Robert Solberg, Cpa Email & Phone Number

San Antonio, Tx, Us

Tampa, Florida , Us

While acting as Managing Partner for Baldwin Risk Partners, my day-to-day responsibilities were to provide leadership and knowledge throughout Medicare division of Baldwin Risk Partners. My impeccable managerial skills empowered me to direct high-performing Merger and Acquisition Outreach team relative to Medicare. Some of my key accomplishments associated with this job role include:• Spearheaded successful completion of five acquisitions and integration with BRP.• Pinpointed potential threats and implemented corrective measures through risk assessments.• Expanded agent distribution network by 21% while maintaining and administering AgencyRM.

Vancouver, Washington, Us

I co-Founded and established profitable company "AgencyRM" in 2014 from ground up. During my tenure as a Chief Executive Officer in AgencyRM, I have finalized multiple tasks related to providing Field Marketing Organization (FMO) access to national and regional carrier products while contracting with agents nationwide. I was accountable for monitoring overall performance while administering agent and agency management systems. The following are my renowned contributions:• Headed end-to-end sales operations of the organization to Baldwin Risk Partners.• Generated intensive M&A interest with creation of operations scalable aimed at enhancing growth.• Drove YOY growth in top-line revenue by 50%, agent distribution network by 45%, and enrollments by 34%.

I performed as a Chief Executive Officer (CEO) for VibrantUSA, an independent captive insurance agency representing Medicare insurance plans in Oregon, Texas, and Washington state. My role here was to assist with purchase of insurance coverage to clients in line with personal requirements and budget. My signature achievements were the following:• Accelerated and increased active client list from 1,000 to 18,500.• Established VibrantUSA as top choice for hundreds of primary care physicians.• Boosted company growth with creation and employment of scalable business operations.• Enabled captive agents to function on full potential by formulating support team and systems.

Bellevue, Washington, Us

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