Ian Schmidt
Top Performing Sales Associate
Mountain View,CA
Summary
Driven sales rep with several years of experience offering personalized, courteous service. Expert at managing insurance sales cycle, prospecting and follow-up support. Skillful in advising current and potential clients on insurance coverage plans and processing applications. Resourceful and versatile professional with a reputation for consistently achieving goals and training others to do the same
Overview
9
9
years of professional experience
2
2
years of post-secondary education
Work History
Agent Team Member
State Farm
02.2024 - Current
- Increased customer loyalty by delivering personalized service tailored to individual needs and preferences.
- Fully licensed for property, casualty, life, and health in California.
- Efficiently managed multiple tasks simultaneously while ensuring all deadlines were met without compromising quality of work output.
- Utilized company CRM software effectively, keeping track of leads, conversions, and follow-up activities for better organization and time management.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Participated in ongoing professional development activities, staying current with industry trends and regulatory changes affecting insurance products and services.
Senior Healthcare Specialist
Carida Insurance Services
08.2020 - 12.2023
- Senior Agent specializing in Medicare Advantage products. Prior experience selling Medicare Supplements and Ancillary Products.
- AHIP Certified.
- Licensed to sell in 40+ US States.
- Handled approximately 100-150 outbound and inbound sales-related calls per week to qualify individuals interested in purchasing insurance coverage and convert prospects into buyers.
- Worked with major carriers including United Healthcare, Aetna, Humana, Mutual of Omaha and Anthem/Empire/Blue Cross Blue Shield.
- Proficient with various carrier underwriting guidelines for Medicare Supplements.
- Responsible for evaluating and assessing each potential client's health and prescriptions for Medicare Advantage and Supplement eligibility. Providing the information for coverage that meets the client's needs. Handle onboarding for client onto their plan including submission of application.
- Consistently ranked in the top 10 producers company wide for sales during the Annual Enrollment Period and otherwise.
- Consistently attain weekly, monthly, quarterly and yearly goals set by management.
- Mentored new agents through the "Carida Captains" program. Helped onboard large groups of new agents. Provided coaching and set goals on a weekly basis.
- Experience providing desk side assistance to new or struggling agents.
- Tested new technologies and software and helped with troubleshooting.
- Attained high levels of compliance. Frequently received accolades for 100% adherence to all necessary CMS disclosures.
Inside Sales
US Standard Products
06.2018 - 07.2020
- Answered customers' questions regarding products, prices, and availability.
- Managed friendly and professional customer interactions.
- Maintained up-to-date knowledge of available products to best serve customers and maximize sales potential.
- Met or exceeded sales targets and quotas to contribute to overall sales goals and revenue of company.
- Mentored newer agents and provided feedback to better sales skills.
- Attained consistent sales goals on a weekly and monthly basis.
- Helped to develop new client relations with various types of businesses across the continental US.
Printed Media Specialist
PCF Corp
10.2015 - 01.2018
- Worked well in a team setting, providing support and guidance.
- Worked flexible hours across night, weekend and holiday shifts.
- Developed and maintained courteous and effective working relationships.
- Applied effective time management techniques to meet tight deadlines.
- Strengthened communication skills through regular interactions with others.
- Delivered services to customer locations within specific timeframes.
Education
Associate of Arts - Theater Management
Bergen Community College
Paramus 09.2009 - 05.2011
Skills
Product and Service Sales
Goals and Performance
Exceptional Interpersonal Skills
Multitasking
Relationship Building And Management
Ability To Work Independently
Order Management
Compliance
Client Relationship Building
Lead prospecting
Timeline
Agent Team Member
State Farm
02.2024 - Current
Senior Healthcare Specialist
Carida Insurance Services
08.2020 - 12.2023
Inside Sales
US Standard Products
06.2018 - 07.2020
Printed Media Specialist
PCF Corp
10.2015 - 01.2018
Associate of Arts - Theater Management
Bergen Community College
09.2009 - 05.2011
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