Insurance Customer Service

ROBERT A. SHEVLIN, MBA

**** ****** **** *****, ************, Florida 32258

Telephone 904-***-**** 904-***-**** Mobile 904-***-****

Email: ******@*********.*** or ******@*****.***

Career Objective: To obtain a financial advisor position in a

world class retail investment and wealth management

organization that will allow me to make a difference in a

client's financial life, offering financial planning and

best of breed solutions, products and services; and to up-

sell and cross sell to the organization's existing client

base and new clients I may develop, leveraging my

significant knowledge of investments, insurance, mortgage

and credit products, and planning strategies.

Summary: Results driven product and sales manager/entrepreneur with

unique background combining significant experience in

directing marketing, product development, sales and

managing client relationships with leading financial

institutions, mortgage servicers, insurance companies, non

insurance third party marketing vendors, and fee income

brokers. Areas of expertise include:

. Business development New company,

new division start-ups

. Product development/mgt. Program

management

. Strategic planning/budgeting Consultative

selling, including phone

sales

. Third party vendor management Regulatory compliance

Wide subject knowledge in insurance (life, disability, LTC,

Critical Illness, Supplemental Health

& P&C products) investments, college planning, business, estate

and charitable planning,

mortgage loan products, mortgage servicing, and credit card

products.

Self Employed/Independent Contractor May 2009-Present

Director of Insurance for Camarda Consultants, LLC-Financial

Representative. Primarily focused on personal and small business market

selling life insurance, disability income insurance, long term care

insurance and hybrid products, business and college cash flow planning,

estate planning coordination. Joint work with investment adviser

representatives with respect to insurance opportunities, cross sell RIA

client base.

Principal Financial Group July 2008 - May 2009

Career agent position - Financial Advisor, Registered and Financial

Representative. Primarily focused on

personal and small business market selling life insurance,

disability income insurance, employee benefit

solutions, employer focused retirement solutions, placement of

variable annuities, mutual funds, managed

accounts, fee based financial planning.

EverInsurance Inc. and EverBank December 2002-Present Vice President

Rejoined the company as Vice President-Part Time in December 2002.

Managing the firm's fee income marketing programs, and working on

various insurance related projects and cross sell programs.

2006-2007 Went to full time. Conceived and implemented a start-up

Direct to Customer Insurance Call Center Operation to sell Life,

Disability Income, Long Term Care Insurance and Annuities.

Oct 2007-March 2008 Responsible for investigating and pursuing

recoveries from third parties on mortgage loan repurchases that

involve complex misrepresentation and fraud elements.

April 2008-Present Returned to part time managing the firm's fee

income marketing programs.

IFS/LSI Management LLC: Feb. 1995- December 2006 President/Managing

Member

Innovative Financial Strategies, Inc. ("IFS") provided fee income

consulting and outsourcing services to

Mortgage servicers, and other select financial institutions.

Distributor and product developer of select fee income products to

financial institutions and fee income brokers.

. Special projects have included assisting with a start-up

outsourced Property and Casualty Insurance Program for a mortgage

company and other loan production affiliates;

Evaluation/implementation of a domestic captive reinsurance

company for forced place insurance; Developing an internal

mortgage prepayment program, and Fee income evaluation and

implementation projects involving credit cards and Mortgage Loan

and Heloc Debt Cancellation.

. IFS enhanced the financial institutions competitiveness by

combining the features of several highly rated companies into a

single organization that provided superb solutions and service.

Build strategic alliances with a number of individuals and

providers of professional services and expertise.

. Owned interests in two other start-up ventures. As acting COO

gained operational experience managing vendors who perform data

management, inbound and outbound telemarketing, product

distribution and fulfillment functions, customer service and IT.

I was also responsible for the firm's financial accounting,

business strategy development, and Utility Patent filing.

. 1998-2003 IFS managed the operational activities, including

managing a fee income brokerage force, to sell a variety of

different insurance and non-insurance voluntary fee income

programs to financial institutions, primarily mortgage servicers.

Also during this period ran an affiliated office for an insurance

wholesaling firm (The Wealth Source) that specialized in

providing advanced marketing solutions and case design work for

life insurance, annuities, disability insurance, long term care,

retirement planning and estate planning, for insurance agents and

registered reps.

Alliance Mortgage Company July 1984- December 1994 Senior Vice

President

. Responsible for the marketing of all non credit related products

to the customer base,

. Establishing the insurance agency,

. Managed the Special Assets Dept. (minimize losses on a 1,600

loan mortgage fraud portfolio, reduced exposure over

$20,000,000), managing the firm's complex corporate litigation

(non foreclosure and bankruptcy litigation, included contested

foreclosures involving fraud cross claims against Alliance,

managed a 10 person litigation support unit), Compliance, and

Quality Control Unit (for both Loan Origination and Loan

Servicing).

EDUCATION: UNIVERSITY OF FLORIDA, Gainesville, Florida

MBA, REAL ESTATE 1984

UNIVERSITY OF TEXAS, Austin, Texas

BBA, FINANCE AND REAL ESTATE 1982

LICENSES: Life, Health (Non Resident Licensed in 20 states)

Variable Annuity, FINRA

Series 6, 63 and 65 (currently inactive since Nov

2009).

Contact this candidate