
David Roberts
• Develop innovative property and casualty programs to meet unique client requirements. • Recruit, train and support agents and... | Dallas, Texas, United States
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David Roberts’s Emails dr****@ll****.com
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David Roberts’s Location Dallas, Texas, United States
David Roberts’s Expertise • Develop innovative property and casualty programs to meet unique client requirements. • Recruit, train and support agents and staff with high energy and enthusiasm. • Think outside of the box to create new opportunities for existing clients and prospects. • Customize programs for hard-to-place and new risks. • Bring passion and service orientation to build customer loyalty. COMPETENCIES • Exceeding target revenues • Sales prospecting, training • Team leadership, coaching, mentoring • Performance management, target setting • Insurance program development • Domestic carrier relationships • Lloyds of London relationships • Insurance compliance technology • Communications, public speaking • Cost and risk negotiations • Strategic planning • Financial and risk analysis • Distressed real estate coverage • Asset due diligence • Private equity insurance coverage • C-suite and MGA relations • Online quoting, policy issuing • Hard-to-place portfolio risk management
David Roberts’s Current Industry Take 2 Direct
David
Roberts’s Prior Industry
Foremost Insurance
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Tristar Financial Insurance
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Mcgriff Seibels And Williams
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Arthur J Gallagher Risk Management Services
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Osc A Breckenridge
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Us Risk Brokers
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Lendwell Solutions
|
Financial Partners Agency
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Dbj Insurance Services
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Rental Markets
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Take 2 Direct
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Work Experience

Take 2 Direct
Sales Manager-Southwest
Wed May 01 2024 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Rental Markets
Revenue Specialist
Mon Apr 01 2024 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Aug 01 2024 00:00:00 GMT+0000 (Coordinated Universal Time)
Dbj Insurance Services
VP Products and Services
Sun Jan 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Apr 01 2024 00:00:00 GMT+0000 (Coordinated Universal Time)
Financial Partners Agency
President
Sat Aug 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Aug 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time)
Lendwell Solutions
Director of Insurance Programs
Wed Apr 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Nov 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time)
Us Risk Brokers
Vice President of Sales
Wed Apr 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Apr 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time)
Osc A Breckenridge
Senior Vice President of Sales
Sun May 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Mar 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)
Arthur J Gallagher Risk Management Services
Vice President
Sun Oct 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Mar 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time)
Mcgriff Seibels And Williams
Director of Lender Services
Sun Feb 01 2004 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Oct 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time)
Tristar Financial Insurance
National Sales Manager
Fri Nov 01 1996 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Feb 01 2004 00:00:00 GMT+0000 (Coordinated Universal Time)
Foremost Insurance
Sales Representative
Fri May 01 1987 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Nov 01 1996 00:00:00 GMT+0000 (Coordinated Universal Time)