Sales Customer Service
Resume:
Karl L. Roberts **** Harris Glen Drive . Charlotte, North Carolina 28269
( **********@*****.***
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HEALTH and BENEFITS
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.
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CAREER TRACK
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-
2010
Presbyterian Hospital
Huntersville, North Carolina
Account Executive 2008 - 2009
KLR Insurance Charlotte, North Carolina
. Politely contact customers to discuss their Life and Health Insurance
needs.
. 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
leadership.
. 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
legislation.
. 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
activities.
. 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.
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LEARNING CREDENTIALS
Bachelor of Arts 1998
Norfolk State University Norfolk, Virginia
LICENSES
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
HIPAA / ERISA / COBRA
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AWARDS
Blue Achiever's Quota Member 2000- 2005
Second Place Sales Person of the Year 2005
First Place Ancillary Sales 2002
Several Quarterly Awards
INTERESTS & ACTIVITIES
AUU Basketball Coach . Pop Warner Football Coach
Public Speaker . Youth speaker, peer pressure
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