Matthew Kurtz
Sales Consultant-Property and Casualty, health insurance and more. at Independent Agent- Claim this Profile
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Bio
Credentials
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Life and Health, Variable Annuities.
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Mortgage Licensed
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Personal lines
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Experience
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Independent Agent
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Travel Arrangements
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1 - 100 Employee
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Sales Consultant-Property and Casualty, health insurance and more.
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Mar 1991 - Present
-I work with mortgage brokers and real estate agents to secure affordable homeowners insurance for new home buyers. With a mortgage background, I understand the need for timely quotes and fast processing. Our platform gives us access to hundreds of different carriers to enable me to find the best fit. -Guide clients in achieving financial goals and managing risk by protecting assets using a consumer-focused product portfolio. Products include, homeowners insurance, umbrella policies, life insurance, fixed/index annuities, disability, long term care insurance and health insurance. - Foster business relationships with mortgage brokers to provide needed products to ensure timely client home purchase closings Show less
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Florida Blue
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United States
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Insurance
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700 & Above Employee
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Independent Consultant
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Jan 2015 - Mar 2019
-Specializing in Affordable Care Act (Marketplace and off Market Plans) -Medicare Supplement and Advantage Plan ( part C) specialist. - Provided consultative sales and service to customers seeking health and ancillary insurance products and information for approximately - Top producer 2 consecutive years with over $150K in ancillary premiums - Directed consumers through insurance enrollment process packaging up to 4 products (accidental, critical illness, hospital & dental) including advanced premium tax credits - Participated in advertising forums such as trade shows, health fairs, & grassroots marketing campaigns - Fostered local state representative relationships through the government relations program and contributed to employee resource group activities to promote team culture Show less
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Edison Mortgage Group
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United States
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1 - 100 Employee
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Mortgage Loan Originator NMLS# 1170103
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Nov 2011 - Jan 2015
-NMLS# 1170103 -Senior Loan Originator -Quicken Loans Preferred Lender Platform -Fixed Rate Mortgages,Adjustable Rate Mortgages,Hybrid ARMs (3/1 ARM, 5/1 ARM, 7/1 ARM, 10/1 ARM), FHA and VA Loans. - Worked Lending Tree generated leads securing 3 to 7 qualified mortgage and refinance loan applications per day - Reviewed and maintained accurate and appropriate paperwork in compliance with both federal regulation and company policy standards -NMLS# 1170103 -Senior Loan Originator -Quicken Loans Preferred Lender Platform -Fixed Rate Mortgages,Adjustable Rate Mortgages,Hybrid ARMs (3/1 ARM, 5/1 ARM, 7/1 ARM, 10/1 ARM), FHA and VA Loans. - Worked Lending Tree generated leads securing 3 to 7 qualified mortgage and refinance loan applications per day - Reviewed and maintained accurate and appropriate paperwork in compliance with both federal regulation and company policy standards
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TZ Insurance Solutions
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United States
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1 - 100 Employee
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Sales Trainer/Team Supervisor MetLife platform.
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Oct 2010 - Aug 2013
- Achieved nearly 1,500 client contact attempts/connections per month and recognized as the top producer across the Metlife Term Life Platform - Generated Medicare supplement sales through consultation and product education - Sales trainer and supervisor for a 15 agent sales platform team - Strategized sales through from lead generation to closing the sale - Conducted needs analysis, coverage recommendations both temporary and permanent, and enrollment procedures - Achieved nearly 1,500 client contact attempts/connections per month and recognized as the top producer across the Metlife Term Life Platform - Generated Medicare supplement sales through consultation and product education - Sales trainer and supervisor for a 15 agent sales platform team - Strategized sales through from lead generation to closing the sale - Conducted needs analysis, coverage recommendations both temporary and permanent, and enrollment procedures
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Diversified Insurance Solutions
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United States
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1 - 100 Employee
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Independent Agent
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Sep 2008 - Oct 2010
- Aggressively sold financial products and services such as term life, financial planning, mutual fund investments, annuities, and auto and homeowners insurance - Analyzed current and forecasted economic climate, client history, and financial models available - Performed periodic client base product reviews and advised additions or status changes - Aggressively sold financial products and services such as term life, financial planning, mutual fund investments, annuities, and auto and homeowners insurance - Analyzed current and forecasted economic climate, client history, and financial models available - Performed periodic client base product reviews and advised additions or status changes
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New York Life Insurance Company
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United States
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Financial Services
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700 & Above Employee
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Annuity Specialist
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Sep 1999 - Oct 2002
- Team leader, new employee trainer, and development assistant trainer for new hires providing product knowledge, telephone/customer service skills and techniques, and other various organization processes/procedures - Audited calls and answered 70 to 100 client and agent inquiries per day concerning variable life insurance, annuities, and sub-accounts - Processed account transfers, withdrawals, loans, and client personal information changes ensuring all appropriate documentation was compliantly submitted - Implemented proven and effective conflict resolution strategies by responding to customer service issues and client surrender inquires Show less
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Pmg Financial
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United States
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Financial Services
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Brokerage Manager ( Life Insurance Dept)
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May 1997 - 1999
- Provided leadership, expertise, and marketing/sales strategies delivering services such as life insurance, mutual funds, term insurance, variable life insurance, and long-term care insurance - Served as marketing specialist promoting financial products on a wholesale level and cultivated partnerships with brokers and independent agents in addition to providing sales support as needed - Conducted client risk analysis to determine most appropriate products - Lead strategic brainstorming sessions and meetings with clients to increase production levels ensuring the most beneficial and lucrative company outcomes - Imparted the highest customer service standards to both internal and external customers Show less
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Insurance Advisor
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Jun 1990 - 1997
- Promoted a broad range of financial products to individuals and businesses - Trained and educated new agents on products, proposals, and sales to assist management and company growth - Promoted a broad range of financial products to individuals and businesses - Trained and educated new agents on products, proposals, and sales to assist management and company growth
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Education
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1986 - 1990
Adelphi University
Bachelor’s Degree, Psychology/Business
Community
