Insurance Office
Resume:
Matthew Lancaster
Permanent Address: **** Matts Drive, Bethlehem, PA 18017
School Address: 423 West Market Street, Harrisonburg, VA 22801-2034
********@*****.***.***
www.linkedin.com/in/matthew-l-lancaster
EMPLOYMENT EXPERIENCE
State Farm Insurance – Northampton, PA.
Licensed Property and Casualty Agent
May 2017 to Present
Responsibilities include selling and servicing insurance and financial service products.
• Developed a sequential marketing program for the acquisition of new clients.
• Deepened customer relationships through needs-
based, discovery processes.
• Analyzed reports identifying characteristics relevant to policyholder retention strategies.
Seventy2 Capital Wealth Management-
Intern
June 2018 to August 2018
Assisted management in the transition from outdated lead management system to Salesforce.
• Worked closely on the beginning stages of
implementation in order to ease transition.
• Expected to stay up to date on current Financial news.
State Farm Insurance – Northampton, PA.
Office Representative
May 2016 to May 2017
• Professional office duties including Word, Excel, Outlook, Windows-based filing & organizing.
• Greeted customers and answered incoming calls
using Cisco 7945 IP phone system.
• Utilized the Agency’s A/R report in collection
activities.
• Scheduled client reviews and sales appointments for the licensed team members.
JusCollege - JMU Campus
Campus Representative (Internship)
August 2017 to Present
• Assisting collegiate club leaders to organize and schedule club events and excursions.
• Promote the JusCollege brand in and around the
JMU campus.
EDUCATION
James Madison University – Harrisonburg, VA
Major: Finance
Business GPA: 3.350
Anticipated graduation date: May 2019
CERTIFICATIONS
Property and Casualty Insurance Producer – Licensed in the State of Pennsylvania - 2017 Microsoft Office Specialist- 77-727 Excel certification CO-CURRICULAR
Kappa Alpha Fraternity
Position: Number III - 2018
• Philanthropic Chairman 2017 & 2018
• Scholastic Chairman 2018
INTERESTS
• Programming-
o Currently learning C++ in self education
course.
• Volunteering-
o Involved in volunteering in local church
• Sports-
o Football and Lacrosse
Contact this candidate