JORDAN CLYDE
A.T Matthews & Dier Agency
Sackets Harbor,NY
6
years of professional experience
Dedicated insurance professional with experience in personal lines account management, risk assessment, coverage evaluation, and client retention. Skilled at using systems and data to support accurate recommendations, efficient processes, and strong client relationships. Combines attention to detail, analytical thinking, and collaborative problem-solving to deliver reliable results in fast-paced environments.
Work History
Personal Lines Account Executive
2 Years 6 Months- Performed risk assessments and recommended appropriate personal lines coverage to support accurate underwriting and client needs.
- Collaborated with underwriting teams to improve application processes and turnaround times.
- Managed client accounts with a focus on product knowledge, retention, and tailored solutions.
- Completed property inspections and detailed inspection reports for carriers to support risk evaluation.
- Maintained accurate data entry and records in the agency management system.
- Handled high-volume client inquiries, billing, and account updates while protecting confidentiality.
- Used Excel, AMS, Outlook, Teams, and SharePoint to track information and support daily operations.
- Trained junior staff on customer service standards and insurance processes
Business Office Associate / Insurance Verifier
1 Year 8 Months- Verified insurance eligibility and benefits prior to procedures, including add-on and direct-admit cases.
- Calculated patient cost estimates and clearly communicated financial responsibility.
- Coordinated with physician offices and insurance carriers on authorizations, records, and documentation.
- Prepared complete patient charts daily and ensured all required forms and clearances were accurate.
- Processed mail, deposits, and document scanning to keep records organized and up to date.
- Worked across multiple systems (Excel, Outlook, Waystar, Availity, AdvantX, and carrier portals) to complete verification and billing tasks.
- Trained new team members on office processes and compliance requirements.
- Supported facility opening/closing and walk-in scheduling as needed.
Retail Cashier and Customer Service
2 Months- Create a positive and welcoming environment for customers and co-workers when they enter our store.
- Approach customers with empathy and problem-solving skills to help resolve any situation.
- Possessed innovative thoughts and ideas that have appealed to business goals and acknowledged by management.
- Cashier training that deals with retrieving own till, and cashing out customer transactions.
- Have been shown RDT system that retrieves stock management info of all Ikea products.
- Part of Smaland children department which is responsible for producing and preparing crafts for children's hospitals and Ikea store.
Crew Trainer
1 Year 5 Months- Greeting and welcoming guests.
- Accurately taking orders on drive-through headsets by possessing coherent and multi-tasking skills.
- Distributing orders and food precisely and accurately in a timely manner.
- Maintaining a clean and orderly work environment that meets company health criteria.
- Replenishing beverages, condiments, and other bulk supplies while maintaining the cleanliness of service areas.
- Training new team members to follow company policies, procedures, and safety guidelines.
- Opening Shifts that included responsibilities to prepare store for the day.
- Cash register experience.
Crew member
2 Months- Greeting and order taking.
- Assisting and acknowledging in customer needs.
- Food preparation according to specific criteria for each item on the menu.
- Stock management.
- Handling a cash register, also responsible for counting till after every shift.
- Maintenance included mopping, wiping down equipment thoroughly, cleaning the ice cream machine, washing dishes, and restocking.
- Responsible for closing and opening business.
Education
High School Advanced Regents Diploma
Graduated from Carthage Senior Highschool, 2021
- Psychology
Some college; Majoring in Psychology.
- Psychology
Some college; Majoring in Psychology
Skills
Licensed Insurance Agent
Personal Lines
Risk Assessment
Coverage Evaluation
Underwriting Collaboration
Policy Management
Client Retention
Carrier Relations
AMS360
Excel
Microsoft Office (Word
Outlook
Teams
SharePoint)
Strengths
- Analytical Thinking
- Attention to Detail
- Data Accuracy
- Multi-Tasking
- Time Management
- Communication
- Process Improvement
- Training Others
Timeline
Personal Lines Account Executive
A.T Matthews & Dier Agency
02.2024 - CurrentRead More
Business Office Associate / Insurance Verifier
Baylor Scott & White Surgicare Plano
05.2022 - 01.2024Read More
Retail Cashier and Customer Service
IKEA
03.2022 - 05.2022Read More
Crew Trainer
McDonald's
08.2020 - 01.2022Read More
Crew member
J&B Ice Cream
06.2020 - 08.2020Read More
Jefferson Community College
from Psychology
Read More
Collin College: Spring creek Campus and Wylie Campus
from Psychology
Read More
Carthage Senior Highschool
High School Advanced Regents Diploma
Read More