William Kelly

- Trained and mentored agents on consultative selling, objection handling, and compliance, improving conversion rates and client satisfaction - Monitored performance metrics, pipeline activity, and retention data to optimize team output and exceed revenue targets -Enforced strict adherence to company policies, regulatory requirements, and industry compliance standards. - Served as the primary escalation contact for complex client issues, resolving concerns related to sales, billing, and service expectations - Established a high-energy, results-driven sales culture focused on consistent daily selling activity and exceeding performance targets - Managed and led a 17-agent Medicare sales team (in-office and remote) that generated 2,800 total sales while maintaining an 81% retention rate

- Built and maintained referral relationships with physician offices and healthcare providers to generate consistent, high-quality Medicare enrollment opportunities - Successfully enrolled 300 clients into Medicare plans tailored to their medical and financial needs through compliant, consultative sales - Consistently achieved 100% of sales quota and retention goals while actively networking to generate weekly referral-based enrollments - Advocated with insurance carriers to authorize coverage for durable medical equipment, medical providers, and medications, improving client access to comprehensive healthcare services. - Internally promoted to Sales Manager in recognition of exceptional sales performance, leadership ability, and consistent results - Verified eligibility, benefits, and coverage details to ensure accurate billing and minimize out-of-pocket expenses for clients - Guided clients through prior authorizations, appeals, and claims resubmissions to ensure timely access to medically necessary services -Awarded the Jefferson Health Plans 2024 Top Pennsylvania Producer outperforming 500 competing agents