DANA ROBINSON
Atlanta,TX
Summary
Goal-oriented Insurance Broker with over 20 years of sales experience. Expertise in insurance products, service and customer needs. Talents include relationship building, training and sales presentations. 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
20
20
years of professional experience
Work History
Insurance Broker
Self Employed Services
Atlanta, TX
07.2023 - Current
- Assessed client risk profiles and recommended appropriate coverage plans.
- Negotiated with underwriters to secure favorable terms on behalf of clients.
- Provided advice to customers on insurance-related matters.
- Prepared detailed reports summarizing customer requirements and recommendations.
- Built relationships with external parties, such as carriers, vendors, and regulators.
- Resolved customer inquiries regarding policy changes or coverage issues.
- Monitored the performance of existing accounts, including renewals and cancellations.
- Ensured compliance with all applicable laws and regulations.
- Reviewed policy documents for accuracy prior to issuing them to clients.
- Maintained up-to-date knowledge of industry trends and regulations.
- Attended networking events to build new contacts in the industry.
- Managed multiple accounts simultaneously while meeting deadlines efficiently.
- Evaluated and pursued sales leads obtained through direct referrals, networking, marketing, cold-calling and lead databases.
- Researched coverage and premium options and supplied clients with best coverage available for individual needs.
- Interviewed prospective clients to learn about financial needs and discuss existing coverage.
- Promoted client retention through high-quality service and follow through.
- Made appointments with potential clients to discuss products.
- Provided information and answered questions via personal meetings, telephone calls and email.
Associate Broker
Century 21
Texarkana, TX
10.2019 - 03.2021
- Sales and Marketing, Implementing methods for showing, promoting and selling products or services related to marketing strategy and tactics, product demonstration, listing presentations, sales techniques, and sales control systems
- Customer and personal service including needs assessments and evaluations.
- Developed and maintained relationships with clients, other brokers and lenders.
- Analyzed market data to identify trends in the real estate industry.
- Prepared detailed reports on current market conditions and forecasts.
Owner/Broker
Robinson Realty
06.2012 - 08.2015
- Self-employed Real Estate professional
- Supervised a team of 5 Real Estate agents.
- This office sold over 3 million in Real Estate in 2014 and ran office and outside sales
- Sold over 3 million in Real Estate in 2014.
- Managed daily operations of business, including hiring and training staff.
- Developed strategic plans to increase profitability and efficiency.
- Identified new opportunities for growth, expansion, and diversification.
- Developed networks with appraisers, lenders, and home inspectors to facilitate real estate transactions.
- Facilitated team-building activities designed to foster collaboration among Agents
- Provided positive feedback with emphasis on learning from mistakes to establish solid foundation for progress.
- Attended conferences, workshops and seminars to increase job-related knowledge.
Real Estate Agent Realtor
Self-Employed
12.2004 - 06.2012
- Sales and Marketing
- Giving Broker’s price opinions on client’s homes
- Setting up and implementing sales campaigns, cold calling, meeting new people and actively finding ways to help them.
- Advised clients on market conditions, prices, mortgages, legal requirements and related matters.
- Developed networks with appraisers, lenders, and home inspectors to facilitate real estate transactions.
- Facilitated team-building activities designed to foster collaboration among Agents
- Provided positive feedback with emphasis on learning from mistakes to establish solid foundation for progress.
- Attended conferences, workshops and seminars to increase job-related knowledge.
Education
Insurance Broker
XCEL
01-2022
Real Estate Broker -
Kaplan
08-2011
Bachelors of Arts & Sciences - Behavioral Sciences
Texas A&M-Texarkana
12.2003
Atlanta High School
01.1981
Skills
- Active Listening - Giving full attention to what other people are saying, asking appropriate questions, and not interrupting during conversation
- Social Perceptiveness - Being aware of how others react and responding appropriately
- Service Orientation - Actively looking for ways to help others
- Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses for alternative solutions, conclusions or approaches to a problem
- Goal Planning
- Records Management
- Activity Planning
- Relationship Building
- Group and Individual Meetings
- Group and individual instruction
- Goal Setting
- Effective Leadership
- Policy analysis
- Relationship development skills
- Skilled negotiator
- Sales Presentations
- Commission-based sales experience
- Driven
- Complaint handling and resolution
- Prospecting skills
- Client relations expert
- Excellent communication skills
- Active Life and Health Insurance License with the Texas Department of Insurance
Websites
Timeline
Insurance Broker
Self Employed Services
07.2023 - Current
Associate Broker
Century 21
10.2019 - 03.2021
Owner/Broker
Robinson Realty
06.2012 - 08.2015
Real Estate Agent Realtor
Self-Employed
12.2004 - 06.2012
Insurance Broker
XCEL
Real Estate Broker -
Kaplan
Bachelors of Arts & Sciences - Behavioral Sciences
Texas A&M-Texarkana
Atlanta High School
Hobbies and Interests
- Singing
- Playing the piano
- Gardening
- Cooking
Hobbies and Interests
- Singing
- Playing the piano
- Gardening
- Cooking
Hobbies and Interests
- Singing
- Playing the piano
- Gardening
- Cooking