Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Matthias Chijioke

Baltimore,MD

Summary

Proven track record at The Baltimore Life Companies, excelling in customer service and policy knowledge. Skilled in building client relationships and enhancing portfolio performance through informed advice and ethical professionalism. Achieved significant client retention by prioritizing client needs analysis and follow-up, demonstrating a blend of hard and soft skills crucial for financial services success. Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service. Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Insurance Agent

The Baltimore Life Companies
03.2024 - Current
  • Built strong relationships with clients through consistent communication and excellent customer service.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
  • Maintained high standards of customer service by building relationships with clients.

Registered Financial Representative

Transamerica Financial Advisors, Inc.
08.2022 - 01.2024

Increased efficiency by expertly coordinating resources such as equipment, supplies, and personnel during high-pressure situations.

  • Continuously monitored market trends to stay up-to-date on relevant news affecting clients'' portfolios, enabling proactive adjustments when necessary.
  • Collaborated with team members to optimize investment strategies, enhancing the overall performance of managed portfolios.
  • Demonstrated thorough knowledge of various investment products by staying current with industry developments, allowing for confident guidance in product selection for clients'' specific needs.
  • Educated prospective clients about the benefits of working with a Registered Representative, converting leads into loyal customers over time.

Financial Services Representative

World Financial Group (Wfg)
07.2021 - 01.2024
  • Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
  • Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
  • Enhanced customer relationships with personalized service and addressing individual concerns promptly.
  • Collaborated with team members to achieve sales targets and improve overall branch performance.

Education

Doctor of Business Administration (Management Tech - Business Administration And Management

Walden University
Minnesota City, MN
12.2016

MBA -

Morgan State University
Baltimore, MD
05.1989

Bachelor of Science -

University of Maryland - Eastern Shore
Princess Anne, MD
05.1986

Skills

  • Customer Service
  • Licensed Insurance Agent
  • Professionalism and Ethics
  • Quotes and sales
  • Customer follow-up
  • Policy Knowledge
  • Client needs analysis

Accomplishments

  • Resolved product issue through consumer testing.
  • Achieved [Result] by completing [Task] with accuracy and efficiency.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Achieved [Result] through effectively helping with [Task].

Certification

Insurance, Health, Life, LT Certificates., Seris 6, Series 66, And SIE

IRS Enrolled Agent

Timeline

Insurance Agent

The Baltimore Life Companies
03.2024 - Current

Registered Financial Representative

Transamerica Financial Advisors, Inc.
08.2022 - 01.2024

Financial Services Representative

World Financial Group (Wfg)
07.2021 - 01.2024

Doctor of Business Administration (Management Tech - Business Administration And Management

Walden University

MBA -

Morgan State University

Bachelor of Science -

University of Maryland - Eastern Shore
Matthias Chijioke