David Mathieson Email & Phone Number

Responsible for top production of commercial & life insurance business in the office while effectively maintaining existing client accounts to maximize retention. Provide motivation, assistance, and training as needed for office staff. Serve as the point of contact between our office and the community.Tasked with developing and implementing internal and external marketing plans. As well as the cost effectiveness of each approach.Continually meet with clients and conduct insurance and financial reviews. Provide assistance with the hiring, training, coaching, & motivating of newly hired staff. Constantly multitask between various projects, customer issues, and sales cases.Support other staff members in the office and foster teamwork by providing assistance for sales coaching. Actively network and establish referral relationships with centers of influence in the local community.Conduct training & sales meetings to assist with the education of other State Farm offices.Effectively communicate on a daily basis both verbally and through e-mail correspondences while juggling other duties in a busy office setting.Manage, create, and present special case projects as they develop.

Co-owner and operator of a family owned construction business which focuses mainly on the repair and installation of windows & doors. Primarily responsible for all marketing and administrative tasks while still having a hand in the physical repair and installation work.Manage overhead and cash flow of the business.Generate sales by establishing new business accounts and referral networks.Manage orders of products and supplies. Develop & maintain business relationships with manufacturers. Assist with the repair and installation of products for various jobs.Oversee accounts payable and receivable. Supervise & direct work crews with larger installation projects.;

Everett, Washington

Assist with on the job training for newly hired representatives involving technical systems, customer service basics, and company practices & procedures.Serve as a point of contact between customer service representatives, customers, and field personnel.Provide direct coaching, and motivation to new representatives regarding customer service issues, billing problems, and order accuracy.Resolve ongoing extremely escalated customer issues on a day to day basis.Consistently exceed customer expectations and company standards.