William Schackmann
Insurance Professional
Spring,TX
Summary
Resourceful financial professional who brings deep insight and expertise in the banking and insurance industry. Proven track record of generating year-over-year results in growth, client satisfaction, and retention by managing the sales cycle. Engaging public speaker and communicator who builds rapport easily, brings fresh perspective to understand client needs, and presents optimal solutions that consistently exceed expectations.
Overview
15
15
years of professional experience
Work History
Independent General Agent
WCS Financial
06.2017 - Current
- Teamed with Independent Insurance Agencies to foster strong working relationships and generate new business
- Provide guidance to individuals regarding property, casualty, and life insurance solutions
- Work closely with key stakeholders within small local businesses to secure optimal coverage
- Built portfolio of key accounts producing profitability and continual growth by executing business development and sales plans, generating leads for new accounts, and fostering connections with previous customers
- Brought a best-in-class customer experience by nurturing trust with business stakeholders and individual customer base while demonstrating thorough understanding of products and services
- Managed risk effectively by adhering to stringent underwriting guidelines set forth by regulatory bodies throughout all transactions conducted within the agency''s purview.
- Achieved consistent customer satisfaction by providing excellent service, addressing concerns promptly, and resolving issues efficiently.
- Maintained high retention rates by consistently delivering exceptional service, timely policy reviews, and prompt claims handling.
- De-escalated and resolved customer complaints with punctual, polite and professional service.
Relationship Banker
JP Morgan Chase
03.2015 - 03.2017
- Communicated professionally and effectively with customers from all walks of life and backgrounds to gain insight on individual needs and promote quality products/services within company portfolio
- Expanded customer base and line of business by identifying and securing new partnerships, establishing trust with customers, and demonstrating a thorough understanding of product portfolio
- Achieved 140% of target production and 130% of district peer production (2016) while also exceeding monthly goals 200% in target productions 6 times
- Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
- Managed multiple customer accounts efficiently, ensuring accurate record-keeping and timely resolution of issues.
- Participated in ongoing professional development opportunities to remain current in industry best practices and continually improve service provision.
Independent General Agent
WCS Financial
08.2011 - 02.2015
- Consulted with individual and small business clients throughout the insurance life cycle, promoting property, casualty, and life product line
- Presented informative sales pitches outlining programs
- Maintained accurate records
- Secured new customer opportunities through data analysis, cold calling, and sales planning
- Advocated for customers throughout life cycle of selecting optimal plans, managing renewals, and resolving issues quickly when they surfaced
Financial Adviser
USAA
12.2009 - 07.2011
- Served as inside sales professional
- Created and retained strong working relationships with clients, assessed client financial and life situations, explored solutions, and proposed recommendations to close sales
- Recognized as top performer in new accounts, permanent and term life insurance applications, and wealth management referrals (2010)
- Initiated conversations with clients to uncover financial needs, cross-sell products and services and make referrals to business partners to meet sales goals.
Education
Bachelor of Science -
Texas Christian University
Skills
Client Acquisition & Retention
Additional Relevant Experience
- Edward Jones, Tomball, TX, Financial Adviser
- The Hartford, Houston, TX, Advance Planning Consultant
- Global Benefit Solutions, Austin-Houston, TX, Qualified and Non-Qualified Retirement Plan Consultant
- The Standard, Houston, TX, Retirement Plan Consultant
Timeline
Independent General Agent
WCS Financial
06.2017 - Current
Relationship Banker
JP Morgan Chase
03.2015 - 03.2017
Independent General Agent
WCS Financial
08.2011 - 02.2015
Financial Adviser
USAA
12.2009 - 07.2011
Bachelor of Science -
Texas Christian University
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