Robert Foster
Springfield,OH
Summary
I am an enthusiastic sales professional with ambitious goals. I love striving for the highest of highs, I believe in a work hard play hard philosophy. It's the best case scenario if you can not only meet your goals but exceed them on a regular basis. Insurance professional with comprehensive understanding of insurance policies and risk management. Proven track record of effectively managing client relationships and resolving claims. Strong focus on team collaboration and adaptability, ensuring reliable and results-driven performance.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Insurance Specialist- Manager Business Development
Insurance Broker
02.2015 - Current
- Responsible for educating clients on Life Insurance and Annuity products.
- Present products and solutions in conjunction with the client’s needs.
- Follow up with clients to ensure a high level of comfort after purchase of Insurance products.
- Produce self-generated leads through business referrals.
- Generate and close leads through email blasts and texting campaigns.
- Maintain compliance and suitability on all sales and products.
- Follow up with clients to ensure business retention remains at the highest levels.
- Meet or exceed sales goals monthly.
- Responsible for placing 50 calls per day and fielding 30 emails per day,
Employee Benefits and Retirement Planning Consultant
Accelerated Benefits
07.2006 - 02.2015
- Responsible for increasing sales volume in new and existing accounts across multiple lines of coverage.
- Performed benefits audits to identify key areas that would reduce employer costs.
- Developed marketing strategies to increase new and existing business revenues.
- Marketed voluntary benefits to fill in coverage gaps that core benefits presented.
- Participated in national conferences to exhibit company best practices and share sales growth ideas.
- Created referral opportunities by engaging clients to share our cost saving successes with others.
- Developed relationships within associations to access members for business opportunities.
- Exceeded sales goals annually set forth by the employer.
- Responsible for training new employees and helping them make their weekly and monthly goals,
Education
Bachelor of Arts - Business Administration (BSBA)
The Ohio State University
Columbus, OH06.1999
Skills
- Managed grocery store employees - Howard’s IGA (5 years)
- Managed Benefits Counselors - Accelerated Benefits (8 years)
- Managed Colonial Life Benefits Counselors (8 years
- Trained new employees
Certification
- Life, Health and Annuities License active.
- (24 hours continuing education requirement completed)
Timeline
Insurance Specialist- Manager Business Development
Insurance Broker
02.2015 - Current
Employee Benefits and Retirement Planning Consultant
Accelerated Benefits
07.2006 - 02.2015
Bachelor of Arts - Business Administration (BSBA)
The Ohio State University
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