Matthew Grattan
Vermilion,OH
Summary
- Licensed Property & Casualty, Life & Health Insurance Agent
- Extensive background with both independent agencies and multiple insurance carriers
- Excellent communication and interpersonal skills
- Management experience with the ability to work effectively with all people
- Works well under pressure to ensure daily quotas were met
- Ability to give detailed presentations and proposals to prospective clients
- Detail and multi-task oriented, self-motivated and conscientious
- Highly creative Marketing Manager with expertise in transforming marketing and advertising strategies into desired results. Leads teams in developing profitable campaigns. Marketing metrics knowledge and collaborative skills supports achievement of targeted outcomes.
Overview
25
25
years of professional experience
Work History
Commercial Lines Marketing Manager/Agent
Somers Agency LLC
2014.11 - 2024.01
- Created detailed proposals and presentations to existing and prospective new clients to ensure account placement and retention
- Developed relationships with underwriters and territory sales reps from multiple carriers to ensure premium volume growth and quotas were met
- Trained new agents about sales and presentation techniques
- Created client assessment forms for agency use
- Directed all new commercial business submissions and account placements.
- Increased brand awareness by developing and implementing strategic marketing campaigns.
- Boosted sales performance through the creation of engaging promotional materials and targeted advertising strategies.
Producing Agent
Nationwide Insurance
2013.02 - 2014.11
- Commercial & Personal lines agent.
Commercial Lines Manager
Cobos Insurance Center
2003.06 - 2012.11
- New Business account placement and development manager
- Commercial lines marketing specialist including implementation of many marketing plans
- Created detailed proposals and presentations to existing and prospective new clients to ensure account placement and retention
- Trained agents and CSR's about commercial lines insurance
- Assisted in the writing of agency manual dealing with the workflow and focus of the agency placing importance on the placement of new business and daily customer service.
Special & Middle Market Account Manager
Hoffman Insurance Group
2002.06 - 2003.06
- Handled all aspects of accounts including marketing, issuing, processing and billing
- Surety Bond placements including license and permit, contract, bid and guarantee bonds
- Issued certificates of insurance
- Special Accounts (under $5,000) business placement specialist.
Underwriter Technician
National Interstate Insurance
1999.06 - 2002.02
- Performed all aspects of Commercial Auto and Trucking policy processing including issuing, filings, renewing and endorsing
- Member of PMSC (Point) Project Implementation Team
- Maintained a very high accuracy rate in a high volume position
- Recognized for customer and agent service.
Education
Life/Health & P&C Licenses - Insurance
Travelers Agent Training Program
Cleveland, OHSkills
- Hawksoft
- Applied Agency Management System
- Sagitta
- Microsoft Word
- Microsoft Excel
- Social Media Marketing
- Public and Media Relations
- Marketing Campaign Development
- Customer Relationship Management (CRM)
References Available
Upon Request
Career Focus
Seeking work from home or hybrid remote position.
Timeline
Commercial Lines Marketing Manager/Agent
Somers Agency LLC
2014.11 - 2024.01
Producing Agent
Nationwide Insurance
2013.02 - 2014.11
Commercial Lines Manager
Cobos Insurance Center
2003.06 - 2012.11
Special & Middle Market Account Manager
Hoffman Insurance Group
2002.06 - 2003.06
Underwriter Technician
National Interstate Insurance
1999.06 - 2002.02
Life/Health & P&C Licenses - Insurance
Travelers Agent Training Program