Robert Mcfield, Cisr Email & Phone Number

Consult, and develop comprehensive customizable insurance packages( Multi- Peril, Workers Compensation, and Auto Insurance) for Churches, and other non-profit faith base outlets which includes but not limited to Assisted living and Educational Facilities.

Serving Fulton, Dougherty And Lee Counties & West Central Georgia

Develop and implement a service and renewal plan that leads to successful accomplishment of assigned goals and corporate objectives.Working within an assigned territory, conduct on-site visits to renew and service customers. Inspect, evaluate, field underwrite, and document exposures in preparation for a renewal offer. Identify and analyze account rounding opportunities for the customers that fall within established Church Mutual guidelines. Coordinate and conduct in-person renewal and service presentations.Complete applications and provide supporting data for processing. Enter system data as instructed to process documents and record decisions/communications.Investigate customer complaints/inquiries and provide response in specified time frame.Work with internal team members to make the renewal process and service requests timely and complete.Reporting Activities: Complete and maintain database for all sales and service activities, provide written report(s) to management as directed, complete and process expense accounts, and report nonrenewal and cancellation decisions.

Greater Atlanta Area

Manages a premier/excellent household customer portfolio. Profiling customers to determine their needs, then cross-selling appropriate products and services and/or referring customer to partners. Provides broad base of services, including deposit-based, credit, investment and fee-based products, with the goal of acquiring 100% of the customers business. Develops and maintains relationships with Wells Fargo partners to maximize sales opportunities and achieve minimum sales standards. Proactively makes outbound sales calls to inform customers about a wide variety of financial services solutions that will meet their needs and deepen the customer experience and relationship. This position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results.

Greater Atlanta Area

Premiere Global Services, Inc. is a global provider of applied communication technologies that help businesses automate and improve their business processes. Our solutions are available 24/7, on-demand and require no customer investment in hardware or software. The PGi Global Gateway- The Premiere Global Communications Operating System (PGiCOS) supports applications within the following solution sets:Audio, Web and Event Conferencing & Collaboration Fax & Document Delivery eMarketing & Customer Engagement Notifications & Reminders Premiere Global offers relevant industry applications for companies worldwide. As your challenges evolve, so do our products and services. We enable you to use traditional modes of communication (phone, internet, email, and more) to:Accelerate productivity in your business Simplify communications with customers, prospects and employees Increase sales and marketing effectiveness

Real estate professional; Main focus was on originating residential and/or commercial loans. Enabled mortgage lenders and banks to provide financing on loans originated nationwide without having to incur the cost of having an actual physical presence. Represented lending institutions nationwide. Worked hand in hand with Realtors, builders, lenders, and the borrowers themselves. Administered the complete financing application; qualifying the potential borrower with a suitable loan program and lender, obtaining all necessary documentation, and working with loan processors, underwriters, title, escrow, and lenders to ensure that the loan process goes along smoothly and closes on time with few or no surprises.

Mpa, Masters In Public Adminstration

Certification: Health Services Management

B.S, Biology