Roger Schmidt
Manhattan,KS
Summary
Strategic-minded, customer-focused goal-driven person with over 20 years of verifiable successes in the areas of customer service and direct sales. Adaptable professional with extensive experience in route management and safe driving.
Overview
28
28
years of professional experience
Work History
Customer Representative
Starr Medical Supply
Manhattan, KS
01.2024 - 03.2024
- Responded to customer inquiries via phone, email and chat.
- Provided product and service information to customers.
- Maintained customer records in company database.
- Resolved customer complaints promptly and efficiently.
- Processed orders and forms accurately.
- Assisted customers with purchase decisions based on needs analysis.
- Developed positive relationships with customers through friendly interactions.
- Managed large amounts of incoming calls, emails and chats simultaneously.
- Utilized computer systems to access account information, enter notes, and update status codes.
- Delivered fast, friendly and knowledgeable service for routine questions and service complaints.
Insurance Agent
New York Life
08.2023 - 12.2023
- Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage
- Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients
- Develop marketing strategies to compete with other individuals or companies who sell insurance
Field Agent
Knights of Columbus
03.2014 - 07.2023
- Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients
- Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage
- Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms
- Contact underwriter and submit forms to obtain binder coverage.
Route Sales Representative
SAN ANTONIO
10.2011 - 02.2014
- Schwan's Home Delivery Service
- Solicit sales of new or additional services or products
- Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken
- Compare disputed merchandise with original requisitions and information from invoices and prepare invoices for returned goods
- Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints
- Determine charges for services requested, collect deposits or payments, or arrange for billing.
Route Sales Representative
Schwan's Home Delivery
07.1996 - 10.2011
- Calculate premiums and establish payment method
- Confer with clients to obtain and provide information when claims are made on a policy
- Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries
- Customize insurance programs to suit individual customers, often covering a variety of risks
- Explain features, advantages and disadvantages of various policies to promote sale of insurance plans
- Schwan's Home Delivery Service
- Recommend, select, and help locate or obtain merchandise based on customer needs and desires
- Compute sales prices, total purchases and receive and process cash or credit payment
- Answer questions regarding the store and its merchandise
- Greet customers and ascertain what each customer wants or needs
- Maintain knowledge of current sales and promotions, policies regarding payment and exchanges, and security practices
- Watch for and recognize security risks and thefts, and know how to prevent or handle these situations.
Education
Bachelor of Science -
St Mary of The Plains College
Dodge City, KSSkills
- Customer Service
- Experienced in upselling
- Experience driving trucks along specific routes
- Experience in sales
- Ability to organize workload
Affiliations
- I am a member of Knight's of Columbus at St. Thomas Moore in Manhattan, Ks. Activities included are: community fish fries, community breakfast preparation, wheelchair drives, coats for kids. Assist in Habitat for Humanity. Volunteer for Special Olympics.
Timeline
Customer Representative
Starr Medical Supply
01.2024 - 03.2024
Insurance Agent
New York Life
08.2023 - 12.2023
Field Agent
Knights of Columbus
03.2014 - 07.2023
Route Sales Representative
SAN ANTONIO
10.2011 - 02.2014
Route Sales Representative
Schwan's Home Delivery
07.1996 - 10.2011
Bachelor of Science -
St Mary of The Plains College
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