Danielle Dupler

Results-driven Medicare sales and operations leader with 10+ years of experience in Medicare, Life & Health insurance sales, telesales leadership, agent development, and performance management. Proven track record of leading high-performing sales organizations, driving membership growth, exceeding enrollment goals, and maintaining top-producing teams in highly regulated Medicare environments. Experienced in CMS-compliant sales operations, KPI management, strategic coaching, retention initiatives, reporting analytics, and cross-functional collaboration.

Licensed

Life & Health agent with extensive experience leading remote and in-office sales teams while consistently delivering top-tier production results.

Sales Manager at Exact Medicare (2024-07 – Present)

• Lead and manage Medicare sales agents in a high-volume telesales environment focused on Medicare Advantage, Medicare Supplement, ancillary, and related health insurance products.
• Drive enrollment growth, agent productivity, and sales performance through coaching, KPI management, and strategic sales development.
• Maintain one of the top-producing sales teams within the organization through performance leadership, accountability, and agent development initiatives.
• Monitor sales metrics including conversion rates, productivity, enrollment performance, and retention-focused initiatives.
• Ensure adherence to CMS guidelines, compliance standards, and ethical sales practices across all team operations.
• Conduct regular coaching sessions, call reviews, team meetings, and performance evaluations to improve agent effectiveness and customer experience.
• Collaborate cross-functionally with leadership, operations, and support teams to improve workflow efficiency and sales processes.
• Earned Hall of Fame recognition during each Annual Enrollment Period (AEP), the company's highest-level performance achievement.

Medicare & Life Insurance Sales Agent at United Benefits Group (2023-08 – 2024-07)

• Sold Medicare Advantage, Medicare Supplement, Prescription Drug Plans, Life Insurance, and ancillary insurance products to Medicare beneficiaries.
• Consistently exceeded sales and performance expectations through consultative selling and strong product knowledge.
• Educated consumers on Medicare plan options, life insurance solutions, benefits, compliance requirements, and enrollment eligibility.
• Maintained high-quality customer relationships while adhering to CMS and company compliance standards.
• Demonstrated strong ability to build rapport, overcome objections, and deliver customized healthcare and financial protection solutions.

Performance Manager at TRANZACT (2017-06 – 2022-07)

• Managed and developed teams of 30+ licensed Medicare sales agents in both remote and in-office environments.
• Led sales performance initiatives focused on enrollment growth, conversion improvement, agent productivity, and customer retention.
• Coached agents on Medicare products, sales strategies, compliance requirements, objection handling, and customer engagement techniques.
• Analyzed performance metrics, sales reports, and operational data to identify opportunities for process improvement and increased revenue generation.
• Conducted team trainings, performance evaluations, and ongoing development programs to improve agent success and retention.
• Collaborated with leadership and operational departments to support organizational sales goals and strategic initiatives.
• Maintained focus on CMS-compliant sales practices and quality assurance standards.

Licensed Insurance Agent at TRANZACT (2014-01 – 2017-06)

• Specialized in Medicare and Life & Health insurance sales within a high-volume telesales environment.
• Ranked as a top-performing Medicare sales agent among approximately 1,500 agents nationwide.
• Consistently exceeded enrollment and sales performance goals through consultative sales strategies and relationship-building.
• Educated Medicare beneficiaries on plan options, coverage benefits, and enrollment processes while maintaining compliance standards.
• Received multiple top producer and leadership recognition awards for outstanding sales performance.

Associates in Business Management/Finance