Pete Alberti
Managing Partner @ Trucordia | Health & Benefits Platform
- Role
- Managing Partner at Trucordia
- Location
- Lexington, KY, US
- LinkedIn followers
- 500 followers
About Pete Alberti
Experienced Health and Life Insurance Specialist with a demonstrated history of working in the insurance industry. Skilled in Health Insurance, Retirement Planning, Management, and Leadership. Strong healthcare services professional with a Bachelor of Business Administration focused in Marketing from University of Kentucky.
Experience
Managing Partner
Jan 2025 — Present · Lexington, KY, US
Responsible for growing our business - driving production and customer success outcomes including retention and relationship expansion. Ensuring all client needs are met while engaging our team with new partners, cross-selling, and development of new business. Building relationships to understand client and prospect needs and provide solutions that effectively protect them with their Health and Life Insurance needs.
Education
University of Kentucky
Bachelor of Business Administration, Marketing
2000 — 2004
Skills
- Medicare
- Health
- Health Insurance
- Fixed Annuities
- Disability Insurance
- Banking
- Retirement
- Strategic Financial Planning
- Retirement Planning
- Term Life Insurance
- Management
- Employee Benefits
- Marketing
- Sales
- Insurance
- Mortgage Lending
- Training
- Life Insurance
- Finance
- Small Business
- Sales Management
- Underwriting
- Healthcare
- Contract Negotiation
- Leadership
- Long-Term Care
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