Erik Schlotman
Columbus,OH
Summary
Seasoned team leader with expertise in benefit options, providers, and plans. Well-versed in evaluating competing companies to pick optimal solutions to meet company and employee needs. Forward-thinking and driven with a hands-on and analytical approach.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Employee Benefits Account Manager
Huntington Insurance
09.2023 - Current
- Managed 25 large group accounts providing best-in-class client service.
- Assisted HR departments in developing clear and concise employee communications materials regarding their benefits programs.
- Evaluated vendor performance and made recommendations for changes when necessary to improve the overall client experience.
- Maintained accurate records of client interactions using CRM software, improving efficiency in managing accounts.
- Provided exceptional service through responsiveness and thorough follow-up on outstanding items related to account management activities.
- Proactively identified areas where additional support could enhance client satisfaction, leading to increased retention rates.
- Streamlined the renewal process for employee benefits, making it more efficient and effective for both clients and carriers.
- Educated clients on industry trends, regulatory updates, and best practices in employee benefits management.
Licensed Insurance Agent
Independent
10.2021 - 09.2023
- 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.
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
- Sold an average of 15 policies a month.
Insurance Agent
Goosehead Insurance
06.2022 - 02.2023
- 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
Account Executive
Beam Benefits
01.2019 - 10.2021
- Established, cultivated, and maintained client & partner relationships to grow share of the business.
- Qualified leads, built relationships and executed sales strategies to drive new business
- Executed successful sales strategies to convert leads into customers
- Collaborated with internal teams to develop account strategy
- Strengthened customer relationships with proactive and collaborative approach to managing needs
- Leveraged CRM to collect, organize and manage sales data and customer information
- Utilized marketing channels and sales strategies to develop pipeline and increase profitability
- Achieved 150%+ of target quota in 2019, 2020, 2021
Business Development Representative
Seal Software
01.2017 - 01.2019
- 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.
Financial Services Representative
Nationwide
01.2014 - 12.2016
- 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
Bachelor of Arts - Health Services Administration
Ohio University
Athens, OH06.2011
Skills
- Client Relationship Building & Management
- Strategic Planning
- Benefits Administration
- Compliance knowledge
- Sales Support
- Client Relations
- Teamwork and Collaboration
- Written and verbal communication
Certification
- Life & Health Insurance License 11-35
- Property & Casualty Insurance License 11-36
Timeline
Employee Benefits Account Manager
Huntington Insurance
09.2023 - Current
Insurance Agent
Goosehead Insurance
06.2022 - 02.2023
Licensed Insurance Agent
Independent
10.2021 - 09.2023
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
- Life & Health Insurance License 11-35
- Property & Casualty Insurance License 11-36
Bachelor of Arts - Health Services Administration
Ohio University
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