Hi, I’m
Brittany Matters
Licensed Insurance Professional
Joplin,MO
Summary
Knowledgeable insurance and sales professional with strong background managing wide range of business operations. Adept at developing and implementing new strategies with strong understanding of industry landscape. Motivated self-starter quickly adapts to changing environments and manages multiple tasks simultaneously.
Overview
14
years of professional experience
Work History
Traci Thomas Agency-Shelter InsuranceJoplin, MO
Affiliate Agent
11.2021 - 03.2023
Job overview
- Became licensed in Property/Casualty and Life/Health insurance
- Obtained client information by answering telephone calls.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Resolved caller issues quickly and thoroughly.
- Approached potential clients by using direct marketing mailings and phone contacts.
- Advised customers about new products and assisted customers in determining the best insurance product for needs.
- De-escalated and resolved customer complaints with punctual, polite and professional service.
- Followed up on customers' inquiries to assess satisfaction with provided solutions.
- Presented feedback to management on customer service trends and improvement areas.
- Established strong customer relationships, building recommendations and loyalty.
- Maintained comprehensive product and service knowledge for accurate, informative customer advice.
- Called prospective clients in market area to explain products offered and qualify leads.
- Obtained underwriting approval by completing application for coverage.
- Created detailed reports for management to track performance and sales.
- Investigated and processed claims swiftly to keep customers satisfied.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Developed and implemented marketing strategies to boost sales and increase customer base.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Cross-sold insurance products to existing clients to reach sales targets.
- Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
- Identified and solicited sales prospects in agency databases.
- Calculated premiums and established payment methods for sales.
- Monitored customer feedback and identified areas of improvement.
- Analyzed customer needs to provide customized insurance solutions.
- Generated leads through cold-calling, networking and other outreach methods.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Evaluated competitors' products and services to gain competitive advantage.
- Negotiated contracts and terms of sale with potential customers.
- Finalized sales and collected necessary deposits.
- Researched and identified potential new markets.
- Conducted annual reviews of existing policies to update information.
- Collected premiums on or before effective date of coverage.
- Educated clients on insurance policies and procedures.
- Created sources for continuous client referrals within community and with businesses using extensive networking skills.
- Met with customers to provide information about available products and policies.
- Analyzed risk factors to recommend appropriate coverage levels.
The Detail Shop/Hot Shot LogisticsJoplin, MO
Office Administrator
04.2021 - 09.2021
Job overview
- Applied advanced administrative and analytical skills in overseeing day-to-day operational activities.
- Tracked office supplies and restocked low items to keep team members on-task and productive.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Interacted with customers by phone, email, or in-person to provide information.
- Coordinated communications, financial processing, registration, recordkeeping, and other administrative functions.
- Managed and properly accounted for petty cash issued to facilitate general office activities.
- Reconciled account files and produced monthly reports.
- Maintained electronic and paper filing systems for easy retrieval of information.
- Monitored and oversaw general cleaning of office in line with company cleanliness standards.
- Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
- Evaluated employee performance and conveyed constructive feedback to improve skills.
- Launched quality assurance practices for each phase of development
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
- Documented findings and produced reports to aide management in assessing and correcting quality concerns.
Missouri Baptist Sullivan HospitalSullivan, MO
Patient Service Representative
01.2019 - 10.2020
Job overview
- Took copayments and compiled daily financial records.
- Used the provided software to schedule appointments.
- Built and maintained positive working relationships with patients and staff.
- Applied administrative knowledge and courtesy to explain procedures and services to patients.
- Filed and maintained patient records in accordance with HIPAA regulations.
- Provided exceptional customer service to patients, answering questions and addressing concerns.
- Handled customer service inquiries in person, via telephone and through email.
- Verified insurance eligibility and coverage for patients.
- Organized patient records and database to facilitate information storage and retrieval.
- Recommended service improvements to minimize recurring patient issues and complaints.
- Became head of the clinic Peak Performance committee.
- Created an improved form for capturing patient demographic information.
Preferred Family HealthcareJoplin, MO
Direct Support Professional Caregiver
02.2013 - 03.2018
Job overview
- Documented residents' mental status, sleep, and eating patterns in medical record books.
- Built strong relationships with clients to deliver emotional support and companionship.
- Assisted with feeding and monitored intake to help patients achieve nutritional objectives.
- Provided transportation to doctor's appointments, grocery stores, salons, and barbershops.
- Maintained clean personal areas and prepared healthy meals to support client nutritional needs.
- Helped clients manage money, pay bills, and shop for groceries or personal items.
- Assisted clients with daily living needs to maintain self-esteem and general wellness.
- Engaged patients in meaningful conversation, socialization, and activity while providing personal care assistance.
- Recognized and reported abnormalities or changes in patients' health status to case manager.
- Changed dressings, bandages, and binders to maintain proper healing and sanitary measures.
- Provided compassionate and patient-focused care to cultivate well-being.
- Maintained strong connections within caregiver community to gain continuous knowledge.
- Entrusted to handle confidential and sensitive situations in professional matter.
- Monitored clients' overall health and well-being and noted significant changes.
Matters JewelryNeosho, MO
Store Coordinator
01.2012 - 03.2018
Job overview
- Maximized sales and minimized shrinkage through excellent customer service and adherence to standard practices.
- Managed inventory control, cash control, and store opening and closing procedures.
- Set effective store schedules based on forecasted customer levels, individual employee knowledge, and service requirements.
- Maintained proper product levels and inventory controls for merchandise and organized backroom to facilitate effective ordering and stock rotation.
- Completed point of sale opening and closing procedures.
- Rotated merchandise and displays to feature new products and promotions.
- Reconciled daily sales transactions to balance and log day-to-day revenue.
- Supervised guests at front counter, answering questions regarding products.
- Submitted reports to senior management to aid in business decision-making and planning.
- Developed and nurtured lasting relationships with clients through dedicated assistance, issue resolution and active listening.
- Maintained clean, adequately stocked, and organized store by streamlining daily operations and introducing new procedures.
- Marked-down clearance items and relocated merchandise to proper store areas.
Roy's Costumes And Formal WearJoplin, MO
Store Manager
01.2009 - 05.2011
Job overview
- Promoted team collaboration, performance, and efficiency by fostering healthy environments focused on mutual success.
- Maximized sales and minimized shrinkage through excellent customer service and adherence to standard practices.
- Reconciled daily sales transactions to balance and log day-to-day revenue.
- Maintained proper product levels and inventory controls for merchandise and organized backroom to facilitate effective ordering and stock rotation.
- Rotated merchandise and displays to feature new products and promotions.
- Coached sales associates in product specifications, sales incentives, and selling techniques, significantly increasing customer satisfaction ratings.
- Completed point of sale opening and closing procedures.
- Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
- Supervised guests at front counter, answering questions regarding products.
- Managed inventory control, cash control, and store opening and closing procedures.
- Upheld and communicated store programs and standards to employees for optimal quality, freshness, safety and cleanliness.
- Assisted with hiring, training and mentoring new staff members.
- Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
- Reported issues to higher management with great detail.
- Implemented business strategies, increasing revenue and effectively targeting new markets.
- Monitored daily cash discrepancies, inventory shrinkage and drive-off.
- Supervised creation of exciting merchandise displays to catch attention of store customers.
- Tracked trends and suggested enhancements to both challenge and refine company's product offerings.
- Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
Education
East Newton High ShoolGranby, MO
High School Diploma
05.2008 - 05.2008
Skills
Client needs analysis
Claims reporting systems
Quotes and sales
Underwriting and adjustments
Negotiation
Knowledgeable in Ecommerce
Risk mitigation
Account management
Multitasking Abilities
Strategic planning
Schedule optimization
Sales and marketing
Verbal and written communication
Data interpretation and analysis
Timeline
Affiliate Agent
Traci Thomas Agency-Shelter Insurance
11.2021 - 03.2023
Office Administrator
The Detail Shop/Hot Shot Logistics
04.2021 - 09.2021
Patient Service Representative
Missouri Baptist Sullivan Hospital
01.2019 - 10.2020
Direct Support Professional Caregiver
Preferred Family Healthcare
02.2013 - 03.2018
Store Coordinator
Matters Jewelry
01.2012 - 03.2018
Store Manager
Roy's Costumes And Formal Wear
01.2009 - 05.2011
East Newton High Shool
High School Diploma
05.2008 - 05.2008