Summary
Overview
Work History
Education
Skills
Websites
Accomplishments
Training Licenses And Certification
Awards
Volunteer Experience
Software
Certification
Timeline
Matthew Kendall

Matthew Kendall

Goodyear,Arizona

Summary

Results-driven professional providing customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.



Overview

27
27
years of professional experience
1
1
Certification

Work History

Independent Health Insurance Agent

USHealth Advisors
10.2018 - Current
  • Owner of Health and Wellness United
  • 100% responsible for all aspects of owning, operating and growing a health insurance company
  • Specialized in working with local Small Businesses, Individuals and Families have the best value available; ACA, Private or Health Based options markets
  • Develop and implement marketing strategies such as; lead purchase programs, networking, referrals, events, call center and face to face when possible.
  • Conducted thorough research on available health insurance plans, staying up-to-date on industry trends and policy changes.
  • Monitored changes in health insurance laws and regulations to verify continuous compliance.
  • Streamlined the application process for clients, resulting in faster approvals and fewer errors.
  • Educated clients on the intricacies of their health insurance policies, empowering them to make informed decisions.
  • Designed presentations and marketing materials to promote insurance products.
  • Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
  • Responded to customer inquiries regarding health insurance coverage and policies to assist with informed decision-making.
  • Maintained compliance with all industry regulations while completing paperwork accurately and efficiently.

Qualifying Specialist

Grand Canyon University
07.2013 - 10.2018
  • Responsible for being first point of contact for prospective students who have inquired
  • Helped Super Team 6 to exceed all previous goals for enrollment since roll out of the QS position in July of 2013
  • The team has increased penetration ratio of Live Transfer to Enrollment to 7% for 2015
  • Assist in establishing the overall benchmarks for Performance: Dials, Live Transfers while maintaining the Quality of the transfers to the University Coordinators
  • Working on an Applied Business Bachelors program at GCU with 60 credits at the present.

Branch Manager

US Bank In-store Retail Banking Group
06.2010 - 05.2013
  • Assist with creating and implementing revenue growth strategies for local branch through business and consumer lending as well as new checking account relationships
  • Also, responsible implementing the various Marketing campaigns
  • Realized an 18% revenue increase
  • Responsible for managing, mentoring and coaching bankers to achieve their Star of Excellence goals each month
  • Managed Gallup customer service scoring for the branch, worked to consistently to improve overall branch scores as well as individual coaching for bankers
  • Manage the Operations for our branch to ensure it was operationally sound in all aspects of day-to-day work; new account openings, cash handling, lending guidelines, ethics and that proper procedures were followed and met US Bank standards.

Payroll Sales Specialist

Wells Fargo Diversified Products
12.2006 - 03.2010
  • Supported and partnered with 15 branches which encompassed: Business Banking Specialists, Relationship Managers, Business Development Consultants, Branch and District Managers
  • Trained and mentored approximately fifty bankers, tellers and managers on selling payroll services
  • Achieved sales goals by uncovering new businesses within assigned branches and canvassing local businesses within the territory
  • Achievements: Top 5 in Kit Completion and Activation rate for Southern California, Top 3 in Referral Penetration for Southern California, Top 4 in Revenue per Sale for Southern California, Top 5 in Cross Sell for Workers Compensation, Membership Banking and BDDA
  • Ranked #1 nationally in 2008 for time clock referrals and top 5 for all other cross sell
  • Member of Leadership Counsel representing West Los Angeles District, Member of Innovators Club.
  • Collaborated with managers to provide customer feedback and recommend operational changes to meet emerging trends.
  • Drafted, finalized and submitted paperwork to complete sales.
  • Educated customers about product features and benefits to aid in selecting best options for each individuals' needs.
  • Collaborated with cross-functional teams to deliver comprehensive solutions for clients'' needs.

Business Banking Specialist

Wells Fargo Bank
11.2004 - 12.2006
  • Uncovered over $7 million in Lines of Credit, Commercial Real Estate and Equipment Loans
  • One of the Top Cross Selling banking partners to our Treasury Management, Merchant Services, Payroll and PCS services for Long Beach Coastal
  • Most Valuable Player' at the 2006 Business Banking Specialist Summit
  • Business Documentation experience for opening complex business accounts.
  • Provided personalized financial advice, addressing unique needs of business clients across various industries.
  • Stayed up-to date with latest bank products and services for businesses.
  • Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
  • Developed long-lasting relationships with clients, resulting in repeat business and positive referrals.
  • Targeted accounts at senior and executive levels and secured funding for future initiatives.
  • Worked closely with branch managers and staff to promote a culture focused on exceptional service delivery for business banking customers.
  • Presented products and services to customers using in-depth knowledge to answer questions.
  • Opened new accounts and made changes to existing accounts.

Senior Sales Representative

Pitney Bowes
01.2001 - 10.2004
  • Managed territory of 400 existing customers
  • Successfully mined territory for new business opportunities
  • Earned First Honors and Top Honors sales awards in 2003
  • Designed solutions that met client business goals
  • Structured equipment leases for automated mailing system software and hardware.
  • Enhanced client loyalty by providing personalized support and addressing concerns promptly and professionally.
  • Upsold warranties and complementary products to customers through persuasive marketing techniques.
  • Developed and maintained strong working relationships with professionals within assigned territory.
  • Created compelling proposals that showcased unique selling points of company products or services.
  • Developed new territories for expansion, resulting in increased market share.
  • Expanded territory coverage through strategic prospecting efforts, identifying untapped markets that led to increased revenue growth.

Sales Manager / Recruiter

Cal Tech Search
05.2000 - 01.2001
  • Recruited 3G hardware and software chip designers and senior level management
  • Developed new business by cold calling, utilizing networking groups and business associations.

Senior Recruiter / Sales Manager

Allegis Group
06.1997 - 04.2000
  • Designed recruiting strategies to fulfill client staffing needs
  • Supervised two recruiters and mentored them into the Sales Manager role
  • Developed new business by cold calling, canvassing territory, utilizing networking groups and business associations.

Education

Some College (No Degree) - Applied Business

Grand Canyon University, Phoenix, AZ

Skills

  • Microsoft Office:
  • Health Insurance Sales
  • Client Prospecting
  • Policy Feature Explanations
  • Sales Reporting
  • Client needs analysis
  • CRM Software
  • Client Interviews
  • Customer Account Review
  • Email Marketing
  • Quotes and sales
  • Direct Marketing
  • Lead Development
  • Relationship Building
  • Client Consultations

Websites

Accomplishments

  • Achieved Career Agent by attaining over $1mil in new issued business with accuracy and efficiency.
  • Achieved success by being coachable and quick to adapted to relevant and sound advice.
  • Documented and resolving customer service issues which led to happy customers and deeper relationships.

Training Licenses And Certification

  • Selling to VITO sales training
  • AZ Health and Life License (2026)
  • NMLS registered for state of Arizona (lending)
  • Lending Professional Certification and register w/ State
  • Business banking essentials: included reviewing Profit and loss statements, Tax return review, Credit analysis
  • Money market and sweep account certification

Awards

  • US Bank: Pinnacle Award for increasing revenue 18%.
  • Wells Fargo: Champions Club, Most Valuable Player Award (LA Metro district)
  • Pitney Bowes: First Honors and Top Honors Club Sales Award

Volunteer Experience

  • Junior Achievement teaching 4th and 5th grade children financial literacy
  • Hope for Kids Los Angeles and Hope Worldwide: for the past ten years I have done various projects from inner-city school improvements to Hurricane Katrina relief efforts and HIV education.

Software

MS Office

Ringy (CRM)

Vanillasoft

Textdrip

Certification

  • Licensed [Job Title] - [Timeframe]
  • [Area of expertise] License - [Timeframe]

Timeline

Independent Health Insurance Agent - USHealth Advisors
10.2018 - Current
Qualifying Specialist - Grand Canyon University
07.2013 - 10.2018
Branch Manager - US Bank In-store Retail Banking Group
06.2010 - 05.2013
Payroll Sales Specialist - Wells Fargo Diversified Products
12.2006 - 03.2010
Business Banking Specialist - Wells Fargo Bank
11.2004 - 12.2006
Senior Sales Representative - Pitney Bowes
01.2001 - 10.2004
Sales Manager / Recruiter - Cal Tech Search
05.2000 - 01.2001
Senior Recruiter / Sales Manager - Allegis Group
06.1997 - 04.2000
Grand Canyon University - Some College (No Degree), Applied Business

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Matthew Kendall