Yancy Perry

Director Retention & Loyalty at EverQuote

Yancy Perry has diverse work experience in various roles within the customer service, operations, and sales fields.

Starting in 2014, Perry worked as a Sales Executive III at Clearlink for almost four years. In this role, Perry contributed to the business team, driving sales and improving conversion and attachments.

In 2018, Perry transitioned to the role of Sales Support Analyst at Clearlink, where they supported 80+ B2B sales executives by grading calls for compliance and helping drive sales.

Further progressing in their career, Perry became a Medicare Compliance Coordinator in 2018, where they supervised multiple Sales Compliance Analysts, implemented automated reporting, and ensured compliance with CMS, brand partners, and Clearlink.

In 2019, Perry assumed the role of Customer Retention Supervisor at Clearlink, managing three teams responsible for growing and retaining the company's Book of Business. Additionally, they oversaw a Fulfillment team responsible for ensuring accurate and timely application processing.

In 2019, Perry transitioned to a new position as an Insurance Operations Manager at Clearlink, where they launched a Customer Service Team, improved processes, and achieved a positive revenue adjustment of 1 million dollars.

Starting in 2021, Perry joined Vivint as a Manager of Customer Operations and Experience, where they managed customer operations and focused on improving the overall customer experience.

Most recently, in 2023, Perry joined EverQuote as the Director of Retention and Loyalty. The specific details and responsibilities of this role are not provided.

Yancy Perry's education history includes studying Management and Communications at Salt Lake Community College. The specific years of attendance and degree obtained are not provided. In addition to their educational background, Yancy Perry has obtained several certifications. These certifications include being an Insurance Broker with a specialization in Property & Casualty through the National Association of Insurance Commissioners (NAIC), obtaining a Life & Health Insurance License, and becoming a Real Estate Broker/Sales Agent through the State of Utah. The years of obtaining these certifications are provided, with the latest being in September 2020.

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Timeline

  • Director Retention & Loyalty

    March, 2023 - present

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