MATTHEW ROSS

• Explained advantages, features and disadvantages of various policies to promote sale of plans, boosting overall sales.Quoted and calculated premium rates for policies, using rate book, and calculator.Handled outbound and inbound sales-related calls to qualify individuals interested in purchasing insurance coverage.Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.Met and exceeded revenue goals through generating new leads and identifying new clients.

Trained for one month with Amica Insurance. I was hired to be a sales representative; but was moved to customer service rep position.

Explained advantages, features and disadvantages of various policies to promote sale of plans, boosting overall sales.Quoted and calculated premium rates for policies, using rate book, and calculator.Handled outbound and inbound sales-related calls to qualify individuals interested in purchasing insurance coverage.Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.Met and exceeded revenue goals through generating new leads and identifying new clients.

• Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.Adhered to health and prescription insurance products regulations.Customized health insurance programs to suit individual clients, boosting sales.Verified insurance coverage by telephone and online to guarantee proper reimbursement of benefits and estimate patients' financial responsibilities.Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options.Explained features, disadvantages and advantages of policies to promote insurance sales.Developed sales leads from direct referrals, networking and targeted marketing campaigns.Approached potential clients by using direct marketing techniques, including mailings and phone contacts.

• Corresponded with clients through email, telephone and video conferencingWorked with students between the ages of 5 and 17Used pre-written curriculum to teach students English via remote video conferencingSuccessfully improved student participation in the classroom through integration of creative role-playing exercisesOffered constructive feedback to minors under care regarding specific actions, behaviors and wordsCreated new lesson plans based on course objectivesDeveloped activities and integrated technology to diversify instructionAnswered inquiries and addressed, resolved or escalated issues to management personnel to ensure client satisfaction

• Use Salesforce and CRM to manage 400 accounts with revenue of $900KUse Excel Access reports tool, to manage sales trends of each accountServiced over 50 accounts daily thru warm calls; cross selling, providing solutions for clients questionsContinuous training to gain product knowledge, to increase salesOversaw sales forecasting, goal setting and performance reporting for all accountsNegotiated prices, terms of sale and service agreementsBusiness to business daily prospecting and solicited sales prospects in agency databases

• Acquired and managed a portfolio of over 400 accounts totaling $800,000 in sales premiumsTalent/persistence to obtain new and existing account businessPro-efficient with Microsoft Office, Salesforce , CRM and technologyCalled accounts on daily basis; cross sold, asked for referrals, increased policy retentionStrong organizational and time management skillsConsistently exceeded/met monthly sales quotas by pursuing leads and expanding the prospect list

• Built client relationships by acting as the liaison between the customer service and sales teamsCreated proposals for new and repeat customer business transactionsContacted regular and prospective customers to explain product features and solicit ordersObtained and evaluated credit information about prospective customers

• Managed kiosk at car dealership at Aurora Auto Mall for one year

• Assisted Food and Beverage Director to manage: restaurant, bar and room serviceCreated and implemented training material to cross train employees, to increase production and moraleConsistently controlled business expenses by implementing accounting control systemsParticipated with on going manager training seminars to help enhance manager skill sets

• Responsible for complete business operations on a daily basisPromoted after 6 months, to be training store for new managersConsistently controlled food, labor, inventory and overhead expenses below budget requirements, which led to increased profits., Participated and trained by corporate office to open new business locations