Hi, I’m
Matthew Plants
McKinleyville,California
Summary
Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives.
Overview
10
years of professional experience
1
Certification
Work History
American Income Life Insurance CompanyLos Angeles, CA
Life, Accident, and Health Agent
03.2024 - Current
Job overview
- Specialize in field underwriting and client acquisition to expand the customer base and achieve sales targets in a competitive market.
- Utilize advanced knowledge of life insurance products (term, whole, and universal life policies) to offer tailored solutions that meet the specific needs of diverse client demographics.
- Implement strategic sales techniques and relationship management skills to build long-term client relationships, enhancing customer retention and loyalty.
- Provide comprehensive policy explanations and adjustments, ensuring clients are well-informed about coverage options and potential benefits.
- Offer ongoing support and service to policyholders, ensuring compliance with industry regulations and maintaining high standards of client satisfaction.
Self-employeedMcKinleyville, CA
Elderly Caregiver, McKinleyville
02.2022 - 03.2024
Job overview
- Aiding with physical tasks and mobility to ensure safe and comfortable movement around the home or in outdoor settings.
- Driving and accompanying clients to various locations, providing reliable transportation for appointments, shopping, or social events.
- Monitoring and reporting changes in health, behavior, or mood to family members or healthcare professionals, ensuring timely attention to any concerns.
US Cellular WirelessFortuna, CA
Wireless Sales Consultant
09.2019 - 04.2020
Job overview
- Actively sold cellular products and services, demonstrating strong sales consultation skills.
- Handled technical tasks such as repairs, upgrades, SIM swaps, and data setups.
- Utilized effective listening and communication skills to match customer needs with suitable solutions.
HealthsportFortuna, CA
Service Desk Associate
03.2017 - 08.2018
Job overview
- Managed cash balances and inventory, ensuring operational efficiency.
- Handled daily business transaction totals, balancing, reconciling, and recording information into the POS system.
- Developed strong customer service experience, enhancing problem-solving skills.
Kmart, PapatoetoeMcKinleyville, CA
Electronics Associate
08.2014 - 08.2015
Job overview
- Responsible for selling electronics products, providing customer service, and managing inventory.
- Involved in merchandising duties and organized operational programs to improve sales.
Education
Capella UniversityMinneapolis, MN
MBA from Business Administration
06-2023
Capella UniversityMinneapolis, MN
Bachelor of Science from Information Technology
01-2023
College of The RedwoodsEureka, CA
Associate of Arts from Humanities And Communication
07-2022
College of The RedwoodsEureka, CA
Associate of Arts from Science Exploration
07-2022
Skills
- Verbal Communication
- Appointment Scheduling
- Customer Support
- Data Entry
- Sales expertise
- Care Coordination
Certification
- Licensed Life, Accident, and Health Agent - 2023
Timeline
Life, Accident, and Health Agent
American Income Life Insurance Company
03.2024 - Current
Elderly Caregiver, McKinleyville
Self-employeed
02.2022 - 03.2024
Wireless Sales Consultant
US Cellular Wireless
09.2019 - 04.2020
Service Desk Associate
Healthsport
03.2017 - 08.2018
Electronics Associate
Kmart, Papatoetoe
08.2014 - 08.2015
Capella University
MBA from Business Administration
Capella University
Bachelor of Science from Information Technology
College of The Redwoods
Associate of Arts from Humanities And Communication
College of The Redwoods
Associate of Arts from Science Exploration
Similar Profiles
Katherine FloresKatherine Flores
Life Insurance Advisor at American Income Life Insurance CompanyLife Insurance Advisor at American Income Life Insurance Company
Israel EvansIsrael Evans
Life Insurance Agent at American Income Life Insurance CompanyLife Insurance Agent at American Income Life Insurance Company
Audri HarperAudri Harper
Life, Accident, and Health Agent at American Income Life Insurance CompanyLife, Accident, and Health Agent at American Income Life Insurance Company
Ashley SmithAshley Smith
Benefits Specialist at American Income Life Insurance CompanyBenefits Specialist at American Income Life Insurance Company
Jose AcostaJose Acosta
Restaurant Team Member at El ChipotleRestaurant Team Member at El Chipotle