Hardworking, motivated and skilled multitasking college student offering part-time work experience in the areas of customer service, account management, and marketing. Possess an entrepreneurial sprit and working towards a bachelor's degree in Marketing with minors in Communication and Advertising.
Hi, I’m
Julian Schwartz
Tampa,FL
Summary
Overview
7
years of professional experience
Work History
Family First Life
Licensed Insurance Broker
2024.05 - 2024.08 (3 months)
Job overview
- Served families who requested help with their life insurance needs. By end of summer, averaged 5 policies written weekly, thereby achieving a top position within the new hire class.
- Through the use of top-rated Insurance carriers, provided the best and most affordable personalized options.
- Developed and demonstrated the ability to learn and present all available products, while establishing and maintaining an ongoing positive relationship with clients.
- Spent ample time with each customer, verbally reviewing, and explaining documents for client comprehension.
- Streamlined the insurance application process for clients, reducing time spent on paperwork and improving overall efficiency.
- Improved client retention rates by providing exceptional customer service and ongoing communication regarding policy changes or updates.
- Conducted thorough risk assessments for potential clients, identifying potential exposures and recommending appropriate coverage levels.
Lincoln Financial Advisors
Client Service Associate Intern
2023.05 - 2023.08 (3 months)
Job overview
- Support Lead Client Service Associate with managing existing client relationships and clients' investment assets totaling $60 million.
- Help to process all new account business including mutual fund accounts, SMA's, life insurance, 401k, and Trust accounts.
- Help to complete transfers?/ACATs through funding process including tracking transfers, cost basis, and tax lot information.
- Help to process all withdrawals and deposits to client accounts including calculating and processing RMD distributions.
- Assisted in retention of high-value clients through proactive communication and exceptional service delivery.
Grain Restaurant
Food Preparation Worker
2022.05 - 2023.08 (1 year & 3 months)
Job overview
- Enhanced food presentation by skillfully arranging dishes and garnishing plates.
- Maintained clean and sanitary workspace, adhering to strict health and safety standards for optimal work conditions.
- Assisted chefs in preparing high-quality meals, contributing to excellent customer satisfaction ratings.
Self-employed
Owner, 484kickz
2017.11 - 2022.01 (4 years & 2 months)
Job overview
- Built, owned and managed daily operations of sneaker reselling business. Started with $1,000 seed money and built it to over $30,000 annual profit each year, adding private investors along way.
- Increased customer satisfaction by implementing efficient business processes and providing exceptional service.
- Managed financial aspects of business, including budgeting.
- Implemented marketing strategies including social media management and advertising to increase brand awareness and attract new customers.
- Negotiated contracts with suppliers for better pricing and and terms, reducing overall costs for business.
- Regularly attended trade shows.
- Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
Education
The University of Tampa Tampa, FL
Bachelor of Science from Marketing/Minor in Communication
05.2026
University Overview
- Merit scholar
- Member of Phi Gamma Delta, Tau Beta Chapter
- Recruitment Co Chairman Phi Gamma Delta
- Member of the Golf Team
Skills
- Highly developed interpersonal and written communication
- Microsoft Office, Zoom, Skype
- Managing Client Relationships
- Customer Service
- Digital marketing and social media management
Accomplishments
Accomplishments
Currently enrolled in Google Digital Marketing & E-commerce Professional Certification course.
Completed Beta Bowl 12 week Entrepreneurship and Business-building Immersion program in 2021 where I engaged in an independent long-term project to create a limited-quantity, socially driven clothing line.
Developed and ran my own volunteer group 2020-2022 focused on collecting bi-monthly food donations from local neighborhoods for the Kennett Square Food Cupboard.
Am a student of piano for 14 years and have performed in many local performances.
Awarded second place in Ithaca College School of Business's national investment competition 2019, as part of my high school's Entrepreneurship Club.
Timeline
Licensed Insurance Broker
Family First Life
2024.05 - 2024.08 (3 months)
Client Service Associate Intern
Lincoln Financial Advisors
2023.05 - 2023.08 (3 months)
Food Preparation Worker
Grain Restaurant
2022.05 - 2023.08 (1 year & 3 months)
Owner, 484kickz
Self-employed
2017.11 - 2022.01 (4 years & 2 months)
The University of Tampa
Bachelor of Science from Marketing/Minor in Communication
Hobbies/Interests
Hobbies/Interests
Piano playing, golf, reading, working out, running, meditation, and all things related to personal development.
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