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Matt Lancaster is listed as Insurance Agent at Perspective Insurance at Perspective Insurance, a 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.
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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
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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
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; including over $21m in lost sales being properly identified and credited to advisors and sales force in single fiscal year
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 calls between wholesalers and financial advisors Author service requests by gathering relevant information from multiple resourcesCompile data on call and request statistics and present information in weekly meetings
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 relationships and built multi-tasking and delegation skills in order to meet deadlines on various tasks and projects for clients, teammates, wholesalers and managementExceeded DALBAR call quality standards and received multiple awards for customer serviceParticipated in marketing creative sessions and provided input that correlates to advisors' concerns and needs from a marketing prospective
Le Mars, Iowa, United States
• Constructed website and implemented marketing campaign through local media outlets to increase membership
Other employees you can reach at perspectiveinsurance.com. View company contacts for 16 employees →
Janeane Brands
Colleague at Perspective InsuranceBoyden, Iowa, United States
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Jeff Wollmuth
Colleague at Perspective InsuranceSheldon, Iowa, United States
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Travis Wichers
Colleague at Perspective InsuranceLe Mars, Iowa, United States
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Jennifer Van Middendorp
Colleague at Perspective InsuranceHull, Iowa, United States
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Jocelyn Iverson
Colleague at Perspective InsuranceSheldon, Iowa, United States
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Cade Bleeker
Colleague at Perspective InsuranceSioux Falls, South Dakota, United States
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Easton M. Dubs
Colleague at Perspective InsuranceOrange City, Iowa, United States
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Jen Bosma
Colleague at Perspective InsuranceOrange City, Iowa, United States
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Kathleen Schrock (Chicas)
Colleague at Perspective InsuranceOrange City, Iowa, United States
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Matthew Roetman
Colleague at Perspective InsuranceHull, Iowa, United States
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Quick answers generated from the profile data available on this page.
Matt Lancaster works for Perspective Insurance.
Matt Lancaster is listed as Insurance Agent at Perspective Insurance at Perspective Insurance.
Matt Lancaster is based in Le Mars, Iowa, United States while working with Perspective Insurance.
Matt Lancaster has worked for Perspective Insurance, The Hartford, Planco, and Le Mars Family Ymca.
Matt Lancaster's colleagues at Perspective Insurance include Janeane Brands, Jeff Wollmuth, Travis Wichers, Jennifer Van Middendorp, and Jocelyn Iverson.
You can use AeroLeads to view verified contact signals for Matt Lancaster at Perspective Insurance, including work email, phone, and LinkedIn data when available.
Matt Lancaster holds Bba, Marketing, Management Information Systems from University Of Iowa - Henry B. Tippie College Of Business.
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