Kelli Erbland Email & Phone Number

Rochester, New York Area

• Partnering and strategizing with enterprise level clients to provide customized and efficient operational processes to complex workflows
• Continually setting and maintaining multiple priorities and executing in a timely manner
• Interfacing with management, sales, and internal teams at multiple levels to identify, establish and maintain positive operational and strategic perspectives with them
• Developing an ongoing understanding of customers goals and strategies and building relationships as their main point of contact
• Maintaining both individual and team-oriented goals and strategies and making decisions and recommendations in the best interest of both the customer and the company

Rochester, New York Area

• Supported the Sales Director’s and the Compliance & Analytics team’s workflow and process with regard to employee benefits and Health Care Reform Consulting services within the K12 school district market
• Responsible for establishing timelines for project work and owned the process to meet set deadlines to achieve and sustain client expectations and complete satisfaction for the 6056 tracking & reporting services
• Developed and managed company’s internal processes for client engagement including contract and file reviews, updating internal systems, and working within the team to ensure project work are completed

Rochester, New York Area

• License: Life, Accident, Health (Exp.)
• Generated sales revenue to meet or exceed sales quota by utilizing my professional knowledge and guidance of products, as well as internal sales partners and effective tele-sales methods
• Focused on servicing the Small Group market with medical, dental, vision, life, and disability quotes and enrollment assistance on policies and Paychex services that fit company needs and requirements
• Maintained strong communication and follow up with colleagues, clients, carriers and internal operations
• Efficiency in maintaining small group compliance with state and federal regulations of multiple states, including but not limited to tax compliance, deduction management, and COBRA

Rochester, New York Area

• Conference Qualifier FY12Accomplished 162% of sales unit revenue for FY12Ranked #4 for Rookie of the Year FY12Rookie of the Month in August for FY12
• Maintained selling skills through daily use of product call guide to meet minimum levels of production in accounts worked, appointments generated, and revenue produced
• Maintained any and all records pertinent to daily production including weekly and monthly results against expected performance
• Managed consistent and timely leads by establishing working relationships with field sales representatives
• Understood and maintained computer literacy to maximize utilization of database for market research and output purposes

Bachelor Of Arts (B.A.), Communication

Associate Of Arts (A.A.), Liberal Arts And Sciences, General Studies And Humanities