Zachary Schmidgall Email & Phone Number

Boston, Ma, Us

New York, Ny, Us

Fulfillment of role as advisor and asset to brokers and multimillion-dollar companies by resolving critical issues, providing presentation on suitable products and services for customers, and maintaining proactive communication.Promotion of the company’s competencies and products using marketing campaigns that would increase renewal retention and develop business advocates for the organization.Oversight of summer internships by mentoring and helping interns enhance their overall experience.Coaching of other underwriters on productive and effective underwriting mindsets and strategies.Coordination of team meetings, marketing presentations, and cross-disciplinary collaboration sessions to improve the overall existing and prospective customer satisfaction, as well as company revenue and profitability.Administration of all facets of the “Phone a Friend” project to motivate employees in broadening their colleague network for the enhancement of organizational productivity and effectiveness.Key part of the management and leadership development programs as a member and participant.Accountability for the facilitation of annual region-wide planning meetings while serving as industry specialist advocate.Instrumental role in designing and improving internal products and services in accordance with the set-forth customer strategies through execution of comprehensive market and competitor analysis.Success in surpassing company’s rate, client retention, and sales goals within the $10M portfolio by cross-selling, prospecting, and fostering positive internal and external relationships in 2019 and 2020.

Boston, Ma, Us

Control of a $9M book of business encompassing writing new business policies and maintaining current renewal accounts through negotiations and rapport building.Identification of product solutions and offerings that affected customer assets in supporting the achievement of objectives.Facilitation of agency visits, annual conferences, and marketing events to build relationships effectively with the top agencies in the St. Louis and Kansas City areas.Coordination and supervision of numerous projects which included the development of a tool enabling underwriters in the region to generate new business and provide exceptional client service utilizing Salesforce; as well as the implementation of the 80/20 rule project.Analysis of both individual and team data and analytics using Tableau, Salesforce, and Microsoft Excel.

Boston, Ma, Us

Headship of eight business insurance underwriters guaranteeing team productivity and compliance with company policies and standards.Tracking of team progress and goals by leading production meetings and executing data analysis.Assessment of high-risk exposures, rate strategies, and sales techniques in retaining and writing business policies by organizing collaborative meetings.Provision of guidance and mentorship to underwriters through goal, career outlook, and mentorship discussions.Arrangement of agent and broker quote parties to enhance underwriters and agency staff engagement in binding quotes and producing new business policies.Creation of minimum viable products (MVP) nationwide to support underwriters in improving product efficiency

Pekin, Il, Us

In full charge of inspecting, reviewing, processing, and resolving all automobile liability claims.Execution of tasks in analyzing facts from policyholders’ statements and police reports; conducting policy analysis to properly identify insurance coverage; setting claims reserves; and formulating estimates of repair or replacement expenses for agreement.Rendering of assistance to agents and policyholders with questions on claim status and coverages.Maintenance of accuracy on premium audits and appropriate classifications and exposures for the business insurance policyholders.Collaborating closely with underwriting and audit personnel in guaranteeing the quality of all insurance products for customer experience and satisfaction.

Pekin, Il, Us

• Processed transactions such as premium audits and policy changes on Commercial Lines policies• Communicated directly with Underwriting and Audit staff to insure a maximum quality insurance product for the customers• Gained a greater knowledge of how to classify and price risk in the insurance industry

Master Of Business Administration - Mba, Business Administration And Management, General

Bachelor Of Science (B.S.), Management And Organizational Leadership (Business Administration) Minor: Finance And Economics