Robert Petree
Nolensville,TN
Summary
Results-driven Employee Benefits Consultant bringing top-notch sales abilities developed over 10 years of experience in the field. Skilled at providing creative solutions to develop well-designed benefits programs connecting employers to the heart and soul of their employees. Knowledgeable in all forms of plan design, population health initiatives, health care reform, referenced based pricing, and defined contribution plans. Experienced in helping employers navigate the troubled waters of health plans.
Overview
18
18
years of professional experience
Work History
Employee Benefits Consultant
Brown & Brown of Tennessee
Brentwood, TN
04.2015 - Current
- Overseeing book of business consisting of more than 12 clients worth $1M per year.
- Providing ongoing support services to ensure compliance with applicable laws, regulations, and policies related to employee benefits programs.
- Developing strong referral network of carrier partners, administrators and providers.
- Creating and advising on strategies for employers to share costs with employees.
- Analyzing client needs and recommending specific plan designs that fit their objectives.
Human Resource & Risk Management Consultant
Sheakley
Nashville, TN
11.2013 - 04.2015
- Executed ongoing coaching strategies to improve sales focus on new business and current account growth.
- Developed key customer relationships to increase sales.
- Developed and implemented strategies to meet sales quotas.
- Drove substantial sales through suggestive selling and by developing broker relationships
Named Account Executive
Konica Minolta Business Solutions
Charleston, SC
12.2009 - 11.2013
- Enhanced sales volume through skilled support to both new and inactive customers.
- Engaged in cold calling activities to generate leads through outbound calls and emails.
- Maintained a high level of customer satisfaction through hands-on daily management of projects from inception until the final stages of production.
- Provided superior customer service to ensure the highest level of customer satisfaction.
Account Executive
Source4
Washington, DC
02.2007 - 10.2009
- Provided a broad range of integrated business and marketing solutions to fulfull our client's operational & marketing needs
- Prospected and provided a wide range of print and marketing collateral solutions to non-profits and organizations of all size
- Increased profitability within accounts by cross-selling additional products.
Education
Bachelor of Science - Graphic Communications
Clemson University
Clemson, SC12.2006
Skills
- Sales Expertise
- Advising Employers
- Building Referral Networks
- Attention to Detail
- Regulatory Compliance
Accomplishments
- Brown & Brown Tangle B award recognition 2017 - present
- Brown & Brown Rookie Of The Year candidate - 2016
Affiliations
- Leukemia & Lymphoma Society, Nashville TN Chapter - Board of Directors, Treasurer April 2016-Sept 2023
Timeline
Employee Benefits Consultant
Brown & Brown of Tennessee
04.2015 - Current
Human Resource & Risk Management Consultant
Sheakley
11.2013 - 04.2015
Named Account Executive
Konica Minolta Business Solutions
12.2009 - 11.2013
Account Executive
Source4
02.2007 - 10.2009
Bachelor of Science - Graphic Communications
Clemson University
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