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Matt Lancaster Email & Phone Number

Insurance Agent at Perspective Insurance at Perspective Insurance
Location: Le Mars, Iowa, United States 6 work roles 1 school
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Current company
Role
Insurance Agent at Perspective Insurance
Location
Le Mars, Iowa, United States
Company size

Who is Matt Lancaster? Overview

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Quick answer

Matt Lancaster is listed as Insurance Agent at Perspective Insurance at Perspective Insurance, a company with 16 employees, based in Le Mars, Iowa, United States. AeroLeads shows a matched LinkedIn profile for Matt Lancaster.

Matt Lancaster previously worked as Insurance Agent at Perspective Insurance and Insurance Agent at Perspective Insurance. Matt Lancaster holds Bba, Marketing, Management Information Systems from University Of Iowa - Henry B. Tippie College Of Business.

Company email context

Email format at Perspective Insurance

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Perspective Insurance

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Profile bio

About Matt Lancaster

Organized professional seeking position to utilize my previous experience and strong work ethic for new endeavorsSpecialties: sales, marketing, community engagement, customer service, creative thinking, problem resolution

Current workplace

Matt Lancaster's current company

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Perspective Insurance
Perspective Insurance
Insurance Agent at Perspective Insurance
sioux center, iowa, united states
Employees
16
AeroLeads page
6 roles

Matt Lancaster work experience

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Insurance Agent

Current

Le Mars, Iowa, United States

  • Managed and grew book of business to over $2.4m across all insurance lines, with over 90% retention rate since hire
  • Led various monthly sales meetings to create a positive and engaged sales environment with peers, while monitoring industry trends, legislation and contract language changes
Jun 2014 - Present

Mutual Fund Data & Sales Analyst

Wayne, PA

  • Compiled and distributed monthly Registered Investment Advisor data reports for totaling over $990M in 2013 sales for tracking, compensation and forecasting models for future sales
  • Built, compiled and maintained sales reporting process for Bank/Trust and Institutional Wealth lines of business totaling over $1.2B in sales in 2013
  • Became primary resource for sales teams on trade and financial advisor issues, trade tracking and compensation, and problem resolution in efforts to ensure ease of doing business and proper sales accreditation.
Dec 2010 - May 2014

Annuity Service Sales Support

Wayne, PA

Present departmental production and insight to home office during weekly meetingsResolve conflicts by researching contracts and prospectus guidelinesField over 30 incoming calls and resolve up to 25 service requests on a daily basisAdhere by IRS & SEC regulation to recommend proper solutions to contractual problemsAid in problem resolution on conference.

Nov 2008 - Dec 2010

Sales Coordinator

Provided pre-sale assistance, information and materials while taking as many as 90 calls a day for a variety of The Hartford's financial investment products Helped financial advisors understand the benefits and positioning of investment solutions while contributing to reach the team and company's yearly production and financial goalsEstablished.

Dec 2007 - Nov 2008

Technology Consultant & Administrative Assistant

Le Mars Family Ymca

Le Mars, Iowa, United States

  • Constructed website and implemented marketing campaign through local media outlets to increase membership
Aug 2007 - Nov 2007
Team & coworkers

Colleagues at Perspective Insurance

Other employees you can reach at perspectiveinsurance.com. View company contacts for 16 employees →

1 education record

Matt Lancaster education

FAQ

Frequently asked questions about Matt Lancaster

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What company does Matt Lancaster work for?

Matt Lancaster works for Perspective Insurance.

What is Matt Lancaster's role at Perspective Insurance?

Matt Lancaster is listed as Insurance Agent at Perspective Insurance at Perspective Insurance.

Where is Matt Lancaster based?

Matt Lancaster is based in Le Mars, Iowa, United States while working with Perspective Insurance.

What companies has Matt Lancaster worked for?

Matt Lancaster has worked for Perspective Insurance, The Hartford, Planco, and Le Mars Family Ymca.

Who are Matt Lancaster's colleagues at Perspective Insurance?

Matt Lancaster's colleagues at Perspective Insurance include Matt Susemihl, Cic, Lyle Vermeer, Garrett Franken, Easton M. Dubs, and Janeane Brands.

How can I contact Matt Lancaster?

You can use AeroLeads to view verified contact signals for Matt Lancaster at Perspective Insurance, including work email, phone, and LinkedIn data when available.

What schools did Matt Lancaster attend?

Matt Lancaster holds Bba, Marketing, Management Information Systems from University Of Iowa - Henry B. Tippie College Of Business.

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