Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic
Austin Eichstaedt

Austin Eichstaedt

Insurance Advisor
Waukesha,WI

Summary

Dedicated and hard working professional with strong foundations in finance and data analytics along with a passion for delivering exceptional client service. Adept at analyzing financial and other data to mitigate risk. Possess excellent communication and interpersonal skills, enabling effective collaboration with cross functional teams and building lasting relationships with internal and external clients. Ability to thrive in fast-paced, high-pressure environments while maintaining a commitment to accuracy and compliance. With a double major in finance and actuarial science and experience as a personal and commercial insurance advisor, I am seeking a challenging role in a finance, analytics and/or business development to leverage my financial and data analytics acumen and contribute to a dynamic team.

Overview

2
2
years of professional experience

Work History

Insurance Agent

P&C Insurance Services
Brookfield , WI
05.2023 - Current
  • Personal and commercial lines insurance agent
  • Property, Casualty, Life, and Health Insurance licensing
  • Develop and implement comprehensive insurance plans for clients, according to their individual needs
  • Assess customer risk levels and recommend appropriate coverage options
  • Educate customers on the importance of maintaining adequate insurance coverage
  • Maintained accurate records of all insurance transactions using computer software systems
  • As we strive to meet our clients' needs, our main goal is to show our clients that we value their time and financial health

Internship

P & C Insurance Services
Brookfield, WI
11.2022 - 06.2023
  • Assisted in the development of marketing materials, such as brochures, flyers, and promotional items
  • Developed presentations and organized events to promote products or services
  • Provided administrative support by completing tasks, such as filing documents and creating prospect profiles
  • Proofread documents before submitting them for review
  • Tested new CRM software to check compatibility with the company's current management system
  • Managed customer inquiries through phone calls, emails, or other forms of communication

Education

Bachelor of Science - BS - Actuarial Science & Finance Double Major

Carroll University
Waukesha, WI
05.2023

Skills

  • Property and Casualty License
  • Life and Health License
  • SIE
  • Market Analysis Expertise
  • Customer Relationship Management (CRM)
  • Statistical Analysis
  • Financial Modeling
  • Python (Programming Language)
  • Leadership Development
  • Deductive Reasoning
  • Asset Protection Expertise
  • Lead Generation & Business Development

Accomplishments

  • Buschkopf Award - Football - Carroll (April, 2023) : This award is presented to a senior male athlete who best combines scholarship and athletic achievement based on seven semesters at Carroll
  • 1st Team All-Conference - Football - NCAA (Dec 2021 & 2022): Voted 1st team All-Conference at the receiver position in 2021 and 2022
  • 3rd Team All-Region - Football - NCAA (Dec 2021): Voted Midwest All-Region Team at the receiver position for Division 3 football

Timeline

Insurance Agent

P&C Insurance Services
05.2023 - Current

Internship

P & C Insurance Services
11.2022 - 06.2023

Bachelor of Science - BS - Actuarial Science & Finance Double Major

Carroll University
Austin EichstaedtInsurance Advisor
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