Heather Mattison
Highlands Ranch,CO
Summary
I am a highly trained, licensed, and experienced risk management specialist with an outstanding sales record. I am looking for a challenging position within the Private Client space where I can employ my skills in identifying and analyzing areas of potential risk threatening the success of wealthy individuals and families.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Personal Risk Specialist
USI Insurance Services LLC
10.2021 - Current
- Provided comprehensive risk management and insurance solutions for high-net-worth families and individuals.
- Evaluated personal risk exposures utilizing the USI ONE Advantage and proposed insurance solutions and risk management methods to safeguard personal wealth.
- Developed COI relationships
- Met and exceeded all sales goals set in place
Insurance Agent
MDC Holdings American Home Insurance
03.2016 - 10.2021
- Assisted new home buyer in purchasing home insurance for their new homes. - Cross sold other lines of insurance - Met and exceeded sales goals - Top agent in auto sales in agency
- Built strong relationships with clients through consistent communication and excellent customer service.
- Cross-sold insurance products to existing clients to reach sales targets.
Insurance Agent
Liberty Mutual
01.2012 - 01.2016
- Generated new sales with daily cold calling and customer visits - Handled customer service calls - Met and exceeded sales goals - Established a strong referral agent program
Insurance Agent
Sentry Insurance
01.2010 - 01.2012
- Generated new sales with daily cold calling and customer visits - Increased sales in my territory by 200% by establishing a strong referral agent program - Handled Customer Service calls to help both new and current customer with their insurance policies - Consistently placed in the Who's Who Board of top Producers - Responsible for taking photos and collecting data for the underwriters - Ranked as one of the three top producers - Consistently placed on the leader's board for top sales - Carried a book of business well over $300,000 in premium
Sales Manager
State Farm Insurance
01.2002 - 01.2010
- Managed and trained sales employees- increasing profitability. - Handled daily calls and walk in customer to maintain current polices - Responsible for the accounting books and daily bank deposits - Generated new sales with daily cold calling and cross selling
Education
University of Colorado
12.2002
Colorado State University
12.2001
Skills
- Client Relations
- Professionalism and Ethics
- New Client Acquisition
- Lead Development
- Asset protection expertise
Personal Information
Title: Personal Risk Specialist
Hobbies and Interests
- Hiking
- Camping
- Time with Family
Certification
- CPRIA- Chartered Private Risk and Insurance Advisor
Timeline
Personal Risk Specialist
USI Insurance Services LLC
10.2021 - Current
Insurance Agent
MDC Holdings American Home Insurance
03.2016 - 10.2021
Insurance Agent
Liberty Mutual
01.2012 - 01.2016
Insurance Agent
Sentry Insurance
01.2010 - 01.2012
Sales Manager
State Farm Insurance
01.2002 - 01.2010
University of Colorado
Colorado State University
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