B2B + Sales Agent Portfolio
Here are examples of B2B and Sales Agent marketing projects that I have successfully worked on.
UnitedHealthcare Community & State
B2B Influencer Marketing Visual Identity System
Year
2019-20
Role
Lead Creative/Art Director
Audience
B2B Internal and External Influencers
Our goal was to develop a clear and consistent process, messaging platform, and visual identity across all UnitedHealthcare Community & State influencer communications.
By executing this comprehensive style guide, we successfully created a professional, cohesive, and fully integrated suite of materials that can be easily accessed, shared, and distributed across various channels.
Creative contributions:
Execution of master brand
Development of design templates, print and digital
Photography guidelines
Style guide creation
Develop a consistent messaging platform
Presentation and training of new visual identity system to leadership and marketing partners
UnitedHealthcare Government Programs
Sales Agent Recruiting Materials
Year
2023
Role
Lead Creative/Art Director
Audience
Sales Agents/Brokers
Develop a comprehensive suite of marketing materials specifically designed to support the recruitment of sales agents. These materials should be cohesive in design and message, consistently reflecting the brand's values and professionalism. Presented with clarity and polish, they will help build trust and confidence among potential agents, encouraging them to join the team.
Creative contributions:
Work with the sales team to learn their pain points and needs
Develop 3 different looks for the team to choose from
Execute the system for web, email and printed materials
UnitedHealthcare Government Programs
Sales Agent Quick Start Guide + Resource Guide
Year
2024
Role
Lead Creative/Art Director
Audience
Sales Agents/Brokers
The scope for this project was to create a new agent start guide and resource guide that included consistent content and communications for on boarding, which is foundational to helping our agents understand what UHC has to offer and ultimately sell UHC plans and products to consumers. This includes national communications and on boarding for agents. We were also tasked with creating a follow up resource guide for the toolkit to help agents navigate the online toolkit available to them. Final guides are interactive PDFs for the agents to use offline and print.
Creative contributions:
Work with the sales team to learn their pain points and needs
Art direct agency to develop the look for the New Agent Start Guide
Provide functionality guidance for the interactive PDF
Creative feedback
Lead designer/production on the Agent Resource Guide interactive PDF
UnitedHealthcare Community & State
Through Their Eyes Member Stories
Year
2018
Role
Lead Creative/Art Director
Audience
Internal Employees & Stakeholders
The Through Their Eyes campaign thoughtfully communicates the diverse stories, health care journeys, and demographic backgrounds of our members. Our goal is to create clear, simple, and engaging Through Their Eyes communications that reflect a strong sense of good design while telling a consistent and compelling story. Each execution should thoughtfully incorporate national member persona research to ensure relevance and resonance across all materials.
Creative contributions:
Develop creative execution strategy
Concept Ideation and design
Design and create print and digital assets
Plan and art direct on location photo shoots in our members homes
UnitedHealthcare Community & State
Interactive State Profile PDF
Year
2020
Role
Lead Creative/Art Director
Audience
B2B Internal & External Influencers
Executive leadership recognized the urgent need for a polished and professional approach to present health plan and state-specific information to key audiences, including state policy makers, lobbyists, Medicaid directors, and governors.
The solution was to develop an interactive PDF designed to function seamlessly as an extension of our website, offering a consistent and engaging experience. This tool was crafted to be effective during in-person meetings, trade shows, and also versatile enough to be downloaded and viewed independently without requiring additional commentary.
Carefully selected imagery and graphics were chosen to authentically reflect the unique demographics of each state, emphasizing their ongoing commitment to the communities they serve. Additionally, messaging was thoughtfully tailored to address each state’s specific needs and highlight their most important initiatives.
Creative contributions:
Concepting/ideation of a new innovative communication tool
Execution of concept
Template design
Oversee design and production of 28 profiles, with updates each year