Matthew Valdez

• Improved sales performance by staying current on industry trends, product offerings, and competitor strategies.
• Established credibility and trust with clients through transparent communication about policy options, costs, and benefits.
• Built robust professional networks within the community, enhancing visibility in target markets.
• Educated clients on insurance products, enabling them to make informed decisions regarding their coverage needs.
• Effectively managed multiple accounts simultaneously, prioritizing tasks based on urgency and importance.
• Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
• Expanded client base by generating referrals from satisfied customers and networking within the community.

• Established an environment of continuous improvement by regularly reviewing processes for potential enhancements or efficiencies gained.
• Demonstrated strong leadership skills by cultivating an inclusive, supportive work environment that promoted collaboration with carrier partners and innovation in the workplace.
• Secured new partnerships by cultivating relationships with key industry players and presenting competitive agency offerings.
• Improved operational efficiency with streamlined processes and cost-saving measures for enhanced profitability.
• Business-to-Business and individual customer prospecting.
• Claim management
• Counseled with clients regarding all facets of insurance.
• Expanded client base through effective networking, relationship management, and referrals.

• Business to Business Commercial Insurance Sales
• Networking via multiple professional organizations
• High Customer Retention through relationship building
• Sustained relationships with customers for over 30 years.
• Sold $260,000 in premium in 1st three months with company

Sell Fire, Auto and Life polices.

Daily tasks include:

Call leads daily (new and aged)

Follow up on servicing of clients.

Averaged $25,000 in premium each month($51,000 first month)

I am currently Site Interview Ready to become an agent.

• Cultivated new business by offering presentations on financial well-being to individuals and groups on term and whole life insurance.
• Responded to customer calls within 1 hour to swiftly resolve issues and answer questions.
• Upsold additional products and services after identifying customer needs and requirements.
• Market customer product to carriers to provide most suitable solution

• Pursued existing and potential customers by phone, email and text message to generate leads and close sales.
• Offered each customer top-notch, personal service and polite support to boost sales and customer satisfaction.

• Professionally communicated with customers and potential customers.
• Solicited new customers to enhance loan portfolio.
• Interviewed customers and analyzed financial data to determine credit worthiness.
• Managed portfolio of $10M of Consumer, Commercial and Mortgage Loans.
• Followed all regulatory guidelines of ethics and compliance.
• Consulted with customers regarding Funds Management and Bank Investments.

• Managed $15M loan portfolio of Consumer, Commercial and Mortgage loans.
• Professionally communicated and solicited business with existing and potential customers.
• Consulted with customers on funds management and bank investments.
• Marketing and advertising management.
• Identified opportunities to improve business process flows and overall departmental productivity.
• Initiated on-time, under-budget project management to optimize performance.
• Teamed with loan department to create organization's mission and vision statements.
• Increased company growth through effective collaboration with sales and marketing departments.
• Resolved issues and recommended actions based on production and compliance reports.
• Orchestrated positive media coverage and stakeholder relations as public face of The State Bank.
• Created and made appropriate documentation for annual budgets and senior leadership goals.
• Supervised daily operations of multi-million dollar loan operation.
• Attended trade shows and client meetings, promoting company brand and building rapport with prospects and partners.