Matthew Summers, Caib Csip Email & Phone Number

Dartmouth, NS, CA

Dartmouth, Nova Scotia, Canada

I specialize in performing risk analysis using technology and external data sources to quote, negotiate, and authorize the acceptance of risk. I meticulously maintain accurate records of decisions made and ensure the completeness of policy data through diligent data entry activities. I promptly and professionally communicate decisions and respond to.

Bedford, Nova Scotia, Canada

In my role as a seasoned Territory manager, I lead by example, setting a high standard of performance for my region. I am dedicated to the growth and development of our managers and coaches, providing mentorship to foster their professional advancement. By reviewing information from workforce management and utilizing reports on a regional level, I ensure.

Bedford, Nova Scotia, Canada

In my role as a Sales Manager, I lead a remote team of 13 sales executives across Atlantic Canada, overseeing their performance and ensuring a seamless workflow. My responsibilities include strategically managing sales channels to guarantee timely client quotations and actively participating in sales recruitment, along with supporting broader regional.

Dartmouth, Nova Scotia, Canada

Sales Leader-Leading a 12 personal lines sales executives in Nova Scotia and New Brunswick. -We are holding weekly sales meetings to discuss changes, sales and bringing team together. -We've bridge the provinces together to ensure quicker response to clients as well as being able to share more about what has been working/not working between.

Dartmouth

Manager of Dartmouth office -Ensure the office is running smoothly by touching base with each employee through out the day-Reviewing of new business vs cancellations each month to ensure profitability-Providing positive couching and supportive feedback to staff-Ensure that all new industry changes are discussed with staff to keep them up to date.-Making.

137 Chain Lake Dr

My role at Archway is to setup new home and auto insurance policies that call or email into the company. My success comes from generatingleads through marketing, referrals through COI, referrals through clients, trade shows and networking. I've designed a complex sales tracker to track amount of sales, values, remaining amounts, pipe line to keep the sales.

629 Windmill Rd Dartmouth, NS

I was servicing new and existing home and auto clients as well as having discussions related around Life, Disability, Critical Illness and wealth to ensure that each client is protected in all aspects of their lives. During my time at Cluett, I generated a broker tool to help advisors with their daily activity. The tool was setup for contacts, frequently.

Dartmouth

As a Life and Living Benefits Advisor my role is to review new potential clients existing insurance profiles to make sure they are not over/under insured. I specialize on educating my clients and providing advice so that they can make the right decisions for them! I dealt with; Life, Disability, Critical Illness and wealth. From Jan to June I sold over.

Leading a team of 10+ employees my key responsibility were to ensure that all content within our Social Media program (Connections) was accurate and up to date within the Halifax Office, TD Atlantic Region and making sure that all teams within the Halifax office were being use to their best advantage. Training and coaching reviews were regularly done with.

Organizing and track all outbound trackers to give to advisors and from advisors to ensure quality of outbound calls as well as protect client privacy. Continually updated processes and trackers to be more efficient and friendly to employees and management. I used the tools I designed in Excel to track outbound activity for the Halifax office. I assisted.

Halifax

My role at TD Insurance was to assist our clients with their home and auto insurance needs and also make sure they have the correct overages to protect themselves from a potential loss. It required a keen eye to detail to ensure that all new and existing insurance polices met the underwriting guidelines. As a senior advisor, I also assisted new advisors.

My role as at telephone banking advisor was to assist clients with their banking needs, review their money to ensure that they had the right account setup for them. Also to make sure that they were getting the most out of their money through GICs, RRSPs and etc.