Lehrer, Robert

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Text Resume
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Robert Lehrer
5306 Tribolo Trail
Round Rock, TX 78665
Lehrerusa@gmail.com | (818) 621-9066
www.linkedin.com/in/robertlehrer

Employee Benefits Account Manager

Account Management Client Service
Account Executive Presentations
Account Renewals Proposal Creation & RFPs

Degrees: BA, California State University, Northridge
Majored in – Broadcast Journalism, Minored in – Psychology,
Technologies: MS Office 365, Google Workspace, Salesforce, HubSpot, Jira, Flores’s Proprietary
Client Service apps & Pharmscreens PBM app
Licenses: Licensed in 3 states; CA, TX (“General Lines”) & FL to sell health & life insurance
Industries: Insurance (employee benefits, voluntary, disability & life), HR & PBM

PROFESSIONAL EXPERIENCE
Account Manager 2025
Flores & Associates, LLC, Charlotte, NC
 Trained to set up & service broker, employer & employee benefit accounts (FSA, HRA, QTE, COBRA, etc.)

Plan Configuration & Quality Control Analyst 2023 – 2024
MedImpact Healthcaare Systems, Inc., (formally Elixir, Inc.), San Diego, CA
 Worked with group account managers to configure new employer clients, terms and benefit changes.
 Gained proficiency using Pharmscreens the technical hub of Elixir’s pharmacy benefits &
claims adjudication operation.

Account Executive, Account Manager & Client Service 1997 – 2023
RAL Business & Insurance Services Inc. dba Lehrer Insurance Strategies, Tarzana, CA
 Sold employee benefits; dental, vision and voluntary benefits, life and disability insurance.
 Prepared proposals for self-funded plans. Also sold outsourced HR – human capital services.
 Sold & serviced (account management & customer service) employer groups from 2 – 140 lives.
 Conducted new client set-up / onboarding, enrollment meetings & renewal meetings with C-Suite and HR.
 Maintained high account retention rates due to proactive admin plus mutual trust & respect with clients
Including claims assistance.
 Earned the National Association of Health Underwriters (now National Assn of Benefits & Insurance
Professionals) Leading Producers Round Table (LPRT) Award for Top New Sales Production for 5
consecutive years.

Business Performance Advisor (Sales to CXO’s, HR, Presidents & Owners) 2014 – 2016
Insperity, Inc., Glendale, CA
 Sold HR & admin services (PEO) & business performance solutions.
 Performed daily phone prospecting (cold calling), marketing & networking.
 Applied my employee benefits background to engage prospects for HR & other admin services.
 Developed integration of HR and employee benefits.

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