Kyle Roberts, MBA
Derby
Summary
Resourceful Commercial Account Manager in the Insurance profession with a history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Commercial Account Manager
M&M Insurance Associates
03.2023 - Current
- Responsible for daily account service and client advisement needs including but not limited to handling client and insurance company inquires, resolving coverage and premium discrepancy issues, maintaining accurate account information in our agency management system, processing of endorsements, audits, certificates of insurance, and auto ID cards, etc.
- Interact professionally and in a timely manner with clients via email, phone, or in person.
- Develop remarketing strategies in accordance with client servicing standards and market changes.
- Responsible for managing renewal process on high net worth book of business including preparations of renewal reviews, creating renewal applications and submissions, online quoting via insurance carrier websites, reviewing quotes and negotiating terms and premium, preparing final quotes and proposals for delivery to clients, binding coverage, and issuing renewal policies, invoices, certificates of insurance, auto ID cards, etc
Agency Owner
Farmers Insurance
09.2022 - 03.2023
- Owner of Kyle Roberts Agency, LLC, with Farmers Insurance
- Opened a start-up agency and acquired a book of business worth $300,000 in premium.
- Manage budgets and operational accounts receivable and payable with marketing and service.
- Exceeded company goals and quality requirements with growing the business each month.
- Managed paper and electronic filing systems recorded information and made updates.
Agent Protege
Farmers Insurance
11.2021 - 08.2022
- Developed leads through the Internet and referrals.
- Scheduled appointments, identified customer needs, and marketed appropriate products.
- Learned from my mentor, Steve Pickard how to run my own insurance agency.
- Had weekly meetings with my Agency Business Consultant about my sales growth and goals.
- Developed a social media initiative with Facebook and LinkedIn where I posted my customers testimonials of their appreciation of my customer service and gained referrals.
Account Representative
State Farm Insurance
12.2020 - 10.2021
- Developed leads, scheduled appointments, identified customer needs, and marketed appropriate products and services.
- Established customer relationships and followed up with customers, as needed.
- Worked with the agent to establish and meet marketing and sales goals.
- Was responsible for the most sales in the office for the agent to gain his contact.
- A consistent top producer in the Wichita market, averaging over $15,000 in premium and 30 sales per month.
- Developed a social media initiative with Facebook and LinkedIn where I posted my customers testimonials of their appreciation of my customer service and gained referrals.
Substitute Teacher, K-12
USD 396, Douglass Public Schools
08.2015 - 05.2018
- Followed classroom plans left by class teacher to continue student education and reinforce core concepts.
- Repeatedly requested as substitute teacher by teachers based on excellent past referrals and trusted performance.
- Kept students on-task with proactive behavior modification and positive reinforcement strategies.
- Managed classroom behavior effectively, implementing clear expectations and consistent consequences for all students.
Education
MBA - Business Administration
Emporia State University
Emporia, KS12.2022
Bachelor of Arts - Sport Management
Wichita State University
Wichita, KS05.2017
Associate of Arts - General Management
Butler Community College
El Dorado, KS05.2013
Skills
- Account Management
- Sales Management
- Strategic Planning
- Customer Relationship Management (CRM)
- Business Administration
- Marketing
- Strategic Partnerships
- Financial Management
- Computer Skills
- Documentation And Reporting
Certification
- Certified Notary Public in the State of Kansas
- Property and Casualty Insurance License in the State of Kansas.
- Life and Health Insurance License in the State of Kansas.
- K-12 Substitute Teaching License in the State of Kansas. (2015-2018)
Groups
- Southwestern Consulting Program.
- Enrolled in the Top Producers Edge Program Elevated the practice and perception of sales with a certified sales and leadership coach.
- Increased my skills with Schedule and Time management, Phone Techniques, Answering objections before they come up, referral and marketing process.
- I learned to create a schedule to get more done in less time to create strategies for understanding self-motivation and sales psychology.
Timeline
Commercial Account Manager
M&M Insurance Associates
03.2023 - Current
Agency Owner
Farmers Insurance
09.2022 - 03.2023
Agent Protege
Farmers Insurance
11.2021 - 08.2022
Account Representative
State Farm Insurance
12.2020 - 10.2021
Substitute Teacher, K-12
USD 396, Douglass Public Schools
08.2015 - 05.2018
MBA - Business Administration
Emporia State University
Bachelor of Arts - Sport Management
Wichita State University
Associate of Arts - General Management
Butler Community College
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