Sheri Mattson

• Answered phone calls and provided new clients with our firms service.
• Assessed clients' needs and determined eligibility for new client services.
• Explained eligibility requirements, firms process, fee's, and applicants' legal rights during intake assessment.
• Maintained accurate, up-to-date client records for reliable reference and communications.
• Offered compassionate and attentive guidance to clients during moments of crisis and trauma.
• Liaised between clients case managers, paralegals and attorney to maintain continuity of care.
• Coordinated with other firms to provide resources to clients.
• Completed intake assessments for qualification and sent esign and authorization forms.
• Followed up with potential clients to check on them and get them scheduled with firm investigators.

Prepare Property & Casualty insurance quotes to prospects and use assumptive closing techniques to close sales.

Aggressively work internet leads, direct mail, cross-sell products and referral lists by making proactive outbound calls and hitting desired activity ratios. Persuasive negotiation skills and highly effective listening and communication skills.

Facilitate a culture to maximize retention and customer satisfaction.

Maintain product knowledge.

• Cultivated relationships with clients and maximized business opportunities providing both in-store, in-home and over the phone consultations.
• Listen to clients to determine needs before offering suggestions in selection of designs and floor plans; consulted on overall design, reaching a desire look and need and maintaining a set budget.
• Collaborate with owner and manufacturing in weekly meetings ensuring correct chosen product and timely delivery and installment of product.
• Was able to achieve job project bids over other companies bids by 90% of the time and able to retain account 95% of the time.
• Successfully closing smaller and larger deals resulting in $3-10,000 of daily revenue, an average of $70,000 a month.
• Maintained proper sales floor display and layout of furniture and accessories resulting in increased sales by 40%.

• Organized documents to manage paper and electronic filing systems of clients.
• Attended court hearings and depositions to take notes and document proceedings.
• Researched statutes, decisions, legal articles, and codes.
• Conducted legal research, compiled and organized evidence and identified relevant legal articles and statutes to use for legal proceedings.
• Prepared and drafted correspondence and legal forms to maintain smooth communications.
• Managed accounts and client records of clients, observing confidentiality, and extreme discretion.