Work Preference
Summary
Overview
Work History
Education
Skills
Miscellaneous
Certification
Timeline
Generic
Open To Work

Eric Spanton

New Glarus

Work Preference

Job Search Status

Open to work
Desired start date: Flexible

Desired Job Title

Owner/ProducerInsurance AgentInside Sales ExecutiveTelesales ExecutiveAccount Manager

Work Type

Full Time

Location Preference

On-SiteRemoteHybrid
Location: New Glarus, WIMadison, WI
Open to relocation: Yes

Salary Range

$75000/yr - $200000/yr

Important To Me

Career advancementWork-life balanceCompany CultureFlexible work hoursWork from home optionHealthcare benefitsPersonal development programs

Summary

Experienced insurance professional with a solid track record at American Family Insurance in client acquisition and strategic planning. Expertise in CRM software to streamline operations and cultivate strong client relationships. Recognized for contributing to agency growth and offering tailored insurance solutions that improve customer satisfaction.

Overview

16
16
years of professional experience
3
3
Certifications

Work History

Owner/Producer

American Family Insurance
Evansville
06.2025 - Current
  • Led sales and marketing efforts across all lines of business.
  • Developed and implemented business plans to drive agency sales growth and achieve targets.
  • Identified and pursued growth opportunities to enhance agency performance.
  • Cultivated strong relationships with clients and community stakeholders to enhance agency presence.
  • Managed daily operations, overseeing staff hiring and training to build a skilled team.
  • Ensured excellent customer service through effective use of Salesforce.
  • Facilitated customer claims processes to ensure prompt resolutions.

Insurance Agent

Superior Insurance Partners
New Glarus
01.2023 - 06.2025
  • Cultivated strong client relationships, enhancing customer satisfaction and loyalty.
  • Responded swiftly to customer inquiries, resolving issues and providing support.
  • Assessed client needs and financial situations through active listening and scheduled appointments.
  • Analyzed client requirements to deliver tailored insurance solutions that meet individual needs.
  • Implemented direct marketing strategies, including mailings and phone contacts, to engage potential clients.
  • Maintained precise client records within the company database system.

Inside Sales Executive

Humana, Inc.
Middleton
09.2012 - 01.2023
  • Exceeded inside sales goals by setting ambitious targets and motivating sales representatives to achieve performance.
  • Managed customer inquiries and provided effective product information to enhance customer satisfaction.
  • Utilized CRM software to efficiently track customer interactions and sales activities.
  • Provided comprehensive product information, including pricing and availability, to customers.
  • Delivered comprehensive benefits options, including medical, dental, and vision, to employer groups with fewer than 100 employees to meet diverse client needs.
  • Updated accounts and maintained long-term client relationships.
  • Qualified for President's Council seven times over ten years.

Telesales Executive

CUNA Mutual Group
Madison
07.2010 - 09.2012
  • Persuaded customers to address objections effectively, leading to increased sales.
  • Clarified product pricing and packages while resolving customer inquiries and concerns, enhancing customer understanding.
  • Promoted high customer satisfaction through effective problem resolution and knowledgeable service.
  • Identified customer needs promptly to enhance service delivery.
  • Developed innovative solutions that enhanced team collaboration and effectiveness.

Education

Master of Science - Education

University of Wisconsin - Whitewater
Whitewater, WI

Bachelor of Science - Education

University of Wisconsin - Whitewater
Whitewater, WI

Skills

  • Insurance sales expertise
  • Client identification
  • New client acquisition
  • Sales quotes and follow-up
  • Coverage review
  • Risk Management
  • Operational efficiency
  • CRM software proficiency
  • Strategic Planning
  • Team Development
  • Time management
  • Effective communication

Miscellaneous

  • Head Coach, New Glarus Varsity Baseball, 2024-Current
  • Assistant Coach, New Glarus Varsity Baseball, 2018-2024
  • Head Coach, Sugar River Bombers Youth Baseball, 2021-Current
  • Member, New Glarus Youth Baseball Assn., 2019-Current

Certification

Property & Casualty Insurance License, Wisconsin

Timeline

Owner/Producer

American Family Insurance
06.2025 - Current

Insurance Agent

Superior Insurance Partners
01.2023 - 06.2025

Inside Sales Executive

Humana, Inc.
09.2012 - 01.2023

Telesales Executive

CUNA Mutual Group
07.2010 - 09.2012

Master of Science - Education

University of Wisconsin - Whitewater

Bachelor of Science - Education

University of Wisconsin - Whitewater

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Eric Spanton