David Robertson
Madison
Summary
With a diverse background spanning various industries, I have acquired a wealth of knowledge and expertise in handling a wide range of situations. Currently honing skills at Risk Placement Services, I have gained valuable experience in sales, cross-selling, understanding coverages and the market, negotiating, and fostering strong professional relationships. My tenure at The Vista and Sombra equipped me with the ability to effectively address customer issues and successfully promote products. Additionally, my time at Superior Foundation and Paul Davis instilled in me a strong work ethic and the ability to provide support to superiors, making their job easier. These collective experiences have sharpened my ability to collaborate effectively within teams and have made me approachable and an excellent communicator.
Overview
7
7
years of professional experience
Work History
Wholesale Casualty Broker
Risk Placement Services, Inc
06.2023 - Current
- Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
- Developed strong relationships with insurance carriers, allowing for more efficient claim resolution processes.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Collaborated with underwriters to negotiate favorable terms for clients, ensuring competitive pricing and comprehensive coverage.
- Participated in ongoing professional development, staying current with insurance best practices and emerging industry trends.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Cross-sold insurance products to existing clients to reach sales targets and improve relationships within RPS.
Leasing Agent
The Vista
11.2021 - Current
- Qualified potential tenants based on rigorous background and credit reviews
- Helped owners understand leasing trends with relevant leasing data tracking and reporting
- Connected with prospective leads via telephone, email, and in-person
- Maintained clean, current records with strong data entry and verification skills
- Sold leases for The Vista properties with a high success rate, continuously generating leads with multi-pronged strategies
Construction Laborer
Paul Davis Restoration
04.2021 - 08.2021
- Utilized wood screws, nails, dowel pins, or glue to assemble and fasten materials to make framework or props
- Read plans, instructions, or specifications to determine work activities
- Assisted with organizing supplies and setting up equipment
- Monitored inventory and reported supply needs for each construction job or project
- Freed up more experienced workers to handle advanced tasks by completing support needs
- Satisfied clients consistently with high-quality construction work
Paper Runner
Taggart Rimes & Graham
08.2020 - 12.2020
- Met promised delivery times using excellent sorting skills and strong attention to detail
- Communicated with customers to resolve delivery and payment issues prior to escalation
Manual Laborer
Superior Foundations
05.2019 - 08.2019
- Contributed to successful landscaping projects at homes and businesses, including cutting grass and trimming bushes
- Assisted with construction preparation by demolishing existing buildings and interior structures
- Completed diverse projects for residential and commercial customers
- Prepared sites by removing materials, leveling ground and digging trenches
- Minimized delays with well-organized supplies and open team communication
- Met all code requirements by closely following blueprints and specifications
Server
Sombra Mexican Kitchen
03.2018 - 08.2018
- Processed credit card transactions, gift cards, and cash transactions
- Entered orders into computer system to coordinate with kitchen staff
- Trained new servers in company policies, guest service standards, and best practices
- Supported bussers with table-cleaning during high-volume shifts
- Increased bill totals by suggesting drinks, desserts and other add-on purchases
- Supported team consistently, helping with hostess, food delivery and bussing needs
Skills
- Customer relations
- Positive and professional
- Supply organization
- Strong communication
- Critical thinking
- Multitasking
- Time management
- Workplace training
Community Service
- Raised over $1050 for building wells and schools in Africa through The Reclaimed Project.
- Participated in two philanthropy events donating to Children's Miracle Network at Le Bonheur Children's Hospital.
- Participated in numerous charitable and community service projects through fraternity, helping earn the Kappa Sigma Founders' Award of Chapter Excellence for community service hours and money raised for charitable organizations.
Timeline
Wholesale Casualty Broker
Risk Placement Services, Inc
06.2023 - Current
Leasing Agent
The Vista
11.2021 - Current
Construction Laborer
Paul Davis Restoration
04.2021 - 08.2021
Paper Runner
Taggart Rimes & Graham
08.2020 - 12.2020
Manual Laborer
Superior Foundations
05.2019 - 08.2019
Server
Sombra Mexican Kitchen
03.2018 - 08.2018
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