Sherri Roberts Email & Phone Number

Libby, Montana, United States

• Life & Health Insurance Sales and Service, Specializing in Employee Benefits and Senior Plans
• Oversee sales agents and account managers, coordinate training, delegate projects and assign accounts.
• Sell tailored employee benefit packages and senior medical plans.
• Provide client account management, keeping clients informed of industry changes and compliance standards.
• Maintain technology tools and develop policies and procedures for consistency and to maximize efficiency with software capabilities.

Libby, MT

• Independent Agent & Broker ConsultantLife & Health Insurance Sales, Specializing in Employee Benefits
• Remotely provide client account management, staff training, set-up and implement new agency management software and develop efficient department policies and procedures for health insurance agents.
• Established new business marketing strategy and budget plan.
• Accrued in-depth understanding of the implementation and implications of the Affordable Care Act.
• Focused insurance sales on seniors and employee benefit plans.

Lancaster, CA

• Life & Health Insurance Employee Benefits, Individual & Senior
• Provided exceptional service to group accounts and individual clients.
• Upsold, serviced and renewed client contracts.
• Processed enrollment changes and handled COBRA Administration.
• Maintained a high volume of daily calls and emails with clients and insurance companies.
• Organized and prioritized work to meet customer and provider deadlines promptly, accurately and efficiently.

Tustin, CA

• Managed Employee Benefit Plans for 150+ clients
• Designed mail merge documents that maximized time efficiency.
• Initiated the transfer of data assembly into an excel format which enhanced proposal accuracy and increased office staff efficiency.
• Created intricate formulas linking worksheets and workbooks which eliminated repetitious functions.
• Delegated workload and assigned client accounts to office staff.

Education record

Education record