Kelly Zeitler
Executive Director at Upstream Benefit Solutions | San Antonio, Texas, United States
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As the Executive Director at Upstream Benefit Solutions, Kelly Zeitler leverages her extensive 23 years of experience in the insurance industry to drive innovative solutions for clients across various sectors. With a robust understanding of insurance products, processes, and the underlying culture, Kelly specializes in crafting tailored benefit packages for small, medium, and large employers. Her expertise encompasses a wide range of coverage lines, including medical, dental, life, vision, disability, and supplemental insurance, ensuring that organizations can provide comprehensive support for their employees.
Kelly's commitment to excellence is evident in her proactive approach to business development and sales management. She not only oversees the setup and renewal of benefit packages but also emphasizes customer retention and satisfaction through personalized service. Her Small Group Sales Designation, obtained in 2012, further enhances her credibility in the field, allowing her to navigate the complexities of group insurance with confidence and precision.
In her current role, Kelly is spearheading key projects that focus on strategic planning and sales operations, aimed at optimizing the enrollment process and enhancing the overall client experience. By integrating her knowledge of underwriting and property & casualty insurance, she ensures that Upstream Benefit Solutions remains at the forefront of industry trends and client needs. Kelly's passion for the insurance sector and her dedication to fostering long-term relationships with clients position her as a trusted advisor and leader in the field, making a significant impact on the organizations she serves.
Executive Director at Upstream Benefit Solutions in January 2015 to Present
Vice President-Sales at Bene-Comp Insurance Agency in March 2004 to January 2015
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Account Management
Insurance
Business Development
New Business Development
Property
Sales
Sales Management
Sales Operations
Team Building
Underwriting
Customer Retention
Direct Sales
Brokers
Disability Insurance
Health Insurance
Employee Benefits
Property & Casualty Insurance
Strategic Planning
Long-term Care
Working with Brokers
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What is Kelly Zeitler email address?
Email Kelly Zeitler at [email protected] and [email protected]. This email is the most updated Kelly Zeitler email found in 2026.
What is Kelly Zeitler phone number?
Kelly Zeitler phone number is +12103260445 and +12103260995.
How to contact Kelly Zeitler?
To contact Kelly Zeitler send an email to [email protected] or [email protected]. If you want to call Kelly Zeitler try calling on +12103260445 and +12103260995. (updated on November 05, 2024)
What is Kelly Zeitler net worth?
Kelly Zeitler has an estimated net worth of $750,000 to $999,999
What company does Kelly Zeitler work for?
Kelly Zeitler works for Upstream Benefit Solutions
What is Kelly Zeitler's role at Upstream Benefit Solutions?
Kelly Zeitler is Executive Director
What industry does Kelly Zeitler work in?
Kelly Zeitler works in the Financial Services industry.
Kelly Zeitler Email Addresses
Kelly Zeitler Phone Numbers
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