Michael Schroeder
Randolph Township,NJ
Summary
Skilled Licensed Insurance Account Manager with significant experience in sales, customer service and policy management. Demonstrates strong knowledge of industry regulations and insurance products alongside exceptional ability to build client relationships. Previous roles highlight strong analytical skills, efficient problem-solving abilities, and impactful contributions towards enhancing client satisfaction and retention rates.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Account Manager II
Weichert Insurance
Morris Plains, NJ
07.2023 - Current
- Managed a $1M+ book of business, consisting of clients throughout the U.S.
- Handled all personal lines servicing, endorsements, renewals, remarkets/rewrites, and cancellations.
- Conducted annual policy renewal reviews to ensure policy accuracy, client needs, and obtain cross-sell opportunities.
- Placed among the top account managers monthly, based on secured leads, renewal reviews, and lines sold.
Insurance Consultant
Loyas Group Insurance Services
Elmwood Park, NJ
11.2021 - 07.2023
- Serviced and retained a $2.5M book of business with the following carriers: Foremost, Progressive, Allstate, FMI, Cumberland Mutual, Travelers, Encompass, Plymouth Rock, Hagerty, FEMA, NFIP, and Wright Flood.
- Assisted with commercial quotes and servicing.
Quality Marketing Assistant
Prudential/Plymouth Rock
Hackettstown, NJ
05.2021 - 11.2021
- Generate new business opportunities, policy servicing, while providing insurance counseling to current and prospective clients.
Licensed Sales Producer
Cindy Donaldson Allstate Agency
Succasunna, NJ
09.2020 - 05.2021
- Developed relationships with prospects and clients through effective communication, follow-up calls, and emails, averaging 100 calls daily.
- Provided professional advice and servicing on a range of life, health, property and casualty insurance policies.
Sales Trainer/Closer/Manager Director
Fred Astaire/Arthur Murray/Monarch Dance Studios
02.2002 - 08.2020
- Recruited, trained, and mentored over 300 employees in sales through dance instruction.
- Devised, deployed, and monitored processes to boost long-term business success, and increase profit levels.
- Set, enforced, and optimized internal policies to maintain efficiency and responsiveness to demands. Directed HR operations, including strategic workforce planning, goal cascading, performance management, staffing, and benefits administration.
Education
Business & Psychology
Valencia College
Orlando, FLHigh School Diploma -
Knoch High School
Saxonburg, PASkills
- Licensed in Accident & Health or Sickness, Casualty, Life, and Property
- Proficient in Applied-Epic
- Sales and service experience with over 30 insurance carriers
- Experienced in Managing Personal Lines Insurance Policies
- Positive team player, optimistic outlook
- Detail-oriented organizational abilities, prioritization skills
- Customer Relationship Management
- Cross-selling techniques, strong lead development skills
- Employee Recognition Awards
- Sales Excellence Awardee
Affiliations
- Accomplished Theatre director with over 200 production credits.
- AMI Top 10 Worldwide Salesperson 2004, 2005, 2006, 2007
- Arthur Murray Employee of the Year-2007.
- Award-winning Competitive Ballroom dancer.
Certification
- Active New Jersey Property, Casualty, Life & Heath Insurance Producer License.
References
References available upon request.
Timeline
Account Manager II
Weichert Insurance
07.2023 - Current
Insurance Consultant
Loyas Group Insurance Services
11.2021 - 07.2023
Quality Marketing Assistant
Prudential/Plymouth Rock
05.2021 - 11.2021
Licensed Sales Producer
Cindy Donaldson Allstate Agency
09.2020 - 05.2021
Sales Trainer/Closer/Manager Director
Fred Astaire/Arthur Murray/Monarch Dance Studios
02.2002 - 08.2020
Business & Psychology
Valencia College
High School Diploma -
Knoch High School