Robert Beaman
Lenexa
Summary
Insurance professional although well versed in many different professions. Pride myself in communicating and ability to get a good read not only on individuals but the room. Lived and traveled in many different parts of the US and not afraid to do more of it. Also not opposed to new challenges, monetary driven or not. I believe my team is not only my family, piers and co-workers, but the client. Retention is everything.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Insurance Agent
Mike Perz And Associates
10.2021 - Current
- Insurance professional currently working in the commercial space and organically starting to specialize in habitation and office buildings.
- Have and still do from time to time work on personal lines as well as health and life.
- Pride myself on reading my clients as individuals and building relationships.
- Analyze customer needs to provide customized insurance solutions.
- Have over 20 years of sales experience with an exceptional retention rating.
- Working closely with other team members to optimize sales strategies.
- Enjoy learning and being challenged. Something new comes up everyday. Not always good.
Football and Baseball Coach
St. Thomas Aquinas, Crespi High School
07.1999 - 06.2023
- Head Freshman Baseball Coach
- Head JV Football Coach
- Varsity Linebacker Coach
- Varsity outfield coach
- Emphasized on discipline and attention to details
- Demonstrated drills through years of experience.
- Collaborated with other coaches to create and execute game plans.
- Promoted sportsmanship values among athletes, fostering a positive competitive atmosphere within the team environment.
- Utilized positive communication to encourage team and promote integrity and respect.
- Went on to coach in many state tournaments and walked away with a California state championship in baseball. Runner up a couple times at Aquinas. Ran out of pitching. That was a joke.
Insurance Agent
Fidelity Insurance Services
01.2020 - 10.2021
- Worked mainly on personal lines and got my feet wet with commercial as well.
- Built strong relationships with clients through consistent communication and excellent customer service.
Partner /Insurance Agent
The West Coast Insurance Agency
06.2013 - 08.2019
- Developed my own book of business as well as a collective book with two other partners in both group and Individual health.
- Worked closely with them facilitating over 150 small groups.
- Provided outstanding service to all individuals and business owners promoting effective, and lasting business relationships.
- Achieved successful client outcomes by identifying and addressing their unique needs and goals.
- Stayed informed on industry developments and market trends to gain competitive advantage.
- Networked with other professionals and organizations to expand contacts and opportunities.
- Assisted in completing insurance renewals as well as enrollment
- Worked closely with Advisors Choice (general agency) Introducing health clients, both group and individuals to life products. Term / Whole / Key Man
Partner /Business Consultant
BCD Capital Corp
06.2010 - 06.2013
- Worked with many start up companies in the Los Angeles and Ventura county area.
- Helped with business plans, and project management
- Went on many road shows to sell and demonstrate product.
- Raised capital for diverse industries and helped facilitate traditional private equity strategies for start ups, middle market, and emerging growth companies
- Held executive positions with Crunchies Food, Chef Yosi, Separation Oil Services, Nahabedian Exploration Group, and Cyclonic Recycling Technologies
Loan Officer
Saratoga Funding
01.2004 - 01.2009
- Funded over $150mm in both commercial and residential loans
- Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
Bartender and Server
J Alexanders
11.1999 - 03.2001
- Learned how to communicate and read people.
- First experience with service and sales
- Established communication lines with co workers to maximize efficiency.
Education
No Degree - Communications
Moorpark College
Moorpark, CAHigh School Diploma -
Crespi Carmelite High School
Encino, CA05.1996
Skills
- Customer Service
- Licensed Insurance Agent
- Professionalism and Ethics
- Quotes and sales
- Quick Learner
- Results Oriented
- Client Focused
- Account Management
- Business Development
- Retention
Certification
Licensed NPN 16682026
- Health and Life
- Property and Casualty
- California Real Estate
Timeline
Insurance Agent
Mike Perz And Associates
10.2021 - Current
Insurance Agent
Fidelity Insurance Services
01.2020 - 10.2021
Partner /Insurance Agent
The West Coast Insurance Agency
06.2013 - 08.2019
Partner /Business Consultant
BCD Capital Corp
06.2010 - 06.2013
Loan Officer
Saratoga Funding
01.2004 - 01.2009
Bartender and Server
J Alexanders
11.1999 - 03.2001
Football and Baseball Coach
St. Thomas Aquinas, Crespi High School
07.1999 - 06.2023
No Degree - Communications
Moorpark College
High School Diploma -
Crespi Carmelite High School
Licensed NPN 16682026
- Health and Life
- Property and Casualty
- California Real Estate
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