ROBERT HEBERT
Chelmsford,MA
Summary
Experienced insurance professional with over 15 years of property & casualty agency expertise, specializing in sales and servicing of personal and mid-market commercial accounts. Proven ability to build strong client and underwriter relationships, manage multiple priorities, and deliver timely results with a customer service focus. Proficient in various systems with a commitment to continuous professional development, including CISR, CPIA, and CRIS designations.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Senior Account Manager
Sellica Insurance Group, Inc.
02.2023 - Current
- Prepared and submitted new and renewal applications to the carriers and obtained quotes
- Responded to requests for information and documentation, handled renewals of expiring policies, and assisted with audits
- Handled over 100 incoming calls weekly for personal and commercial lines monthly, ensuring efficient service
- Ensured optimal coverage by staying current on industry changes through 4-5 training seminars annually
- Resolved 90% of client inquiries within 24 hours, enhancing overall client trust.
Commercial Lines Account Manager
The Quintal Agency, Inc.
06.2022 - 03.2023
- Managed a commercial lines book of business with $700,000-$800,000 in annual commission, handling both sales and account management responsibilities
- Developed new business opportunities and sold commercial insurance policies
- Managed renewals, ensuring high retention rates and identifying cross-selling opportunities
- Reviewed Excess and Surplus Renewals, ensuring timely paperwork processing for clients.
Account Manager
The Hilb Group LLC
08.2021 - 03.2022
- Provided guidance to clients on personal and commercial insurance products
- Identified and solicited sales prospects for cross-selling and upselling
- Reviewed Excess and Surplus Renewals for re-market opportunities, and to ensure paperwork was received in a timely manner
- Cross-sold and upsold insurance products.
Account Manager
Charniak Insurance Agency
03.2020 - 08.2021
- Managed renewals for entire agency, handling 85% personal lines and 15% mid-commercial lines book of business with up to $25,000 average income
- Built and maintained relationships with underwriters and marketing representatives
- Handled over 300 incoming calls monthly for personal and commercial lines monthly, ensuring efficient service
- Maintained a 98% client retention rate while identifying 550 cross-selling opportunities yearly
- Evaluated client exposures to provide policies that protect new and renewal clients appropriately
- Achieved 40% revenue increase through effective cross-selling and upselling insurance products.
Senior Personal Lines Account Manager
The Dowd Agencies, LLC
03.2019 - 03.2020
- Managed a high net worth personal lines book of business, collaborating with sales and underwriting teams on new business and renewals
- Stayed current on industry changes to ensure clients received optimal coverage
- Mentored team members and assisted with onboarding new staff
- Participated in sales meetings to share insights and strategies
- Stayed abreast of industry changes to optimize client coverage.
Senior Account Manager
Sellica Insurance Group, Inc.
10.2009 - 03.2019
- Provided team leadership and mentoring, ensuring accuracy in policy processing and billing
- Developed and maintained a loyal client base
- Maintained a 96-99% renewal retention rate
- Marketed, serviced, developed, and retained assigned accounts
- Led and mentored team members
- Processed transactions and generated billing invoices.
Education
Bachelor’s - Business Administration
Liberty University
Lynchburg, VASkills
- Excel
- Powerpoint
- Word
- Adobe
- Outlook
- Applied Epic
- AMS360
- Singlepoint
- Allibot for Insurance
- CSR24
- Tarmika Commercial Lines Rater
- Chat GPT-4o
- Google Gemini
- Microsoft Copilot
Certification
- CISR
- CPIA
- CRIS
Accomplishments
- Increased customer retention rates by 12% through personalized service and follow-up.
- Developed strong relationships with clients, leading to an increase in renewals
- Implemented a client feedback system that facilitated direct text communication with customers, followed by automated prompts for Google and Facebook reviews. This initiative resulted in a 68% increase in customer satisfaction scores.
Personal Information
Title: Senior Account Manager
Volunteer Experience
- Backrs, Youth Mentor Volunteer, 02/2023, Present, Backrs is a 100% remote, diverse network of adults that mentor youths of High School and College age.
- The Trevor Project, At Risk Youth Volunteer, 09/2023, 07/2024, Provide emotional support and crisis intervention for at-risk youth.
Onlinepresence - Linkedin
https://www.linkedin.com/in/roberthebert-697aab5
Timeline
Senior Account Manager
Sellica Insurance Group, Inc.
02.2023 - Current
Commercial Lines Account Manager
The Quintal Agency, Inc.
06.2022 - 03.2023
Account Manager
The Hilb Group LLC
08.2021 - 03.2022
Account Manager
Charniak Insurance Agency
03.2020 - 08.2021
Senior Personal Lines Account Manager
The Dowd Agencies, LLC
03.2019 - 03.2020
Senior Account Manager
Sellica Insurance Group, Inc.
10.2009 - 03.2019
- CISR
- CPIA
- CRIS
Bachelor’s - Business Administration
Liberty University
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