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.• Consistently strengthened customer relations ensuring retention.• Trained and mentored new Account Managers.

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