Health Insurance Middle Market

Nancy Penley Kirrstetter

Larkspur, CO *****

********@*****.***

CAREER SUMMARY

Highly motivated professional with over 20 years of experience in the Payment/Merchant industry. Ability to assess all types of businesses’ needs by using Consultative Sales, negotiating and relationship building skills. Have recently started to own Health Insurance Agency focusing on Medicare.

EXPERIENCE

Owner

Penley Health Insurance Solutions, LLC – March 2024 - Current

I received my Health and Accident License in February 2024 and started my own Agency. I partner with a Non-Profit to conduct educational seminars for individuals who are aging into Medicare. I subsequently have one-on-one with the individuals to go over Medicare Supplement and Advantage Plans so they can decide what is best for their needs. Currently appointed with United Healthcare, Humana and Aetna in Colorado, Florida, Nebraska and New Jersey. Looking to expand to several other states as well.

Product Support Advisor – Gift Cards

Fiserv - April 2023 – October 2024

I am the liaison between Fiserv and Bank of America regarding Gift Cards. I work closely with the Bank of America Product Management team and assist them with navigating and learning the Gift Card space so they can better sell the product and increase revenue for both Fiserv and the bank.

Relationship Manager, Commercial Middle Market

Fiserv – July 2020 – April 2022

I was responsible for 40 clients in the Commercial Middle Market segment. I build and maintain the relationship while helping clients grow their businesses by cross selling product that are beneficial to them and will help grow revenue. I work closely with my clients to review and renew their Contracts with Fiserv and perform regular Business Reviews.

VP, Inside Business Consultant, Commercial Middle Market

Bank of America Merchant Services – August 2019 – July 2020

I managed a portfolio of existing clients while handling day to day activities, sold and added new locations, cross sold value added solutions, negotiated and renewed Contracts, and performed regular Business Reviews.

VP, Business Consultant III, Commercial Middle Market

Bank of America Merchant Services – May 2017 – August 2019

I partnered with approximately 15 Business Bankers, Commercial/Mid-Market Bankers and Treasure Service Officers to consult and provide payment solution products. I sold all types of merchant accounts for all types of businesses, as well as added value added solutions to help the client grow their business. I negotiated and renewed Contracts and perform Business Reviews when necessary.

Business Consultant

First Data Merchant Services – September 2008 – May 2017

I consulted and provided solutions for businesses for credit card processing, Telecheck services, gift cards, ecommerce, prepaid, mobile applications, etc. I supported Citibank at the branch level as well as commercial and treasury/cash management divisions.

Account Executive

Elavon – March 2005 – September 2008

I supported Elavon’s Community Bank Division and partnered with numerous banking institutions across the country to provide payment processing needs to small business client.

Territory Manager

Certegy Card Services (acquired by Elavon) – January 2002 – March 2005

I supported numerous banking institutions in South Florida to provide and cross-sell payment processing products to Small Business owners.

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