Michael Schwartz Email & Phone Number

Orange County, California, United States

•Orchestrated strategic marketing campaigns, boosting brand awareness and event attendance.•Collaborated cross-functionally to devise and execute sales plans, ensuring alignment with organizational objectives and optimizing ROI.•Managed social media platforms, fostering online community growth and engagement.•Coordinated promotional events, enhancing brand visibility and lead generation.•Utilized CRM software to streamline communication and enhance sales efficiency.Key Achievement:Generated over $1.5 million in investment premiums from self-cultivated leads within the first year.

Brea, Ca

•Earned Property & Casualty insurance license covering all 50 states.•Employed various strategies including referrals, social media, and cold calling to research business prospects.•Maintained active client base, researching and offering new products and services to meet evolving needs.•Cultivated positive relationships with customers, ensuring high renewal rates and satisfaction.Key Achievements:•Developed effective communication skills to be in the top 10 out of 50 agents in overall sales every month which allowed me to become a member of the Diamond Club.•Consistently achieve personal conversion in closing sales of over 85%, well above office average of 60%.

San Clemente, California, United States

•Provided administrative assistance and office support for the company and its sales team; answered phone calls and acted as point of contact for new and existing members.•Aided staff with overflow work, scheduling, data entry and projects with immediate deadlines.•Managed Sales Department finances to ensure all funds collected were reported and all accounts were balanced.

Huntington Beach, California, United States

- Implemented efficient filing systems and digital records management, reducing document retrieval time by 40% and ensuring compliance with regulatory requirements. - Successfully coordinated client meetings and managed communications, resulting in a 25% increase in client satisfaction and retention rates through exceptional customer service.- Facilitated seamless office workflows by coordinating schedules, managing supplies, and providing administrative support to the tax professional, contributing to a 20% increase in overall productivity.