Robert Anderson

AVP, Medicare and Individual Health at Choice Insurance Agency
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Contact Information
us****@****om
(386) 825-5501
Location
Williamsburg, US

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Experience

    • United States
    • Insurance
    • 1 - 100 Employee
    • AVP, Medicare and Individual Health
      • Jun 2020 - Present

      Richmond, Virginia, United States Having the wrong insurance is risky, yet with proper guidance, financial ruin needs not follow a disaster. As trusted advisors, we secure dreams. Choice Financial Group is an aggressively acquisitive PE backed insurance and financial services rollup focused in both the retail and wholesale spaces. I am the Principal Agent and Compliance officer for our national individual family and senior products contracts with ANTHEM, UNITED HEALTHCARE, HUMANA, AETNA, CLEARSPRING HEALTH… Show more Having the wrong insurance is risky, yet with proper guidance, financial ruin needs not follow a disaster. As trusted advisors, we secure dreams. Choice Financial Group is an aggressively acquisitive PE backed insurance and financial services rollup focused in both the retail and wholesale spaces. I am the Principal Agent and Compliance officer for our national individual family and senior products contracts with ANTHEM, UNITED HEALTHCARE, HUMANA, AETNA, CLEARSPRING HEALTH, VIRGINIA PREMIER, CIGNA, and OPTIMA HEALTH. I oversee the Individual Medical and Senior Business P/L - both our partner channel (approximately 1k agencies) and across our retail and wholesale mix of 36 brick and mortar locations in VA, NC, SC, DE, WV, GA, NJ, PA, OH, NY, NH, FL, CA, and IN. Reporting directly to me are shared resources in Va Beach and Richmond - Business Systems Mgr; Medicare Broker Mgr; Individual Health Broker Mgr; Agency Recruiting; and Safe Harbor Production. Working in close coordination with my counterpart who heads Commercial, I report directly to the VP of Benefits. In 2020, I was pulled in to help the team merge two iconic General Agency powerhouses into Choice Broker Services and lead the Sr. and Individual health markets. As the SR market Principal Agent and Compliance officer, I perpetually consolidate and improve brokerage and carrier relationships, better processes and systems, and manage agency support capabilities to relieve agency partner bottlenecks and enhance their business and go to market capabilities. We continue to sign blockbuster partners while honoring legacy agencies to crush our tactical goals and KPI's, ever improving our geographic and market footprints to grow revenue and mitigate risk for our partners and ourselves. We skate to where the puck will be, not where it was. If you want a partner who will listen closely to help you realize your stretch goals, remember you have a CHOICE. Email Robert.Anderson@choicebrokerservices.com Show less

    • United States
    • Staffing and Recruiting
    • 1 - 100 Employee
    • Account Executive and Executive Recruiter
      • Oct 2017 - Jun 2020

      Corp HQ, 5425 Discovery Park Blvd, Williamsburg VA. From the discovery conversation to the handshake when parties embark on a journey of trust, we were there, fully invested in your success. - We listened, consulted, and drove results. TYGES Int'l, my team, and I took the time to understand your challenges & opportunities and help road-map to your best future state. We drove recruiting KPI's by Leveraging industry experience, networks, and subject matter expertise that delivered talent that improved value streams & top-graded your bench.… Show more From the discovery conversation to the handshake when parties embark on a journey of trust, we were there, fully invested in your success. - We listened, consulted, and drove results. TYGES Int'l, my team, and I took the time to understand your challenges & opportunities and help road-map to your best future state. We drove recruiting KPI's by Leveraging industry experience, networks, and subject matter expertise that delivered talent that improved value streams & top-graded your bench.

    • Executive Recruiter
      • May 2017 - Oct 2017

    • United States
    • Insurance
    • 700 & Above Employee
    • Regional Health Insurance Specialist, LTCP, MLO NMLS 891863
      • Apr 2015 - Nov 2017

      Eastern Region: Tidewater VA to DC Metro Area State Farm is a privately held, $80 bn/yr, Fortune 50, mutual company that is answerable only to the customers it serves. I was blessed with a decade of good works within an amazing enterprise filled with people truly living lives of significance. State Farm is committed to setting the standard each day in helping you manage the risks of everyday life, recover from the unexpected, and realize your dreams. Whether one on one or for large groups & small gatherings, I educated and… Show more State Farm is a privately held, $80 bn/yr, Fortune 50, mutual company that is answerable only to the customers it serves. I was blessed with a decade of good works within an amazing enterprise filled with people truly living lives of significance. State Farm is committed to setting the standard each day in helping you manage the risks of everyday life, recover from the unexpected, and realize your dreams. Whether one on one or for large groups & small gatherings, I educated and enlightened individuals and organizations to uncover financial needs, priorities, and pitfalls, to distill & disseminate understanding and create client-centered solutions. I served the Virginia region embedded with select local State Farm Agencies, from Virginia Beach, Suffolk, and Williamsburg, up to Fairfax and the DC Metro area. I also enjoyed Over 10 years as a development coach presenting educational seminars at the Agency and AFO (sales territory) level: up to 80 State Farm Agency Owners at a time (in person venues) and up to 180 (in conference call venues). I participated in national collaborative think tanks and pilot programs (re: State Farm, Assurant Health, US Dept HHS) and continue to volunteer in the Medicare (CMS) Educational Pilot Program; 8x President's Club level production (top 50 of 18,000 agencies nationwide); 8x SF/Assurant Health VIP (top 50 of 18,000 agencies nationwide); Lifetime Presidents Club for agency achieved in 2010; Agency Ranked #1 in Atlantic Zone for (roughly NY to GA) for Health Product production 2015 robert.anderson@standingsure.com Business Mobile 757-561-0810

    • LSA-5 Life & Health Specialist
      • Sep 2007 - Apr 2015

      Outside & Inside sales and consulting activities. Conducted process driven consumer centered sales including intimate Insurance and Financial Reviews. Leadership of onsite activities and heavily involvement in regional activities as an expert resource regarding Life & Health insurances interfacing with high level government agencies and State Farm partner think tanks. Led life & health insurance focused nationwide conference calls. Gave regional classes for Agency Field Executives at Agency… Show more Outside & Inside sales and consulting activities. Conducted process driven consumer centered sales including intimate Insurance and Financial Reviews. Leadership of onsite activities and heavily involvement in regional activities as an expert resource regarding Life & Health insurances interfacing with high level government agencies and State Farm partner think tanks. Led life & health insurance focused nationwide conference calls. Gave regional classes for Agency Field Executives at Agency Field Office level including Richmond, Peninsula, Suffolk, and Va Beach. Conducted in office onsite and remote day long and multi-day one on one & one on team sales enablement coaching for State Farm Agent Trainees, tenured Agents & their teams as a subject matter expert. Achieved resident agency award of lifetime Presidents club (production driven sustained >5yrs continuous top 50 of 18,000 agencies nationwide in an 80billion/yr privately held enterprise).

    • LSA-4 Multiline Specialist
      • Sep 2005 - Sep 2007

      Onsite licensed activities. Inside Sales and Service based on take care plus one good neighbor service. Provide timely critical information, answers, consulting/guidance, and processes to current and prospective policyholders and enterprise stakeholder channels (claims, underwriting, policy services, leadership). Ongoing development of expertise in insurance and financial planning.

    • LSA-T
      • Mar 2005 - Sep 2005

      Norfolk, Virginia Area Provide excellence in customer service, facilitating communications regarding policy holder services. Immersive training program at Charlottesville Regional Center of Excellence, local Agency Field Offices, and external providers. Licensing for all lines completed, drove internal certifications to achieve rapid progression.

    • United States
    • Construction
    • 700 & Above Employee
    • EPC Nuclear Industrial Electrician
      • Mar 2002 - Feb 2005

      United States View the brief video below to get a great perspective of this outstanding organization: Surry Nuclear Power Station Core Group: Design Change Package (DCP) implementation --Systems Improvement via critical replacement and modification of physical plant equipment, power distribution conduit, circuits, mcc, cable tray, switch gear, ups, and security infrastructure; replacement, modification, and modernization of legacy instrument, information, and computational systems infrastructure to… Show more View the brief video below to get a great perspective of this outstanding organization: Surry Nuclear Power Station Core Group: Design Change Package (DCP) implementation --Systems Improvement via critical replacement and modification of physical plant equipment, power distribution conduit, circuits, mcc, cable tray, switch gear, ups, and security infrastructure; replacement, modification, and modernization of legacy instrument, information, and computational systems infrastructure to IIoT & DOS (digital operation services)-- ; calculate, plan, install, manage, and dismantle Temp Instrumentation, Controls, and Power needs for Plant Upgrade and Maintenance evolutions. Key projects: Rector Head Replacements; Multiple Refuelings; NRC 20yr Recertification; (2 year ICUP) Informational and Computational Upgrade Package: significant control room work (including plant reactor and operations computer replacement while unit under power), reactor containment(all elevations both units), aux building (all elev), emergency switchgear--including ESWG UPS 250vdc crosstie breaker installation, hot buses under power (30kamps initial potential to infinity) --, turbine building, cable vaults, backup generators, chemistry, security CAS and SAS, Low-Level, cable spread rooms, admin building, training building, supply, High-Level rifle range & chopper pad, and 500KV switchyard; Team lead Unit 2 spent fuel pool cooling circulation refit--under time, under budget, and under man-REM--; Low level Intake and (ISFSF) independent spent fuel storage facility construction; high man-REM cask work; construction side fabrication and materials management 3x Plant Safety Employee of the Month 2x Plant Performance Employee of the Month Show less

Education

  • The American College of Financial Services

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