Chad Szczepanski
Progressive Insurance Company
Northwood,OH
28
years of professional experience
Experienced with business development and client management, driving significant revenue growth. Utilizes strategic sales approaches to secure new business and strengthen customer relationships. Track record of leveraging negotiation and communication skills to achieve sales targets and build long-term client partnerships.
Work History
Claims Generalist Associate
1 Year 2 Months- Processed insurance claims by evaluating documentation and ensuring compliance with company policies.
- Utilized claims management software to track claim status and maintain accurate records.
- Assisted in identifying discrepancies in claims to minimize potential losses for the company.
- Collaborated with team members to resolve customer inquiries and enhance service delivery.
- Reviewed incoming claims for completeness, determining eligibility based on policy guidelines.
- Contributed to process improvement discussions, focusing on enhancing efficiency and accuracy of claim handling procedures.
Business Insurance Agent
3 Years 3 Months- Developed customized insurance solutions to meet diverse client needs.
- Educated clients on policy options, ensuring informed decision-making.
- Assessed risks and provided accurate quotes based on client profiles.
- Maintained up-to-date knowledge of industry regulations and trends.
Insurance Agent
2 Years 1 Month- Collaborated with clients to assess risk and recommend appropriate coverage options.
- Analyzed client portfolios to identify gaps in coverage and recommend enhancements.
- Developed customized insurance solutions to meet diverse client needs.
- Educated clients on policy features, benefits, and claims processes to enhance understanding.
Allstate Insurance Agency Owner
21 Years 4 Months- Managed day-to-day operations and maintained compliance with industry regulations.
- Cultivated strong relationships with clients, enhancing customer loyalty and retention.
- Implemented streamlined processes, increasing operational efficiency within the agency.
- Oversaw financial management, including budgeting and forecasting for agency profitability.
- Increased client retention by consistently providing exceptional customer service and maintaining strong relationships.
- Oversaw agency financial management activities including budgeting, forecasting, expense tracking, revenue generation strategies development.
- Established partnerships with other financial service providers to offer comprehensive solutions for clients'' diverse needs.
Education
BBA - Accounting
Skills
Claims assessment
Insurance policy compliance
Regulatory compliance
Time management
Decision-making
Settlement agreements
Accomplishments
2024 Top 5 Agent in number of polices sold out of 148 agents
2024 and 2025 Number 1 agent in conversion rate 47% and 52%
Timeline
Claims Generalist Associate
Progressive Insurance Company
06.2025 - CurrentRead More
Business Insurance Agent
Progressive Insurance Company
03.2022 - 06.2025Read More
Insurance Agent
AAA Michigan
02.2020 - 03.2022Read More
Allstate Insurance Agency Owner
Allstate Insurance Co
07.1998 - 11.2019Read More
Bowling Green State University
BBA from Accounting
Read More