Accounting, Producer, Cisr
Accounting & Office Administration Duties, Certified Insurance Service Representative, Sales & Renewal Assistance
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Jessi Schultz is listed as Engaging Customer Success Promoter based in Little Falls, Minnesota, United States. AeroLeads shows a matched LinkedIn profile for Jessi Schultz.
Jessi Schultz previously worked as Accounting, Producer, CISR at Marshik Insurance Agency and Licensed Personal Line Insurance Account Manager at Baxter Insurance Group. Jessi Schultz holds Sales, Service, Marketing And Management from St Cloud Technical And Community College.
Engaging, passionate, outgoing and caring are some of the ways co-workers and customers describe me. Yet they also know I am dedicated, hardworking, detailed, driven and provide great customer service. I have a zest for life, always with a smile on my face that you can also hear in my voice. 20+ year of experience learning products, researching customers needs and presenting them with possible solutions. With each new opportunity I enjoyed training customers on the products as we map out how it will meet their needs, and assist in overcoming challenges, obstacles and questions they may have. Excited to join a company that can utilize my talents to bring great integration, collaboration and service to their customers. Searching for an organization that encourages their employees with continued professional development. Offering the time, training and tools to obtain their goals. Each day I try to learn something new, collaborate with others, provide feedback and work very hard to maintain a solid working relationship with all my accounts, so they are getting the most out of their investment.
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Little Falls, MN
Accounting & Office Administration Duties, Certified Insurance Service Representative, Sales & Renewal Assistance
Baxter, MN
With over 13 years of experience in the insurance industry, using my passion for helping customers learn about and understand their Personal Lines policies. Protecting your home, auto, recreational vehicles and other assets is a large part of your families budgeting needs. Customer service comes first, looking for someone you can trust and a team member to.
Little Falls, MN
Integration with new and current customers, responsible for setting up accounts, training of the site and resources, securing renewals, aligning with relevance and create awareness to insure a good implementation district wide and provide continued support. Currently maintaining 75-80% retention rate handling $1.4 million in renewals. Monthly-Quarterly.
Little Falls, MN
Account manager support for current and new clients. Sales to new clients and cross selling insurance and bank products provided by State Farm. Property/Causality and Life/Health licensed in MN. Marketing and manager of telemarketing team.
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Jessi Schultz is listed as Engaging Customer Success Promoter.
Jessi Schultz is based in Little Falls, Minnesota, United States.
Jessi Schultz has worked for Marshik Insurance Agency, Baxter Insurance Group, Atomic Learning, and State Farm Insurance.
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Jessi Schultz holds Sales, Service, Marketing And Management from St Cloud Technical And Community College.
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