Robert Loewe Email and Phone Number

As a member of the Broker Resources Team, I answered email, text and phone inquiries from brokers to support their high net worth clients. Founding Member of the Live Text Team using Genesys to answer text inquiries. Member of the Knowledge Management Team Designed and implemented the "I Spy" employee recogntion program.

Identify new business opportunities through a systematic marketing approach for Protexure Lawyers and Accountants PLI, including some leads and cold calls. Qualify potential clients, establish relationships and close sales to meet or exceed targets on a monthly, quarterly and yearly basis.• Won the "Producer Cup" for having the highest total sales in March 2015. It was the first time an Account Executive achieved it while selling primarily to Accountants during tax season.

Balanced phone time while supporting the front line by providing a line of support for coaching and escalations.• Maintained Property & Casualty Licenses in up to 28 states • Coached Team Members and ran incentive programs to help improve team Customer Satisfaction Scores • Increased Team performance over three consecutive months while Manager was on leave and succeeded to be the only Team in all four call centers to meet all performance goals for that period. • Tracked team metrics and worked with IT and the Process Mastery Team to resolve issues identified.

Responsible for assisting existing customers with inquiries and cross-selling additional products. • Received CIC Partnership Award for identifying computer problems and working with IT to get them resolved. • Received peer nominated Take a Stand Award for improving workplace conditions by running the “Loyopoly” incentive program. • Received Customer Service Champion two years in a row for having the highest yearly cumulative Customer Satisfaction surveys for the site.• Completed 4 month management rotation to Outbound Team

Communications Consultant (8/2005 – 8/2006): • Member of a team that developed an overall communication plan and reduced email traffic within Mid-Large Market and Voluntary Benefits.• Wrote and edited executive emails, newsletter articles and PowerPoint presentations. • Served as editor for the weekly newsletter and co-editor for the monthly Employee Newsletter, Connections. Knowledge Management Analyst (8/2004 – 8/2005): • Assisted in the creation and implementation of document management system • Provided communications support for One MetLife project. Account Specialist (7/2001 – 8/2004): Assigned to Strategic Service Group and used organizational and communications skills to implement new accounts and troubleshoot/service problematic accounts with 200 to 20,000 employees. • Underwrote yearly renewals and new business proposals for regional office • Processed Tax Documents • Coordinated with Employee Eligibility units for customers • Drafted contracts and employee handbooks

Grievance Analyst, Customer Service (3/2000-12/2000): In addition to retaining supervisory duties and having direct reports as a member of the Management staff, I used problem solving and communications skills to respond to all escalated written complaints regarding the Customer Service Department. • Reviewed and responded to Insurance Department complaints and Presidential complaints• Tracked and trended complaints and recommending solutions to existing business obstacles. Supervisor, Customer Service Billing Team (6/1999 – 3/2000):• Designed and implemented structure of new team consisting of eight direct reports to take billing and policy change phone calls from insureds.Team Lead, Billing Policy Changes (4/98 – 6/99) • Restructured Billing Policy Changes Department Infrastructure • Managed Direct Reports Medical Savings Account Custodian (12/96 – 4/98): Member of three person team that launched the most successful project in American Chambers History.• Captured 40% of the MSA Qualified Plan Market in its first year • Maintained best new business loss ratio of any United Chambers product Billing Policy Changes Representative (7/94 – 12/96).