Summary
Overview
Work History
Education
Skills
Certification
Active Life and Personal Lines insurance license for DE, MD, and PA
Timeline
Generic

Matthew Allen

Wilmington

Summary

Dynamic sales professional with a proven track record at Martin Direct Insurance, adept in strategic planning and relationship building. Excelled in sales strategy development and interpersonal communication, increasing sales revenue through client needs assessment and relationship management. Skilled in leveraging product and service knowledge to exceed sales targets and foster client loyalty.

Sales professional prepared for role in sales support and client relationship management. Proven track record in achieving sales targets and enhancing customer satisfaction. Focused on team collaboration and flexibility to meet changing needs. Skilled in CRM software and proficient in communication and negotiation.

Experienced with managing client relationships and supporting sales processes. Utilizes CRM software to streamline operations and enhance customer experience. Track record of effective communication and achieving sales targets.

Seasoned Sales Representative with exceptional success in business-to-business and business-to-consumer sales within multiple industries. Proven track record in exceeding sales goals, growing business and expanding territories. Accomplished in overseeing day-to-day business operations and fostering relationships with customers and clients for sustained business growth.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Associate Sales Agent

Martin Direct Insurance
05.2024 - Current
  • Met sales, productivity, quality and other key performance metrics.
  • Used various systems to track, gather information and answer customer inquiries.
  • Identified and worked to meet customer needs using sales tools and techniques.
  • Increased sales revenue by building strong relationships with clients and identifying their needs.
  • Managed client database, ensuring accurate record-keeping and timely follow-up communication.

Team Member

State Farm
09.2023 - 05.2024
  • Worked scheduled shifts and remained available to work during coworker absences, holidays, and busy periods.
  • Contributed to team success by completing jobs quickly and accurately.
  • Maintained productive, efficient approach to all tasks.
  • Developed strong customer service and product knowledge skills to enhance individual and team performance.
  • Operated register to process payments and collect cash payment for order totals.
  • Addressed and resolved customer complaints in polite and professional manner.
  • Increased customer satisfaction with prompt and accurate responses to inquiries, addressing concerns, and resolving issues.

Regional Sales Manager

Peak Performance Team
01.2023 - 05.2023
  • Expanded market share within the region by identifying growth opportunities and collaborating with cross-functional teams.
  • Achieved regional sales objectives by coordinating sales team, developing successful strategies, and servicing accounts to strengthen business relationships.
  • Increased regional sales by implementing strategic marketing plans and nurturing key client relationships.
  • Generated detailed sales reports and forecasts to analyze performance and track progress.

Licensed Insurance Agent

Allstate Insurance - Dan Devine Agency
12.2017 - 12.2022
  • Calculated quotes and educated potential clients on insurance options.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
  • Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
  • Established trust with clients through transparent communication regarding policy costs, coverages, exclusions, limitations, endorsements or riders available upon request.
  • Increased policy sales by conducting thorough needs assessments and presenting suitable coverage options.

Education

Associate of Arts - Marketing

Johnson & Wales University
Providence, RI

High School Diploma -

John Dickinson High School
Wilmington, DE

Skills

  • Goal-oriented mindset
  • Sales presentations
  • Sales strategy development
  • Interpersonal communication skills
  • Relationship building
  • Customer relationship building
  • Product and service knowledge
  • Client service
  • Strategic planning
  • Complex Problem-solving
  • Staff training
  • Objection handling
  • Product and service sales
  • Relationship management
  • Customer needs assessment

Certification

Life and P&C insurance license for DE, MD and PA

Active Life and Personal Lines insurance license for DE, MD, and PA

Licensed in all personal lines of insurance that include home, auto and business insurance.

Timeline

Associate Sales Agent

Martin Direct Insurance
05.2024 - Current

Team Member

State Farm
09.2023 - 05.2024

Regional Sales Manager

Peak Performance Team
01.2023 - 05.2023

Licensed Insurance Agent

Allstate Insurance - Dan Devine Agency
12.2017 - 12.2022

Associate of Arts - Marketing

Johnson & Wales University

High School Diploma -

John Dickinson High School
Matthew Allen