Joseph Schaefer

Joseph Schaefer


I am interested in the development of international business ventures through use of my language skills, network of contacts in the USA and Chile, and adaptability from experience in working with multicultural teams. My abilities in leadership, negotiation, communication and business vision have been cultivated by my previous job experience in insurance and client management and also during my International MBA program at Universidad Adolfo Ibáñez in Santiago, Chile, where my class was comprised of students from 14 different nations. One of my main goals and interests is to continue my professional growth through further education in Marketing and Strategy.

Work History

Work History
Sep 2006 - Jul 2008

Client Relationship Manager

Clark Consulting Inc.

With a focus on high-level bank executive benefit plans, my role at Clark Consulting, a division of Aegon Inc., was to provide outstanding service and support to my clients.  My territory consisted of both Illinois and Missouri, where I managed more than 150 community and mid sized banks.  Within my territory, I traveled to each client to have in person sales calls because of the high touch nature of our products.  Below are the key functions I performed.

  • Sell Bank Owned Life Insurance (BOLI) for more than 20 carriers
  • Analyze Executive Compensation - non-qualified benefit plan design
  • Prepare and Present Annual BOLI Risk Assessments and perform carrier due diligence
  • Provide client service and support to 150 client banks
  • Facilitate transactions up to 5 million dollars       
Jun 2004 - Aug 2006

Personal Lines Underwriter

Pekin Insurance

As a key decision maker for the insurability of personal effects, I was responsible for 100 independent insurance agencies in and around Indianapolis, IN.  I had direct communication with the insurance agents and developed excellent business relationships to effectively and efficiently write a profitable book of business.  Listed below are the key job functions.

  • Underwrite Home, Auto, Umbrella, Motorcycle, RV, and Dwelling-Fire policies
  • Present new underwriting procedures and guidelines at territorial agency meetings
  • Travel to insurance agencies to build rapport and strengthen business relationships
  • Oversee direct communiciation with 100 independent insurance agencies
Jun 2003 - May 2004

Special Projects Marketing Intern

Economic Development Council for Central Illinois

This company was designed to facilitate the economic growth of Peoria, IL and its surrounding cities.  As a marketing student, I saw this as an excellent opportunity to both learn about marketing a city and its economic health.  Here, I developed a benchmarking tool to compare Peoria to other cities in the USA of similar size and demographics.  In addition, I served on a team to design and rebrand the mother company of the EDC, The Heartland Partnership.  The roles involved in the intership are listed below.

  • Develop logo/Corporate Branding/Competetive Intelligence Reports
  • Ghostwrite for Interbusiness Issues magazine
  • Create presentations and media documents.


Jul 2009 - Jul 2010

Master of Business Administration

Universidad Adolfo Ibáñez

This MBA program is one of the most innovative and entrepreneurial programs offered.  Being located in Santiago, Chile, I have been exposed not only to a new culture, but to an understanding of how business is transacted globally.  The program has offered an extremely well-rounded environment, with heavy emphasis on the field of Strategy, a vital field of study for any high quality MBA curriculum.  

In addition to the business courses offered, I had the opportunity improve my Spanish skills. Courses for students that do not natively speak Spanish are provided with approximately 30 weeks of courses, with a strong emphasis on conversation skills.

Aug 2008 - Dec 2008

Bridge Linguatec

At Bridge Linguatec, I participated in 250 hours of private Spanish tutoring.  My first week involved a 40 hour immersion program where I quickly learned the basics of the language.  Throughout my remaining time, I was involved in Bridge's one-on-one teaching methods to rapidly develop my language skills.   Currently, while still living in Chile, my level of Spanish is improving daily.

Aug 2000 - May 2004

Bachelor of Science

In addition to the core classes for business and marketing, I enrolled in Professional Sales.  The focus of this course was to learn the dynamics of the sales process and how to think on your feet.  The main project was to perform a sales call as the final exam with the professor in a formal setting. 

GPA 3.33 / 4.00



Bilingual in English and Spanish

Microsoft Office - Excel, Powerpoint, Word

For my postion with Clark Consulting, I used all three of the mentioned Microsoft programs to develop sales presentations for my client banks. In addition, I am a proficient user of Apple software.



Certified Compensation Professional

World at Work
Aug 2006 - Present

Life Insurance Licensed

State of Illinois
Mar 2008 - Mar 2010

Series 6 and 63 Registed Representative

State of Illinois