Jayson Schoeberlein, CIC
Grand Blanc,MI
Summary
With a proven track record at Jayson Schoeberlein Agency, I excel in operations management and client acquisition, driving business growth through strategic planning and exceptional customer relations. My leadership in developing innovative solutions and fostering team collaboration has consistently enhanced client satisfaction and agency performance.
Overview
30
30
years of professional experience
1
1
Certification
Work History
Agency Owner
Farm Bureau Insurance - Jayson Schoeberlein Agency
07.2000 - Current
- Managed staff performance, approved staff hiring, termination, and promotions.
- Maintained personnel files and regularly conducted audits to verify accuracy of information.
- Developed custom insurance solutions tailored to individual clients'' unique needs for increased satisfaction and loyalty.
- Demonstrated strong leadership skills by cultivating an inclusive, supportive work environment that promoted collaboration, innovation, and professional growth among team members.
- Oversaw day-to-day production and growth of agency.
- Delivered exceptional client service, consistently meeting or exceeding expectations to foster long-term relationships.
- Supervised all agency activities to promote proper planning, coordination and organization.
- Implemented cutting-edge technology solutions to optimize internal operations and enhance the overall client experience.
- Achieved consistent growth in annual sales by developing a thorough understanding of market trends and customer needs.
- Collaborated with underwriters to negotiate favorable terms on behalf of clients while maintaining sound risk management practices within the agency portfolio.
- Developed and implemented successful business plans focused on cost-effective service delivery and revenue development.
Co-Founder, Managing Partner
Expanse Group Llc
12.2010 - 04.2015
- Co-founded a software company that focused on mobile device development, custom software applications, marketing websites, and social media management.
- Evaluated market trends to identify emerging opportunities and inform strategic decision making.
- Conducted target market research to scope out industry competition and identify advantageous trends.
- Secured lucrative partnerships by establishing strong relationships with key industry players.
- Developed marketing materials and campaigns to boost brand awareness and customer engagement.
- Grew the customer base through targeted outreach and networking events.
- Established foundational processes for business operations.
- Developed key operational initiatives to drive and maintain substantial business growth.
- Streamlined operational processes for improved efficiency and cost reduction.
- Networked with other businesses and customers to increase sales opportunities and contacts.
- Provided strategic direction for product development, resulting in high-quality offerings that resonated with customers'' needs and preferences.
- Recruited, interviewed and hired new staff members and developed training materials for employees.
- Managed financial operations, ensuring fiscal responsibility and maintaining profitability during periods of economic uncertainty.
Associate Agent
Nationwide Insurance Glenn Kaplan Agency
11.1998 - 07.2000
- Collaborated with team members to develop customized marketing materials for individual client needs.
- Finalized and submitted paperwork to complete sales.
- Negotiated favorable contract terms for clients, securing advantageous deals in their home searches.
- Prioritized time management effectively while juggling multiple tasks simultaneously, ensuring all deadlines were met without compromising quality.
- Expanded client base through proactive outreach and effective networking strategies.
- Acted as a trusted advisor to clients by offering expert guidance and recommendations based on their unique needs and preferences.
- Coordinated closely with mortgage lenders, attorneys, and other professionals involved in the transaction process for seamless communication among all parties involved.
- Met with customers to discuss options, provide information, and answer concerns.
- Strengthened client relationships by providing exceptional customer service and addressing concerns promptly.
- Created marketing materials to grow sales of individual products.
Account Executive
MCI WorldCom
07.1998 - 11.1998
- Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
- Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
- Exceeded sales targets consistently by identifying new business opportunities and creating customized solutions for clients.
- Boosted client satisfaction by developing and maintaining strong relationships through effective communication.
- Maintained up-to-date knowledge on product offerings, ensuring accurate representation during sales pitches or negotiations with clients.
- Conducted regular check-ins with existing clients to assess their needs and identify upselling opportunities.
- Delivered informative presentations to potential clients, showcasing the unique value of products or services offered.
- Developed a solid pipeline of prospects through diligent research and targeted outreach efforts.
- Assisted in the onboarding process for new clients, ensuring a smooth transition into the company''s roster of accounts.
Bidwell Builders
Rough Carpenter
05.1995 - 08.1997
- During the summers in between college school years; Framed residential houses in South Lyon
- Organized materials and assisted in constructing residential homes.
Education
Bachelor Of Arts - Biblical Studies And Christian Education
Taylor Unversity
Upland, INHigh School Diploma -
Walled Lake Western High School
Walled Lake, MISkills
- Customer relations
- Administering budgets
- Operational planning
- Operations management
- Client acquisition
- Creative direction
- Team direction
- Closing techniques
- Risk management
- Sales management
- Business planning
- Business development
- Web development
- Small business operations
- Client service
- Strategic planning
- Sales leadership
- Project management
Certification
Certified Insurance Counselor
Timeline
Co-Founder, Managing Partner
Expanse Group Llc
12.2010 - 04.2015
Agency Owner
Farm Bureau Insurance - Jayson Schoeberlein Agency
07.2000 - Current
Associate Agent
Nationwide Insurance Glenn Kaplan Agency
11.1998 - 07.2000
Account Executive
MCI WorldCom
07.1998 - 11.1998
Bidwell Builders
Rough Carpenter
05.1995 - 08.1997
Bachelor Of Arts - Biblical Studies And Christian Education
Taylor Unversity
High School Diploma -
Walled Lake Western High School
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