Trey O

Lead six national field team members across Agency Growth and Broker Success, setting coaching expectations and producer development priorities. Create broker training, product education, and field communications for ACA and ancillary lines.

Drove 30% year-over-year Open Enrollment growth across a network of 5,000+ independent brokers by strengthening producer activation, carrier positioning, and field execution. Used broker production data and competitive intelligence to identify training priorities and refine sales messaging.

Coached brokers on product selection, consultative conversations, renewal strategy, retention, and appropriate cross-selling in a regulated healthcare environment. Worked with Marketing and Product teams to translate competitive developments into clear field guidance.

Selected as one of four national leaders to help launch UnitedHealthcare's ACA business, shaping market-entry strategy, distribution design, and field readiness. Led five regional managers across three states, reinforcing coaching, territory plans, and performance accountability.

Earned two UnitedHealthcare Champions Club awards through 45% and 62% year-over-year growth, reactivating dormant producers and improving field engagement. Designed broker onboarding and sales education that reduced time-to-first-sale by 40%.

Launched Medicare Advantage broker distribution across nine Pennsylvania counties, exceeding the first-year enrollment target by 15%. Developed broker compliance education that achieved a 100% certification rate.

Consistently exceeded individual Medicare enrollment targets by guiding customers through regulated product options using a needs-based approach. Maintained compliance while explaining coverage details and enrollment requirements.

Supervised three sales professionals, delivering coaching, performance feedback, and day-to-day accountability against sales goals. Supported regional market initiatives and strengthened consultant and broker relationships.

Completed one year of business studies at Lehigh Carbon Community College.