Matt Felman

Experience

• 

  Reed Transport Services, Inc.

  Jun 2011 - Aug 2011

  Intern

  Prepared Excel spreadsheets detailing specific logistical information.Verified insurance coverage for independent contractors.Participated in sales calls and observed selling and marketing strategies.

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  America II Electronics

  Jun 2013 - Apr 2014

  Inside Sales Representative and Account Manager

  Developed business through lead generation and cold calling.Built strong business relationships.Selected products and assisted customers in making product selections, based on customers’ needs and product specifications.Increased revenues while delivering exceptional quality and service to 90 accounts.Exceeded monthly quotas ranging from $2,500 to $6,000 per month.Collaborated with engineers, quality managers and buyers to negotiate purchase agreements.Negotiated purchase agreements with buyers. Show less

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  BKS Partners

  Oct 2014 - now

  Baldwin Krystyn Sherman Partners (BKS-Partners) is an award-winning independent insurance brokerage firm providing private risk management, commercial risk management, employee benefits, and Vitality™ programs to clients wherever life takes them throughout the U.S. and internationally. One of the largest privately held firms in Florida, BKS-Partners takes a holistic and boutique approach to insurance architecture and risk management. The firm builds personalized client relationships and utilizes a proprietary process called RiskMapping™ to examine client lifestyles, passions, professions and business ventures generating a 360° view of their unique risk profile. BKS Holistic Protection™ is custom designed, which provides integrated coverage for all areas of a clients’ life. Headquartered in Tampa, with six offices throughout the state of Florida, BKS-Partners is driven to make a difference in their communities, rewarding colleagues’ community involvement and supporting over 40 charitable organizations. Show less

  • Partner

    Apr 2021 - now

  • Managing Advisor

    Oct 2014 - Apr 2021