Matthew Andrews
Appleton,WI
Summary
Dynamic and results-driven Insurance and Sales Professional with extensive experience in final expense benefits, home improvement, and marketing. Proven track record of leading sales initiatives, managing operations, and developing strategic marketing plans to drive revenue growth. Adept at building strong client relationships, identifying customer needs, and delivering tailored solutions. Skilled in team leadership, process optimization, and CRM management. Committed to leveraging expertise to contribute to organizational success and deliver exceptional service.
Overview
7
7
years of professional experience
Work History
Insurance Agent
North American Senior Benefit
08.2021 - Current
- Developed tailored insurance solutions for clients, enhancing customer satisfaction and retention.
- Conducted thorough needs assessments to identify optimal coverage options for senior clients.
- Streamlined policy processing procedures, improving efficiency in client onboarding and service delivery.
- Educated clients on available benefits and coverage, fostering informed decision-making.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
Window Sales
Window Nation
11.2024 - 07.2025
- Visited prospects to identify needs and pain points to tailor sales solutions.
- Managed clients throughout the sales process, from initial contact to completion.
- Assisted with design solutions to fit customer requirements.
Marketing/Sales Lead
TruGreen
08.2023 - 10.2024
- Led sales team, driving revenue growth through strategic customer engagement and relationship building.
- Developed and implemented training programs to enhance team performance and product knowledge.
- Analyzed market trends to identify opportunities for expanding service offerings and improving sales strategies.
- Collaborated with marketing team to align promotional efforts with sales objectives, enhancing overall campaign effectiveness.
- Generated new business through door-to-door marketing efforts.
- Promoted TruGreen products to prospective customers and executed sales.
- Managed customer profiles and organized sales data.
Chief Operating Officer
Square Oaks Home Improvement
08.2022 - 08.2023
- Oversaw daily operations to enhance efficiency and workflow.
- Implemented marketing and sales processes to accelerate growth.
- Developed company-wide insurance processes, increasing revenue from $500K to $2.5M annually.
- Managed complex CRM and POS systems; established a call center.
Vice President of Marketing
Exterior Custom Solutions
08.2021 - 08.2022
- Guided customers through remodeling options, emphasizing product benefits.
- Managed credit and financing solutions.
- Built a multi-million dollar marketing department.
- Collaborated with executive leadership to set strategic marketing goals aligned with overall business objectives.
- Led team of marketing professionals, offering mentoring and coaching to build knowledge and skills.
Marketing Manager
Mad City Roofing Siding Windows
05.2019 - 08.2021
- Led marketing team and strategized daily routes for lead generation.
- Managed social media campaigns and customer outreach efforts.
- Established kpi's for canvass department and assisted them in reaching said goals
Education
High School Diploma -
Appleton East
Appleton06-2017
Skills
- Customer service
- Licensed insurance agent
- Professionalism and ethics
- Quotes and sales
- Customer follow-up
- Client relations
- Client needs analysis
- Client retention
- Account management
- Life insurance
- Policy writing
- Upselling
- Negotiation
- CRM software
- Policy renewals
- Marketing management
- Risk mitigation
- Leads prospecting
- Operations management
- Business planning
- Claims reporting systems
- Lead development
- Financial analysis software
- Revenue generation
- Territory expansion
- Cold calling
- Negotiation abilities
- Critical thinking
Timeline
Window Sales
Window Nation
11.2024 - 07.2025
Marketing/Sales Lead
TruGreen
08.2023 - 10.2024
Chief Operating Officer
Square Oaks Home Improvement
08.2022 - 08.2023
Insurance Agent
North American Senior Benefit
08.2021 - Current
Vice President of Marketing
Exterior Custom Solutions
08.2021 - 08.2022
Marketing Manager
Mad City Roofing Siding Windows
05.2019 - 08.2021
High School Diploma -
Appleton East