George Robertson got his start in the insurance industry more than 30 years ago. He helped at his father's insurance agency as a teenager. George was also interested in technology and got a degree in computer science. But, after college he went back to the insurance industry and became a licensed P&C agent. Over the years, he developed an enthusiasm for the people in this industry. 'Our industry truly has the most amazing people!'
Eventually, this enthusiasm and his technology knowledge led to another passion... sharing best practices and being a resource for agents who want to compete in today's marketplace.
Today George works at ITC as a business development consultant. He works with insurance carriers and agents to create bind online strategies. I talked with George to learn more about how he works in this industry.
Eden, North Carolina
Working with ITC to provide the best technology and workflows for independent insurance agents.
What do you like most about your job?
One word that describes how you like to work.
Current mobile device:
Samsung Galaxy 6
Toshiba Satellite P855-S5200
Project(s) you're currently working on:
Bind online strategies for consumers and agents
Accomplishments you're proud of:
Making a positive impact in the lives of others.
What are your goals for the next 12 months?
Create a bind online strategy that helps independent agents secure access to a percentage of the online auto business. Growing the ITC brand.
What does a typical day look like for you?
Work by 7:30 review my to-do list and calendar. At the end of the day, I like to take time to review my calendar and to-do list making any necessary changes. Usually, I stop my day around 6:00 p.m.
Aside from your phone and computer, what gadget can't you live without and why?
What technology, apps or tools can't you live without?
WAZE, great app for traveling and Evernote for taking notes on my computer, smartphone, or laptop.
What's the most recent app you've downloaded but have yet to use?
Wunderlist, just recently found out about this fabulous app. It allows you to share lists and update your to-do list with your smartphone. Even great for grocery shopping!
Describe your workspace.
Two laptops, four screens.
How do you manage your to-do list?
Manage my schedule with Outlook (calendar) and use a checklist system to keep up with my most important tasks. At the end of each day, I re-evaluate my list and set priorities for the next day.
What do you do when you finish a project?
Take a moment of celebration and then move on to the next project.
What's your best time-saving tip or hack?
Create a plan and set goals. Monitor those goals each month and make adjustments to your plan as needed. Stay focused!
What is your best everyday habit?
Typing up notes on every call and setting reminders for follow-up tasks.
What do you listen to while working?
Nothing, I like to focus on each task with my undivided attention. When I do listen to music, I prefer Journey!
What are you currently reading?
'Millard Fillmore' by Paul Finkelman and 'The Age of the Customer' by Jim Blasingame
How do you decompress?
Go to the beach.
What's your sleep routine like?
In by 11:00 p.m., up by 5:30 a.m.
What gets you out of bed in the morning?
The challenges of a new day!
Who are your business idols and why?
My father - He taught me that hard work pays off. Warren Buffet - read 'Snowball!' Abraham Lincoln - Lincoln failed many times but his continued focus and drive brought him to the presidency at one of the most crucial times in our nation's history.
What's the best advice you've ever received?
Treat people the way you would like to be treated.
What would you be doing if you weren't working at ITC?
Relaxing on the beach on some tropical island or helping young entrepreneurs start a new business.
Who would you like to see in a future This is the Way post?
Kitty Ambers or Ron Berg
The This is the Way blog series asks ITC employees, agents, carriers and other people in the industry how they work and to share their tips. Is there someone you want to see featured or questions we should ask? Tweet us or leave it in the comments below.
About the Author
As senior vice president of sales and marketing, Becky Schroeder oversees ITC’s sales and marketing departments. Her specialties include creating and documenting processes; establishing metrics for managing those processes; developing content strategy and generating leads; and driving the overall company sales and marketing strategy. Becky was named an Elite Woman in Insurance by Insurance Business America in 2016. She has a master’s degree in integrated marketing communication from Emerson College in Boston and a bachelor’s degree in journalism from Texas A&M University. Becky is a big Texas A&M football fan and enjoys cooking, reading and spending time with her husband and their three daughters.Follow on Twitter More Content by Becky Schroeder