Robyn Poole

I am an account management and client success professional with over five years of experience managing customer portfolios across sales, renewals, onboarding, and ongoing account support.

I build trust-based relationships, resolve complex issues, and coordinate cross-functionally in regulated, fast-paced environments to improve retention and client satisfaction.

In prior roles I consistently exceeded sales goals, was named top producer generating approximately $500,000 in premium sales, and increased bundled policy sales by 35% over 3.5 years while driving a 10–12% improvement in retention.

I hold a Property & Casualty license and an Associate of Science in Electronics Technology, and I leverage CRM tools, billing platforms, and underwriting processes to tailor solutions, educate clients and agents, and streamline lifecycle management.