Matthew Malcolm
Matthew Malcolm

Licensed Insurance and Customer Service Professional

Actively looking · Member since 12 Sep 2026
Message
Location
Davie, United States
Desired salary
Confidential
Work preference
Remote Only / Full Time, Contract
Experience level
Senior

About

Professional summary

I am a licensed insurance and customer service professional with more than eight years of experience supporting customers in auto insurance, financial services, telecommunications, and insurance agency environments.

I hold Florida 4-40 Customer Representative and Florida 2-14 Life, Including Annuities and Variable Contracts, licenses. My experience includes insurance quoting, policy changes and endorsements, billing support, payments, renewals, retention, and explaining coverage clearly.

I am comfortable managing high-volume inbound customer interactions while maintaining accuracy, compliance, privacy, and thorough documentation. I use CRM platforms, Salesforce, Dialpad, and internal systems to record account updates and customer conversations.

I bring strong de-escalation, problem-solving, consultative sales, and upselling skills. I focus on understanding customer needs, resolving concerns efficiently, and identifying suitable options that support satisfaction and retention.

I am known for balancing customer experience, productivity, and business goals in fast-paced service environments. I communicate clearly by phone and in writing and strive to make complex policy, billing, and account information easy for customers to understand.

Notice period: 1 week

Skills

11 capabilities

Tech stack & tools

Working toolkit

Assets and Media

Development

Marketing and Sales Tools

Experience

Career history

Customer Service Agent - Auto Insurance Assurean

Manage approximately 30 to 85 inbound auto insurance customer calls daily, assisting with billing, payments, policy changes, endorsements, quotes, coverage questions, and retention requests.

Review policy and account details, explain billing and coverage information clearly, and process service requests accurately. Document interactions and account updates in Dialpad, CRM platforms, and internal systems while following licensing, privacy, documentation, and insurance compliance requirements.

Licensed State Farm Team Member State Farm Insurance

Provided personalized insurance solutions based on customer needs and explained policy coverage, products, and available options. Assisted customers with inquiries, renewals, claims-related questions, and account servicing.

Maintained accurate CRM records, tracked client interactions, and followed up on customer service and sales opportunities. Supported customer satisfaction and retention while adhering to insurance regulations and agency standards.

Loyalty / Retention Specialist DirecTV

Resolved service and account issues for loyalty customers, identifying solutions intended to improve satisfaction and reduce cancellations. Recommended plans, features, and service options based on individual customer needs.

Used product knowledge, negotiation, and de-escalation skills to address concerns, explain pricing and value, and guide customers toward informed decisions.

Customer Service Representative Teleperformance

Supported Sallie Mae campaign customers with student loan and future-planning questions through phone-based customer service. Communicated detailed information clearly and concisely by phone and in writing.

Exceeded company sales goals and earned positive customer-interaction reviews. Helped improve customer understanding through responsive service, clear explanations, and effective issue handling.

Education

Learning history

Fort Pierce Central High School

High School Diploma

High School Diploma.

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