Traci Walker Email & Phone Number

Nashville, Tennessee, Us

Promoted to supervise eight fully remote staff dedicated to overseeing pivotal system and data support functions crucial to enhancing sales productivity and optimizing operational processes. An integral member of the senior executive team directing all compliance and information technology architecture and system infrastructure projects.➣ Pioneered a successful system-wide build-out through the first three phases and a seamless go-live for internal and external customers; phase four is in process as of April 2024.➣ Provides day-to-day IT support and ensures compliant and secure technology, including access and distribution of information containing PII/PHI through the lens of cyber security. ➣ Expanded the home office to an additional location within two months, including all technical requirements such as network stacks, security, and digital signage.➣ Addressed and corrected all outstanding issues with our carrier partners, passed each of the annual audits presented in Q1 of 2024, and instituted a case management process with tracking and analytics.➣ Launched a pilot project to ingest larger data sets into Salesforce for agent and agency-compliant contracts and readiness to double the number of carriers represented, add automation to process points, and measure key milestones for partner communication.➣ In charge of understanding and communicating carrier interpretations of Federal guidelines and regulations.

Nashville, Tennessee, Us

Led a team of five in providing critical system and data support functions vital to sales productivity and operational efficiency. Managed reporting activities, oversaw lead distribution, and led system development efforts, including Salesforce and Tableau. Oversaw staff hiring, training, development, and performance management. ➣ Joined forces with sales, operations, and marketing teams to address partners’ needs, contributing to strategic planning initiatives aligned with overall company objectives and vision.➣ Developed, maintained, and delivered presentations on forecasting and sales growth metrics; translated analytical insights into actionable sales plans and initiatives on a monthly, quarterly, and annual basis.➣ Monitored and analyzed market dynamics and opportunities, developing reporting, procedures, and tools to equip teams with actionable intelligence.➣ Assisted in crafting innovative go-to-market initiatives reflective of the company’s brand and desired ROI, including reviewing contract diversification and supporting marketing agreements.➣ Partnered with company stakeholders to design, implement, and optimize processes for sales operations, ensuring efficient support for our sales team and partnerships.➣ Solicited feedback from sales teams and leadership to identify opportunities for process improvement, leading the integration of needed modifications and prioritizing initiatives for enhancement.

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Led a team of three while coordinating and leading comprehensive training sessions across teams for specific systems, guaranteeing consistency and redundancy in all operations. Managed day-to-day sales performance, including tracking quotas, sales staff productivity, and special sales incentive programs and initiatives.➣ Supported twelve national partners, representing over 1,500 downline agency partners with nearly 50,000 individual agents nationwide. ➣ Collaborated with the senior vice president and external distribution channel to bolster national sales partnerships and enhance support strategies.➣ Set annual sales goals for national partners, including driving YOY increase, stretch goals, and recruitment.➣ Aligned with sales and operational leadership to devise and oversee goal-setting processes for national sales partners and sales teams, focusing on growth and retention by product and season.➣ Generated and provided comprehensive analysis and reporting, overseeing key sales and retention projects vital to business development growth strategies.➣ Ensured continuous refinement of information quality and consistency for the team, leadership, and partners.➣ Worked with system administrators to roll out QlikView, optimizing data availability and system enhancements.➣ Contributed to the development and management of sales and marketing processes and programs, offering regular updates and summaries to senior management.

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Promoted to a newly created role. Directed and coached broker agents within designated markets on systems and products to enhance agent productivity and efficiency. Helped with instituting and tracking success metrics. ➣ Enforced adherence to organizational code of conduct and CMS rules and regulations, ensuring compliance among agents and all of their activities.➣ Cooperated with agents and agencies to implement lead generation initiatives, fostering business growth and expansion. Stayed abreast of product developments, market trends, and competitive intelligence.➣ Leveraged internal systems, resources, and data to monitor the team and track real-time market progress.

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