• Worked effectively with marketing reps to effectively carrying out initiatives as requested by senior leadership.

•Documented products sold through various campaigns.

•Involved with group presentations of various sales and marketing techniques.

Ultimate Staffing (Health Plan Services), Tampa, Florida

November 2015 to January 2016

Sales and Retention

Received bonus for exceeding retention yearly quotas by 20%

•Mastered CRM software - Sales Force to enable contact with existing customers

•Created databases of software to contact specified demographic population

•Maintained spreadsheet to track effectiveness of daily marketing activity

•Dealt effectively wiith various levels of management and marketing personnel.

•Exceeded monthly goals in meeting retention quotas

•Provided detailed information on benefits of health coverage to customers.

Humana, St. Petersburg, Florida

November 2013 to October 2015

Referral Specialist for Care Management Medicare

Trainer

Recognized by management for creating a system that shortened report generation from 1 week to 2 days.

•Gathered and analyzed customer insight / feedback.

•Developed, maintained and distributed key metrics and reports on gathered data.

•Performed Training and Mentoring of new call center personnel.

•Educated Medicare Recipients as to the benefits of the Humana Cares Program

•Met and exceed 15 per day referral goals on a consistent basis

•Timely distributed work assignments to personnel to assure all clients were notified about available benefits in

accordance with Medicare regulations, which resulted with 100% compliance.

•Engagement Director – conducted group presentations to engage employees to increase positive relationships.

Brown-Greer, Clearwater, Florida

May 2012-October 2013

Claims Assistant/Reviewer (Deepwater Horizon Oil Spill)

Promoted from Assistant to Review Claims Associate

•Assisted Claimants in obtaining the correct paperwork to file claims in regards to law suits

•Marketed services provided by the official court sponsored office to prospective claimants.

• Interview Claimants to obtain pertinent information

•Classified and entered information in database for various types of financial documents

•Reviewed claims/contact claimants about missing requirements.

•Followed up by phone and mail to get claims paperwork completed in a timely manner

Wendy Katanick

January 2011- April 2012

Sales and Marketing Assistant/Office Manager

•Developed and implemented marketing strategies for both existing and prospective customers.

•Analyzed market trends and recommended changes to development strategies based on analysis.

•Expanded and developed marketing platforms (Direct Mail, Emails, cold calling, web, social media)

•Assisted with creating and distributing press releases, advertisements and other marketing materials

•Took charge in running small office, handling customer service

•Sent out marketing materials and made follow up phone calls to solicit more business.

•Set up and initiated Marketing campaigns by setting up seminars to obtain more clients

•Followed guidelines for suitability rules in processing paperwork

Cambridge Retirement

September 2009 – December 2010

Sales Assistant/Office Manager

Achieved over $1 000 000 in fixed index annuity sales.

•Set up and maintained Radio Advertising for sales leads.

•Marketed “New Inexpensive” Annuity to existing and potential clients.

•Utilized Sales Genie CRM software to create new marketing leads.

•Liaison between client, creative services, legal, and compliance

•Primary contact person that clients had in regards to questions.

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