Summary
Overview
Work History
Education
Skills
Languages
Certification
Affiliations
Timeline
Generic

Matthew Restrepo

Bridgeport,CT

Summary

Licensed Financial Representative with a proven track record at Bankers Life Insurance, excelling in client relationship management and insurance product knowledge. Adept at utilizing Excel and enhancing customer engagement, I thrive on delivering exceptional service and fostering client satisfaction through effective communication and follow-up strategies.

Overview

7
7
years of professional experience
2
2
Certifications

Work History

Licensed Financial Representative

Bankers Life Insurance
Milford, CT
08.2025 - Current
  • Guided Medicare clients through enrollment, plan changes, and annual reviews, strengthening retention and client satisfaction.
  • Guided clients in selecting appropriate insurance products and services to meet their financial needs.
  • Followed up with clients to reinforce policy understanding and enhance retention.
  • Ensured compliance by maintaining accurate client records and documentation.

Operation Specialist

Groovy Gifts
Monroe, USA
04.2021 - 08.2024
  • Collaborated with management and product development teams to launch new offerings across five company websites.
  • Analyzed Excel dashboards to optimize shipment management, inventory counts, and staff workloads.
  • Created and updated product pages on Shopify and Etsy, facilitating order completion and enhancing customer engagement.

Official/Coach

US Soccer Federation/Insports
Trumbull, USA
09.2018 - 05.2024
  • Designed training programs for youth soccer players, focusing on skill enhancement and teamwork.
  • Facilitated skill development while monitoring player progress and adjusting training.
  • Supported players aged six to eleven in developing communication and social skills.
  • Communicated with parents regarding children's progress and highlighted achievements.
  • Ensured matches ran smoothly by organizing teams and schedules. and adhered to schedules.

Education

Bachelor of Business Administration Degree - Finance

Western Connecticut State University, Ancell School of Business
Danbury, CT
01.2022

Skills

  • Excel proficiency and PowerPoint presentations
  • Outlook email organization
  • Pivot table analysis
  • Word document preparation
  • Customer engagement
  • Knowledge of insurance products
  • Relationship management with clients
  • Sales support techniques
  • Effective time management

Languages

Spanish
Professional

Certification

Life and Health State License, Bankers Life, 2024

Affiliations

Captain of Mens Soccer Team, Western Connecticut State University, 2021

Timeline

Licensed Financial Representative

Bankers Life Insurance
08.2025 - Current

Operation Specialist

Groovy Gifts
04.2021 - 08.2024

Official/Coach

US Soccer Federation/Insports
09.2018 - 05.2024

Bachelor of Business Administration Degree - Finance

Western Connecticut State University, Ancell School of Business
Matthew Restrepo