Open To Work
Matthew Harris
Farmers Insurance District Office of Frank Ramirez
Millbrae,CA
Overview
Sales and training professional who coordinates onboarding, coaching, and development for agents and teams in a licensed environment. Plans events, presentations, and programs, tracks performance data, and builds partnerships that support sales growth, compliance, and customer service.
12+
Years of experience
Work History
10.2025 - Current1 Year
Sales Manager
Farmers Insurance District Office of Frank Ramirez | San Mateo, CA
- Developed sales plans, goals, and strategies aligned with team revenue targets, preparing weekly performance reports that supported >60% of agencies in meeting district growth targets.
- Conducted one-on-one meetings with 40+ agencies to analyze sales activity, refining individual sales plans to enhance agency performance.
- Managed purchase and distribution of sales leads, reviewed vendor performance, and adjusted vendor mix, decreasing cost-per-policy by 41%.
- Supervised and scheduled sales department staff, ensuring efficient daily operations and optimal resource allocation.
- Utilized AI tools to analyze recorded lead calls and identify performance patterns, guiding targeted coaching efforts.
09.2024 - 08.202511 Months
District Development Consultant
Farmers Insurance District Office of Frank Ramirez | San Mateo, CA
- Guided new agencies in developing targeted marketing strategies, prospecting approaches, and daily workflows, resulting in >75% exceeding first year goals.
- Evaluated agency development plans and proposed actionable process improvements, leading to optimized performance.
- Evaluated, selected, and implemented technology platforms to streamline reporting and save 20+ hours/week.
- Conducted training on California insurance ethics, compliance, license-related continuing education, carrier systems, and product knowledge, resulting in a 100% pass rate in annual compliance and biannual licensing education and over a 95% pass rate in initial state licensing.
- Served as main point of contact for 20+ agents-in-training and new staff, connecting them with resources and training support.
10.2022 - 07.20241 Year 9 Months
Agency Business Consultant
Farmers Insurance District Office of Frank Ramirez | San Mateo, CA
- Supported ~40 local and remote agencies in enhancing sales performance and retention by tracking participation and performance data to evaluate program impact.
- Consulted with agents, producers, and underwriting teams to enhance policy eligibility review processes.
- Conducted market research to identify target customers and developed targeted sales and marketing plans to drive growth using public data.
- Trained new agents and staff on systems and processes and led pre-licensing orientation and exam prep to ensure readiness for recruiting.
- Planned district events, workshops, and award ceremonies, managing timelines, materials, facilities, publicity, logistics, and serving as both a presenter and lead A/V technician.
07.2021 - 09.20221 Year 2 Months
Agency Producer
Farmers Insurance Johnny Nava Agency | Brisbane, CA
- Generated new business through targeted outbound lead follow-up and prospecting, enhancing overall sales growth.
- Built client relationships through phone, email, and in-person consultations, leading to increased cross-sells, referrals, and long-term retention.
- Managed personal and commercial lines accounts as a licensed resident producer, ensuring coverage accuracy and protecting confidential client information.
- Processed applications, renewals, and policy changes with accurate documentation.
01.2019 - 06.20212 Years 5 Months
Sales Associate
Best Buy | Medford, OR
- Educated customers on device features, warranties, and service plans to guide informed purchases.
- Resolved complex customer concerns and identified upsell opportunities, earning recognition for exceptional service.
- Participated in Best Buy’s pilot program for its first remote sales roles during COVID-19, adapting to new sales strategies.
- Cross-trained across multiple departments to enhance staffing support after starting as a home theater associate.
08.2017 - 07.201811 Months
Vice President
Alpha Sigma Phi, Zeta Lambda Chapter, San Francisco State University | San Francisco, CA
- Developed and executed strategic plans, achieving significant chapter growth.
- Planned and executed 30+ chapter events that strengthened community engagement through social, leadership, and philanthropic initiatives.
- Led weekly chapter meetings and executive board planning, mentoring directors and officers and effectively resolving member conflicts.
- Built a lasting community service partnership by adopting a section of I-280, which the chapter continued after the end of the term.
08.2016 - 07.201711 Months
Community Service Director
Alpha Sigma Phi, Zeta Lambda Chapter, San Francisco State University | San Francisco, CA
- Coordinated monthly community service events, including beach cleanups and San Francisco Food Bank service, resulting in increased community engagement.
- Collaborated with fraternities and sororities to boost participation in service opportunities, strengthening community bonds.
- Organized member participation and tracked volunteer logs for chapter reporting, ensuring comprehensive documentation of service contributions.
10.2015 - 09.201611 Months
Front Desk Staff & Juice Bar Attendant
24 Hour Fitness | San Francisco, CA
- Managed check-ins and new memberships, facilitating smooth operations and ensuring accurate retail restocking.
- Served high volume of repeat members, contributing to increased customer satisfaction at front desk and juice bar.
- Prepared smoothies and shakes following food safety standards, upholding cleanliness in facility during overnight and daytime shifts.
1 Year10.2025 - Current
Sales Manager
Farmers Insurance District Office of Frank Ramirez - San Mateo, CA
- Developed sales plans, goals, and strategies aligned with team revenue targets, preparing weekly performance reports that supported >60% of agencies in meeting district growth targets.
- Conducted one-on-one meetings with 40+ agencies to analyze sales activity, refining individual sales plans to enhance agency performance.
- Managed purchase and distribution of sales leads, reviewed vendor performance, and adjusted vendor mix, decreasing cost-per-policy by 41%.
- Supervised and scheduled sales department staff, ensuring efficient daily operations and optimal resource allocation.
- Utilized AI tools to analyze recorded lead calls and identify performance patterns, guiding targeted coaching efforts.
11 Months09.2024 - 08.2025
District Development Consultant
Farmers Insurance District Office of Frank Ramirez - San Mateo, CA
- Guided new agencies in developing targeted marketing strategies, prospecting approaches, and daily workflows, resulting in >75% exceeding first year goals.
- Evaluated agency development plans and proposed actionable process improvements, leading to optimized performance.
- Evaluated, selected, and implemented technology platforms to streamline reporting and save 20+ hours/week.
- Conducted training on California insurance ethics, compliance, license-related continuing education, carrier systems, and product knowledge, resulting in a 100% pass rate in annual compliance and biannual licensing education and over a 95% pass rate in initial state licensing.
- Served as main point of contact for 20+ agents-in-training and new staff, connecting them with resources and training support.
1 Year 9 Months10.2022 - 07.2024
Agency Business Consultant
Farmers Insurance District Office of Frank Ramirez - San Mateo, CA
- Supported ~40 local and remote agencies in enhancing sales performance and retention by tracking participation and performance data to evaluate program impact.
- Consulted with agents, producers, and underwriting teams to enhance policy eligibility review processes.
- Conducted market research to identify target customers and developed targeted sales and marketing plans to drive growth using public data.
- Trained new agents and staff on systems and processes and led pre-licensing orientation and exam prep to ensure readiness for recruiting.
- Planned district events, workshops, and award ceremonies, managing timelines, materials, facilities, publicity, logistics, and serving as both a presenter and lead A/V technician.
1 Year 2 Months07.2021 - 09.2022
Agency Producer
Farmers Insurance Johnny Nava Agency - Brisbane, CA
- Generated new business through targeted outbound lead follow-up and prospecting, enhancing overall sales growth.
- Built client relationships through phone, email, and in-person consultations, leading to increased cross-sells, referrals, and long-term retention.
- Managed personal and commercial lines accounts as a licensed resident producer, ensuring coverage accuracy and protecting confidential client information.
- Processed applications, renewals, and policy changes with accurate documentation.
2 Years 5 Months01.2019 - 06.2021
Sales Associate
Best Buy - Medford, OR
- Educated customers on device features, warranties, and service plans to guide informed purchases.
- Resolved complex customer concerns and identified upsell opportunities, earning recognition for exceptional service.
- Participated in Best Buy’s pilot program for its first remote sales roles during COVID-19, adapting to new sales strategies.
- Cross-trained across multiple departments to enhance staffing support after starting as a home theater associate.
11 Months08.2017 - 07.2018
Vice President
Alpha Sigma Phi, Zeta Lambda Chapter, San Francisco State University - San Francisco, CA
- Developed and executed strategic plans, achieving significant chapter growth.
- Planned and executed 30+ chapter events that strengthened community engagement through social, leadership, and philanthropic initiatives.
- Led weekly chapter meetings and executive board planning, mentoring directors and officers and effectively resolving member conflicts.
- Built a lasting community service partnership by adopting a section of I-280, which the chapter continued after the end of the term.
11 Months08.2016 - 07.2017
Community Service Director
Alpha Sigma Phi, Zeta Lambda Chapter, San Francisco State University - San Francisco, CA
- Coordinated monthly community service events, including beach cleanups and San Francisco Food Bank service, resulting in increased community engagement.
- Collaborated with fraternities and sororities to boost participation in service opportunities, strengthening community bonds.
- Organized member participation and tracked volunteer logs for chapter reporting, ensuring comprehensive documentation of service contributions.
11 Months10.2015 - 09.2016
Front Desk Staff & Juice Bar Attendant
24 Hour Fitness - San Francisco, CA
- Managed check-ins and new memberships, facilitating smooth operations and ensuring accurate retail restocking.
- Served high volume of repeat members, contributing to increased customer satisfaction at front desk and juice bar.
- Prepared smoothies and shakes following food safety standards, upholding cleanliness in facility during overnight and daytime shifts.
Education
BBA | Project Management
Strayer University | Washington, DC | 09-2024
Strayer University - Washington, DC
09-2024
Completed an in-depth business analysis of Farmers Insurance, combining academic frameworks with firsthand operational knowledge. Delivered a strategic plan with market analysis, SWOT assessment, competitive evaluation, and profitability recommendations.
Some College (No Degree) | Computer Science
San Francisco State University | San Francisco, CA
San Francisco State University - San Francisco, CA
Some College (No Degree) | General Studies
Skyline, College of San Mateo, & Cañada College | San Mateo County, CA
Skyline, College of San Mateo, & Cañada College - San Mateo County, CA
Skills
Work Preference
Certification
- CDI Property, Casualty license valid through 8/31/2027
- CDI Life, Accident & Health or Sickness license valid through 8/31/2027
Additional Info.
- 10+ years of people-centered leadership and communication experience, including mentoring, tutoring, youth sports coaching, childcare, public speaking, and group facilitation across diverse age groups and settings.