Jordan Matthews
Garner,NC
Summary
Goal-oriented business professional successfully assists companies by developing and implementing updates to operational standards, team organization and employee engagement strategies. Proactive and personable leader with top-notch skills in streamlining information, prioritizing tasks and approaching issues with analytical mindset. Bringing years of experience and demonstrated track record of success.
Overview
6
6
years of professional experience
Work History
Insurance Sales Representative
Progressive
02.2023 - Current
- Maintained accurate records of all sales transactions using CRM software.
- Exceeded company sales goals for new policies.
- Interviewed prospective clients to gather information on financial needs and discuss existing coverage.
- Created customized presentations tailored to individual client needs.
- Increased revenue by applying in-depth policy knowledge and persuasive communication skills to complete sales.
- Developed appropriate quotes based on risk information.
Specialty Insurance Sales Agent
Liberty Mutual Insurance
10.2020 - 12.2022
- Handles inbound calls or leads, consulting customers on their finances and current coverages and products to create a policy best tailored to themselves
- Helped in developing department sales tracker to keep a constant update on sales metrics.
- Interviewed prospective clients to gather information on financial needs and discuss existing coverage.
- Contacted underwriters and submitted forms to obtain binder coverage.
Customer Experience Consultant
Carmax
Raleigh, NC
11.2017 - 03.2020
- Part of the original initiative team for the department during it developmental stages that began in Raleigh, NC
- Taking inbound calls to assist customers in the buying process from discovering needs, budget, and financing during car buying process
- Helped create a foundation for the department that caused and expansion to other states including Georgia, Kansas, and Virginia.
- Participated in training and managing new hires to bring new team members up to speed.
- Implemented strategies to take advantage of new opportunities.
Education
Business Administration, Finance, B.S. -
University of North Carolina at Pembroke
12.2023
Skills
- Project Management
- Analytics
- Strategic Planning
- Business Planning
- Operations Analysis
- Customer Needs Assessment
- Financial Modeling
- Comparative Analysis
- Business Development
- Due Diligence
- Report Generation
Timeline
Insurance Sales Representative
Progressive
02.2023 - Current
Specialty Insurance Sales Agent
Liberty Mutual Insurance
10.2020 - 12.2022
Customer Experience Consultant
Carmax
11.2017 - 03.2020
Business Administration, Finance, B.S. -
University of North Carolina at Pembroke
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