Robert Sokol Email & Phone Number

Belleville, Il, Us

Fort Worth, Texas, Us

Independent Life is the first and only single-purpose life insurance company dedicated to structured settlements.

Protocols® is a multidisciplinary consulting firm that specializes in medical settlement planning for all parties involved in workers' compensation and personal injury liability cases -- from the simple to the complex.The Protocols® team of experts – medical, benefits and legal – works together with clients to create a comprehensive plan for the projected medical care of an injured person. We also advise on the best and most cost-effective way to finance this care. Among Protocols® specialty services are medical projections, life care plans and Medicare set-aside analysis, allocation and administration.

Belleville, Il, Us

Directed Allsup Medicare Secondary Payer Services revenue growth average 105% per year for past five years• Medicare Secondary Payer subject matter expert for Allsup• Direct overall Allsup efforts for Medicare Secondary Payer Compliance and Reverse OffsetServices to grow sales targets, increase market share and market penetration.• Direct and Support the sales efforts of 4 Regional Sales Managers and 4 Account Managers with regards to Medicare Set Aside and Reverse Offset Sales in their respective territories inconjunction with the Director of Regional Sales and the Director of Medicare and MSP Services.• Developed sales and marketing materials and presentations for Allsup• Managed overall relationship between Allsup and our target markets; WC carriers, third partyadministrators and self-insured employers.• Provide market specific intelligence to Allsup management to aid product and distribution developments.• Represent Allsup at National Conferences and trade organizations• Speaker to industry organizations on best practices for MSP compliance.

Marketed, secured and developed new corporate clients with claims volumes in excess of several billion dollars for national team of structured settlements specialists increasing potential premium production tenfold.• Led client relationship management of multiple customers, which represented approximately $100+ Million of annual firm premium production. Responsibilities included service plan evaluations, adjustments and program statistical analysis.• Solicited and Secured new clients by leading Request for Proposal response team – duties included analysis of potential premium and review growth as well as the impact on sales and service staff levels. Achieved 100% new client acquisition for all RFP submissions.• Created marketing and service plans for internal corporate customer (Aon Risk Services), which included identification of key stakeholders, creation of detailed target specific brochure, managing delivery of service plan, to establish consistent premium production of $20 million annually.• Strengthened our brokerage agency by monitoring and evaluating all life carrier premium pricing, product wholesaling efforts, product development, pre and post policy issue service to help increase premium competition for our customers.• Developed and implemented strategic marketing, training and servicing of multiple casualty claim offices in New England territory in order to grow personal premium production. Strategy includes delivery of structured settlement sales presentations to claim and legal staff, negotiation of injury settlements, comparative product analysis and life carrier selection.

New York, Ny, Us

External wholesaler of various annuity products – single premium immediate, deferred and structured settlement annuities to the MGA marketplace.• Marketed various product distribution channels: Life & Health agents, Banks, Broker / Dealers and Structured Settlement brokerage firms.• Built and maintained relationships with key agency personnel.• Created / participated in marketing and training programs for contracted MGA to advise agencyrepresentatives in all aspects of AIG products as it relates to client cases.

Education record

Education record