Robert Lemke Email & Phone Number

Portland, Oregon Metropolitan Area

Manage client relationships with human resources and executive leadership and provide consulting for large employers in regards to their health and wellness employee benefit plans.

Lake Oswego, Or

Manage client relationships for large employers in regards to their health and wellness employee benefit plans.

Portland, Oregon Area

Analyze key group insurance risk factors to write new business and renew existing business for long-term profitability.Develop working relationships with the sales and operations partners.

Portland, Oregon Area

Manage the service and administrative staff for the Portland, Seattle and Spokane Employee Benefits offices serving the Pacific Northwest brokers and accounts (Oregon, Washington, Idaho, Alaska and Montana).Collaborate with Account Managers and National Accounts Consultants to develop and retain long-term, profitable accounts.Key point of resolution/interaction on behalf of accounts, brokers, and office personnel with Home Office teams.Have been the Account Manager for several Mid-Market Accounts (1,000 to 2,499 covered lives) and National Accounts (2,500+ covered lives). I have managed a large account with 200+ school districts, educational service districts and community colleges insuring 40,000+ lives and been heavily involved with supporting two state accounts in the Pacific Northwest.Key point of escalation involved in collaborating with home office management/personnel in order to appropriately respond to brokers and customers concerns regarding billing and claims situations.Interim Account Manager for a number of accounts when the assigned Account Manager is on an extended leave of absence.Participate in finalist presentations with Sales personnel to prospective or in-force accounts and their brokers. My role during these presentations is to explain our local service model and describe the support they can expect.Participate in key meetings with National Account Consultants, Account Managers and Sales to discuss proposals, renewals, claims experience, service issues, annual financial reviews, contract reviews and annual planning.Manage the RFP support staff to ensure we are meeting deadlines and accurately submitting plan designs based on the brokers request.Develop service and administrative teams by providing training and organizational updates regularly.Participate in projects internally (Sales/Service offices) and within the Home Office to improve customer service processes, systems, products and services.

Portland, Oregon Area

Analyze key group insurance risk factors to write new business and renew existing business for long-term profitability.Develop working relationships with the sales and operations partners.Mentor new associate underwriters.

Portland, Oregon Area

Created legally defensible group insurance contracts to meet the expectations of the policyholder, broker and sales representative.Negotiated contract language to meet specific, complex insurance designs.Participated on systems projects and teams to develop clear, documented processes.

Portland, Oregon Area

Associate of a successful financial services firm in the Portland area selling individual Life and Long-Term Disability insurance including variable products.Responsible for developing client relationships and creating financial plans to maximize my clients’ wealth creation process.

Bachelor Of Arts (Ba), Business Administration/Marketing

Business Adminstration/Marketing