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ROBERT V. WHITAKERPO Box 198166 Louisville, KY 40259
[email protected] 954-548-0033
INSURANCE INDUSTRY PROFILE
Sales Management Regional & Branch Operations Staffing &
Training
High-caliber professional with proven success driving
profitability and productivity in the competitiveinsurance
industry. Excellent career history that encompasses all areas of
the business, includingdeveloping and training top-performing
teams, managing customer service, leading financialoperations and
facilitating the underwriting process. Certified Insurance
Instructor with award-winning background in regional, national and
international sales and leadership.
CORE COMPETENCIES
Sales & Marketing
Recruiting & Training Operations Management
Product Sales &
Underwriting New Agent Development P&L Management
Business Administration
Customer Services Vendor Relations
PROFESSIONAL EXPERIENCE
Manager / Contractor
Independent Engagements, Plantation, FL (2009-Present)
Manage the marketing and sale of insurance products to
independent clients. Hire and oversee threeemployees and 89 agents
in securing new business and servicing accounts. Prepare and
analyzeprofit-and-loss statements (P&L), and implement
strategies to enhance profitability.
Key contribution:
Leveraged extensive, hands-on experience in sales management to
establish a new andproductive client base from the ground up.
Regional Vice President / Regional Manager
AmeriLife and Health, Plantation, FL (2007-2009)
Great American Senior Benefit, Plantation, FL (2006-2007)
Planned and supervised daily operations for two distinct
insurance organizations. Recruited qualitypersonnel. Designed and
facilitated training programs to improve the knowledge base of new
andcurrent employees. Managed up to four offices with full
accountability for P&L, sales and service.Maintained
comprehensive understanding of evolving client and industry needs
and adjusted offeringsand operations appropriately to ensure
company success.
Key contributions:
Provided strong, consistent leadership to retain customers and
promote organizationalstability during a period of significant
economic and industry change.
Proactively trained and developed new agents for maximum
performance and morale.
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Regional Director and Branch Sales Manager
Bankers Life and Casualty, Plantation, FL (1988-2006)
Managed sales, underwriting, service and P&L operations for
offices in four US states, including the#3 office in the country
(out of 165 sites). Created and delivered training programs for the
state ofFlorida. Recruited and developed talent. Inspired numerous
agents to grow with the company. Ledbusiness and strategic planning
functions to boost operational excellence and profitability.
Key contributions:
Wrote the company's training program (still in use by the
company), and personally trainedmore than 2,000 agents
statewide.
Recognized as one of the top-18 managers in the company when
selected to serve on theExecutive Council, reporting directly to
the president on policy matters.
Created and launched many new products still marketed and sold
by the company.
Restructured and revitalized existing operations while building
new start-up branches.
Received the GAMA International Management Award for and five
Black Tie Awards (forleading one of the top-5 offices in the
company for five straight years).
EDUCATIONAND CREDENTIALS
State Certified Insurance Instructor
Completed Corporation for Long Term Care Certification (CLTC)
Training
LUTC Certifications:Business Insurance, Personal Liens,
Disability Income and Advanced Life Insurance
Affiliations and Leadership:Life Underwriters Training Counsel
Fellowship (certified instructors)
Treasurer Life Underwriters Training CouncilMember of GAMA
International
President of the Life Underwriters in Ocala (for an
unprecedented two years)
