Sharon L. Robertson has over 30 years of experience in sales, marketing, account management, and financial services. She has a proven track record of building successful business relationships and driving sales growth. Her background includes managing large group health insurance accounts, developing customized health plans, financial advising, and nonprofit fundraising. She is skilled in strategic planning, process improvement, and collaborating with clients to meet their goals.

1. Sharon L. Robertson
4747 Mapleview Avenue (248) 881-0130
West Bloomfield, MI 48324 scrobertson@comcast.net
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SALES & ACCOUNT MANAGEMENT PROFESSIONAL
Accomplished in driving sales growth, strategy and customer satisfaction
Health Insurance and Financial Services Industries
QUALIFICATION SUMMARY
Collaborative Relationship Building Education & Training
Program Development Process Improvement / Re-engineering
Market Planning Financial Planning & Risk Analysis
Sales Strategy Fundraising
Thirty year sales, marketing and account management career with a strong record of building and
maintaining successful business relationships. Proven ability to drive sales and collaboratively formulate
new programs to better serve customers. Known as an energetic and responsive partner with outstanding
people skills.
CAREER EXPERIENCE
Benefit Review Services, Inc., Sterling Heights, MI
Benefit Consultant, 9/2014 – 7/2015
Responsible for large group health insurance account management and new business sales development.
 Managed all aspects of assigned enrolled large groups with over 51 eligible employees.
 Evaluated clients' and prospects' health, life and disability benefits in terms of their needs and goals.
 Requested and evaluated carrier proposals for medical and ancillary employee benefits.
 Developed multi-year strategies with clients to ensure their benefit offerings comply with the ACA.
 Conducted employee enrollment meetings and created and delivered webinar presentations to enable
broad, immediate access to benefit information, and streamline enrollment process for client’s HR team.
 Implemented protocols with carriers to effect seamless transitions to new benefit offerings.
 Conducted audits after open enrollments to ensure accuracy for each enrollee.
 Assisted HR professionals with day-to-day employee benefit issues.
 Teamed with in-office specialists to provide Summary Plan Documents and COBRA administration.
 Kept current with ongoing regulatory updates and reporting requirements of the Affordable Care Act.
 Provided briefings and resource links on current benefit news and compliance to clients.
 Ensured clients were aware of and compliant with ACA reporting.
HealthPlus of Michigan, Troy, MI
Account Executive, 7/2006 - 6/2012
Responsible for large group insurance sales in HealthPlus’ Southeastern Michigan expansion region.
 Managed all aspects of tier one agency sales: orientation and ongoing education, soliciting, preparing
& presenting completed requests for proposals, and working with agents to close new business sales.
 Grew business from zero, to over $32 million dollars in annual premium revenue, from a customer base
of 80 assigned agencies, earning recognition of Top New Business Sales Producer in 2010.

2. Sharon L. Robertson
 Conceived, built, and managed a custom plan for a professional employment organization, which began
with 54 members and grew to 1,200 members within two years.
 Conceived, built and managed a custom plan for a professional physician’s organization, which began
with 200 members and grew to over 3,000 members over three years.
 Successfully created and implemented two new major programs generating 13% annual membership
growth. Worked integrally with management and underwriting teams to form targeted strategies for the
two alternate distribution customized plan offerings, and oversaw development of marketing materials to
match these strategies. Teamed with provider network, pharmacy and health & lifestyle departments to
promote and expand specialized alternative distribution channel offering in new geographic regions.
 Created webinar and online sales presentations to enable broader, immediate access to benefit
information and FAQs about the specialized program available to physician partners.
 Implemented new internal process to expedite enrollment, and streamline accounting and administration
for multiple level groups.
 Developed and maintained a cross-reference database to ensure all prospective members of these
specialized physician and employment groups were identified and addressed in marketing plans.
Oppenheimer & Co., Birmingham, MI (8/1991- 12/2003)
Morgan Stanley Dean Witter, Southfield, MI (3/1985- 8/1991)
Financial Advisor, 11/1985 - 12/2003
Developed and maintained more than 450 brokerage clients, delivered financial guidance and solutions to
meet individual client needs.
 Built book from scratch, through cold calling, networking, and referrals.
 Evaluated clients' and prospects' financial assets, needs and goals.
 Educated individuals and groups on suitable investment products and alternatives.
 Recommended allocations for stocks, bonds, insurance, retirement and college savings.
 Monitored activity in client accounts daily and provided immediate updates as market conditions or client-
specific situations warranted.
 Conducted periodic reviews for all clients.
 Studied and interpreted current news, marketing materials, company research, and corporate financial
reports for potential impact on clients.
 Consulted with clients' CPA’s and attorneys to coordinate business, tax and estate planning.
Sales Assistant, 03/1985 - 11/1985
Supported eight stockbrokers. Also served as a client liaison.
EDUCATION & AFFILIATIONS
Bachelor of Arts - International Economics & Politics
The University of Michigan, Ann Arbor, MI
Certificates & Licenses
Health & Life License OFIR, MI
Variable Contracts OFIR, MI
Previously held Series 7 Securities License
Affiliations
University of Michigan Alumni Association; Volunteer with Beaumont Hospital’s Sharing & Caring programs
with Gilda’s Club; The McLaren Oakland Foundation & The Karmanos Race for the Cure; Past volunteer with
Oakland County’s “Brooksie Way,” “Healthy Oakland” and “Count Your Steps” programs; HealthPlus “Commit
to Get Fit” team captain; Relay for Life West Bloomfield team member and fundraiser.