Summary
Overview
Work History
Education
Skills
References Available
Career Focus
Timeline
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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
11.2014 - 01.2024
  • 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
02.2013 - 11.2014
  • Commercial & Personal lines agent.

Commercial Lines Manager

Cobos Insurance Center
06.2003 - 11.2012
  • 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
06.2002 - 06.2003
  • 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
06.1999 - 02.2002
  • 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, OH

Skills

  • 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
11.2014 - 01.2024

Producing Agent

Nationwide Insurance
02.2013 - 11.2014

Commercial Lines Manager

Cobos Insurance Center
06.2003 - 11.2012

Special & Middle Market Account Manager

Hoffman Insurance Group
06.2002 - 06.2003

Underwriter Technician

National Interstate Insurance
06.1999 - 02.2002

Life/Health & P&C Licenses - Insurance

Travelers Agent Training Program

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Matthew Grattan