Summary
Overview
Work History
Education
Skills
Accomplishments
Interests
Timeline
Generic

Benjamin Roberts

Forsyth,MO

Summary

Dynamic insurance professional with a proven track record at American Family Insurance, excelling in relationship building, problem solving, and customer satisfaction. Adaptable, reliable, and known for determination in achieving results. Demonstrates effective communication and collaboration skills among organizational teams. Strong commitment to quality and delivering effective solutions!

Overview

21
21
years of professional experience

Work History

Agent

American Family Insurance
10.2006 - Current
  • Expanded client base by actively prospecting for new business and developed centers of influences to expand referrals.
  • Maximized customer discount usage by cross-selling all product offerings.
  • Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
  • Assisted clients in navigating the claims process, ensuring timely resolution of issues and optimal outcomes.
  • De-escalated stressful situations and resolved customer complaints with punctual, empathic, and professional service.
  • Collaborated with underwriters to negotiate terms that met clients' needs while accomplishing company objectives.
  • Conducted interviews for open staff positions, hired strategically, and assisted in training staff in various operating systems.
  • Developed and monitored sales incentive programs for staff that aligned with corporate initiatives.
  • Designed marketing plans to help achieve specific sales goals and calculated ROI where applicable.
  • Established annual business plan and evaluated results towards projected targets.

Customer Service Representative

John Scott - American Family Insurance Agent
06.2004 - 09.2006


  • Resolved customer issues efficiently resulting in increased loyalty and repeat business.
  • Assisted customers with claims reporting and communication with adjusters to increase satisfaction with the claims process.
  • Handled customer billing inquiries and assisted them in making payments on their accounts.
  • Developed strong product knowledge to provide informed recommendations based on individual customer needs.
  • Maintained detailed records of customer interactions ensuring proper follow-up communications.
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Developed cross-sell lists to increase customer lines per household.

Education

MBA - Business

William Woods University
Fulton, MO
07-2012

Bachelor of Science - Business With An Emphasis in Marketing

College of The Ozarks
Point Lookout, MO
05-2004

High School Diploma -

Forsyth High School
Forsyth, MO
05-2000

Skills

  • Positive attitude
  • Problem-solving
  • Relationship building
  • Goal-oriented mindset
  • Clear communication
  • Marketing strategies
  • Customer needs analysis
  • Critical thinking
  • Sales strategy development

Accomplishments

All American 16 out of 17 years in agency

AFLIC 11 out of 17 years in agency

Life Diamond Qualifier twice

Peak Harvest Qualifier multiple years

American Star Qualifier multiple years

State Agent of the Month

Company Monthly Top 10 qualifier

B&A Gold Qualifier multiple years

Interests

Church

Spending Time with my Family

Fishing

Hunting

Golf

Farming

Timeline

Agent

American Family Insurance
10.2006 - Current

Customer Service Representative

John Scott - American Family Insurance Agent
06.2004 - 09.2006

MBA - Business

William Woods University

Bachelor of Science - Business With An Emphasis in Marketing

College of The Ozarks

High School Diploma -

Forsyth High School
Benjamin Roberts