Roberta Kates Email and Phone Number
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I have been working in the insurance industry for thirty-eight years, educating insurance consumers about coverage. My focus is on personal insurance (home, auto, umbrella and all the fun toys you own) I also advise clients on Life Insurance. I began with AIM (Agents for Insurance Management) in 1986 as the receptionist. Soon after my start, I obtained my P&C agent license, which moved me into the position of Insurance Advisor within the agency. In 2002 Butz Hacker Insurance and AIM merged and created Arbor Insurance Group. I've have handled most jobs within an agency, with the exception of ownership, and was promoted to Vice President of Personal Insurance in 2023.I later became proficient in using our Agency Management System (Vertafore AMS360) and embrace any innovated technology to deliver exceptional client experience. I focus as on providing the best service, to our clients.
Arbor Insurance Group
View- Website:
- arborig.com
- Employees:
- 26
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Vice President Of Personal InsuranceArbor Insurance Group Jan 1986 - Present3435 Winchester Rd Suite 305 Allentown Pa 18104Oversee 11 team members on the Personal Insurance Team - look for cross sells and upsells, client retention is our #1 focus
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Personal Insurance ManagerArbor Insurance Group Apr 2002 - PresentAllentown PaAs the Personal Insurance Manager at Arbor Insurance Group, I oversee the department, manage sales and service issues. I also help to service clients policies, add coverage, update underwriting detail and cross sell policies. I analized reports for the Personal Lines Department, to provide the highest quality of service for our clients needs and offer protection on the "what if's" in life. New to Life Insurance in 2014.
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Personal Insurance ManagerArbor Insurance Group Inc Jan 1986 - PresentAllentown PaAs the Personal Insurance Manager, my goal is to provide service to our clients, in an honest and meaningfully manner. I manage the Personal Insurance Advisors and the Administrative teams. I oversee the personal financial reports and I report to the President of Arbor Insurance Group, Bill Hacker. I have found our clients lifestyles are changing daily and the Arbor team is ready to change with our clients. We offer coverage from more than twenty companies. At Arbor Insurance Group we offer an advantage far greater than others. An Arbor client can walk away knowing they purchased the coverage that fits their lifestyle needs and budget. I offer an Advantage which a direct provider can not offer.
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Personal Insurance ManagerArbor Insurance Group Jan 1986 - PresentAllentown, Pennsylvania AreaAs Personal Lines Manager, I help create a positive client experience by keeping the Personal Insurance Team informed and updated on any company coverage updates and changes. I also help Arbor Insurance Group updated with the cutting edge technology which in turn helps our clients experience.
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Personal Lines ManagerArbor Insurance Group 1986 - PresentAllentown, Pennsylvania Area
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Personal Lines CsrAim Insurance Agency Jan 1986 - Apr 2002In Jan 86, I started as the FT Receptionist at AIM Insurance Agency. About 1 year later, I was licensed in PA to sell Property & Casualty and Health Insurance. I worked in the Commercial Lines department while processing Personal Lines applications. I grew into the Personal Lines CSR position and also worked in Admin/Accounting, I kept all agents licenses current with the companies and posted commission’s payable. I earned my CISR designation in 1999. AIM Insurance Agency and Butz Hacker Insurance Agency merged in 2002 to form The Arbor Insurance Group.
Roberta Kates Skills
Roberta Kates Education Details
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Business, Management, Marketing, And Related Support Services
Frequently Asked Questions about Roberta Kates
What company does Roberta Kates work for?
Roberta Kates works for Arbor Insurance Group
What is Roberta Kates's role at the current company?
Roberta Kates's current role is VP of Personal Insurance, Life Insurance & Cyber Security Manager at Arbor Insurance Group.
What is Roberta Kates's email address?
Roberta Kates's email address is rk****@****rig.com
What is Roberta Kates's direct phone number?
Roberta Kates's direct phone number is +148456*****
What schools did Roberta Kates attend?
Roberta Kates attended Lehigh Carbon Community College, Lehigh Carbon Community College.
What skills is Roberta Kates known for?
Roberta Kates has skills like Insurance, Casualty, Underwriting, Management, Life Insurance, General Insurance, Property And Casualty Insurance, Casualty Insurance, Customer Service, Liability, Umbrella Insurance, Homeowners.
Who are Roberta Kates's colleagues?
Roberta Kates's colleagues are Donna Kersman, Don Cerrato, Lori Beck, Diane Lewis, Alison Weaver, Diane M. Lewis, Bruce D. Kraft, Aai, Cic.
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Roberta Kates
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