Matia Heslep
Personal Lines Service Team Lead at Rice Insurance- Claim this Profile
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Experience
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Rice Insurance
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United States
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Insurance
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1 - 100 Employee
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Personal Lines Service Team Lead
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Aug 2022 - Present
Bellingham, Washington, United States As a Personal Lines Servicing Team Lead, I train/mentor a team of 7 individuals while delegating and managing the workflow. My flexibility and ability to reprioritize as the work funnels to my team help make my teams' experience day-to-day a great learning environment while they train to obtain their own books of business. At any given time throughout this role, I have had between 500-1300 clients in my book. Alongside creating and expanding upon each individual's goals to account managing on… Show more As a Personal Lines Servicing Team Lead, I train/mentor a team of 7 individuals while delegating and managing the workflow. My flexibility and ability to reprioritize as the work funnels to my team help make my teams' experience day-to-day a great learning environment while they train to obtain their own books of business. At any given time throughout this role, I have had between 500-1300 clients in my book. Alongside creating and expanding upon each individual's goals to account managing on their own, I have been able to provide 24-48 hour turnaround times on a large majority of the items that have hit my inbox. I am also an active participant in the Charitable Donations Committee which allows Rice Insurance to give back to the community.
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Customer Service Representative
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Oct 2020 - Aug 2022
Bellingham, Washington, United States I obtained my Property and Casualty Insurance license in 2020 with a primary focus of Personal Lines. In this role, I would assist clients with their auto, home, motorcycle, RV, renters, and rental policies by processing transactions on 50+ different carriers. Transaction including but not limited to: adding/removing vehicles or drivers, making a payment, adding or removing a coverage, explaining a coverage, adding/removing a discount, adjusting coverages or deductibles, or sending documents to… Show more I obtained my Property and Casualty Insurance license in 2020 with a primary focus of Personal Lines. In this role, I would assist clients with their auto, home, motorcycle, RV, renters, and rental policies by processing transactions on 50+ different carriers. Transaction including but not limited to: adding/removing vehicles or drivers, making a payment, adding or removing a coverage, explaining a coverage, adding/removing a discount, adjusting coverages or deductibles, or sending documents to the client or their lender/mortgage company. Toward the end of this role, I completed 'remarket training' which allowed me to work on x-selling policies, rewriting policies to other carriers within our brokerage, and providing full policy reviews to insured's to fully understand their policies.
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Cascade Connections
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United States
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Individual and Family Services
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1 - 100 Employee
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Program Coordinator
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Oct 2018 - Jul 2020
Bellingham, Washington Area I coordinate the services provided in the vocational department and empower individuals with disabilities to achieve and succeed vocationally. These services include but are not limited to: exploring the job market, participating in job shadows, participating in interviews, starting a job, maintaining a job, and exiting a job. In this role, I assist with the hiring and onboarding of job coaches. I provide extensive on-site training as well as create training materials to better provide… Show more I coordinate the services provided in the vocational department and empower individuals with disabilities to achieve and succeed vocationally. These services include but are not limited to: exploring the job market, participating in job shadows, participating in interviews, starting a job, maintaining a job, and exiting a job. In this role, I assist with the hiring and onboarding of job coaches. I provide extensive on-site training as well as create training materials to better provide resources for new individuals. I also provided reviews and weekly check-ins for my team of eight and, in turn, managed the forward progression of their entire caseload, providing learning opportunities as well as overseeing the next steps as needed. I ran annual meetings with each client which include the case manager, the job coach, the family/residential staff, and potentially the employer to help best serve the client as well as the employers needs for the upcoming year. We create SMART goals which the job coach and I then implement at each vocational activity. I also am the primary scheduler for the vocational department of approximately 20 job coaches. This includes scheduling company vehicles, scheduling for vacations or absences, and scheduling for trainings. In this role, I am trained in Right Response Elements+, CPR/First Aid, DD Specialty, Orientation and Safety, and Peer Coaching.
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Assistant Program Coordinator, Vocation
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Apr 2018 - Oct 2018
I assist the program coordinator in training as well am trained with all existing clients as trained backup. I am spearheading the transition from Sharepoint to Setworks, from files to digital files, and from relocating from one primary location to another. I also assisted with the most recent audit from DDA.
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Employment Consultant
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Dec 2016 - Apr 2018
Bellingham, Washington Area Assisting a caseload of clients with their vocational goals while maintaining the input of their guardian, support staff, DDA case manager/DVR case manager, and other supportive individuals in their life. Provided support to help each individual succeed in their vocational goals.
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Five Guys Enterprises
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United States
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Restaurants
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700 & Above Employee
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Shift Manager
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Sep 2015 - Jan 2017
Bellingham, Washington, United States As shift lead, I was responsible for training staff, balancing the till, ordering product, hiring/firing, quality control with Steritech standards, and scheduling individuals. I also worked in the kitchen in all positions.
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Bishops Park
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United Kingdom
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Facilities Services
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Healthcare Assistant
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Nov 2013 - 2015
Christchurch, New Zealand Assist elderly clients with day-to-day life Maintain standards for a healthy environment
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Line Cook
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Aug 2012 - Sep 2012
Packwood, Washington, USA Assisted with grill, sandwich assembly, prep work Filled in as barista, server, dishwasher and hostess as needed Why I left the position: Cafe closed
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Lions Camp Horizon
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United States
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Events Services
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Counselor
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Jun 2007 - Aug 2012
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Counselor
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Jul 2007 - Aug 2011
Blaine Washington Lions Camp Horizon is a summer camp for the mentally and/or physically disabled. July-August 2007 - Assistant Counselor (1-2 campers, assisting with daily needs and assisting campers to participate in daily activities) July-August 2008 - Assistant Counselor (2 campers, assisting with daily needs and assisting campers to participate in daily activities) July-August 2009 Counselor (2 campers, assisting with daily needs and assisting campers to participate in daily activities;… Show more Lions Camp Horizon is a summer camp for the mentally and/or physically disabled. July-August 2007 - Assistant Counselor (1-2 campers, assisting with daily needs and assisting campers to participate in daily activities) July-August 2008 - Assistant Counselor (2 campers, assisting with daily needs and assisting campers to participate in daily activities) July-August 2009 Counselor (2 campers, assisting with daily needs and assisting campers to participate in daily activities; overseeing 2 A.C.'s and training 1 counselor-in-training) July-August 2010 Counselor (2 campers, assisting with daily needs and assisting campers to participate in daily activities; overseeing 3 A.C.'s) July-August 2011 Program Assistant (Assisting the Program Director in running all daily activities)
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Madison Recruitment
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New Zealand
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Staffing and Recruiting
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100 - 200 Employee
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Temporary employee
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Nov 2011 - Jun 2012
New Zealand Temporary work
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Attendant
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Oct 2010 - Jul 2011
Bellingham, Washington Area Assisted people with machines. Washed drop-off orders of laundry. Closing cleaning list: bathrooms, machines, floors, etc.
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Education
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Whatcom Community College
Transfer, General Studies -
Meridian High School
High School Diploma, General Education