Summary
Overview
Work history
Education
Skills
Accomplishments
References
Timeline
Generic

LISA MATHIAS

Carmarthen,Carmarthenshire

Summary

Ambitious, results focused individual with over 10 successful years in sales and customer care, most recently within the property market, prior to that within the financial services sector, with all of my transferrable skills I will be an asset to your team. Born and bred in Pembrokeshire and surrounding counties I have a wealth of knowledge of the area and have built many relationships over the years which definitely could be a great advantage.

Main duties carried out in my current role as a sales negotiator for Chandler Rogers Estate Agent in Tenby include property put on's, writing property descriptions, taking and editing photos and creating floor plans, negotiating and closing sales for clients, accompanying clients on viewings and actively selling the property, overcoming objections and advising clients how to best present the property.

Prior to my current role I worked for Purplebricks covering Pembrokeshire and Carmarthenshire. Similar duties as my current role as but I was required to work from home. This demanded technical and soft skills such as excellent time management, organisational and communication competencies. It was extremely important to keep myself motivated along with being competent on the software used, all training was done over teams. I proved to be very successful in this role and was competent working alone, although am equally happy working as part of a team.

The most important part of the role was being required to upsell additional products and self generate leads such as booking in valuations and converting to publications. Upselling mortgage products, surveys and conveyancing. Keeping clients updated, conducting market reviews and liaising with all parties including solicitors to chase for completion was all in a days work.

Various managerial tasks were fulfilled whilst being employed with Admiral Insurance as a Sales assistant manager for Home & Car insurance. I love to work closely with people, help and advise them, but most of all I do it for the buzz and gratification I get for doing a great job. This specific role required me to actively drive performance on my team, whilst at the same time maintaining my own performance again proving excellent time management skills.

Thriving off fast paced environments, I'm extremely competitive and this gives me drive to do my best at all times. I get a great feeling of satisfaction knowing I have completed the job to the highest standard.

An experienced property agent with knack for closing deals and a flare for travel and people! I enjoy building lasting client relationships and strive to increase client satisfaction by providing tailored property solutions and proactive market insights.

I'm ready for the next chapter, a new role where the skills and experience I have gained over the years will be put to good use. Working in a job I am passionate about in a sector I am passionate about, which gives me the opportunity to create my own success is really important. I will also add that I strive to succeed in every role I have been given, and progression within the business, if I succeed will be of great interest. It would be an honour to be given the chance to hear back from you and get to the next stage of the process.

Overview

14
14
years of professional experience

Work history

Sales Negotiator

Chandler Rogers
Tenby, Pembrokeshire
06.2024 - Current
  • ·Showed residential properties and explained features, value and benefits of available homes and overcoming objections
  • Property put on’s, property description write ups, taking photos and editing, creating floor plans
  • ·Sales Negotiating
  • Social media management
  • Managing appointments
  • Keeping clients updated on sales process and feedback
  • Sales progression
  • Increased customer satisfaction by identifying and addressing their unique needs.
  • Enhanced client trust, leading to repeat business
  • Identified potential buyers for increased market penetration.
  • Coordinated with other team members to achieve collective sales objectives.

Local Property Agent

Purplebricks PLC
St Clears, Carmarthenshire
11.2021 - 06.2024
  • As current role
  • Assisted property valuations
  • Upselling additional products; mortgages, conveyancing, surveys, self generating valuation leads and converting
  • Work from home
  • Social media management


Sales Negotiator

Clee Tompkinson Francis
Carmarthen, Carmarthenshire
10.2019 - 11.2021
  • Sales Negotiating
  • Assist with Home Valuations
  • Create Brochures
  • Call prospective clients to advise on any new properties that become available suited to their needs and wants.
  • Answering calls to answer queries, book in viewings, valuations and surveys.
  • Delegate with solicitors, other estate agents, vendors and buyers throughout the sales process to ensure a smooth process.
  • Update records and files within the office.
  • Deal with rental properties.

Sales Executive Insurance Broker

AON
Cardiff, South Glamorgan
01.2018 - 08.2019
  • Answering calls and responding to emails regarding commercial Insurance sales and existing business queries. The main insurance products dealt with are Professional Indemnity, Public and Employers Liability, Property Coverage, Business Interruption and Product Liability Insurance.
  • Profiling clients and cross selling different products.
  • Liaising with a wide range of insurance companies to find clients the most appropriate bespoke insurance policy matched to their particular business needs.
  • Closing sales with high insurance premiums of up to £20,000.
  • Underwriting clearance for certain insurance products.
  • Dealing with and resolving complaints.

Senior Sales Executive/ Assistant Team Manager

Admiral Insurance
Cardiff, South Glamorgan
05.2013 - 09.2017
  • Supporting New Business managers with the effective running of teams.
  • Influencing others to accomplish desired outcomes and hitting sales targets by regular performance coaching, quality and productivity monitoring and setting clear expectations.
  • Dealing with general household and motor insurance sales queries and making underwriting decisions.
  • Ensuring that the team are sticking to schedules and monitoring the call answer rate. 
  • Responsible for answering customer queries, closing sales and up-selling other insurance products
  • Balancing phone time (selling policies, upgrading and cross selling products) and my managerial duties.
  • Holding team meetings and training sessions.
  • General admin-attendance, staff file notes.
  • Dealing with and resolving complaints.
  • Conducting back to work chats and disaplinaries. 
  • Responsible for keeping the team engaged and ensuring that morale is high.
  • Taking on side projects to support and improve department objectives, procedures and development.

Sales Executive

Admiral Insurance
Cardiff, South Glamorgan
02.2011 - 05.2013
  • Answering inbound car insurance calls, converting sales and up-selling other products whilst providing excellent customer service to all clients.
  • Supporting team managers by coaching others in areas I excelled in. This helped maximise department objectives and I won an award for my work on this.
  • Selected to be a part of the first team to launch the Admiral Household product. From here I was promoted to assistant manager within six months.

Education

National Diploma - Travel and Tourism

Pembrokeshire College
2004

GCSE: GCSE- 8 Grade C and above - English Language and Literature, Welsh, Maths, Science, History and Religious Studies

Newcastle Emlyn Comprehensive
2001

Skills

  • Expert in the property market
  • Excellent communication, approachability and customer engagement skills
  • Goal-Oriented focus
  • Up-Selling products and strong Initiative
  • Networking
  • Leadership skills
  • Efficiency, organisation and Self-motivation
  • Microsoft Office based skills
  • Compliance awareness
  • Pride in my work

Accomplishments

    Promotions:

  • Being promoted to Senior executive within two years of service with Admiral (2013).
  • Seconded Team Manager position for 6 months (2014)
  • Project Development:

  • Being a part of the first sales team to launch the Admiral home insurance product and making it a success (2012).
  • Being one of the first sales teams to be multi skilled in both Motor and household products (2015).
  • Selected to be on the training team to up skill New Business agents on a new sales system (2015).
  • Handpicked to join the Admiral Insurance New Products team as a community manager focusing on sales and queries through social media platforms.
  • (2017) Creative Problem Solving: Resolved product issue through consumer and system testing as part of the New Products Team and launch of firstcarquote Insurance.
  • Being employed by AON to be a part of the 2nd intake of insurance executives for the Cardiff office. This was very exciting to be a part of due to the scale of the business and I will be sad to leave.
  • Awards: , Senior of the year in 2013 and 2014 and numerous Senior of the month Awards.

    Sanctions: Being awarded the highest underwriting levels in sales for both Motor and Household.

References

Available on request.

Timeline

Sales Negotiator

Chandler Rogers
06.2024 - Current

Local Property Agent

Purplebricks PLC
11.2021 - 06.2024

Sales Negotiator

Clee Tompkinson Francis
10.2019 - 11.2021

Sales Executive Insurance Broker

AON
01.2018 - 08.2019

Senior Sales Executive/ Assistant Team Manager

Admiral Insurance
05.2013 - 09.2017

Sales Executive

Admiral Insurance
02.2011 - 05.2013

GCSE: GCSE- 8 Grade C and above - English Language and Literature, Welsh, Maths, Science, History and Religious Studies

Newcastle Emlyn Comprehensive

National Diploma - Travel and Tourism

Pembrokeshire College
LISA MATHIAS