Summary
Overview
Work History
Skills
Certification
Timeline
Generic

Lisa Schmidt

Montgomery,IL

Summary

Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Insurance Sales Representative

State Farm
11.2022 - Current
    • Reviewed customer needs and financial means to determine appropriate policy offerings.
    • Developed sales strategies to increase sales of insurance policies.
    • Educated clients on insurance policies and procedures.
    • Calculated premiums and established payment methods for sales.
    • Finalized sales and collected necessary deposits.
    • Stayed in touch with clients to assess changing demands and offer new solutions.
    • Maintained detailed records of customer information and policy sales.
    • Generated sales by recommending policies and add-ons.

Realtor

United Real Estate Chicago
12.2018 - Current
  • Assisted buyers with finding ideal homes by assessing needs, requirements, and budgets.
  • Wrote contracts to outline sales and purchases of properties.
  • Resolved client concerns related to home purchases to maintain high satisfaction ratings.
  • Advised and informed prospective clients on current market activities and conditions.
  • Completed property walkthrough before completing deals to uphold accuracy in listings and appraisals.
  • Educated clients on changing or updating properties, buying, and selling techniques and processes to maintain curb appeal.
  • Compared recently sold area properties to determine competitive market prices.
  • Managed contracts, negotiations, and all aspects of sales to finalize purchases and exceed customer expectations.

Orthodontic Assistant

Thomas Orthodontics Ltd.
06.2017 - 03.2020
    • Prepared patient for orthodontist and performed simple tasks such as tightening braces and conducting preliminary examinations.
    • Took x-rays, photographs and impressions of patients' teeth and mouth.
    • Taught patients strategies for boosting oral hygiene, controlling plaque, and protecting tooth enamel from long-term damage.
    • Scheduled appointments for new and existing customers, factoring in provider availability and scheduling loads.
    • Sanitized trays, instruments, and surfaces for clean dental office setting and patient safety.
    • Recorded patients' health histories, documented current symptoms, and pulled up records from prior visits for dentists to view and evaluate.

Skills

    • Product Knowledge
    • Client Account Management
    • Sales Quota Achievement
    • Customer Service
    • CRM Tracking
      • Consultative Sales Techniques
      • Business Growth
      • Policy Understanding
      • Detail Oriented
      • Multitasking and Organization

Certification

  • Licensed Insurance Property and Causality Producer - 2022
  • Licensed Realtor - 2018
  • Certified Data Analyst - 2022

Timeline

Insurance Sales Representative

State Farm
11.2022 - Current

Realtor

United Real Estate Chicago
12.2018 - Current

Orthodontic Assistant

Thomas Orthodontics Ltd.
06.2017 - 03.2020

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Lisa Schmidt