Joe Robb
Pickering,ON
Summary
Insurance professional specializing in client consultation, risk assessment, and policy analysis. Demonstrated success in negotiating favorable terms and improving client satisfaction through customized solutions.
Overview
46
46
years of professional experience
Work History
President
Joe Robb Insurance Agency Ltd
Pickering, ON
01.1987 - Current
- Consulted clients to assess insurance needs and preferences.
- Analyzed policy options for customized coverage solutions.
- Coordinated with underwriters to finalize policy terms and conditions.
- Educated clients on policy specifics and claims processes.
- Maintained client relationships through consistent follow-up communications.
- Researched market trends to identify competitive insurance products.
- Facilitated negotiations between clients and insurance carriers for optimal outcomes.
- Identified cross-selling opportunities to enhance product offerings.
TD Bank Assistant Branch Manger
TD Bank
Cobourg, ON
01.1980 - 01.1987
Assistant branch manager
Education
Agricultual Degree - Agricultural Business
Kemptville College
Kemptville, ON01-1987
Skills
- Policy analysis and market research
- Risk assessment and insurance negotiations
- Client consultation and claims processing
- Cross-selling strategies
- Strategic planning
Timeline
President
Joe Robb Insurance Agency Ltd
01.1987 - Current
TD Bank Assistant Branch Manger
TD Bank
01.1980 - 01.1987
Agricultual Degree - Agricultural Business
Kemptville College