Open To Work
THOMAS MATHESON
Cheyenne
Work Preference
Summary
Experienced professional in life and health insurance with strong skills in policy selection, client education, and market analysis. Proven ability to facilitate transactions and maintain organized records, ensuring customer satisfaction and informed decision-making.
Overview
21
21
years of professional experience
Work History
Life and Health Insurance
Allstate Corp
Remote Calling
01.2025 - 01.2026
- Guided clients in selecting appropriate policies and coverage options to meet their needs.
- Educated customers on insurance products and benefits.
- Collaborated with team members to enhance service delivery.
- Organized and maintained accurate records of client interactions and transactions for compliance and reference.
- Compiled and processed essential documents, including applications, endorsements, renewals, and cancellations, ensuring adherence to legal and procedural requirements.
Real Estate Broker Associate
Home Smart Realty LLC
Denver
02.2021 - 01.2026
- Conducted property showings for clients, emphasizing key features and benefits to enhance buyer engagement.
- Negotiated purchase agreements to ensure favorable terms for clients.
- Conducted market analysis to determine competitive pricing strategies.
- Collaborated with mortgage brokers to streamline financing options for buyers.
- Supported first-time homebuyers throughout buying process, clarifying each step to ensure informed decisions.
- Kept agency's records of contracts, property databases and expense accounts.
Medicare Customer Service Representative
United Healthcare Insurance
United States/Remote
03.2023 - 01.2025
- Assisted members with inquiries about Medicare coverage options and benefits, enhancing understanding of available services.
- Explained policy details to ensure clear understanding for customers.
- Maintained updated knowledge of Medicare regulations and company guidelines.
- Maintained accurate records of customer interactions and transactions to ensure compliance and improve service delivery.
- Responded promptly to customer inquiries about coverage options and claims status, ensuring timely resolution and customer satisfaction.
Broker owner
Santa Barbara Homes and Land
Santa Barbara
04.2005 - 05.2022
- Facilitated seamless property transactions between buyers and sellers, enhancing client satisfaction in local real estate market.
- Negotiated contract terms to secure favorable outcomes for clients and stakeholders.
- Guided clients through buying and selling processes, resolving concerns promptly to ensure smooth transactions.
- Conducted comprehensive market research to identify investment opportunities.
- Assisted customers in making informed investment decisions by analyzing current market conditions and trends.
- Responded promptly to customer inquiries regarding account activity and transactions.
Education
Credential in Teaching/life credential - Certification/credentials
University of California At Santa Barbara
Santa Barbara, CA04-1976
Bachelor of Science - Ergonomics/Physical Therapy
University of California At Santa Barbara
Santa Barbara06-1975
Skills
- Life and health insurance
- Health insurance compliance
- Policy selection
- Risk assessment
- Coverage explanation
- Market analysis
- Client education
- Customer relationship management
- Property transaction facilitation
- Record management
- Problem solving
Timeline
Life and Health Insurance
Allstate Corp
01.2025 - 01.2026
Medicare Customer Service Representative
United Healthcare Insurance
03.2023 - 01.2025
Real Estate Broker Associate
Home Smart Realty LLC
02.2021 - 01.2026
Broker owner
Santa Barbara Homes and Land
04.2005 - 05.2022
Credential in Teaching/life credential - Certification/credentials
University of California At Santa Barbara
Bachelor of Science - Ergonomics/Physical Therapy
University of California At Santa Barbara