Summary
Overview
Work History
Education
Accomplishments
Interests
Timeline
Generic
William Roberts III

William Roberts III

Summary

Experienced with providing compassionate and attentive care to individuals in need. Utilizes strong interpersonal skills and empathy to connect with clients and support their daily living/business activities.

Experienced with customer relationship management, sales strategies, and team collaboration. Utilizes effective communication and problem-solving skills to drive sales growth. Track record of adaptability and achieving sales targets.

Experienced with client engagement and sales techniques. Utilizes effective communication and persuasive skills to drive sales. Knowledge of building and maintaining strong client relationships, ensuring consistent achievement of sales goals.

Ethical Sales Supervisor with extensive sales experience, positive interaction skills and knowledge of marketing techniques. Creates dynamic sales team for optimum performance. Skilled in interacting with employees and customers.

Sales operations professional with history of optimizing sales processes and supporting sales teams. Valued for collaborative approach and focus on achieving results. Reliable and adaptable, with strong organizational and communication skills.

Experienced with managing internal sales operations and leading high-performing teams. Utilizes strategic planning and communication to drive sales growth. Track record of enhancing client relationships and streamlining sales processes.

Astute sales professional skilled at meeting and exceeding company sales goals.

Motivated National Account Sales Manager enthusiastic about driving sales growth and increasing customer numbers. Ready to bring deep industry knowledge and sales expertise.

Experienced with coordinating corporate sales operations and supporting sales teams to achieve targets. Utilizes strong organizational and communication skills to manage client relationships and streamline processes. Knowledge of sales strategies and techniques, ensuring cohesive and productive sales environment.

Overview

23
23
years of professional experience

Work History

Caregiver

Dad
06.2023 - Current
  • Cleaned house, ran errands, managed laundry, and completed weekly grocery shopping.
  • Assisted with dressing guidance, grooming, meal preparation, and medication reminders.
  • My father (dementia) lived with my family for 18 months before getting him into a mental care unit in January.

Underwriter

Cincinnati Insurance
08.2004 - 06.2027
  • Documented underwriting decisions and provided evidence of compliance with applicable regulations.
  • Provided excellent customer service by addressing inquiries promptly and offering comprehensive explanations of underwriting decisions.
  • Made approval and denial recommendations by determining accurate risk levels.
  • Maintain healthy relationships with agency partners.
  • Reduced company losses by identifying potential risks and recommending appropriate mitigating measures.

Sales Executive

Oswald
04.2022 - 04.2023
  • Expanded market share with strategic territory planning and targeted prospecting.
  • Negotiated contract terms with clients, securing favorable conditions for both parties while maximizing profitability.
  • Demonstrated expert product knowledge during client interactions, addressing questions/concerns confidently and offering solutions tailored specifically for them.
  • Primarily assist in transitioning our book of business as part of the sale of the Gulick Roberts group.

Owner/President

The Gulick Roberts Group
05.2017 - 04.2022
  • Managed day-to-day business operations.
  • Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
  • Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.
  • Increased customer satisfaction by implementing efficient business processes and providing exceptional service.
  • Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
  • Consulted with customers to assess needs and propose optimal solutions.
  • Hired trained, and managed a high-performing team of employees dedicated to achieving company goals.
  • Implemented marketing strategies to increase brand awareness and attract new customers.
  • Established a positive workplace culture that fostered employee engagement, collaboration, and loyalty.
  • Negotiated contracts with suppliers for better pricing and terms, reducing overall costs for the business.
  • Evaluated industry competition regularly to maintain a competitive advantage in the marketplace.
  • Enhanced operational efficiency and productivity by managing budgets, accounts, and costs.

Sales Executive

Brooker Insurance Agency
05.2015 - 05.2017
  • Achieved sales goals and service targets by cultivating and securing new customer relationships.
  • Boosted sales revenue by cultivating strong client relationships and implementing effective sales strategies.
  • Negotiated contract terms with clients, securing favorable conditions for both parties while maximizing profitability.
  • Future biz partners college roommate Mal Brooker gave me a shingle to ride out the AJG non compete.

Vice

Arthur J. Gallagher
05.2012 - 05.2015
  • Collaborated with senior management to develop strategic initiatives and long term goals.
  • Negotiated high-value contracts that maximized profitability while mitigating risks for the organization.
  • Sales Sales Sales

Area Vice President

Shiff Kreidler Shell
07.2008 - 05.2015
  • Expanded market presence by targeting new industries and building strong partnerships with key stakeholders.
  • Phone book, Phone, strong dialing fingers.
  • 100%. Sales and retention.
  • Promoted a positive workplace culture that fostered employee engagement, productivity, and retention.
  • Increased sales performance by developing and implementing strategic plans for the area.

Education

Bachelor of Arts - Communications

Michigan State University
East Lansing, MI
05-2022

Bachelor of Arts - Communications

Western Michigan University
Kalamazoo, MI
04-1999

Accomplishments

    I've worked on most every side of the Agency/Broker side of the business- Large Independent Agency, National Broker, mom and Pop, and agency owner. My strengths are people, Thriving in team oriented cultures and facilitate positive results.

    Top 5 in new revenue growth in the Midwest Region with AJG in 2014

Interests

  • Playing Sports
  • Participate in beer league Hockey, Golf, coaching my kids as recreational activities to maintain physical fitness
  • I participate in a variety of outdoor recreational activities
  • Husband to Julie, father to Madelyn (11) Willie (14)

Timeline

Caregiver

Dad
06.2023 - Current

Sales Executive

Oswald
04.2022 - 04.2023

Owner/President

The Gulick Roberts Group
05.2017 - 04.2022

Sales Executive

Brooker Insurance Agency
05.2015 - 05.2017

Vice

Arthur J. Gallagher
05.2012 - 05.2015

Area Vice President

Shiff Kreidler Shell
07.2008 - 05.2015

Underwriter

Cincinnati Insurance
08.2004 - 06.2027

Bachelor of Arts - Communications

Michigan State University

Bachelor of Arts - Communications

Western Michigan University
William Roberts III