Amy Schroeder

Amy Schroeder is a Client Executive with M3 Elevate, specializing in personal lines insurance strategies for individuals and families with complex coverage needs. She helps clients understand where their current policies may leave gaps, then works with them to build thoughtful insurance programs that support their assets, lifestyle, and long-term financial goals.

Amy began her insurance career in 2020, after quickly realizing that her background in sales and marketing could translate into a meaningful role in the industry. What started as a new professional direction became a career rooted in education, problem solving, and client advocacy. Today, she focuses on making personal insurance feel less overwhelming and more transparent, helping clients understand not only what coverage they have, but why it matters.

Her work often centers on clients with emerging wealth, including those with larger homes, valuable collections, investment properties, commercial auto exposures, or multiple properties. These situations require careful coordination and a strategic approach, often working alongside commercial insurance solutions to help ensure clients are properly protected.

Amy finds purpose in helping clients navigate a challenging and evolving insurance marketplace. Whether discussing deductible options, self-insurance strategies, or ways to approach hard market conditions, she leads with education and practical guidance. Her goal is to give clients confidence in their decisions and comfort in knowing they have an advocate on their side when coverage questions or claims arise.

Outside of Work

Amy enjoys spending time with family and extended family, especially in her role as an aunt. She also loves golfing and making the most of time spent with the people closest to her.

Education

Bachelor of Business Administration from Concordia University

Designations

• Licensed property and casualty agent in Wisconsin and Missouri