Matthew A. Chiletti
Houston,TX
Summary
Highly motivated Sales Associate with extensive customer service and sales experience. Extensive knowledge of personal lines products & experience working with High Net Worth cliental. Outgoing sales professional with track record of driving increased sales, improving buying experience and elevating company profile with target market.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Associate Property Broker
AmWINS Insurance Brokerage
Houston, TX
06.2021 - Current
- Processes quoting, binding, and endorsements while reviewing for accuracy.
- Processes renewals and markets renewals to multiple carrier based on occupancy, claims, and market appetite.
- Maintains knowledge of multiple carrier underwriting guidelines as well as carrier appetites.
- Acts as liaison between retail agent and underwriting to place high risk properties with best carrier.
- Performs duties in accordance with all applicable standards, policies and regulatory guidelines.
Senior Sales & Account Manager
State Farm
Los Angeles, CA
06.2016 - 06.2021
- Managed entire book of business for two separate senior agents with a High Net Worth Cliental.
- Developed relationships & managed accounts for high-profile individuals such as actors, executives, and professional athletes.
- Initiated insured financial reviews for Home, Auto, Umbrella, Boat, and Personal Articles Policies.
- Proactively cross-sold products & marketed increased coverage options based on clients’ needs.
- Managed over 50 customer calls per day for two separate senior agents.
- Initiated and closed the sales process for Home, Auto, Umbrella, Personal Articles, Life, Bank, Health & Commercial products.
- Implemented highly efficient office procedures and sales processes for two separate senior agents to exceed sales goals & eliminate customer retention.
Customer Service Representative
Coughlin Insurance
Agoura Hills, CA
09.2014 - 05.2016
- Answered client’s phone calls and assisted them with insurance inquiries.
- Organized client’s files using excel & internal customer database.
- Responsible for renewing Homeowners, Auto, Umbrella, & Personal Articles Policies upon request.
- Delegated tasks to the office aid and oversaw assigned tasks are completed in an accurate and efficient manner.
- Worked with multiple carriers and underwriters & responsible for staying current with carrier appetites and underwriting guidelines.
- Worked with High Net Worth cliental.
Education
Bachelors of Arts - Psychology
California State University - Northridge
Northridge, CA06.2016
Skills
- Microsoft Office
- Sagitta Insurance Data Management
- SharePoint
- Amazon Work Spaces
- NECHO & ABS & ECRM & Salesforce
- Social Media Management
- Business management
- Underwriting
- Marketing
- Sales
- High Pressure Customer Service
Certification
- Licensed Property & Casualty and Life & Health Insurance Agent In California & Texas
Timeline
Associate Property Broker
AmWINS Insurance Brokerage
06.2021 - Current
Senior Sales & Account Manager
State Farm
06.2016 - 06.2021
Customer Service Representative
Coughlin Insurance
09.2014 - 05.2016
Bachelors of Arts - Psychology
California State University - Northridge
- Licensed Property & Casualty and Life & Health Insurance Agent In California & Texas
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