Overview
Work History
Education
Skills
Certification
Timeline

MATTHEW GELINAS

Boss Bonds
San Diego
1
Certification
7
years of professional experience
4
years of post-secondary education

Work History

Renewals Assistant

1 Year 3 Months
Boss Bonds | Boston, MA | 07.2025 - Current
  • Answered inbound calls and email inquiries, delivering prompt, professional support for renewal questions and requests.
  • Completed outbound follow-up calls with clients about renewal payments and information needed for renewal processing, supporting timely renewals and retention goals.
  • Maintained accurate client policy and renewal records in agency management systems, including Salesforce and Surety Bond Markets, to support compliance and operational efficiency.
  • Worked with underwriters to secure competitive renewal terms and resolve underwriting questions.

Greenskeeper

1 Year 4 Months
Unicorn Golf Course (Sterling Management) | Stoneham, MA | 05.2023 - 09.2024
  • Managed the daily maintenance and presentation of putting greens, including changing hole locations, repairing turf, and monitoring irrigation.
  • Ensured high-quality playing conditions for customers through meticulous attention to detail.
  • Coordinated with team members on course improvement projects, enhancing overall course quality through tee box renovations, cart path reconstruction, and aeration.
  • Trained new employees and led maintenance projects, fostering team development and operational effectiveness.

Personal Lines Customer Service Representative

2 Years 4 Months
Old Heritage Insurance Agency | Reading, MA | 05.2021 - 09.2023
  • Facilitated policy renewals, cancellations, payments, and coverage inquiries, ensuring clients understood their insurance options.
  • Identified and resolved customer concerns, recommending tailored solutions and following up to confirm satisfaction and retention.
  • Maintained accurate records of customer interactions and policy transactions using the Special Agent agency management system.
  • Provided exceptional customer service, enhancing daily agency operations and contributing to a positive client experience.

Owner & Operator

2 Years 1 Month
eBay Store | 12.2019 - 01.2022
  • Founded and managed an online clothing and footwear resale business.
  • Generated upwards of $15,000 in net income
  • Managed inventory, pricing and cost management, shipping, and invoicing while maintaining customer communications to ensure seamless operations.
  • Gained hands-on experience in entrepreneurship, financial management, and business operations.

Data Entry Specialist

1 Year 11 Months
MTC Recovery Consultants | Attleboro, MA | 10.2019 - 09.2021
  • Ensured accuracy in processing high volumes of financial data, supporting reliable reporting and decision-making.
  • Created and maintained financial and transactional spreadsheets using Microsoft Excel to streamline data management.
  • Processed small-parcel transportation invoices to identify reimbursement opportunities, enhancing financial oversight.

Education

Master of Science - Corporate Finance

University of Massachusetts Amherst | Amherst, MA | 09.2020 - 05.2024

Isenberg School of Business

Dean’s List Recipient — All 8 Semesters

Skills

Surety Bond Renewals & Administration
Client Account Management
Bond & Insurance Documentation
Renewal Tracking & Deadline Management
Customer Service & Client Relations
Data Entry & Recordkeeping
Document Preparation & Processing
Payment & Account Follow-Up
Email & Telephone Communication
Microsoft Office
Excel & PowerPoint
Agency Management Systems (Salesforce)
Attention to Detail & Accuracy
Organization & Time Management
Sales support
Problem solving
E-commerce operations
Documentation and reporting
Problem Solving & Multitasking
Invoice processing

Certification

Massachusetts Life Insurance License, Massachusetts Health Insurance License

Timeline

Renewals Assistant

Boss Bonds
07.2025 - CurrentRead More

Greenskeeper

Unicorn Golf Course (Sterling Management)
05.2023 - 09.2024Read More

Personal Lines Customer Service Representative

Old Heritage Insurance Agency
05.2021 - 09.2023Read More

University of Massachusetts Amherst

Master of Science from Corporate Finance
09.2020 - 05.2024Read More

Owner & Operator

eBay Store
12.2019 - 01.2022Read More

Data Entry Specialist

MTC Recovery Consultants
10.2019 - 09.2021Read More
MATTHEW GELINAS