Renee Kelly

Questioner
DISC Type : c

Sr. Large Group Representative at Ameritas

Austin, Texas, United States

Overview

Renee Kelly is a Sr. Large Group Representative at Ameritas with deep expertise in employee benefits, having specialized in selling dental and vision plans since 1996. A graduate of Texas State University with a BA in Marketing, her career has spanned various sales and management roles focused on the Texas market.

She is passionate about enhancing employee wellness, frequently sharing information about financial health programs like student loan repayment benefits. Renee actively promotes solutions that help employers improve recruitment, retention, and loyalty through robust benefits packages.

She has been dedicated to the dental and vision employee benefits industry for over two decades.

Personality Overview

Not Easily Convinced

Value Seeker

Cautious & Analytical

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They prefer to fully evaluate every situation. They are more likely than others to negotiate on pricing and terms.

Topics They Care About

Employee Financial Wellness
Actively promotes student loan repayment programs and other benefits to assist employees with financial health, viewing it as a key to loyalty and retention.
Small Business Support
Focuses on providing resources and information, such as webinars on the CARES Act, to help small group employers navigate complex regulations and benefit options.
Dental & Vision Benefits
Has built her entire career around selling and managing dental and vision insurance plans, demonstrating deep, long-term expertise in this specific area.

Media Appearances

Renee has no verified media appearances

Work History

1-2020
Sr. Large Group Representative at Ameritas
3-2009 - 1-2020
Small Group Manager at Ameritas Group
3-1996 - 3-2003
Regional Group Manager at Ameritas Group

Education

BA of Marketing from Texas State University

More Information

Social Presence :

Prographics :

Exp : 23 Location : Austin, Texas, United States Job Level : Junior Designation : Sr. Large Group Representative at Ameritas
URL has been copied!

Insights For Selling To Renee

During A Call Or A Meeting

DO's

  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Back up any claims with data and numbers
  • Tell them that you will come back if you don’t have a good answer for a question

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Renee is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Renee

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Renee move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Renee take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Renee

Personality Compatibility


Other Ameritas Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.