Sign in

Customer Service Life Insurance

Staten Island, NY, 10310
August 31, 2012

Contact this candidate


Robert C. Sullivan

** ***** ***** *********/*********: 718-***-****

Staten Island, NY 10310 Email:

Professional Experience

Allstate New Jersey

Allstate Financial Services, LLC

Bridgewater, New Jersey 08807

To establish financial products through Allstate Life Insurance Co. and Lincoln Benefit Life Insurance Co. to existing customers of multiple Allstate Agencies through the State of New Jersey. These products included Life, Health, Investments, Workplace products and Estate and Business planning.

Personal Financial Representative NY & NJ

Licensed Property & Casualty NY & NJ

Bridge Financial An Office of MetLife

Staten Island, NY 10311

Responsible for providing clients various financial products to help secure they’re retirement goals, estate planning, legacy planning and all forms of investments and life insurance products to meet these needs.

Introduce to the existing book of business MetLife’s Property & Casualty products, MetLife’s General Agency products, and establish a system within the Agency to prospect and sell such products.

Financial Service Representative

Registered Representative

Investment Advisor Representative

Allstate Insurance Co.

The Robert C. Sullivan Agency Inc.

Staten Island, NY 10301

Result driven insurance professional, with experience in the analysis and development of sales for new and existing clients. Responsibilities include canvassing and securing new clients; assessing the portfolios of existing clients to be sure their present insurance coverage adequately meets their needs in their personal (property and casualty) and financial portfolios; maintaining a high volume of customer service; managing an office staff; setting quarterly and year end goals.

Responsible for planning, developing and managing an agency and staff to increase market penetration of property & casualty products, along with all of Allstate’s financial products.

Responsibilities include:

Agency growth to $1,800,000 (plus) in annual premiums

Supply twenty-four hour customer service to all clients

Increase financial products and planning portfolios

Increase market share of property and casualty products

Strong customer relations supporting my clients during the claims process

Customer retention ratio of 94% in all property and casualty customers

Customer retention ratio of 98% in all financial products

Build and maintain a profitable book of business

Monitor and support all staff to help achieve the agency’s annual goals

Prudential Insurance Company

Newark, NJ

Debit/Life Insurance Agent

Primarily a life insurance company with an emphasis on family oriented life insurance. Debit based cliental with collections of monthly premiums collected at the customer homes. A grass roots sales process where family oriented sales were the primary goal. Once a rapport was established with a client, growth in business was successful. My group was able to take our division to the number one agency within the United States and Canada. Services included:

Daily collections of monthly premiums

Family review of life insurance needs

Referral based leads which comprise a large component of new business

Aggressively prospecting for property and casualty business

Education and Training/Achievements

College of Staten Island

John Jay College of Criminal Justice

Life Underwriting Training Council Fellowship

States of New York and New Jersey Property & Casualty Licenses

States of New York and New Jersey Life & Health & Annuities Licenses

Series 6/63

New Jersey Department of Health Certified Emergency Medical Technician

American Heart Association Certified CPR Instructor and Facilitator

Professional and Community Affiliations

Life Underwriting Training Council

Howell Township First Aid & Rescue Squad #1

(President 1999 to 2001; Active Life Member

Member New Jersey State First Aid Council

Livingston Civic Association

New York Police Chiefs Benevolent Association

John Jay College Protection Management Alumni & Friends

New York State Special Investigations Units (NYSSIU)

The Metropolitan Security Council Of Greater New York

The Allstate Foundation

Member S.I.G.A., M.G.A. & U.S.G.A.

Contact this candidate