Matthew Schleicher, CRIS
Kirkland
Summary
Strategic Construction Account Executive with proven success increasing sales and revenue through developing loyal account relationships. Articulate communicator with exceptional negotiation skills. Known for understanding customer needs and delivering effective solutions. Skilled at closing sales and handling customer complaints with ease and professionalism. Reliable and enterprising worker focused on maximizing revenue.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Producing Account Executive
Alliant Insurance Services Inc.
Seattle, WA
07.2024 - 03.2026
- Brought in 7 new clients about $400,000 in annual revenue in 19 months.
- Developed and maintained client relationships, ensuring high levels of satisfaction and retention.
- Analyzed insurance needs to design tailored coverage solutions for diverse clientele.
- Collaborated with underwriters to negotiate competitive policy terms and pricing strategies.
- Conducted market research to identify emerging trends and potential growth opportunities.
- Presented comprehensive proposals to clients, highlighting benefits of recommended insurance options.
- 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.
Producing Account Executive
USI Insurance Services LLC
Seattle, WA
09.2023 - 06.2024
- I went through an extensive Sales Development Training 12 week course.
- I Produced a $60,000 Mechanical Contractor P&C account in my first 3 months, as well as cross sold the Surety.
- Identified potential new customers through research of construction industry trends and competitive analysis.
- Organized key Association events like AGC, CFMA, & SMACNA to promote company products or services in the marketplace.
- Managed accounts by providing ongoing technical support after the sale was completed.
- Used consultative sales strategies to effectively overcome client objections and maximize sales activity.
- Developed sales pipeline by cold-calling, canvassing and obtaining referrals.
- Attended various networking events to identify sales opportunities and build relationships.
- Increased profitability within accounts by cross-selling additional products.
Producer Account Executive
Parker, Smith & Feek
Bellevue, WA
07.2021 - 09.2023
- I was beginning my career in Producing Middle Market Construction accounts in the PNW.
- In my 2 years in the role, I produced a roughly $500,000 book of business. 85% construction clients and 15% manufacturing clients; however, the 15% were construction adjacent and supported the construction industry.
- I serviced and was the key relationship to general contractors, roofers, developers, arborist, glazers, and more.
- Always worked well with my account management team to ensure timely renewals to clients.
Account Manager
Parker, Smith & Feek
Bellevue, WA
11.2018 - 07.2021
- Developed and maintained relationships with key accounts to ensure customer satisfaction.
- Managed multiple accounts simultaneously while meeting deadlines.
- Resolved customer complaints in a timely manner.
- Maintained accurate records of all customer interactions in the CRM system.
- Built and maintained productive relationships with customers and internal partners.
- Renewed existing accounts by cementing trusting relationships with customers.
Education
Bachelor of Science - Psychology
University of Kansas
Lawrence, KS05-2009
Skills
- Account Relationship Management
- Networking Skills
- Revenue Growth
- Pipeline management
- Business development and planning
- Sales presentation
- Negotiation skills
- Teamwork and collaboration
Certification
- CRIS designation
References
References available upon request.
Timeline
Producing Account Executive
Alliant Insurance Services Inc.
07.2024 - 03.2026
Producing Account Executive
USI Insurance Services LLC
09.2023 - 06.2024
Producer Account Executive
Parker, Smith & Feek
07.2021 - 09.2023
Account Manager
Parker, Smith & Feek
11.2018 - 07.2021
Bachelor of Science - Psychology
University of Kansas