Keith Harvel
Account Manager @Ethos
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WORK HISTORY
Account Manager @Ethos
San Francisco, CA, US
Technology-first life insurance agency focused on simplifying and accelerating coverage for individuals and familiesManage a high-volume pipeline of inbound and referral leads, guiding clients through the digital application process for Term, Whole, and Guaranteed Issue Life Insurance.Leverage proprietary sales tools and CRM systems to optimize outreach, follow-ups, and conversion rates.Educate clients on policy options, underwriting decisions, and eligibility in a remote-first, compliance-regulated environment.Collaborate cross-functionally with product, support, and underwriting teams to provide seamless customer experience.
EDUCATION
Keller Graduate School of Management
Master of Business Administration (MBA), International Business
ABOUT KEITH HARVEL
As a dynamic Sales Executive, Keith brings a unique blend of strategic insight and technological savvy to the table. With over 12 years of experience in the life and health insurance fields with majority in insurtech and digital health space, Keith has consistently exceeded targets, fostered strong client relationships. and developed high-performing teams. Key Highlights:*Proven track record in driving sales growth and achieving targets.*Expertise in developing and implementing AI-driven systems for customer acquisition.*Extensive experience in the life insurance and health insurance sectors.*Strong analytical skills with a focus on data-driven decision-making.*Exceptional leadership and team-building capabilities.*Adept at identifying market opportunities and developing strategic sales plans. I am dedicated to staying ahead of industry trends and continuously enhancing my skill set to bring innovative solutions to my clients.
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