ROBERT V.

WHITAKER
PO Box 198166 • Louisville, KY 40259
rvwhitaker@gmail.com • 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.

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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 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)
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