Robbi Gwaltney, CPIA

Robbi Gwaltney, CPIA has extensive experience in the insurance industry. Robbi currently holds the position of Vice President of Personal Lines at Shepherd Insurance, LLC since November 2021. Prior to this role, they worked at Shepherd Insurance from 2011, where they held various positions including Personal Lines Manager, Sales Executive, and Personal Insurance Adviser.

Before joining Shepherd Insurance, Robbi worked at City Securities Corporation as a Customer Service Agent from September 2008 to November 2011. In this role, they focused on promoting new business sales, client retention, and providing excellent customer service.

Robbi's early career includes a position at Old National Insurance, where they worked as a Customer Service Agent from May 2000 to August 2008. In addition to managing and maintaining a personal lines VIP book of business, they also served as an interim Personal Lines Supervisor, mentoring and training new agents.

Overall, Robbi Gwaltney, CPIA has a proven track record of success in the insurance industry, with expertise in personal lines insurance, sales, customer service, and client retention.

Robbi Gwaltney, CPIA has an extensive education history in various fields related to insurance and business. In 1994, they attended Vernon College and studied Computer Business for a year. Later, in 2013, Robbi participated in the Management Training Program at Central Insurance Company. Robbi then pursued further education at the Chubb Personal Risk Services Advanced Producer School in 2017, focusing on High Net Worth Risk Management.

Robbi also obtained the Certified Professional Insurance Agent (CPIA) Designation from the Professional Insurance Agents of Indiana. Additionally, they earned the AIMS Society's Certified Professional Insurance Agent Designation, specializing in insurance.

In terms of additional certifications, Robbi completed the Introduction to MVP (MVP Basics) course offered by RingCentral in May 2023. Furthermore, they hold the ACSR certification, although the institution and the exact year of completion are not specified.