Matthew Andrus
Pataskala
Summary
Dedicated insurance agent with strong skills in policy analysis and compliance monitoring. Proven ability to educate clients and enhance customer satisfaction while successfully managing risks.
Overview
1
1
Certification
Work History
Insurance Agent
NuLogic
Pataskala
11.2025 - 12.2025
- Assisted clients in selecting appropriate insurance coverage options.
- Processed policy applications and facilitated renewals efficiently.
- Conducted policy reviews to ensure compliance with regulations.
- Educated clients on benefits of various insurance products.
- Responded to client inquiries and resolved issues promptly.
- Collaborated with underwriters to assess risk factors effectively.
- Maintained accurate records of client interactions and transactions.
- Participated in team meetings to discuss sales strategies and goals.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Responded to customer inquiries and problems to promote great service.
- Provided customers with information regarding plan features, pricing, and availability.
- Maintained accurate records of all insurance transactions using computer software systems.
- Assessed customer risk levels and recommended appropriate coverage options.
- Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
- Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
- Explained complex technical terms related to insurance plans in simple language for easy understanding.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
- Participated in continuing education courses to stay current on industry trends and changes in regulations.
- Developed and implemented comprehensive insurance plans for clients according to their individual needs.
- Analyzed claims data to determine potential areas of improvement for policyholders' protection.
- Conducted research to identify competitive rates and benefits offered by other providers.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Counseled prospects and policyholders on coverage, limits and regulations.
- Developed appropriate quotes based on risk information.
- Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services, and best practices.
- Met with division leaders and consultants to discuss strategies to increase sales.
- Improved data collection accuracy by structuring systems for desktop spreadsheets.
- Strengthened traceability by developing organization systems for keeping records, reports, and agendas.
- Leveraged industry trends to shape solutions and approaches.
Education
High School Diploma -
Calvary Chapel Christian Academy
Severn, MD05-1992
Skills
- Insurance policy analysis
- Risk assessment
- Claims management
- Compliance monitoring
- Sales strategy development
- Customer relationship management
- Problem resolution
- Effective communication
- Team collaboration
- Time management
- Licensed insurance agent
- Negotiation skills
Certification
Licensed in Texas, Alabama, South Carolina, Ohio and Tennessee
Affiliations
Studio Musician (Bass Guitar) 2008-Present
Timeline
Insurance Agent
NuLogic
11.2025 - 12.2025
High School Diploma -
Calvary Chapel Christian Academy