Robert Mcvay Email & Phone Number

North Richland Hills, Texas, Us

Health I Life I Medicare I Supplemental I Long-Term Care I Retirement• As a licensed agent in multiple states throughout the southeastern US, helping citizens everyday to understand our country’s complex health insurance system• Working with local companies in NE Florida to educate and consult their retiring employees on their healthcare options upon severing from service and transitioning into Medicare correctly• Using corporate leads generated from national advertising campaigns, working directly with consumers to assist them with Medicare, Obamacare, supplemental coverage, and life insurance options, questions, guidance and enrollments • With a company emphasis on technology, continuing education, virtual capabilities, and fostering long-term relationships, able to establish myself as a trusted advisor delivering nothing short of the highest level of customer service to all clients and prospects• Appointed with two dozen of the country’s leading health and life insurance companies, such as United Healthcare, Humana, Aetna, Anthem (BCBS), Cigna, Mutual of Omaha• Earned company recognition and qualified for the company’s ‘New Agent bonus’ for reaching the first two sales milestones for newly onboarded agents • Completed all aspects of Medicare’s demanding AHIP certification on the first attempt with a score of 98%• Became certified in July 2020 to start offering Long-term Care products and solutions

Bloomington, Illinois, Us

• In this fast-paced high-volume setting, in charge of generating new business sales with a focus on property insurance, life insurance and banking products to supplement the agency’s healthy auto insurance book• Using consultative and educative selling strategies, tasked with building a pipeline of new prospects through the agent’s lead purchasing program and pivoting current customers to supplemental products when calling in for policy service requests• Placed all ineligible State Farm home/renters risks directly with Citizens or the various ‘take-out’ carriers via Citizens’ Clearinghouse system• Pre-underwrote all home/renters risks ensuring they would meet company guidelines and made sure all supporting documents were uploaded, such as Four Point and Wind Mitigation Inspection reports, to ensure a positive and smooth experience for each client• Quickly became a highly skilled user of State Farm’s numerous operational systems, such as ECRM (Salesforce), ABS, Integrated Auto, Philabert, and NECHO, among others• Made an impactful contribution to the office achieving it’s 5% growth objective for the year by fulfilling my obligation to obtain specific production quotas for each line of business• Continued to provide exemplary customer service to all policy holders to make sure all servicing requests were completed accurately and immediately

Northfield, Illinois, Us

* Recruited on LinkedIn to serve as the Agency Manager and Agent of Record for a scratch (i.e. brand new) Allstate agency owned by one the largest luxury auto dealership groups in the country, whose goal was to increase retention and offer another service for their buyers • In charge of all areas of agency establishment, which included successful completion of Allstate’s rigorous four-week long agent onboarding program • Responsible for recruiting, interviewing, hiring, training, and managing a team of seven licensed producers to grow the agency by soliciting business exclusively from the dealership’s new car buyers and customers utilizing the dealership’s multiple service areas• Developed individualized sales goals and marketing plans for five dealership locations on Atlantic Blvd. in Jacksonville, FL (Mercedes Benz of Jacksonville, Lexus of Jacksonville, Land Rover of Jacksonville, Jaguar of Jacksonville, and Porsche of Jacksonville)• Directly appointed with over 15 expanded market carriers to be able to offer solutions outside of the available Allstate portfolio of products here in Florida• Easily surpassed the team’s ‘true-new’ written premium goal of $20,000 each month, despite a challenging market for Allstate and a traditionally slower time of the year• Agency ownership decided to end our program after their relationship with Allstate corporate staff soured, which had nothing to do with myself, my staff, or our performance

Springfield, Il, Us

• Licensed Producer and Office Manager for a Horace Mann agency servicing St. Johns, Flagler, and Putnam County school districts• Primary duties were delivering agency growth in automobile, home, commercial, and life insurance sales, as well as annuities and other retirement products, by marketing directly to school district employees, by community partnership events, and by becoming a trusted business partner with the principals and the specific schools they serve• Created and presented more than 60 educational programs, workshops, and formal presentations for current clients, prospects, and entire school staffs on topics ranging from the Florida State Retirement System, finance and insurance concepts, retirement strategies, and the Federal Student Loan Forgiveness Programs• Provided breakfast or lunch for the entire staff for more than 35 schools throughout the territory on a recurring basis as a means to show our support, foster relationships, build trust and create leads• Directly responsible for developing and distributing marketing material for client-based programs and lead generation• Coordinated leads follow-up for the agency with prospects and responded to questions regarding program details within 24 hours of receipt• Played a key role in improving agency’s national ranking from 120 to the top 50, out of over 800 total agents nationwide, in three years• Solely responsible for eliminating over $1 million in client-based student loan debt by helping clients navigate various loan forgiveness options• Trained all new agency staff on over 20 third-party carrier quoting platforms and multiple comparative rater platforms • Proficient in composing compelling, consistent and professional proposals, with timely client follow-up, creating accurate client contracts, and follow through with client delivery • Aptitude to analyze industry-specific language and data, and then suggest coverage improvement to clients based on that information

Provider of desulfation technologies and services for all your lead acid battery needs. We help keep your batteries running more efficiently by increasing your run-time and decreasing your charging time. Our technologies also increase your battery's overall lifespan, and as a result, reduces the number of lead acid batteries that are sent to recycling centers each year (or worse...landfills!) Sulfur build-up is what kills lead acid batteries over time, and we help to safely and effectively remove and/or reduce any sulfer build-up covering the internal lead plates. The applications for this technology are numerous (pretty much anything that runs on lead acid batteries): electric golf carts, forklift batteries, car batteries, boat batteries, airplane/helicoptor batteries, utility boxes, etc.

Part-time golf instructor and assistant golf professional at The Palencia Club in St. Augustine, FL. I mostly work here on the weekends and holidays, which is the high-demand days for the club, and it allows me time during the week to focus on my insurance career with Horace Mann.

Ponte Vedra Beach, Fl, Us

• Accountable for coding and updating tournament balance sheets, as well as issuing invoices, processing payments related to ticket sales and on-site event setup• Played a key role in implementing an in-house ticketing department responsible for design, printing, and shipping of corporate and individual ticket purchases for more than 35 PGA TOUR, Champions TOUR, and President’s Cup tournaments• Oversaw the tracking and monitoring of all ticket sales leading up to an event, as well as reconciling all on-site cash, credit, and online sales made during an event week• Led a team in organizing over 1,000 volunteers and coordinated with over 50 vendors, contractors, and public safety agencies (2010 Valspar Championship)• Ran a three-day major golf industry trade show at the Tampa Fairgrounds in 2010 where our tournament was the anchor exhibitor. Filled 1500 square feet of floor space with tournament merchandise, coordinated celebrity ‘meet and greets’, and raised and extra $15,000 that year for the local charities benefitting from the tournament.• Directly liable for increasing community awareness and ticket sale revenue at each tournament by executing numerous local marketing initiatives and social media campaigns • Member of The PLAYERS Championship Tournament Operations Team for 2010, 2011 & 2012 and played an instrumental role in course set-up, logistics, and venue build-out

• Post-collegiate professional career began as a ‘seasonal’ assistant golf professional at multiple exclusive private clubs (Vineyard Golf Club on Martha’s Vineyard for the summer months; Boston Golf Club in Hingham, MA for the spring and fall; The Bear’s Club in Palm Beach Gardens, FL for the winter months)• Responsibilities consistently progressed from managing outside operations to running the golf shop to providing instruction for golfers of all skill levels to coordinating over 200 member tournaments during these years• Played in critical role in driving membership growth and revenue by hosting and playing golf with prospective members, which directly resulted in well over $ 1 million in initiation fees • Developed, marketed and implemented over three dozen multi-day group instructional clinics focused on growing the game with our female members and junior golfers • My proficiency in customer service skills developed immensely while working under some of the most respected and admired PGA Club Professionals in the game of golf. The level of service and the expectations we set for ourselves each day is what elevates the stature of these clubs above others and makes every round memorable for members and guests.

Bachelor Of Science (Bs), Business Administration And Management, General - Professional Golf Management

Education record