Dana Popkie
@danapopkie
I improve insurance operations, retention, compliance, and customer workflows while transitioning into product management.
United StatesWhat I'm looking for
At Goosehead Insurance, I've supported enterprise sales, retention, and personal-lines client service across all 48 states. I began as an Account Executive, exceeded sales goals, and built referral relationships with mortgage lenders, realtors, and real estate investors.
I've since moved into enterprise support and retention, where I create and implement SOPs that improve agent efficiency, onboarding, and client retention. I collaborate with underwriting, compliance, and IT to streamline customer workflows, reduce friction points, and scale support operations through stronger process documentation.
My work is grounded in multi-state insurance licensing, regulatory compliance, escalated support, and customer experience. At AbbVie, I also navigated insurance, co-pay, and pharmacy coordination on behalf of patients across multiple systems.
Earlier operations and healthcare roles strengthened my ability to train teams, monitor service metrics, analyze processes, and manage high-volume logistics. I'm now bringing this operational and insurance-industry perspective into product management.
Experience
Work history, roles, and key accomplishments
Account Executive, Enterprise Support, and Retention Specialist
Goosehead Insurance
Jan 2021 - Present (5 years 9 months)
Began as an Account Executive on the corporate sales team, consistently exceeding personal and team sales goals. Promoted to enterprise support and later transitioned into the retention specialist team, providing high-level client servicing for personal lines policies across 48 states.
Navigated insurance, co-pay, and pharmacy coordination on behalf of patients. Provided customer-centric guidance across multiple platforms and systems.
Sales Representative
Sales Focus, Inc.
Nov 2019 - Mar 2021 (1 year 4 months)
Generated leads, closed sales, and analyzed campaign performance using Excel and Salesforce. Exceeded sales goals by 68% and handled high-volume outreach to prospective clients.
Coached and trained employees on company policies and compliance. Prepared operational reports and monitored delivery, safety, and service metrics.
Medical Assistant
Texas Orthopedic Specialists
Aug 2016 - Jan 2018 (1 year 5 months)
Supported clinical operations, billing, scheduling, and insurance verification. Maintained patient records and vital signs in EMR systems.
Surgical Technologist
Texas Spine and Joint Hospital
Jul 2006 - Jun 2016 (9 years 11 months)
Maintained sterile surgical environments and supported OR teams. Assisted in surgical prep, instrumentation, and specimen collection.
Education
Degrees, certifications, and relevant coursework
Southern New Hampshire University
Bachelor of Arts, Psychology
Pursued a Bachelor of Arts in Psychology, gaining a strong foundation in human behavior and analytical skills.
Tyler Junior College
Associate of Science, Biology
Completed an Associate of Science in Biology, building a solid scientific background.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Job categories
Skills
Interested in hiring Dana?
You can contact Dana and 90k+ other talented remote workers on Himalayas.
Message DanaGet matched with your dream remote job
Sign up now and join over 250,000+ remote workers who receive personalized job alerts, curated job matches, and more for free!
