Robert Privette
Charleston,SC
Summary
Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives. Committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
16
16
years of professional experience
Work History
Insurance Consultant
Auto Club Group AAA
Charleston, SC
03.2017 - Current
- Monitored clients' insurance coverages to ensure changing needs were met.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Counseled prospects and policyholders on coverage, limits and regulations.
- Developed appropriate quotes based on risk information.
- Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services and best practices.
Licensed Sales Producer
Allstate Corp
Charleston, SC
02.2016 - 03.2017
- Upsold products to policyholders and potential new clients.
- Offered policy guidance and management to promote asset protection.
- Developed appropriate quotes based on risk information.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services and best practices.
- Achieved repeat business and referrals through personalized services.
Outside Sales Representative
RainSoft
Jacksonville, FL
01.2013 - 12.2016
- Demonstrated products to potential customers and answered questions to close sales.
- Educated customers on product features and technical details to highlight benefits.
- Conducted site visits to assess needs, demonstrate products and recommend strategic solutions for customer requirements.
Provider Services Representative
Guardian Healthcare
Greenville, SC
06.2008 - 12.2012
- Exceeded established service goals while leveraging customer service, sales and employee management best practices.
- Strengthened customer retention by offering discount options.
- Presented existing and prospective customers with valuable service or product information to aid in decision-making.
Education
Bachelor of Science - Corporate Communications
The University of Alabama
Tuscaloosa, AL05.2008
Skills
- Credit History Analysis
- Licensing Requirements
- Requirements Reviews
- Property and Casualty Insurance Sales
- Account Management
- Insurance Customization
- Risk Mitigation
Timeline
Insurance Consultant
Auto Club Group AAA
03.2017 - Current
Licensed Sales Producer
Allstate Corp
02.2016 - 03.2017
Outside Sales Representative
RainSoft
01.2013 - 12.2016
Provider Services Representative
Guardian Healthcare
06.2008 - 12.2012
Bachelor of Science - Corporate Communications
The University of Alabama
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