Neil Schroeder, Flmi, Acs Email & Phone Number

Westlake, Ohio, United States

• As a Client Success Leader, I head a dynamic team of Client Success Managers to ensure the delivery of exceptional service to Institutional clients while adhering to corporate, regulatory, and operational controls. My.
• Serve as the primary point of contact for internal partners and Institutional clients, addressing escalated issues and ensuring timely resolution.
• Collaborate on strategic solutions to enhance client satisfaction and improve service delivery.
• Partner with sales leadership and other stakeholders to analyze key performance metrics and drive client retention and growth.
• Optimize client engagement models to support adoption of new products and services.
• Act as a subject matter expert in documenting procedures, training materials, and contributing to team development.With over 10 years of supervisory experience in the Customer Success field and a background in the.

Cleveland, Ohio, United States

Part owner and operator of a successful artisan tea, retail, and consulting business. Responsible for daily operations, inventory, sales, accounting, and profit/loss requirements of the business.

Rocky River, Ohio, United States

• Leadership through execution of the key company principles while leading a team of 7 trade experts in daily responsibilities. Execution of top level SMART customer service while exceeding sales objectives for the.
• Aligned and exceeded all sales metrics consistently while balancing key asset protection measures in the department.
• Relied on in a short time to conduct sales walk preparation assistance and independent merchandising improvements in the wider region.
• Independently run the assigned area of operation and produce key reporting support of all objectives to align with the standards set at the corporate level. Skills: Customer Service - Employee Culture - Conflict.

Cleveland, Ohio

• Demonstrated strong leadership and product development skills by successfully influencing over 40 employees in the servicing of a $20M product line. Expertly managed a $150,000 annual budget and reduced FTE costs by.
• Led the COVID-era re-organization and reallocation of 11 employees to new roles, resulting in a 10% increase in productivity and reduced development plans for the following year.
• Successfully implemented and managed off-shore administrative support, increasing service work volume by collaborating with vendors and subject matter experts, resulting in higher accuracy and FTE savings of 15% over.
• Led the modernization and documentation of department procedures through the implementation of new software to replace the outdated legacy system, resulting in a top rating during an independent audit.

Cleveland, Ohio

• On-boarded and developed new representatives to improve leadership bench strength. Reduced the flagship product line attrition rate by nearly 4% through coordination of direct agent and client outreach programs aimed.
• Implemented a new process flow to reduce the rate of rejected reinstatement requests from 3% to below 1%, resulting in an annual cost savings of $5,000, and improving the customer experience. Collaborated with.
• Implemented a training program for top 10 field offices experiencing the highest lapse rates, resulting in a retention of nearly $20,000 in reversed commission. In future years, these offices acted as hubs and trained.

Lakewood, Ohio

• On-boarded and developed new representatives to improve leadership bench strength. Reduced the flagship product line attrition rate by nearly 4% through coordination of direct agent and client outreach programs aimed.
• Implemented a new process flow to reduce the rate of rejected reinstatement requests from 3% to below 1%, resulting in an annual cost savings of $5,000, and improving the customer experience. Collaborated with.
• Implemented a training program for top 10 field offices experiencing the highest lapse rates, resulting in a retention of nearly $20,000 in reversed commission. In future years, these offices acted as hubs and trained.

Columbus/Dayton, Ohio

• Supported 175 sales agents in new account onboarding with over $10M in average life insurance premium sales per year. Led the Columbus team to earn the 2010 General Office Educational Development Award for outstanding.
• Implemented a solution to increase production transparency for partners, resulting in a banner recruiting year and 7 out of 8 partners maxing out their compensation and increasing headcount by 15%.
• Opened and successfully managed a new 10,000 sq. ft. office in Dayton, OH, overseeing infrastructure installations and conducting agent interviews and training, resulting in a 17% increase in sales year-over-year and.