![Will Schroer](https://jobicy.com/react/themes/app/images/avatar.jpg) Will Schroer # Business Director and Account Management Professional Open to offers · Member since 2 Aug 2026 [Message](https://jobicy.com/enter4715.php.md) ShareLocationCincinnati, United StatesDesired salaryUnspecifiedWork preferenceRemote Only / Full Time, Part Time, Contract, TemporaryExperience levelSenior * [Overview](#overview) * [Portfolio 0](#portfolio) * [Services 0](#services) ## About Professional summaryI am a business and financial services professional with extensive experience in sales, service, operations, account management, risk management, and client education. My focus is on increasing productivity and assets while reducing costs, liabilities, and risk. I have worked in the financial industry as a Business Director, supporting clients with insurance, retirement products, mutual funds, mortgage protection, supplemental coverage, and solutions for individual, senior, small-business, and self-employed markets. I use a client-centered, consultative approach built around needs analysis and long-term service. I also bring industrial account management experience, including product sourcing, site surveys, vendor demonstrations, cost-savings initiatives, cross-selling, and management of a substantial book of business. I have supported customers across manufacturing, transportation, government, food and beverage, automotive, and heavy-equipment markets. My risk management background includes business continuity, audit coordination, quality assurance reporting, project support, meeting facilitation, and work across multi-level business groups. I am organized, adaptable, and comfortable managing reports, processes, and operational priorities. I value leadership, teamwork, compassion, accountability, continuous learning, and helping others succeed. I have also contributed to rehabilitation-industry client education and numerous community volunteer initiatives. ## Skills 29 capabilities[Account Management](https://jobicy.com/talent/account-management.md)[Asset Management](https://jobicy.com/talent/asset-management.md)[Auditing](https://jobicy.com/talent/auditing.md)[Business Development](https://jobicy.com/talent/business-development.md)[Change Management](https://jobicy.com/talent/change-management.md)[Client Relationship Management](https://jobicy.com/talent/client-relationship-management.md)[Consultative Selling](https://jobicy.com/talent/consultative-selling.md)[CRM](https://jobicy.com/talent/crm.md)[Cross Selling](https://jobicy.com/talent/cross-selling.md)[Customer Service](https://jobicy.com/talent/customer-service.md)[Financial Services](https://jobicy.com/talent/financial-services.md)[Goal Setting](https://jobicy.com/talent/goal-setting.md)[Leadership](https://jobicy.com/talent/leadership.md)[Needs Analysis](https://jobicy.com/talent/needs-analysis.md)[Negotiation](https://jobicy.com/talent/negotiation.md)[Operations Management](https://jobicy.com/talent/operations-management.md)[Problem Solving](https://jobicy.com/talent/problem-solving.md)[Process Improvement](https://jobicy.com/talent/process-improvement.md)[Project Management](https://jobicy.com/talent/project-management.md)[Quality Assurance](https://jobicy.com/talent/quality-assurance.md)[Rehabilitation Support](https://jobicy.com/talent/rehabilitation-support.md)[Retirement Planning](https://jobicy.com/talent/retirement-planning.md)[Risk Management](https://jobicy.com/talent/risk-management.md)[Sales](https://jobicy.com/talent/sales.md)[Strategic Planning](https://jobicy.com/talent/strategic-planning.md)[Talent Development](https://jobicy.com/talent/talent-development.md)[Team Management](https://jobicy.com/talent/team-management.md)[Upselling](https://jobicy.com/talent/upselling.md)[Vendor Management](https://jobicy.com/talent/vendor-management.md) ## Experience Career historyNo experience data available. ## Education Learning history ### Wittenberg University Dates not specifiedBA Bachelor of Arts degree. ### Xavier University Dates not specifiedMBA MBA studies; medical leave. This professional hasn’t added portfolio projects yet. 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