Matthew Lancaster

Permanent Address: **** Matts Drive, Bethlehem, PA 18017

School Address: 423 West Market Street, Harrisonburg, VA 22801-2034

610-***-****

ac79qk@r.postjobfree.com

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Assisted management in the transition from outdated lead management system to Salesforce.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