Reid Matthews

HabPro Business Development and Production Manager, Retail at NSM Insurance Group
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Contact Information
us****@****om
(386) 825-5501
Location
Albany, New York Metropolitan Area

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5.0

/5.0
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Mervin McCormack II

Reid is detailed, organized and a professional Underwriter, Underwriting Manger and BDM. I have had the pleasure to work with Reid throughout his many years of experience in the insurance industry, and with each and every designations, Reid has demonstrated the ability time and time again to put together comprehensive and complex insurance programs that allow our Brokerage to grow rapidly, while still maintain profitability..

John Farese CIC, AAI

I am writing to recommend Reid Matthews- with the greatest enthusiasm and confidence- for a insurance professional position. I had the opportunity to work very closely with Reid, for many years, while at The Hartford, and delighted to have the opportunity of telling you how pleased we were with his contributions to the bottom-line results of the company.

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Credentials

  • Property & Casualty Insurance License
    State of Connecticut
    Jul, 2019
    - Nov, 2024
  • Property & Casualty Insurance License
    New York State
    Jun, 2019
    - Nov, 2024
  • CLCS, Commercial Lines Coverage Specialist
    National Underwriter Company
    Jan, 2017
    - Nov, 2024
  • CPR/AED for the Pro-Rescuer and Healthcare Provider
    American Red Cross
  • First Aid-Responding to Emergencies
    American Red Cross

Experience

  • NSM Insurance Group
    • United States
    • Insurance
    • 200 - 300 Employee
    • HabPro Business Development and Production Manager, Retail
      • Jan 2021 - Present

      Prospect, appoint, and onboard an independent agency force within an assigned region for the HabPro Program. Drive the overall premium and growth objectives countrywide. Conduct agency marketing visits within the assigned region as needed. Underwrite and price Habitational new business submissions. Handle larger renewals. Enter daily activities in to the CRM system to ensure notes, tasks and follow ups are up to date. Gather and communicate competitor products, pricing and processes. Recommend agencies to participate in rewards, incentives, events and other agency sales promotions. Terminate agents for lack of production, unprofitable results, or other cause. Represent the company at industry events, trade shows and conventions. Show less

  • Preferred Concepts, LLC
    • United States
    • Insurance
    • 1 - 100 Employee
    • Underwriter Lead, Team Leader - Midwest Region, Real Estate Division
      • Feb 2019 - Jan 2021

      Responsible for reviewing, underwriting and rating broker submissions for new and renewal business. Ensures content of submissions is complete; obtains additional information from Retail Producers and Account Managers as needed. Markets to carrier to obtain quotes, negotiate pricing, define coverages, and determine commissions. Evaluates new and renewal business in accordance with established underwriting guidelines in order to achieve goals of profit, rate and growth. Manages preparation of program renewal specifications and distribution to markets. Participates in all appropriate committees as recognized in managed programs. Works with program’s insurance/reinsurance markets to formalize and implement annual business plan. Manages renewal expiration lists and creates timelines for renewals. Reviews policies and endorsements to identify errors or omissions to ensure agreement with binding order; reviews for discrepancies with application, quote, proposal, and/or binder. Orders necessary reports such as credit, location, motor vehicle, and/or inspection reports, as well as building cost estimates. Analyzes inspection reports to accept or reject new business. Coordinates the preparation of policy delivery with all related documents. Issues policies and endorsements; binds coverage and coordinates binders/evidences. Technical expert assisting management, staff, producers, carriers and account managers with resolving complex issues. Coordinates the preparation and distribution of management reports. Maintains and manages coverage bordereaux. Manages and delegates work to underwriters, assistant underwriters and administrative staff; monitors to ensure timely and accurate completion. Maintains updated logs; submissions, written or lost business. Maintains files, historical data, and client suspense. Conducts follow-ups as appropriate. Coordinates underwriting audits. Engages in optimal and appropriate usage of applicable agency management systems. Show less

  • The Cincinnati Insurance Companies
    • United States
    • Insurance
    • 700 & Above Employee
    • Senior Regional Director
      • Oct 2016 - Aug 2018

      Responsible for building and opening the downstate New York Commercial Lines territory from the ground up. Developed underwriting guidelines and acumen, and targeted appetite for the metro NYC region, which includes the 5 Boroughs, Long Island, and Westchester, Putnam, Orange, Rockland, Duchess, Ulster, and Sullivan counties. Helped develop terrorism aggregation and loss permissibles, Established a 1-, 2-, and 3-year business plan for the territory from both a new business and total written premium standpoint, as well as agency appointments and loss ratios. Implemented new business and retention goals for both the territory and individuals. Appointing highly-partnered independent agencies willing to make Cincinnati one of their Top 3 Carriers for both Personal Lines and Commercial Lines. Maintain a pipeline of potential agencies for future Commercial Lines appointments. Soliciting new business submissions of all premium sizes across a broad appetite. Monitoring Pricing Adequacy by line and Region. Worked with Actuarial and Staff Underwriting to amend filed rates accordingly for the territory. Underwriting all Commercial New Business written in the territory, as well as negotiating renewal retention. Handle referrals from around the country for NYC-based or ancillary businesses. Mentor staff on nuances of conducting business in the greater NYC area. Recruit and interview candidates for possible employment. Led multi-faceted regional meetings to discuss and set goals, new appointments; agency pain points; cross channel, cross-selling opportunities, etc. Recruiting and developing a knowledgeable support staff in various facets – Loss Control, Underwriting, Marketing. Budgeting and anticipating additional resources across various disciplines and negotiating for their approval. Field point person for all Commercial Lines activities - audit, loss control, billing, policy servicing, and boiler inspections. Show less

  • Nationwide
    • Insurance
    • 700 & Above Employee
    • Sr. Commercial Lines Territory Manager - Downstate NY
      • Jan 2016 - Oct 2016

      Responsible for cultivating relationships while growing my territory's new business writings and achieving renewal retention. Delivered steady results in the non-construction sector of Middle Market by redirecting what my agents focused on sending in to be written. Responsible for locating and appointing new agents who had tremendous growth potential in the non-construction segments, as well as developing annual agency sales plans and goals. Underwrote Middle Market-sized accounts ($25,000-$2,000,000), with the focus on new business, but also underwrote some renewals as well. Indirect oversight of a team of 7 Underwriters, ensuring that their flow was steady enough to achieve weekly, monthly, and annual goals. Mentor underwriters and coworkers as needed. Show less

    • Commercial Lines Territory Manager - Downstate NY
      • Dec 2012 - Dec 2015

      Handled a dedicated team of Long Island and New York City agents out of Harleysville's Worcester office via telephone interaction and in-person visitations. Responsible for driving a steady flow of highly profitable new business while managing the renewal book. Responsible for locating and appointing new agents for the territory, as well as developing yearly agency sales goals and plans. Underwrote large new Middle Market opportunities (over $125,000 in premium), as well as some renewals, while helping out on smaller accounts where needed. Oversaw a team of 20 underwriters to ensure each of them were hitting their monthly and yearly goals, as well as mentoring team members where needed. Worked on Home Office Project Teams to build out, and expand, our appetite in the Food industry, the Metalworking industry, and the Printing industry.Worked on a Home Office initiative to increase and build out the company's capabilities from a Manufacturing standpoint. Show less

  • New Hartford Central Schools
    • Government Administration
    • 1 - 100 Employee
    • Assistant Head Coach, Girls Varsity Soccer
      • Jul 2011 - Jun 2013

      Responsible for assessing player skills and selecting members of varsity squad. Trained varsity squad thru various drills so that they improved consistently. Helped coordinate starting line-ups. Responsible for Goal Keeper development. Acted as a positive role model, coach, mentor for young women.

    • Head Coach, Girls Modified Soccer
      • Aug 2009 - Jun 2011

      Responsible for analyzing players' tactical and technical abilities, as well as mental and physical fortitude. Created criteria for team selection and ran drills based on criteria. Met one on one with each player to go over strengths/weaknesses and inform her of team selection status. Coordinated all bus departures/arrivals. Conducted practices between game days to work on tactical weaknesses at the team level and to improve individual techniques at the player level.Fostered a tremendous sense of self-confidence in the players by getting them to believe in themselves and to trust each other through reinforcement, and recognition, of their strengths. Coaching style was one of trust, based on fair, but firm decision making. Led by example to embed positive role model attributes. Show less

  • The Hartford
    • United States
    • Financial Services
    • 700 & Above Employee
    • Sr. Middle Market Commercial Lines Sales Underwriter
      • Feb 2005 - Dec 2012

      Extremely experienced within commercial insurance underwriting and marketing. Handled middle to larger market-sized accounts in various classes of business and all types of major coverage. Believe firmly in always providing my customers efficient and responsive service with a high level of personal and professional integrity. Sought to be agents' go-to person based on a mutual trust and confidence developed through constant, and continuous, interaction, both in person and via telephone, email, and BBM. Multi-line background with all lines of coverage within commercial lines insurance (Property, General Liability, Auto, Workers Compensation, Umbrella, and International). Offered my knowledge to others through training less experienced underwriters and agency partners. Developed and fostered solid customer relationships in a short amount of time to transform them into highly-partnered success stories. Territories serviced were primarily in New York State, Long Island specifically, but also included Connecticut and Pennsylvania. Coordinated and actively participated in account service teams and agency management activities. Managed a thorough pipeline of future client prospects. Served as Ambassador for The Hartford's new International underwriting capabilities, handling referrals, questions, and policy issuance as well as developing and rewriting the Underwriting Manual for International Coverage. Show less

    • Middle Market Commercial Lines Underwriter
      • Apr 1999 - Feb 2005

      Responsible for a new business and renewal book that was managed remotely from territory and required the pursuit of new business accounts to be done via the telephone in lieu of in person.

  • Orange Julius
    • United States
    • Food and Beverage Services
    • 1 - 100 Employee
    • Manager
      • Oct 1997 - Nov 1998

      While attending college full-time, I opened and managed a brand-new Orange Julius Just Juice at the Buckland Hills Mall and worked full-time. Supervised a staff of 12-20 people, working with them to improve their work performance and sales abilities. Responsible for recruiting, hiring, training, scheduling, and disciplinary action. Took inventory and placed food orders as needed. Maintained safe and moneys therein, as well as preparing weekly and monthly budgets for the store. Selected various menu item specials on a monthly basis. While manager, the store was often listed as one of the top ten Orange Julius stores in the Northeast Region. Show less

Education

  • The University of Connecticut
    B.A., English with an emphasis on American Modernity and a Concentration in Creative Writing

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