Summary
Overview
Work History
Education
Skills
Additional Information
Musician | Scuba Diving | Jet Skiing
Timeline
Generic

MICHAEL E SCHMIDT

Winter Park,FL

Summary

Highly Motivated Insurance professional with extensive experience in client management, sales, and employee management. It's a pleasure to help business owners protect their business properly against any risk that may arise.

Overview

28
28
years of professional experience

Work History

WORK EXPERIENCE: Commercial Account Manager

Marsh & McLennan
07.2022 - 07.2023
  • Remotely hired to manage a diverse book of commercial lines accounts with approximately $550,000 in revenue (majority of clients in South Florida)
  • Handle all renewals from start to finish/binding
  • Deal with dozens of Carriers and brokers on MMA's approved vendor list for quotes
  • Speak with clients and answer coverage questions
  • Make recommendations regarding current coverages needed and any additional coverages as well. (cross sell)
  • Collaborate with team members and management as to where to place business when necessary
  • Regarding accounts that weren't all mine, (House Accounts) collaborated with the Producer and AE
  • Handle pre-renewal strategies to make sure to obtain proper quotes, as well as all meet client via zoom if necessary
  • Participate in company functions when I am able to travel to South Florida, or if required by MMA
  • Maintained a retention rate of over 96%
  • Collaborate with business insurance assistants in generating certificates, or handling it myself when necessary
  • Mentor new colleagues when needed as to MMA systems and procedures
  • Maintained friendly and professional customer interactions.
  • Assessed my own performance and developed improvement plans.

Commercial Insurance Account Manager

Nelsons Insurance Services
09.2019 - 07.2022
  • Hired to run the commercial insurance department of the agency
  • Responsible for servicing all existing commercial accounts and renewals
  • Responsible for sales of new commercial policies to include GL, Property, Commercial auto, workers comp, EPLI, Excess/Umbrella and other commercial lines
  • Added in excess of $50,000 of new policy revenue
  • Responsible for sending certificates, communicating with clients to explain coverages and answer any questions
  • Collaborated with my assistant who inputs all new and renewal policies into Eclipse, and handles other clerical duties....other than that I would handle everything else
  • Conducted annual reviews of existing policies to update information.
  • Analyzed customer needs to provide customized insurance solutions.

Partner/SEO Specialist

Website Leads Now LLC
01.2017 - 07.2019
  • Started a digital marketing agency with a partner that had experience in that industry
  • Worked with a long list of clients to successfully rank their websites on Google and other search engines
  • Personally performed ongoing keyword discovery, expansion and optimization to increase organic search footprint and drive relevant site traffic
  • Analyzed SEO outreach goals and presented findings to my partner

Owner/Operator/Licensed Insurance Agent

Sterling & Schmidt Inc
01.2005 - 01.2017
  • Started a P&C Insurance agency from scratch
  • Managed a book of commercial and personal lines policies
  • Personally sold the majority of personal and commercial lines insurance policies
  • Was able to obtain immediate appointments to good carriers through a Franchise group called ISG (Insurance Source Group) that a friend started with partners
  • I was the first franchisee
  • ISG grew to 12 franchisees
  • Hired four 4-40 licensed CSR's that services policies and answered phones
  • Met and built relationships with reps from Commercial and Personal MGA's and carriers
  • Calculated quotes and educated potential clients on insurance options
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • Built the agency up to approximately $300,000 in revenue and then sold it

Owner/Insurance Recruiter

Sterling Enterprise Group Of Winter Park Inc
06.1995 - 01.2005
  • Contacted major insurance carriers to obtain job orders for claims, underwriting, loss control, and other insurance professionals
  • Conducted phone interviews to assess applicants relevant knowledge, skills, experience and aptitudes.
  • Sourced qualified candidates for those job orders
  • Reviewed resumes and matched candidates to the positions we had
  • Set up interviews and prepped candidates
  • Negotiated salaries for candidates and placed them in suitable positions
  • Managed 5 recruiters

Education

Bachelor of Science - Hospitality Management

UW Stout
Menomonie, WI
05.1990

Some College (No Degree) - Marketing/Business

Carrol College
Waukesha, WI

Skills

  • Customer Service
  • Revenue Generation
  • Time Management
  • Weekly Payroll
  • Listening
  • Communication
  • Organizational Skills
  • Self-Management
  • Problem Solving
  • Strong Work Ethic
  • Technology
  • Eclipse
  • Hawksoft
  • Sagitta
  • ImageRight

Additional Information

  • Certifications: 2-20 Insurance License 2005

Musician | Scuba Diving | Jet Skiing

I perform Lead Guitar, drums, and the Banjo. I have been boating & jet skiing on oceans and lakes for many years.

Timeline

WORK EXPERIENCE: Commercial Account Manager

Marsh & McLennan
07.2022 - 07.2023

Commercial Insurance Account Manager

Nelsons Insurance Services
09.2019 - 07.2022

Partner/SEO Specialist

Website Leads Now LLC
01.2017 - 07.2019

Owner/Operator/Licensed Insurance Agent

Sterling & Schmidt Inc
01.2005 - 01.2017

Owner/Insurance Recruiter

Sterling Enterprise Group Of Winter Park Inc
06.1995 - 01.2005

Bachelor of Science - Hospitality Management

UW Stout

Some College (No Degree) - Marketing/Business

Carrol College

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MICHAEL E SCHMIDT