Summary
Overview
Work History
Education
Timeline
Generic

Robin Tucker

Norman,OK

Summary

Life & Health License in multiple states

Top Producer Western Oklahoma

AFES Rookie of the year nominee

$400,000 and $500,000 clubs

Million Dollar Club

Convention Qualifier multiple years

Series 6 & 63 license (expired)

Convention Qualifier multiple years

Consistently met or exceeded quota every year

Overview

18
18
years of professional experience

Work History

Broker Development

American Fidelity
08.2017 - 01.2024
  • Engaged with broker partners on a constant basis to review existing book of business, identify growth opportunities, and review performance goals and achievements for ancillary insurance products.
  • Conduct training sessions that provide education, available coverages and services, proposals, and underwriting policies and procedures to all existing and potential brokers.
  • Attending broker conventions focused on attracting the best brokers.
  • Consults and assists with senior leadership on recommended procedures and best practices.
  • Strong knowledge of federal compliance with group insurance including HIPPA, COBRA, S-125, and ACA.


Account Executive - Schools and Worksite

American Fidelity
05.2011 - 08.2017
  • Focus on growing and maintaining existing Business to Business accounts by one-on-one sales of worksite insurance products and services to the community.
  • Consult with current customers to provide value and meet financial needs.
  • Build strong relationships with customers and association executives.
  • Develop customized needs-based employee benefit packages through annual benefit enrollments and group presentations.
  • Prospecting and new account development

Herff Jones, Inc

Independent Sales Rep
03.2006 - 04.2011
  • Specialize in generating new business through prospecting, cold calling, networking, and relationship building for school graduations.
  • Customer service, training of employees, class meetings and presentations, design products for students, accounting, data and order entry, delivery of products, weekly, monthly, yearly reports and everything included in owning a business.
  • Determine profitability of new business and set student pricing.
  • Develop competitive proposals to potential schools.

Education

Bachelor of Science -

University of Central Oklahoma
Edmond, OK

Timeline

Broker Development

American Fidelity
08.2017 - 01.2024

Account Executive - Schools and Worksite

American Fidelity
05.2011 - 08.2017

Herff Jones, Inc

Independent Sales Rep
03.2006 - 04.2011

Bachelor of Science -

University of Central Oklahoma

Similar Profiles

CREATE PROFILE
Robin Tucker