Kelsey Mattson
Murfreesboro
Summary
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.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Insurance Agent/Account Manager
Middle Tennessee Insurance Group
2023.06 - Current
- Quote and issue new personal lines business
- Process policy changes and premium payments
- Provide assistance to three producers and manage a large volume of incoming client calls
- Produce and distribute certificates for commercial accounts
Licensed Insurance Producer
Rocky Mountain Insurance
2021.08 - 2023.06
- Developed leads for new commercial and personal lines business
- Quoted and issued new policies, serviced and renewed existing policies
- Specialized in surplus lines exposures and commercial lines products including general liability, commercial auto, inland marine and workers' compensation
Patient Coordinator
Lone Peak Physical Therapy
2019.12 - 2021.03
- Scheduled patient appointments
- Audited patient charts
- Verified insurance benefits
- Applied private payments on patient accounts and communicated with provider offices to ensure continuity of care
Universal Banker
U.S. Bank
2018.10 - 2019.06
- Opened new accounts and sold various banking products
- Maintained and balanced a cash drawer, the ATM and vault
- Processed customer transactions including: deposits, withdrawals, cashier's checks, and money orders
Administrative Assistant
ProFx Multimedia
2014.07 - 2018.08
- Scheduled client appointments
- Assisted with bookkeeping tasks
- Updated the business website and managed social media profiles
Teller
Granite Mountain Bank
2010.06 - 2012.08
- Maintained and balanced a cash drawer
- Assisted with daily balancing of the vault and prepared account and loan files
- Completed customer transactions including: deposits, withdrawals, cashier's checks and change orders
Education
Business
Montana State University
Bozeman, MT04.2014
High School -
Butte High School
Butte, MT06.2011
Skills
- Insurance sales
- Upselling
- Account Management
- Customer service
- Client relations
Certification
Property and Casualty License
Timeline
Insurance Agent/Account Manager
Middle Tennessee Insurance Group
2023.06 - Current
Licensed Insurance Producer
Rocky Mountain Insurance
2021.08 - 2023.06
Patient Coordinator
Lone Peak Physical Therapy
2019.12 - 2021.03
Universal Banker
U.S. Bank
2018.10 - 2019.06
Administrative Assistant
ProFx Multimedia
2014.07 - 2018.08
Teller
Granite Mountain Bank
2010.06 - 2012.08
Business
Montana State University
High School -
Butte High School