Maurice Mathis
Tampa
Summary
I am a dedicated employee who seeks to join a company that will utilize my business and customer relation skills to build a highly successful career, where integrity and hard work are the foundation.
Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Diligent team player with solid background in customer service. Proven track record of efficiently resolving customer inquiries and maintaining high satisfaction rates. Demonstrated ability to leverage communication and problem-solving skills to enhance customer experience.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Senior Retention Agent
Charter Spectrum
02.2022 - Current
- Managed high call volume while maintaining a professional demeanor, resulting in positive feedback from customers.
- Utilized CRM and various other systems to track interactions with customers, allowing for more personalized service in future engagements.
- Participated in regular team meetings, contributing valuable insights for process improvement strategies.
- Trained new hires on company policies and procedures to ensure consistent performance across the team.
- Collaborated with other departments to resolve complex issues, improving overall customer experience.
- Developed rapport with clients by understanding their needs and offering tailored solutions.
- Exceeded monthly retention targets consistently by employing effective negotiation tactics when dealing with unsatisfied clients.
Personal Lines Insurance Sales Agent
USAA - P&C Auto Insurance
02.2021 - 02.2022
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Explained advantages, features and disadvantages of various policies to promote sale of plans, boosting overall sales 30 %.
- Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Quoted and calculated premium rates for policies, using rate book, and calculator.
- Handled approximately 100 + outbound and inbound sales-related calls per week to qualify individuals interested in purchasing insurance coverage.
- Finalized sales and collected necessary deposits.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Conducted annual reviews of existing policies to update information.
LICENSED HEALTH INSURANCE BROKER
International Holding Company
05.2020 - 02.2021
- Provided detailed information for Medicare health plans through multiples companies in order to best meet the member's needs.
- Licensed to sell in 28 states among 9 different major carriers.
- Completed all required testing and training to act as a licensed broker.
- Consistently meet and exceed required sales goals.
- Consistently exceed QA company averages.
- Provide exceptional customer service to ensure the member is knowledgeable and comfortable with the plan they choose.
LICENSED HEALTH INSRUANCE BROKER
Health Plan One
07.2019 - 5 2020
- Completed all required testing and training to act as a licensed broker and an outstanding customer service representative.
- Handle inbound and outbound sales inquiry calls.
- Provided excellent knowledge of available health plans and assisted customers in determining which plan best fit their needs.
- Consistently exceeded QA expectations.
Automotive Service Technician
Uro-Tek Performance
05.2013 - 07.2019
- Diagnosing and repairing many types of foreign and domestic automotive platforms.
- Maintaining scheduled maintenance as well as performance specialty applications.
- Monitoring upkeep for all Florida state laws and statutes.
- Co-owner and manager of the professional specialty automotive repair facility.
- Maintaining a consistent communication log with all customers in regards to repairs ,time frame and status of vehicle.
- Upholding all required and necessary safety procedures.
Education
High School Diploma -
Brewster Technical Academy
Skills
- Self Motivated , Strong verbal communication , Interpersonal and written communication , Data entry , Process implementation , Skilled in Microsoft Word, Excel and Outlook , Team leadership , Conflict resolution
- Persuasive Negotiation
- Policyholder Communication
- Time Management
- Service-Oriented
- Critical Thinking
- Verbal and Written Communication
- Consultative Sales Approach
- Customer Billing
- Relationship Building
- Customer Engagement
- Upselling and Cross-selling
- De-escalation techniques
- CRM software proficiency
- Customer retention strategies
Certification
- (2017-2021) AHIP Certification.
- (2017-2021) Fraud and Abuse Certification.
- Active Florida 2-40 - Health Insurance License.
- Active Florida 20-44- Personal Lines P & C License.
Languages
English
Full Professional
Timeline
Senior Retention Agent
Charter Spectrum
02.2022 - Current
Personal Lines Insurance Sales Agent
USAA - P&C Auto Insurance
02.2021 - 02.2022
LICENSED HEALTH INSURANCE BROKER
International Holding Company
05.2020 - 02.2021
LICENSED HEALTH INSRUANCE BROKER
Health Plan One
07.2019 - 5 2020
Automotive Service Technician
Uro-Tek Performance
05.2013 - 07.2019
High School Diploma -
Brewster Technical Academy
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