Tracy Roberto in

Tracy Roberto

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National Account Manager at Protective Life
📍 Cincinnati, Ohio, United States

As a National Account Manager at Protective, Tracy specializes in retirement and life insurance solutions. A University of Cincinnati graduate, she leverages her background as a Life Case Manager and certifications in retirement essentials and customer service to support her clients financial goals.

Holds a specialized Associate, Customer Service (ACS) designation for the life insurance industry.

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Experience
20 Years
Current Role
National Account Manager
Job Level
Middle
Location
Cincinnati, Ohio, United States
Personality Overview

How Tracy shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Tracy cares about

Retirement Solutions
Frequently posts about variable annuities and strategies designed to help clients navigate modern retirement realities and potential income gaps.
Life Insurance
Draws on experience as a Life Case Manager and her posts emphasize the importance of using insurance to protect loved ones.
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Career

Work history

4-2024
National Account Manager
Protective Life
6-2019 - 4-2024
Senior Relationship Manager
Protective Life
6-2017 - 6-2019
Case Manager Supervisor
Protective Life
8-2012 - 6-2017
Life Case Manager III
Protective Life
6-2009 - 6-2012
Life Case Manager
Ash Brokerage
In the press

Media appearances

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Education
Bachelor of Arts - BA
University of Cincinnati
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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