Connor Schmidt
Chicago,Illinois
Summary
Results-driven professional with expertise in client management, strategic planning, and data analysis. Committed to enhancing client retention through effective communication and cross-functional collaboration.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Associate Client Executive
MARSH USA, INC
Chicago, Illinois
12.2025 - Current
- Developed strategic plans to enhance client engagement and retention efforts.
- Collaborated with cross-functional teams to streamline operational processes and improve efficiency.
- Coordinated internal communications to ensure alignment across departments on key initiatives.
- Assisted clients in understanding policy terms and conditions effectively.
- Promoted client retention through high-quality service and follow through.
- Ensured accuracy of all documentation including applications, invoices, certificates of insurance.
Client Representative (Casualty)
MARSH USA, INC
Chicago, Illinois
05.2023 - 12.2025
- Managed client inquiries, provided timely responses to enhance satisfaction, and collaborated with internal teams to resolve client issues efficiently.
- Oversaw data gathering and review of client exposures for submission to the insurance marketplace.
- Oversaw the receipt, review, and transmission of policy documents to clients.
- Communicated findings in data analytics and recommendations to clients in a clear, concise format.
- Coordinated with underwriters to facilitate timely policy approvals and renewals.
- Maintained accurate records of client interactions and policy details in systems.
- Collaborated with team members to refine processes for improved service delivery.
- Managed multiple accounts simultaneously while meeting deadlines efficiently.
- Maintained records of all current policies including documents such as binders, certificates of insurance and endorsements.
Education
Bachelor of Arts - Economics
DePaul University
Chicago, IL06-2023
Skills
- Client and account management
- Data analysis
- Analytical skills
- Effective and efficient communication
- Project management
- Cross-functional collaboration
- Strategic planning
- Policy review and management
- Time management discipline
- Microsoft Suite
Certification
Licensed Property and Casualty Producer in California, Florida, Illinois, Indiana, Kentucky, Michigan, Minnesota, Missouri, Ohio, Virginia, and Wisconsin.
Timeline
Associate Client Executive
MARSH USA, INC
12.2025 - Current
Client Representative (Casualty)
MARSH USA, INC
05.2023 - 12.2025
Bachelor of Arts - Economics
DePaul University