Kelli Robbins Email and Phone Number

Manage a team of financial advisors.

• Manage a portfolio of pension accounts.• Provide account management services to key clients and national accounts.• Address and resolve complex critical client escalation issues pertaining to their pension plans.• Facilitate cash flow transactions of separate accounts.• Work with other departments to ensure goals are met in a timely manner.

• Receive a high volume of incoming agent phone calls to answer a wide range of questions, and assist the agents with their inquiries, or direct them to the correct department for assistance.• Provide life product, underwriting, application, and producer website help and training for agents.• Guide agents in determining which products suit their client’s needs.• Process complex and detailed high priority illustrations with a strict deadline to help producers place cases.• Assist agents with conversion information and illustrations.• Collaborate with coworkers, as well as multiple departments to ensure cases are processed in a timely manner, and agents receive the best possible service.• Maintain existing relationships with agents, via phone and email, to ensure they have the support they need to be successful.

• Provide life product, underwriting and producer website training for general agents. • Train consistently on Ohio National products to stay knowledgeable in every aspect of our plans. • Conduct numerous SuccessTrac webinars and Producing General Agent seminars for 100+ general agents and RVPs. • Process complex and detailed high priority illustrations with a strict deadline. • Build strong relationships with Ohio National agents to integrate into our system smoothly. • Receive a large number of incoming general agent phone calls to answer a wide range of questions. • Collaborate with coworkers, as well as multiple departments, in project coordinating and decision making. • Train new associates on Orientation Success Team work flow. Previous to that I worked in Inforce Customer Service providing the following services: • Provide superior customer service to producers and clients with in-force life and disability income insurance policies by communicating with other departments to accomplish a common goal. • Assist producers and clients in servicing in-force business, by providing information regarding billing, transaction history, and product information, as well as sending forms to initiate policy changes, and providing instructions about how to fill out forms.• Assist producers and clients with requesting loans from policies. • Process one time loan and premiums payments for in-force policies.• Help producers and beneficiaries initiate claims processes.

• Assist in design and implementation of program to train new agents.• Recruit new agents in the state of Florida through trade shows, Zip Recruiter, Career Builder, as well as other means.• Interview, hire, train, and manage team of 30+ advisors, most of which were top producing agents in entire country. • Assist unlicensed agents through the licensing process. • Maintain a thorough knowledge of health, life and ancillary insurance products for various carriers.• Maintain personal book of business, as well as the business of other agents. • Market/sell life, health, Medicare, and ancillary insurance for various carriers.