Summary
Overview
Work History
Education
Skills
Websites
Certification
Timeline
Generic

Carson Schumann

FARMERSVILLE,OHIO

Summary

Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Insurance Agent

Bankers Life & Casualty Insurance
03.2023 - Current
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Maintained high standards of customer service by building relationships with clients.
  • Cross-sold insurance products to existing clients to reach sales targets.
  • Approached potential clients by using direct marketing mailings and phone contacts.
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments.
  • Obtained underwriting approval by completing application for coverage.
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.

Maintenance Technician

National Parks Service
05.2021 - 12.2023
  • Operated varied hand and power tools to complete repairs.
  • Troubleshot equipment breakdowns and performed preventive maintenance.
  • Used problem-solving skills to alleviate issues efficiently with minimal supervision.
  • Followed work orders and specifications for machine and equipment replacement, repair, or maintenance.
  • Developed and implemented strategies to improve maintenance processes.
  • Positively engaged with customers and maintained professional appearance as company representative.

Education

Bachelor of Science - Conservation Biology

Lincoln Memorial University
Harrogate, TN
12.2020

Skills

  • Collaborative Environments
  • Stop-Loss Policies
  • Strategic Partnership
  • Market Services
  • Insurance Recommendation
  • Client Counseling
  • Daily Logs
  • Customer Referrals
  • Client Needs Assessment
  • Client Meetings
  • Financial Oversight
  • Regulatory Requirements Adherence

Certification

  • Licensed Life Health Annuity and SIE - 2023

Timeline

Insurance Agent

Bankers Life & Casualty Insurance
03.2023 - Current

Maintenance Technician

National Parks Service
05.2021 - 12.2023

Bachelor of Science - Conservation Biology

Lincoln Memorial University

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Carson Schumann