Windie Nelson Email & Phone Number

Dallas-Fort Worth Metroplex

Over 23 years of experience in the health insurance industry.North Texas Health Insurance was founded in Grapevine, TX in 2009 with our home now in Keller, TX, and have expanded to helping families in 30 states across the USA.Dedicated to the highest standards of customer service and knowledge of current regulations and legislation with health insurance and product offerings. Specifically, as it pertains to individuals who don’t have access to employer coverage, who are self-employed, or individuals who self-fund their insurance premiums. Offering full-service access and up-to-date information about the complexities of health, dental, and vision insurance.Windie’s teams have been responsible for helping over 10,000 families with their health insurance needs. North Texas Health Insurance is women-owned and operated with over 30 years of experience.

Dfw

Dallas/Fort Worth Area And Greater Texas Area

Dallas, Tx

Dedicated to process improvement and the satisfaction of our customers:As business processes change and progress, so do we. We are passionate about bringing the best solutions to the market and providing the energy, optimism and service to support and delight our customers. What we do:InfoDynamics is the authoring company of INTACT, INBOOKS and INPOINT. Our products help companies and organizations of all sizes manage digital assets like electronic documents and paper while dramatically improving the processes in which they are used. Efficient document management has evolved into a comprehensive suite that works with most core business apps and integrates directly into the world’s most popular scanners, copiers and tablets. Responsible for ongoing partner relations and customer support during implementations. • 40% growth year-over-year from 2015-2016.• 25% growth year-over-year from 2014-2015.• Support and Manage a team of 3 sales professionals throughout the U.S. while maintaining continued growth in personal territory, covering the South and South Central States.• Project planning and Manage account implementation while pursuing new opportunities and partnerships• Engaged strategic partners and built relationships through network marketing for cross sell opportunities.• Prepare RFP’s • Increased revenue and growth through new opportunities while maintaining renewal support and up-sell opportunities with new product placement.

Dallas, Tx

Dedicated to process improvement and the satisfaction of our customers:As business processes change and progress, so do we. We are passionate about bringing the best solutions to the market and providing the energy, optimism and service to support and delight our customers. What we do:InfoDynamics is the authoring company of INTACT, INBOOKS and INPOINT. Our products help companies and organizations of all sizes manage digital assets like electronic documents and paper while dramatically improving the processes in which they are used. What started as fast and efficient document management has evolved into a comprehensive suite that works with most core business apps and integrates directly into the world’s most popular hand-helds, scanners, copiers and tablets. Our expertise and software bring affordable automation, process improvement and productivity to thousands of customers every day and is backed up by an enthusiastic team that thrives on the success of our customers and partners.Responsible for ongoing partner relations and customer support during implementations. • 25% growth year-over-year from 2014-2015.• 40% growth year-over-year from 2015-2016.• Project planning and enrollment implementation while pursuing new opportunities and partnerships• Engaged strategic partners and built relationships through network marketing for cross sell opportunities.• Manage account implementation• Prepare RFP’s • Increased revenue and growth through new opportunities while maintaining renewal support and up-sell opportunities with new product placement.• Worked with 50 strategic partners through 25 states.

HEALTHMARKETS, Scottsdale, AZ2000 – 2010 Served in various positions to aid in providing customers with health insurance products and other company services; championing the sales processes through to post sales client services. Assisted in sales strategy worked to provide personalized health plans, supplemental coverage and other insurance and medical offerings to highly diverse customer base for large brokerage firm operating in 44 states.Account Management• Assist clients with service/claims issues• Maintain majority contact with accounts assigned to me• Monitor renewals• Prepare RFP’s/Spreadsheets• Product Analysis/Financial Analysis• Vendor negotiations• Strategy/analysis for implementation of suitable products for account• File Maintenance• CRM database maintenance • Client revenue tracking and analysis• Client communication and Enrollment support (implementation to final processes)• Presentation preparation • Manage vendor relationships

Divisional Sales ManagerDivision Product Trainer• Achieved "National Challenger" award through consistent performance and quota delivery.• Recipient of recognition for $18M in team production; member of top sales team among 185 districts; received Top 4 Team Builder Award.• Acknowledged for $3M in personal production; in top 14% of Division Managers nationally out of total of 85.• Received one-out-of-one performance based promotions.• Identified measures and resolved potential issues regarding cost over-run.• Maintained project schedules despite unplanned changes that affected the industry.• Served as a liaison and coordinator with management team; proactively developed ongoing strategy to reach sales goals and objectives.• Responsible for the creation and development of a open-door sales environment that was used to foster growth and cohesion amongst team members; achieved a highly functional, professional, and comfortable dialogue with subordinates, colleagues and upper management.• Played an instrumental role in the education and ongoing training methods used to facilitate sales team growth while also conducting weekly sales meetings.• Conveyed and delivered changes in company policy, sales results, administration, and industry news.• Member of the Leadership Advisory Board which worked to connect the field with the corporate office. Engaged in activities on strategic planning, new product initiatives, compensation changes, internal communication delivery, leadership development tools, field training programs, and other relevant topics of corporate discussion.

Performed different roles throughout tenure providing clients with health insurance products and services for large brokerage firm operating in 44 states. Strategic provider of personalized health plans, supplemental coverage and other insurance and medical offerings to a highly diverse customer base.Achieved "National Challenger" award through consistent performance and quota delivery, top 1% nationally.Recipient of recognition for $18M in team production; member of top sales team among 185 districts; received Top 4 Team Builder Award, ranking in the top 2%.Top 14% of Division Managers nationally out of total of 85 exceeding production targets 150% 3 + years, $4million sales annually, averaging 108% of sales goals weekly. Personal production of $3M-top 15% career to date.Identified measures and resolved potential issues regarding cost over-run.Project planning and implementation items resulting in 20% decrease in overhead expensesMaintained project schedules despite unplanned changes that affected the industry.Proactively developed ongoing strategy to reach sales goals and objectives.Developed open-door sales environment to foster growth and cohesion amongst team members; achieved a highly functional, professional, and comfortable dialogue with subordinates, colleagues and senior leadership.Conducted weekly production meetings and participated in ongoing training methods used to facilitate revenue growth and development of sales team members.Conveyed and delivered changes in company policy, sales results, administration, and industry news.Member of the Leadership Advisory Board connecting the field with the corporate office and executives. Engaged in strategic planning, new product initiatives, compensation changes, internal communication delivery, leadership development, and development of field training programs.