Hi, I’m
Erik Schlotman
Columbus,OH
Know what you are fighting for every day.
Summary
Results-oriented professional engages with customers to help establish rapport. Proven track record of building customer relationships and successfully closing sales. Committed to delivering exceptional customer service and exceeding sales goals.
Overview
9
years of professional experience
1
Certification
Work History
Independent
Licensed Insurance Agent
10.2021 - Current
Job overview
- Maintained high standards of customer service by building relationships with clients.
- Provided coverage option information to assist clients in protecting assets.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Explained advantages, features, and disadvantages of various policies to provide best available options, boosting overall sales by 50%.
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs
Goosehead Insurance
Account Executive
06.2022 - 02.2023
Job overview
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Prospected new clientele through networking, cold calling, canvassing, and referrals.
- Built and strengthened relationships with new and existing accounts to drive revenue growth.
- Maximized revenue by servicing accounts and proposing new products and services to established customers.
- Generated average of $100k in monthly sold premiums
Beam Benefits
Account Executive
01.2019 - 10.2021
Job overview
- Established, cultivated, and maintained client & partner relationships to grow share of the business.
- Developed and executed sales presentations as well as both internal and external product training workshops.
- Maintained extensive knowledge of company products and services to provide top-notch expertise to customers.
- Developed business pipeline using cold and warm techniques.
- Brought in new accounts through successful networking strategies and promotional approaches.
- Expanded business through effective network development, identifying new and prospective clients.
- Achieved 150% of expected quota, ranked top 10% of all account executives.
- Built $3 Million in yearly pipeline through broker and channel sales.
Seal Software
Business Development Representative
01.2017 - 01.2019
Job overview
- Brought in new accounts through successful networking strategies and promotional approaches.
- Expanded business through effective network development, identifying new and prospective clients.
- Collaborated with account executives to penetrate new accounts, identify potential customers and coordinate product demonstrations.
- Achieved 125%+ to sales quota goals each quarter.
Nationwide
Financial Services Representative
01.2014 - 12.2016
Job overview
- Assisted brokers & agents with client quotes and product education
- Actively listened to customers' requests, confirming full understanding before addressing concerns.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Managed over 50 customer calls per day
- Targeted accounts at senior and executive levels and secured funding for future initiatives
Education
Ohio UniversityAthens, OH
Bachelor of Arts from Health Services Administration
06.2011
Skills
- Building Relationships
- Client Account Management
- Territory Development
- Prospect Qualification
- Client Relationship Management
- Consultative Selling Techniques
- Complex Problem-Solving
- Pipeline Generation
Certification
- Life & Health Insurance License 11-35
- Property & Casualty Insurance License 11-36
Availability
See my work availability
Not Available
Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Account Executive
Goosehead Insurance
06.2022 - 02.2023
Licensed Insurance Agent
Independent
10.2021 - Current
Account Executive
Beam Benefits
01.2019 - 10.2021
Business Development Representative
Seal Software
01.2017 - 01.2019
Financial Services Representative
Nationwide
01.2014 - 12.2016
Ohio University
Bachelor of Arts from Health Services Administration
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