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 requests, continuously enhancing my understanding of rating procedures, wordings, underwriting policies, and regulations. I handle work assignments, including calls, with efficiency and work effectively towards the team's goals. Building positive working relationships with both internal and external parties is a priority, and I actively participate in networking at industry events to foster these connections.

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 that our operations are not only efficient but also data-driven.My responsibilities extend to facilitating effective communication through team meetings with the management team, regular one-on-one sessions with managers, and skip-level meetings with employees. I am accountable for the overall recruiting and staffing processes, with a keen focus on the oversight of branch charters to align them with the evolving needs of the business. This includes providing management presence in specific offices when necessary.I take pride in monitoring and delivering Key Performance Indicators (KPIs) through the Territory Manager scorecard, implementing performance management strategies, and confirming that employees attend uninterrupted training sessions. I also oversee recruitment efforts for Personal lines establishing a robust pipeline for sustained growth.Engaging with local Business Development Managers and markets is a vital aspect of my role, contributing to the overall expansion of our business. Collaboration with Regional Territory Managers is a cornerstone of my approach, leveraging initiatives and ensuring consistency across the region. As a Regional Operations Manager, I excel in coordinating regional resources efficiently to meet the objectives of our dynamic and growing organization.

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 recruitment initiatives. I am passionate about coaching and mentoring my team to achieve high results, emphasizing the importance of adherence to workflows.As a representative of Atlantic sales on a national level, I contribute to the exchange of innovative ideas and tactics to enhance overall sales strategies. Additionally, I play a crucial role in auditing new business policies to ensure accuracy, mitigating errors for Errors and Omissions (E&O) avoidance. Proactively, I plan and implement tasks aimed at generating organic lead growth through channels such as Centers of Influence (COI), tradeshows, and various other avenues.Maintaining an active presence in the industry, I continue to network to foster and strengthen relationships. My commitment lies in driving the success of the sales team and contributing to the overall growth and reputation of the organization in the dynamic and competitive market.

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 provinces.-Helping staff by reviewing and answering questions regarding their production reports-Continuing to motivate, train, provide feedback/coaching in a positive manor so the team hits not only the company goals, but their own as well.-Bringing a higher focus to digital opportunities to help grow that side of the sales team-Continuing to design and manage tools to make the day to day activities easier-Assisting Business Development Manager and Senior Management with any ideas, strategies, tools they are working on or need help with.Office Manager-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 sure the office is stocked with the items it needs to run the office successfully-Planning and development of new business lead sources-Randomly auditing staff activities to ensure keeping up with company standards

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 sure the office is stocked with the items it needs to run the office successfully-Planning and development of new business lead sources-Randomly auditing staff activities to ensure keeping up with company standardsSupervisor of 4 person lines sales executives. -Development of new employee on boarding for sales staff-Training of two new sales staff ensuring their success-Discussing sales on a daily to weekly basis with staff to ensure we stay on target-Providing positive couching and supportive feedback to staff-Assisting sales staff with any questions or issues that come up-Randomly auditing sales staff activities to ensure keeping up with company standards-Designing and implementing a sales tracker to organize all sales. This allows sales staff to see their entire year, who they wrote with, premiums, commissions and more.Other duties include-Assisting Dartmouth, Halifax and Bay with any technical issues-Overseeing, training and development of our e-signature program-Answering questions regarding insurance, broker management tool, Office products and etc.-Leading the social committee in our Halifax office -Assisting senior management with creating and improving tools to improve the efficiency of staff and managers

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 team organized and focused on monthly/yearly goals.

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 used links, processes and etc. A referral calculator was added to promote cross selling of life related products.

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 $50000 in life insurance premiums by generating business through cold calls, data mining, marketing statagies and relationship building. I assisted others meet goals by generating contact lists for them to call through data mining. Lastly I designed a sales tracker that was shared with others to help manage and organize new sales, potential clients and existing clients.

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 advisors to ensure that they get the most out of the tool for their team. I lead regional conference calls and took part of calls with head office to ensure all information was compliant and accurate.

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 employees meet sales targets by providing tips and side by side coaching. Management was regularly updated to show the performance of the outbound sales.*** Winner of the Innovation award 2013 Contact Center Nova ScotiaThis award was nominated by Management for the project success with the Outbound Sales Coordinator role from 2012 - 2013. The success from leading the office outbound sales in doubling its policy revenue through lead generation, coaching advisors and the design of an outbound tracker to efficiently manage outbound sales as a whole.

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 with on boarding to ensure that they were successful when they started dealing with clients

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.