Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Bailey Robertson

Muncie,IN

Summary

Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Personal Trainer

Midwest Muscle
Muncie, Indiana
06.2025 - Current
  • Conducted personal training sessions to enhance client performance and motivation.
  • Educated clients on proper exercise techniques and safety protocols.
  • Monitored client progress and adjusted training plans accordingly.
  • Implemented nutrition guidance to complement fitness goals.
  • Assisted clients in setting realistic short-term and long-term goals.

Insurance Agent

Robertson Insurance Services
Muncie, IN
08.2021 - Current
  • Developed and implemented comprehensive insurance plans for clients, according to individual needs.
  • Conducted research to identify competitive rates and benefits offered by other providers.
  • Provided customers with information regarding plan features, pricing, and availability.
  • Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
  • Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
  • Explained complex technical terms related to insurance plans in simple language for easy understanding.
  • Processed payments received from clients promptly according to established procedures.
  • Executed meetings or phone calls with potential clients to present insurance policies and answer questions.

Sales Associate

Platos's Closet
Muncie, IN
11.2022 - 04.2023
  • Greeted customers and provided exceptional customer service.
  • Advised customers with product selection, sizing and styling.
  • Built relationships with customers to encourage repeat business.
  • Conducted inventories on a regular basis to track stock levels.

Education

Bachelor of Science - Finance And Risk Management

Ball State University
Muncie, IN
06-2027

High School Diploma -

Yorktown High School
Yorktown, IN
06-2023

Skills

  • Account Management
  • Client Relations
  • Driven
  • Analytical
  • Hard-Working
  • Adaptable

Certification

  • Indiana Property and Casualty License

Timeline

Personal Trainer

Midwest Muscle
06.2025 - Current

Sales Associate

Platos's Closet
11.2022 - 04.2023

Insurance Agent

Robertson Insurance Services
08.2021 - Current

Bachelor of Science - Finance And Risk Management

Ball State University

High School Diploma -

Yorktown High School

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