Paul Schmitt
Milwaukee,WI
Summary
Dynamic insurance agent with M.J. Marketing, adept at delivering exceptional customer service and ethical sales practices. Expert in analyzing client needs to provide tailored policy solutions, resulting in increased client satisfaction. Proven ability to efficiently process applications and maintain meticulous records, leveraging CRM systems to enhance operational effectiveness.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Insurance Agent
M.J. Marketing
01.2008 - Current
- Assisted clients in understanding insurance products and coverage options.
- Researched and analyzed client needs to recommend suitable policy solutions.
- Supported the processing of new applications and policy renewals efficiently.
- Maintained accurate records of client interactions and transactions in CRM systems.
Education
Bachelor of Science - History
University of Wisconsin, Madison
Madison, WI06-1973
Skills
- Customer service
- Licensed insurance agent
- Professionalism and ethics
- Quotes and sales
Certification
Insurance Certification - United Healthcare
Timeline
Insurance Agent
M.J. Marketing
01.2008 - Current
Bachelor of Science - History
University of Wisconsin, Madison
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