Matthew Rutledge

Experience

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  Penske Truck Leasing

  May 2012 - Aug 2015

  Assistant Rental Manager

  Manage customer accounts and movement of the fleet vehicles. Trouble-shoot customer concerns to achieve business satisfaction. Track overdue contracts that are required to have the most beneficial business. Maintain over 3 million dollars worth of assets. Reconcile accounts for receivables and payables.

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  Equis Financial

  Oct 2015 - Jan 2020

  • Our agency produced over $800,000 in life insurance sales annually.• Maintained a portfolio of 22 insurance carriers including TransAmerica, Mutual of Omaha, Government Personnel Mutual, and Foresters Financial.• Conducted business projections analyzing data trends.• Managed a team of 25 contract agents and oversaw a field of 65 licensed agents. While recruiting and training new, direct-hire agents.• Assisted in online training program development and produced training videos using Microsoft applications.• Distinguished with honors for achieving the esteemed status of Regional Sales Manager in the shortest time career cycle, exemplifying exceptional dedication and performance. Show less Manage a portfolio of companies that offer: life insurance, annuities and various other insurance coverages. Assist individuals with policies that help to protect their assets by providing the proper death and disability benefit for their families need and lifestyle.• Supervise 25 independent contract agents that work on an individual basis in providing insurance needs to families. Current team of 8 proficient agents.• Proofread and submit documentation to insurance providers for group of producers Show less

  • Insurance Field Underwriter

    Jun 2019 - Jan 2020

  • Senior Regional Manager

    Aug 2017 - May 2019

  • Regional Manager

    Apr 2017 - Aug 2017

  • Agent/Recruiter

    Oct 2015 - Apr 2017
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  Aflac

  Oct 2019 - Jan 2024

  Responsible for building a book of business in the designated District Area. Responsible for a quota of $975,000. Recruiting and Training new agents. Work with Regional Sales Coordinator and peer District Sales Coordinator on orientation training for new agents. Work with Regional Administrative staff to process applications and clear pending applications. Develop a business plan with agents and go over the New Agent Bonus Program. • Successfully promoted through the Coordinator in Training program Show less

  • District Sales Manager

    Jan 2020 - Jan 2024

  • Benefits Coordinator

    Oct 2019 - Jan 2020