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    Robert Whitaker Resume

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    Brandon Gordon
    Robert Whitaker has over 30 years of experience in the insurance industry, including roles managing regional and branch operations, sales, underwriting, staff training, and financial management. He has a proven track record of developing top-performing teams, improving profitability, and adapting to changes in customer and industry needs. Whitaker has managed offices with accountability for profits and losses, recruited and trained over 2,000 agents, and received several awards for his leadership and performance.

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    Robert Whitaker Resume

    Uploaded by

    Brandon Gordon
    115 views3 pages
    Robert Whitaker has over 30 years of experience in the insurance industry, including roles managing regional and branch operations, sales, underwriting, staff training, and financial management. He has a proven track record of developing top-performing teams, improving profitability, and adapting to changes in customer and industry needs. Whitaker has managed offices with accountability for profits and losses, recruited and trained over 2,000 agents, and received several awards for his leadership and performance.

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    Robert Whitaker has over 30 years of experience in the insurance industry, including roles managing regional and branch operations, sales, underwriting, staff training, and financial management. He has a proven track record of developing top-performing teams, improving profitability, and adapting to changes in customer and industry needs. Whitaker has managed offices with accountability for profits and losses, recruited and trained over 2,000 agents, and received several awards for his leadership and performance.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    115 views3 pages

    Robert Whitaker Resume

    Uploaded by

    Brandon Gordon
    Robert Whitaker has over 30 years of experience in the insurance industry, including roles managing regional and branch operations, sales, underwriting, staff training, and financial management. He has a proven track record of developing top-performing teams, improving profitability, and adapting to changes in customer and industry needs. Whitaker has managed offices with accountability for profits and losses, recruited and trained over 2,000 agents, and received several awards for his leadership and performance.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    of 3

    ROBERT V.

    WHITAKER
    PO 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 competitive
    insurance industry. Excellent career history that encompasses all areas of the business, including
    developing and training top-performing teams, managing customer service, leading financial
    operations and facilitating the underwriting process. Certified Insurance Instructor with award-
    winning background in regional, national and international sales and leadership.
    CORE COMPETENCIES
    • Sales & Marketing • Product Sales & • Business Administration
    • Recruiting & Training Underwriting • Customer Services
    • Operations Management • New Agent Development • Vendor Relations
    • P&L Management

    PROFESSIONAL EXPERIENCE
    Manager / Contractor
    Independent Engagements, Plantation, FL (2009-Present)
    Manage the marketing and sale of insurance products to independent clients. Hire and oversee three
    employees and 89 agents in securing new business and servicing accounts. Prepare and analyze
    profit-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 and
    productive 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 quality
    personnel. Designed and facilitated training programs to improve the knowledge base of new and
    current 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 offerings
    and operations appropriately to ensure company success.
    Key contributions:
    • Provided strong, consistent leadership to retain customers and promote organizational
    stability during a period of significant economic and industry change.
    • Proactively trained and developed new agents for maximum performance and morale.

    …continued…
    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 of
    Florida. Recruited and developed talent. Inspired numerous agents to grow with the company. Led
    business 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 trained
    more than 2,000 agents statewide.
    • Recognized as one of the top-18 managers in the company when selected to serve on the
    Executive 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 (for
    leading one of the top-5 offices in the company for five straight years).

    EDUCATION AND 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 Council
    Member of GAMA International
    President of the Life Underwriters in Ocala (for an unprecedented two years)
    …continued…

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