Lydia Mathis
Houston,TX
Summary
Dynamic Licensed Insurance Agent with proven success at Shannon Geno Allstate Agency, achieving top sales rankings and generating unparalleled customer referrals. Expertise in P & C sales, policy management, and exceptional customer service, combined with strong problem-solving skills, drives client satisfaction and retention. Committed to growing business while providing the best possible insurance solutions for the client.
Overview
23
23
years of professional experience
Work History
Senior Licensed Insurance Agent, P & C Sales
Shannon Geno Allstate Agency
Cypress, Texas
10.2022 - 07.2025
- Placed 33rd LSP for Allstate Insurance sales in the state of Texas for 2024.
- Sold between 120 and 90 items per month for 2025.
- Provided expert guidance on insurance products to clients, with emphasis on educating the client and upholding fiduciary responsibility.
- Maintained accurate records of client information, including contact details and required documents.
- Trained new agents on sales techniques, customer service practices, and provided templates for all agency follow-up and correspondence.
- Ensured compliance with all federal, state, local laws and regulations regarding insurance practices.
- Generated more referrals and positive customer service reviews (Google reviews) than any other producer in the agency's history.
Personal Assistant/Secretarial Assistant
John D. Norwood and Co., J.D. Norwood III owner
Houston, TX
06.2005 - 04.2024
- Maintained and updated office records and accounts based on client and executive requirements. Developed spreadsheets and filed financial documents for efficient record-keeping.
- Sorted and responded to routine correspondence on behalf of business leaders, including emails, memos, and business letters.
- Handled and cataloged classified information with strict confidentiality.
- Organized personal and professional calendars, including reminders for meetings and events.
- Maintained U.S. residence in the client's absence; including managing house staff, household inventory, and maintenance schedules. Prepared the property for the client's return from abroad.
- Left position due to client's passing.
MFD CDL Closing Coordinator
Solomon Edwards/PennyMac Loan Services
Houston, TX
12.2021 - 03.2022
- Coordinated efficient closings by collecting, organizing, and logging paperwork from field.
- Scheduled realistic closing dates and planned proceedings to ensure timely execution.
- Delivered customer service by identifying needs and recommending tailored solutions.
- Reviewed closing documents, identified issues, and resolved problems to streamline title process.
- Collaborated with third-party vendors to meet loan closing requirements effectively.
MFD CDL Closing Specialist
Solomon Edwards/PennyMac Loan Services
Houston, TX
06.2021 - 12.2021
- Collaborated with credit analysts and loan origination teams to prepare settlement documentation packages.
- Coordinated with third-party vendors to resolve loan closing requirements.
- Delivered loan documents to title and escrow teams to facilitate timely closings.
- Communicated with lending personnel and title companies to synchronize closing activities.
- Compiled documentation, ensuring completeness, accuracy, and legibility for CDL refinance loan packages.
- Achieved closure of 10-14 loans daily, totaling 45-50 loans weekly.
Weekend Night Manager/Senior Server
West Alabama Ice House
Houston, TX
02.2002 - 07.2020
- Collaborated with servers, cleanup crew, and stock associates, while communicating with upper management on a daily basis.
- Balanced nightly books and completed nightly payroll for all shift employees.
- Coordinated event facility logistics, including food, beverages, and audio-visual arrangements.
- Delivered exceptional service to large groups and individuals.
- Executed real-time problem solving to address issues on the floor.
Education
Texas P & C Insurance Licensing And Continuing Ed
09-2022
Bachelor of Science - Geology
University of Arkansas, Fayetteville
Fayetteville, AR05.1997
Graduate Hours in Hydrogeology
University of Arkansas, Fayetteville
Fayetteville, ARSkills
- Insurance sales expertise
- Policy writing and policy management expertise
- Verbal and written communication
- Lead Manager, Ricochet and other lead management platforms
- Customer communication across multiple desktop phone platforms
- Compliance: State Insurance, TRID, TILA/RESPA
- Problem solving
- Business correspondence preparation
- Mortgage closing scheduling (loan and insurance)
- Customer contact, de-escalation, and client retention
- Google Workplace & Google Classroom/Microsoft Office/Excell & Outlook
- Exceptional customer service
Timeline
Senior Licensed Insurance Agent, P & C Sales
Shannon Geno Allstate Agency
10.2022 - 07.2025
MFD CDL Closing Coordinator
Solomon Edwards/PennyMac Loan Services
12.2021 - 03.2022
MFD CDL Closing Specialist
Solomon Edwards/PennyMac Loan Services
06.2021 - 12.2021
Personal Assistant/Secretarial Assistant
John D. Norwood and Co., J.D. Norwood III owner
06.2005 - 04.2024
Weekend Night Manager/Senior Server
West Alabama Ice House
02.2002 - 07.2020
Texas P & C Insurance Licensing And Continuing Ed
Bachelor of Science - Geology
University of Arkansas, Fayetteville
Graduate Hours in Hydrogeology
University of Arkansas, Fayetteville
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