BEAU SCHMEICHEL
Broomfield,CO
Summary
Accomplished sales professional with a proven history of cultivating and nurturing C-Level client relationships within the insurance industry. Renowned for results-driven strategies, consistently surpassing annual revenue goals while maintaining high client retention rates. Possessing expert consultative skills, adept territory management, and in-depth industry knowledge, driven to secure an Account Manager role to leverage expertise in elevating client satisfaction, driving revenue growth, and enhancing annual contract value.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Personal Risk Specialist
USI INSURANCE SERVICES
03.2020 - Current
- Exceeded annual revenue goals by 88% in 2021 and 126% in 2022, consistently ranking as top producer in Midwest and Mountain region.
- Cultivated and strengthened C-Level relationships, instilling trust and confidence through compelling, composed, and persuasive interactions, establishing me as trusted advisor within company.
- Thoroughly assessed existing clients' contracts and agreements, pinpointing potential risks, and formulating tailored, client-specific mitigation strategies and solutions.
- Maintained up-to-date account and contact information within Sagitta CRM.
- Collaborated with cross-functional teams to optimize use of company products and improve client satisfaction.
Insurance Agent
State Farm
06.2015 - 03.2020
- Generated $670K in new business premiums, covering Property & Casualty, Commercial, and Life & Health insurance, in 2019.
- Ranked as top-producing Aspirant Agent at State Farm in Colorado for both 2018 and 2019.
- Ranked as top producing banking products producer for 2019 in US with 47 loans.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Cross-sold insurance products to existing clients to reach sales targets.
Investigated and processed claims swiftly to keep customers satisfied.
Utilized Salesforce CRM software to manage client relationships.
Account Manager
Fireman Fund Insurance
08.2010 - 04.2015
- Instrumental in acquiring high-value accounts through collaborative efforts with sales teams and innovative client proposals, while also leveraging a deep understanding of affluent clients' unique needs and preferences to craft personalized solutions.
- Enhanced account management by maintaining precise and efficient CRM records while also proactively identifying and addressing potential competitive threats with strategic solutions.
- Cultivated client referrals, which accounted for 30% of new business acquisition in 2015.
- Proactively addressed accounting, billing, and service delivery issues to consistently enhance client satisfaction, Averaged 96% client retention rate over 5 years, surpassing the company's target and contributing to long-term revenue stability.
Education
Bachelor of Science - Business Administration
Colorado Technical University
Sioux Falls, SDSkills
- Client Relationship Management
- Consultative Sales Approach
- Territory and Contact Management
- Prospect Identification and Development
- Account Retention and Growth
- Effective Communication (Written and Verbal)
- Forecasting and Reporting
- Industry Knowledge (Insurance, Cyber Insurance)
Certification
Chartered Private Risk and Insurance Advisor
Property and Casualty License
Life and Health License
Timeline
Personal Risk Specialist
USI INSURANCE SERVICES
03.2020 - Current
Insurance Agent
State Farm
06.2015 - 03.2020
Account Manager
Fireman Fund Insurance
08.2010 - 04.2015
Bachelor of Science - Business Administration
Colorado Technical University
Similar Profiles
Na’Ji RoseNa’Ji Rose
Employee Benefits Analyst III at USI Insurance ServicesEmployee Benefits Analyst III at USI Insurance Services
Tommy WilliamsTommy Williams
Benefits & Risk Consultant at USI Insurance ServicesBenefits & Risk Consultant at USI Insurance Services
Jesse RawleyJesse Rawley
Partner / Vice President /Employee Benefits Consultant at USI Insurance ServicesPartner / Vice President /Employee Benefits Consultant at USI Insurance Services
JOSEPH WASZJOSEPH WASZ
Vice President, Employee Benefits at USI Insurance ServicesVice President, Employee Benefits at USI Insurance Services
Megan FontesMegan Fontes
Regional Project Manager at Arrow Roofing and ExteriorsRegional Project Manager at Arrow Roofing and Exteriors