Matt Richardson

• Create and maintain dashboards using Microsoft SQL Server and PowerBI to provide dynamic views of key performance indicators to internal stakeholders.
• Analyze historic production data to develop agency incentive programs that drive business to meet company goals.
• Redesigned external company reporting using SQL and Excel to more efficiently review performance of multiple offices of large agency group partners.
• Produce ad-hoc reporting using SQL, PowerBI and Excel for various internal and external stakeholders.

• Developed and communicated marketing plans to agents to grow the territories book of business.
• Analyzed agency production reports to ensure goals were being met and strategize corrective actions if they were not.
• Conducted agency training on company products and processes.
• Improved territory's ranking in the company for life insurance production from #47 to #8.

- Developed corporate level marketing strategies.

- Managed quarterly newsletter distributed to internal field marketing teams.

- Utilized Excel to develop internal reporting.

- Created and conducted training for internal field marketing teams.

• Evaluated applications to determine insurance coverage and appropriate risk classifications.
• Collaborated with other professionals to develop innovative underwriting solutions.
• Met with customers, agents and brokers to negotiate coverage, price, and service delivery.
• Applied effective time management techniques to meet tight deadlines.