Samuel Robertson

Samuel Robertson Email and Phone Number

Senior Commercial Account Manager @ IMA Financial Group, Inc.
Meridian, ID, US
Samuel Robertson's Location
Meridian, Idaho, United States, United States
Samuel Robertson's Contact Details

Samuel Robertson work email

Samuel Robertson personal email

n/a
About Samuel Robertson

I am a person motivated by achieving tangible outcomes, fueled by a passion for enhancing performance and efficiency. I contribute an unwavering work ethic that compels me to go beyond job requirements, consistently meeting or surpassing deadlines. My objective is to advance my career by becoming an indispensable member of a collaborative team.

Samuel Robertson's Current Company Details
IMA Financial Group, Inc.

Ima Financial Group, Inc.

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Senior Commercial Account Manager
Meridian, ID, US
Samuel Robertson Work Experience Details
  • Ima Financial Group, Inc.
    Senior Commercial Account Manager
    Ima Financial Group, Inc.
    Meridian, Id, Us
  • Post Insurance
    Senior Commercial Account Manager
    Post Insurance Mar 2021 - Dec 2024
    Meridian, Idaho, Us
    In my capacity as a Commercial Insurance Account Manager, I employ a proactive and client-centric approach that involves harmonizing client needs with the agency's objectives. My commitment revolves around consistently delivering value by refining insurance solutions and nurturing enduring client relationships. I actively identify opportunities for upselling and cross-selling insurance products to existing clients. Additionally, I oversee policy renewals, ensuring timely and transparent communication with clients, while skillfully negotiating coverages and pricing with insurance carriers to achieve optimal outcomes. This ensures that my clients' businesses are comprehensively protected with strategically tailored insurance solutions.
  • Post Insurance
    Commercial Insurance Agent
    Post Insurance Mar 2023 - Feb 2024
    Meridian, Idaho, Us
    In the role of an Insurance Sales Agent, a dynamic combination of interpersonal finesse, sales proficiency, and comprehensive insurance knowledge is essential. I am dedicated to consistently delivering exceptional service, forging enduring connections with clients, and actively playing a role in the continued success of Post Insurance Services, Inc. At the core of my approach lies effective communication and interpersonal skills. I engage with clients on a personal level, ensuring a profound understanding of their unique insurance needs while conveying information in a clear and accessible manner. This not only facilitates well-informed decision-making but also cultivates trust and confidence in the solutions I propose.The heart of my commitment lies in consistently delivering superior service. Whether it involves conducting in-depth policy consultations, facilitating seamless policy renewals, or promptly addressing client inquiries, my aim is to surpass expectations. By cultivating lasting relationships with clients, I contribute not only to individual client satisfaction but also to the overall reputation and growth of the agency.
  • M. Marino Consulting
    Project Manager
    M. Marino Consulting Jul 2015 - Mar 2021
    As a construction project manager, I was instrumental in the oversight of various full-service commercial projects. My role involved a comprehensive array of responsibilities, ranging from managing construction capital and coordinating with subcontractors to overseeing scheduling, handling construction documentation, and contributing to business development initiatives.In collaboration with clients, I prioritized consistent communication among team members and stakeholders. This collaborative effort aimed to implement effective cost control measures, formulate long-term forecasts, and proactively address potential delays in project timelines. My commitment to accountability was evident in the establishment of budgets, drafting of contracts, negotiation of contractual terms, development of construction proposals, and the careful oversight of client procurement processes. Through this multifaceted approach, I consistently demonstrated a dedication to ensuring project success by maintaining high standards of accountability and fostering effective collaboration across all project phases.
  • Columbia Roofing And Sheet Metal
    Project Manager
    Columbia Roofing And Sheet Metal Oct 2018 - Jul 2020
    Tualatin, Or, Us
    In my duties as the Project Manager, I successfully delivered projects spanning Washington, Oregon, and California—from project initiation to the close-out phase. Additionally, I undertook the role of interim Operations Manager for eight months during a company restructuring. In this role, I spearheaded the comprehensive oversight of all elements of commercial projects, ensuring effective management, prompt execution, and adherence to budgetary parameters. Moreover, I managed employees across three states, supervised fleet vehicle maintenance, implemented new safety processes, and enhanced overall operational efficiency.
  • West Coast Custom Clubs
    Small Business Owner
    West Coast Custom Clubs Jun 2011 - Jun 2015
    In my capacity as an independent business owner, I assumed a diverse and comprehensive set of responsibilities to ensure the smooth and successful operation of the enterprise. One of my key functions involved meticulously managing profit and loss statements, allowing for a thorough understanding of the financial health of the business. This financial acumen was integral to strategic planning efforts aimed at fostering sustainable growth and long-term success. Client acquisitions played a pivotal role in the expansion of the business, and I spearheaded targeted efforts to identify and secure new clientele. In tandem, I maintained a vigilant approach to invoicing, ensuring accuracy and timeliness in financial transactions, while also overseeing accounts receivable to uphold a healthy cash flow.

Samuel Robertson Skills

Customer Service Account Management Project Management Strategic Planning Sales Construction Management Contract Negotiation Logistics Management Submittals Construction Document Review Purchasing Manufacturing Small Business Development Equipment Management Budgeting Generally Accepted Accounting Principles Forecasting Management

Samuel Robertson Education Details

  • Sdga
    Sdga
    General

Frequently Asked Questions about Samuel Robertson

What company does Samuel Robertson work for?

Samuel Robertson works for Ima Financial Group, Inc.

What is Samuel Robertson's role at the current company?

Samuel Robertson's current role is Senior Commercial Account Manager.

What is Samuel Robertson's email address?

Samuel Robertson's email address is sr****@****ins.com

What schools did Samuel Robertson attend?

Samuel Robertson attended Sdga.

What are some of Samuel Robertson's interests?

Samuel Robertson has interest in Personal Fitness, Social Services, New Technology, Educational Seminars, Volunteering, Economic Empowerment, Traveling, Education, Environment, Management Training.

What skills is Samuel Robertson known for?

Samuel Robertson has skills like Customer Service, Account Management, Project Management, Strategic Planning, Sales, Construction Management, Contract Negotiation, Logistics Management, Submittals, Construction Document Review, Purchasing, Manufacturing.

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