Marti Schochenmaier Email and Phone Number
Marti Schochenmaier work email
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Marti Schochenmaier personal email
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SUMMARY-PLEASE NOTE. I have formally "retired" after 40 years in multi-line insurance. I am seriously looking for something part time to remain active. I recently moved from the Twin Cities to Fargo, however, I lived in the Grand Forks/Fargo are for nearly 22 years while in the multi line insurance area.I am very experienced in underwing g basic homeowners to complex commercial risks.Tactical, results-focused sales, relationship management, and account management experienced professional with over 30 years of insurance and risk management experience. Skilled in abating and moderating client risk exposures by lessening, alleviating, or transferring risk potential, thus reducing down time, bolstering overall efficiency, moderating risk costs, and when necessary, assuring the replacement of lost assets. 25+ years of experience in working in the Fortune 500 markets, Excellent communication in both written and oral forms with a unique ability to quickly build rapport and with customers and colleagues. Has provided written editorial contributions to national insurance/risk management publications. Speaking ability ranges from small groups to audiences of over 1000 attendees. Has provided “upper level” management in the areas of sales, production, recruiting, training, product development, and operations. Extensive background in working with various business models while developing specific insurance and risk management solutions unique to an individual, group, or business/commercial members’ needs. Highly skilled in working across high-valued accounts at local and regional levels in both individual, business, and nonprofit sectors. Excels as an independent achiever/sole contributor with the capability to work collaboratively and build high performance teams. Eager to join a team and be a key contributor in increasing profitability and building new relationships with current and potential clients.
Retired
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RetiredFargo, Nd, Us
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Sales, Delivery DriverRetired Aug 2023 - PresentLondon, Gb
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Life/Annuity Relationship ManagerCarney Insurance Services, Inc. Mar 2021 - PresentForest Lake, Minnesota, Us -
Executive Sales And Relationship ManagerThe Leclair Group Jun 2020 - PresentManage the incoming and outgoing sales desk in the Life, Annuity, and Health Lines, working with independent agents across the United States. Duties include quoting, account management, case design, agent recruiting, and training needs ranging from basic to advanced life concepts. Relationship Manager to 30+ life insurance companies.
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Advanced SalesSelf Employed Apr 2016 - Jun 2020-Provide training and career guidance to over 300 independent sales professionals and staff in the areas of basic to advanced/complex financial and insurance planning concepts, basic to advanced account management skills. Subject Matter Expert in long term care planning for “special needs” clients, and the pre and post social security markets, senior/eldercare planning. Long Term Care Certified, Medicare Certified.-Offered textual, material and verbal feedback to a national publisher and testing institute -Publish and test all content for approaching publication update -Focus on documents related to insurance, financial services, and property/casualty (full multi line)-Adhere diligently to all applicable national testing standards
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Team Manager-Advanced Case Desgin TeamMinnesota Life/Securian Financial Jun 2015 - Sep 2016St. Paul, Minnesota, UsDeliver comprehensive leadership, motivation and coaching to lead a support team of advanced Sales and Technical Support associates within the Life Product Research and Advanced Sales Consulting departments Actively support sales and relationship building efforts with meaningful and sustainable distribution partnersWorked with Producers on implementing risk management, risk mitigation with High Valued Clients, and Ultra High Values Clients. Designing solution around these clients with their unique planning needs -
Marketing/Sales ManagerUsadvisors Insurance Agency 2014 - 2015Eden Prairie, Minnesota, UsDelivered sales, marketing, and internal wholesaling advisement to a national group of Independent Financial Advisors and Independent Insurance AgentsSelected, trained and managed all operational processes within a small Call Center settingOffered significant guidance with agents and producers in their approach and planning for their high valued clients -
Independent ConsultantSelf Employed 2011 - 2014Drove training and career guidance efforts for more than 500 Independent Property/Casualty Sales ProfessionalsHoned in on the areas of advanced/complex sales, account management, relationship building and financial planning, among other crucial business conceptsProvided guidance on how to network with other producers relative to implementing unique planning needs for high valued clients
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Internal Sales WholesalerAmeriprise Financial Services, Inc. 2009 - 2011Minneapolis, Mn, UsChosen to work with the top 5% of Financial Planning Advisors providing guidance on planning needs for high valued clients. Guided advisors on established "holistic" approach to provide service to these clients. This included full circle account management in financial planning, life insurance, retirement planning, high valued P/C planning.Crafted, developed, and introduced a holistic incoming and outgoing Call Center infrastructure for a new wholesale business segmentEffectively expanded the company’s portfolio of offerings to include non-proprietary productsActed as an internal Subject Matter Expert to Financial Advisors across the nation with a focus on the areas of business, commercial, farm/ranch, property/casualty exposures; illustrated inclusion of said areas in constructing a financial plan -
Sr, Implementation ManagerAmeriprise Financial Services, Inc. Jan 2008 - Feb 2009Minneapolis, Mn, UsDirectly responsible for BMP product implementation, integration processes, and launches to the field, via dedicated internal call desk. Key liaison to Field Implementation Team of advisors/brokers for major launch initiatives.• Implemented back office procedures involving Partner Firms. This was done via negotiation and coordination of efforts between the Home Office and our Partner Firms. This impact was to create seamless message(s) between the Field, Partner Firms, and the Home Office, greatly facilitating communication and partnership.Managed Agency Operations staff. Created workflows that interacted with virtually every functional unit within company. These touch points ranged from recruiting to retirement, from daily agency operations to high level compliance issues.Recognized for introduction of a cost saving initiative resulting in a $560,000 cost save, in a major product launch initiative.
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Implementation Manager – Brokerage & Managed ProductsAmeriprise Financial Services, Inc. 2008 - 2009Minneapolis, Mn, Us• Directed the execution of new BMP products into competitive marketplace• Also managed the relaunch of a newly-enhanced suite of existing proprietary wealth management products and services• Garnered more than $560K in cost savings by centralizing go-to-market activities, which yielded a vigorous series of simultaneous product-launch events
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Director – Business AlliancesAmeriprise Financial Services, Inc. 2005 - 2008Minneapolis, Mn, Us• Worked as an internal sales and consulting Subject Matter Expert; personally handled the largest and most complex commercial property and casualty clients• Drove the introduction of cutting-edge initiatives that fueled noteworthy increases in fee-based plan sales across the company’s network of Financial Advisors that operated within the Broker/Advisor and B2B markets• Effectually defined opportunities to increase client and asset acquisition, as well as the sale of retail insurance and investment products• Also co-directed a record-setting implementation strategy for Sprint PCS
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Director Of OperationsIng 2004 - 2005Amsterdam, North Holland, Nl• Led operations, for the primary call center/customer service center for ING Financial Services in the United States, incorporating business needs for a major Call Center• Managed expenses, revenue goals and service-level objectives • Handled Compliance and Regulatory reporting, as well as Agent compensation• Supervised 11 Project Management Coordinators, 11 bBusiness Analysts, two staff Managers and one Supervisor• Also managed a $2M budget • Maintained superior level Call Center metrics• Implemented first-ever SOX 404 compliance and first-ever center-wide Business Continuity Plan (BCP)• Fueled continuous improvement development for internal policies and procedures.• Streamlined and improved back office support for partners via improved training, procedures and workflows, thus improving levels of communication that created efficiencies and increased sales • • • Estimated cost savings of $250K in operational costs -
Director Of Marketing And SalesClarica Life Ins 2002 - 2004• Responsible for national marketing, product management, and development strategies, including final decisions on marketing initiatives for new and existing products• Product lines impacted-term products, universal life products, fixed annuities, and EIA annuities• Responsible for internal/external agency operations, and long-term operational planning• Responsible for local, state, and federal compliance issues, for over 12K Agents/Advisors • • • Handled Recruiting, Contracting, Sales Promotion and Compensation; directly responsible for multiple cross-functional business unit(s) that handled all product needs e.g. product concept to launch• Managed internal/external sales desk/customer service desk• Part of team that significantly increased company-wide marketing efforts via product development, implementation of new marketing strategies, market penetration, and agent recruitment• Resulted in gross revenue increase of approximately 500% (field sales) in a 14-month period -
Sales Agt., Sales Man., Trainer, Porduct Man. Acct Man., Relationship Man., Senior Sales, OperationsAmerican Family Mutual Insurance 1980 - 2002Please note the "ABOUT" sectionSENIOR ADVANCED FIELD/ SALES MANAGEMENT TRAINING MANAGER – AMERICAN FAMILY MUTUAL INSURANCEDISTRICT SALES & OPERATIONS MANAGER – AMERICAN FAMILY MUTUAL INSURANCEREGIONAL AGENCY SERVICES MANAGER-AMERICAN FAMILY INSURANCESALES AGENT-AMERICAN FAMILY MUTUAL INSURANCEFULL MULTI-LINE INSURANCE EXPERIENCE-LIFE/HEALTH, PROPERTY/CASUALTY, BUSINESS INS, GROUP BENEFITS, 401K/RETIREMENT PLANS, FIXED/VARIABLE LIFE+ANNUITY, LONG TERM CARE, MED SUPPleas note the "A BOUT" section.
Marti Schochenmaier Skills
Marti Schochenmaier Education Details
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University Of South DakotaPsychology -
University Of South DakotaSociology
Frequently Asked Questions about Marti Schochenmaier
What company does Marti Schochenmaier work for?
Marti Schochenmaier works for Retired
What is Marti Schochenmaier's role at the current company?
Marti Schochenmaier's current role is Manage Life, Annuities, Long Term Care, Disability Income, Group, and Medicare markets for Carney Insurance-Forest Lake, MN.
What is Marti Schochenmaier's email address?
Marti Schochenmaier's email address is ma****@****oup.com
What schools did Marti Schochenmaier attend?
Marti Schochenmaier attended University Of South Dakota, University Of South Dakota.
What are some of Marti Schochenmaier's interests?
Marti Schochenmaier has interest in The Mountains, Social Services, Children, Economic Empowerment, Outdoors, Civil Rights And Social Action, Politics, Education, Reading, Poverty Alleviation.
What skills is Marti Schochenmaier known for?
Marti Schochenmaier has skills like Strategy, Leadership, Business Development, Training, Consulting, Sales Management, Account Management, Direct Sales, Operations Management, Strategic Partnerships, Call Centers, Recruiting.
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