Derek Schroeder Email & Phone Number

Dewitt, IA, US

Dallas, Texas, US

Chicago, Illinois, US

• Assess and identify insurance needs of GoHealth customers over the phone, providing excellent customer service as the first point of contact and face of the business.
• Guide consumers through the health insurance policy selection and application process, advising Medicare beneficiaries on their options for Medicare Parts C and D and helping make the process of buying healthcare.
• Compare various plans from multiple carriers on company software before presenting proposals to clients.
• Take inbound calls continuously while multitasking between multiple screens and tabs, utilizing different carrier portals and Marx/CMS.gov to verify Medicare/Medicaid status.
• Communicate effectively and efficiently with supervisors and coworkers via Teams in a remote work setting.
• Notable Achievements:o Have become a Subject Matter Expert on Medicare knowledge as well as on the Annual Enrollment Period, quickly grasping new concepts and learning multiple product offerings, such as Major Medical.

• Executed numerous outbound calls with Five9 Cloud Contact Software to assist in the renewal of memberships for the world's leading auto club.
• Reached out to former members for renewal reminders and current members nearing auto-renewal dates.
• Notable Achievements:o Delivered exceptional client service by addressing queries, aiding in information updates, and upselling AAA memberships.o Mastered detailed phone scripts, multiple computer systems, and the.

• Conducted 120 to 150 outbound calls daily to prospective and existing clients for insurance and retirement solutions.
• Successfully marketed term/IUL life insurance, fixed index annuities, and long-term care insurance from leading providers including Ameritas, Transamerica, and Mutual of Omaha.
• Delivered dynamic sales presentations remotely through Zoom and Google Meet, utilizing screen sharing for an interactive experience.
• Established client trust and identified insurance needs through comprehensive fact-finding, financial needs analysis, and empathetic, detail-oriented listening.
• Collaborated with supervisors and various key insurers to tailor insurance solutions to each client's specific requirements.
• Liaised with numerous insurance carriers such as Silac, American Equity, F&G, and Equitrust for sales support and new business development.

Davenport, Iowa, US

• Welcomed customers at the front desk of a premium Lexus dealership, directing them efficiently to the relevant service, sales, or financing departments.
• Managed incoming calls, adeptly navigating a multifaceted switchboard to connect callers with the suitable department or sales expert.
• Handled internet sales inquiries, quickly allocating customers to sales representatives to boost customer engagement rates.
• Notable Achievement: Maintained sales team engagement and encouraged participation in company training, contributing to enhanced performance and achievement at both national and regional award standings.

Davenport, Iowa, US

• Sold high-end vehicles, built relationships with clients, and ensured a high level of customer satisfaction.
• Engaged with potential customers, identifying their needs and preferences, and matching them with the appropriate luxury vehicle through effective communication, negotiation, and closing skills.
• Built and maintained exceptional relationships with clients to encourage repeat business and referrals, providing high levels of customer service and follow up.
• Assisted customers with financing or leasing options, working with financial institutions or in-house financing departments to secure the best terms for the customer and the dealership.
• Completed all necessary paperwork related to vehicle sales, including contracts, financing documents, and registration forms, while ensuring compliance with all legal and regulatory requirements.
• Conducted vehicle presentations and test drives, highlighting the luxury features and performance of the cars, and ensuring the vehicles were displayed in the showroom to the highest standards, maintaining updated.

Bachelor Of Arts (B.A.), Business Administration, Management And Operations

High School Diploma, General Studies