Matthew Boulter
Fort Gibson,OK
Summary
Seasoned Insurance Sales Specialist with in-depth knowledge of insurance products, regulations and best practices. Developed strong client relationships through personalized service, resulting in high retention rates and growth in policy sales. Possess stellar communication skills, problem-solving abilities, and knack for identifying customer needs to recommend suitable insurance plans. Recognized for enhancing operational efficiency and improving team productivity through effective process improvements.
Overview
7
7
years of professional experience
Work History
Insurance Sales Specialist
Penn Insurance Group
Pittsburgh, PA
06.2024 - Current
- Provided product information, including pricing and coverage options, to prospective customers.
- Educated customers on the importance of having sufficient coverage levels for their individual needs.
- Exceeded company sales goals for new policies.
- Upsold products to policyholders and potential new clients.
Insurance Sales Specialist
Prudential Financial
01.2022 - 06.2024
- Educated customers on the importance of having sufficient coverage levels for their individual needs.
- Provided expert advice on risk management and helped clients choose the appropriate level of coverage.
- Resolved customer inquiries promptly via telephone or email correspondence.
- Provided product information, including pricing and coverage options, to prospective customers.
Insurance Sales Specialist
Allstate Corp
10.2020 - 01.2022
- Developed and implemented life insurance policies for clients.
- Conducted periodic reviews of existing policies to ensure they meet the changing needs of clients.
- Explained complex legal terms associated with life insurance policies to customers.
- Advised customers on how to maximize their benefits while minimizing costs.
- Responded quickly and efficiently to customer inquiries regarding life insurance policies via phone or email.
- Sold life insurance policies via telephone and assisted other agents with underwriting.
Farmers Insurance
Fallon Kelley
Muskogee , OK
02.2018 - 10.2020
- Created customized presentations outlining the benefits of various insurance packages for prospects.
- Analyzed customer data to determine needs and recommend appropriate plans accordingly.
- Educated customers on the importance of having sufficient coverage levels for their individual needs.
- Responded to inquiries and explained product features and service advantages to potential customers.
- Upsold products to policyholders and potential new clients.
Education
High School Diploma -
Fort Gibson High School
Fort Gibson, OK05-1995
Some College (No Degree) -
Conners State Collage
OKSkills
- Insurance sales strategy
- Product Knowledge
- Goal-Oriented
- New Business Development
- Customer Needs Assessment
- Consultative Sales Techniques
Custom
Have over 20 years in the Insurance field.
Timeline
Insurance Sales Specialist
Penn Insurance Group
06.2024 - Current
Insurance Sales Specialist
Prudential Financial
01.2022 - 06.2024
Insurance Sales Specialist
Allstate Corp
10.2020 - 01.2022
Farmers Insurance
Fallon Kelley
02.2018 - 10.2020
High School Diploma -
Fort Gibson High School
Some College (No Degree) -
Conners State Collage
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