Salesforce
Michael Schmidlin
Licensed Insurance Agent
Arden,NC
Summary
Results-driven insurance professional accomplished in bringing in new customers and maximizing revenue. Well-versed in different insurance plans and competitor offerings. Persuasive communicator with personable style and closing and blinding insurance policies.
Overview
17
17
years of professional experience
7
7
years of post-secondary education
2
2
Certifications
Work History
Licensed Insurance Consultant
AAA Insurance
Asheville, NC
04.2018 - 02.2021
- Generated leads by tapping into AAA’s database to inform car care customers of insurance services previously unknown to them
- Built rapport with each client in person or over the phone and displayed a positive attitude with each prospect even in demanding high stress situations
- Evaluated customers’ current policies to find and fill gaps in coverage and offer better quotes
Bound policies on auto, home, life, and other insurance products through subtle persuasion and cordial empathy - Handled hundreds of outbound and inbound customer service calls per week, made cold calls, and consistently exceeded sales quotas
Personal Lines Insurance Consultant
Liberty Mutual Insurance Company
Lake Mary, FL
10.2015 - 01.2018
- Worked in a dynamic fast paced inbound call center
- Educated the importance of umbrella policies to less informed clients focused on price
- Illustrated the severity of consequences of being improperly insured
- Was a member of the first Liberty Mutual Asset Team in 2015
- Made it on the All Star Team by exceeding 100 policies per month
Senior Systems Analyst
Sombus Networks
Orlando, FL
01.2015 - 10.2015
- Analyzed and assesed businesses’ existing telecom systems for technological limitations
- Identified and presented solutions such as VOIP, fiber optics, wireless networking, VPN's, etc
- Optimized businesses’ overall operating performance by replacing old telecom systems with superior providers
Regional Account Executive
Worldpay
Orlando, FL
02.2014 - 12.2014
- Cold called businesses to generate leads and quotes
- Regularly exceeded 125% of sales goals
- Counseled merchants on protecting their businesses from data breaches and maintaining PCI compliance
Senior Systems Analyst
Sombus Networks
Orlando, FL
12.2012 - 02.2014
- Consulted with business owners and IT directors to enhance operations by updating network systems and business lines
- Customized fiber optic solutions for small to midsize business.
- Number 1 sales agent from February 2013 through December 2013 on my team
President, Owner
Oakwood Capital Funding
Orlando, FL
08.2009 - 09.2012
- Offered solutions to enterprises to fund companies and projects not typically accommodated by banks, bridging capital shortfalls through private equity debt financing and short term commercial loans from $1M - $5M
- Developed a network of financiers and investors and served as gatekeeper, working with underwriters, private equity funds, legal due diligence companies, and private commercial lenders
President/Owner/Operator
Oakwood Mortgage Corp
Orlando, FL
08.2004 - 11.2010
- Provided competitive mortgage and refinance programs for FHA loans, conventional lending, & VA lending
- Pioneered the highrise residential lending market in downtown Orlando
- Conducted educational seminars for local realtors about the FHA program
- Recruited and trained a team of mortgage brokers
- Regular mortgage market correspondent on Fox 35 News https://www.facebook.com/michael.schmidlin/videos/164479328402600
Education
High School Diploma -
Boca Raton Community High School
Boca Raton, FL 08.1987 - 05.1991
Associate of Arts - General Studies
Palm Beach Community College
Boca Raton, FL 08.1991 - 08.1994
Skills
Critical Analysis
Problem Solving
Communication
Rapport Building
Binding insurance polices
Software
Applied Epic
Certification
Personal Lines Insurance
Interests
Hiking
Skiing
Weightlifting
Cutting edge technology research
History
Anthropology
Timeline
Licensed Insurance Consultant
AAA Insurance
04.2018 - 02.2021
Life Insurance
03-2018
Personal Lines Insurance
11-2015
Personal Lines Insurance Consultant
Liberty Mutual Insurance Company
10.2015 - 01.2018
Senior Systems Analyst
Sombus Networks
01.2015 - 10.2015
Regional Account Executive
Worldpay
02.2014 - 12.2014
Senior Systems Analyst
Sombus Networks
12.2012 - 02.2014
President, Owner
Oakwood Capital Funding
08.2009 - 09.2012
President/Owner/Operator
Oakwood Mortgage Corp
08.2004 - 11.2010
Associate of Arts - General Studies
Palm Beach Community College
08.1991 - 08.1994
High School Diploma -
Boca Raton Community High School
08.1987 - 05.1991