Summary
Overview
Work History
Education
Skills
Affiliations
Accomplishments
Certification
Languages
Timeline
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Marilyn Mathisen

Marilyn Mathisen

Nampa,ID

Summary

Dynamic Independent Agent from Allstate Insurance Co, adept in consultative sales techniques and risk management, I excel in customer retention and new business development. Leveraging expertise to exceed targets, I've led teams in adopting industry best practices, ensuring a 40% growth in client portfolios through strategic account management and innovative insurance solutions.

Overview

1
1
Certification

Work History

Independent Agent

Allstate Insurance Co
Canonsburg , PA
10.2024 - Current
  • Assisted clients in selecting the most suitable insurance policies for their needs.
  • Created and maintained detailed records of client interactions and policy information.
  • Negotiated with underwriters to modify existing policies or create new ones.
  • Analyzed data from multiple sources to identify patterns or trends related to customer preferences or behaviors.
  • Provided leadership and training for new agents regarding industry best practices and company policies.
  • Provided expert advice on risk management and helped clients choose the appropriate level of coverage.
  • Assisted clients in filing claims and guided them through the claims process for a smooth resolution.
  • Researched the latest industry trends in order to stay abreast of changing regulations and customer demands.
  • Developed marketing materials to promote products and services offered by the company.
  • Managed client portfolios to ensure that all policies are current and accurate.
  • Conducted regular reviews with clients to review coverage levels, assess risks, and make recommendations for improvement.
  • Maintained relationships with carriers, brokers, underwriters, vendors, and other partners as needed.

Education

Associate of Applied Science -

Highline College
Seattle, WA
06-2019

Some College (No Degree) - Nursing

Northwest University
Kirkland, WA

Skills

  • Expertise in sales
  • Customer Retention
  • New Business Development
  • Account Retention
  • Account Management
  • Cold-calling
  • Policy management expertise
  • Insurance sales strategy
  • Consultative Sales Techniques
  • Risk Management

Affiliations

I homeschool children, go on trips with my kids, I enjoy reading and hiking in the woods when I find time off

Accomplishments

Merit Scholarship for Northwest University from HIghline College

Presidents Honor Roll at Highline College

Gained several most improved scholarships from Highline College

Highline College Honors Society Group

Received the Phi Theta Kappa Cords for graduation

Phi Theta Kappa certificate of completion

Second place at state at a brass quintet

1st place in AAA size band for Washington State

Plaque for most improved at Auburn Senior High School

Voted as the High School Senate Leader

Certification

  • Basic Life Support Cetificate
  • American Heart Association CPR Certification
  • Nursing Assistant Certified License
  • Independent Insurance Agent License in various states

Languages

English
Professional

Timeline

Independent Agent

Allstate Insurance Co
10.2024 - Current

Associate of Applied Science -

Highline College

Some College (No Degree) - Nursing

Northwest University

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Marilyn Mathisen