Sign in

Sales Customer Service

Charlotte, North Carolina, 28269, United States
March 22, 2011

Contact this candidate
Sponsored by:
Post Jobs to
Multiple Job Boards &
Get more Candidates
Try it Free!
Start your 30-day
Free Trial

Karl L. Roberts **** Harris Glen Drive . Charlotte, North Carolina 28269





Dynamic, self-driven, goal-focused professional with years of progressive

success in diverse, exacting health insurance sales environments. Astute

analyst, strategic thinker, and creative problem solver. Personable,

articulate and persuasive. Able to formulate best solutions based upon

complex operational requirements to lower costs, improve bottom line

profitability, and ensure high customer satisfaction and loyalty. A

powerful presenter, skilled negotiator, relationship builder, and team

player. Outstanding trainer and customer service provider. A natural

leader and gifted public speaker and presenter.



Premier Banker 2010 -present

Wells Fargo Charlotte, North Carolina

. Respond via telephone to customer concerns, regarding DDA, Lines of

Credit, Credit Cards and Mortgages

. Cross sell additional products including but not limited to, Insurance

products, Financial Consultations, CDs, additional DDA accounts,

Credit Cards and Loans

. Monitors and charts progress.

Volunteer 2009-


Presbyterian Hospital

Huntersville, North Carolina

Account Executive 2008 - 2009

KLR Insurance Charlotte, North Carolina

. Politely contact customers to discuss their Life and Health Insurance


. Consult with area businesses to assist in minimizing cost and

maximizing revenue.

. Assisted one area business in expanding their current corporation

. Proactively prospect for business through area canvassing, referrals

as well as professional phone calls.

. Create trails of continual business by tactfully suggesting customers

share the pleasures of having the products I present.

Field Sales Consultant, Individual Markets 1998 - 2007

Anthem Blue Cross and Blue Shield Virginia Beach, Virginia

. Proactively managed relationships with area producers generating

approximately $20 Million in annual premiums.

. Visited minimum of 80 producers per month to maintain relationships

and provide training, support, mentoring, and troubleshooting


. Developed sales strategies to effectively sell Anthem's portfolio of

individual health insurance products, and submit weekly through annual

reports focused on regional sales performance and competitive

intelligence and analysis.

. Proactively prospected for new business opportunities, including use

of referrals from existing client base, business relationships,

external networking, cold calling, and other methodologies.

. Recommended product changes to the group insurance board to maintain

budget controls.

. Developed and provided informational training and product showcase

presentations to audiences of up to 500.

. Generated approximately $18 Million in volume in individual sales.

. Effectively managed the retention of health insurance products to >94%

of 100+ member groups.

. Maintained sales quota of ancillary products such as life, dental,

vision and EAP. Ensured high client satisfaction through on time

delivery, deft troubleshooting skills, and added value services.

. Presented RUAs and RFRs.

. Served as key resource for group decision making for benefits and


. As required, initiated product changes to maintain budget controls.

. Consistently exceeded sales retention goals, as well as dental,

vision, EAP, and life goals.

. Supported and motivated enrollment team, and maintained goals for

sales contracts on a monthly basis. Coordinated all territory health

insurance sales, including marketing and business development


. Consulted with employer group clients to gather needs and properly

match requirements to specific products.

. Successfully introduced new Medicare HMO product in the Central

Virginia area.



Bachelor of Arts 1998

Norfolk State University Norfolk, Virginia


Virginia and North Carolina Life and Health Insurance Licenses

Additional courses, seminars and workshops include:

The Counselor Sales Person - Wilson Learning . Covey 7 Habits of Highly

Effective People. Negotiating to Yes . Managed Care - Trigon University,

Currently reading, Dan Millman, Everyday Enlightenment.

Strategic Planning of Self and Fully funded groups . Market Analysis .

Presentation . Pricing . Negotiating & Closing . Staff Training &

Development . Product / Service Development . Marketing & Promotions . Cost

Reduction . Troubleshooting . Customer Service . Key Account Management .

Product Launches




Blue Achiever's Quota Member 2000- 2005

Second Place Sales Person of the Year 2005

First Place Ancillary Sales 2002

Several Quarterly Awards


AUU Basketball Coach . Pop Warner Football Coach

Public Speaker . Youth speaker, peer pressure


Contact this candidate