Matthew Fogleboch
Erie
Summary
Dynamic professional with extensive expertise in client servicing and team leadership, particularly at Lake Shore Country Club. Demonstrated success in inventory management and sales strategy, realizing a $6,000 reduction in inventory. Proficient in effective communication and risk assessment, committed to elevating customer satisfaction and optimizing operational efficiency. Goal-oriented and effective at dealing with individuals during stressful and confusing situations to address benefits needs and navigate agency structures. Practiced at working with regulatory limits and department standards to handle requirements via email, letter, telephone calls and in person. Offering several-year background generating new business by selling various insurance plans.
Overview
23
23
years of professional experience
Work History
Insurance Advisor
Mike Samueloff State Farm
Erie
12.2023 - Current
- Compiled lists of potential clients and gathered relevant information.
- Prepared insurance quotes and presentations for potential and existing clients.
- Serviced accounts to enhance customer satisfaction and retention.
- Evaluated client needs to recommend tailored insurance policies.
- Managed client accounts while maintaining detailed records for accuracy.
- Collaborated with underwriters to analyze risk factors effectively.
- Educated clients on claims processes and procedures to ensure understanding.
- Conducted regular policy reviews to verify adequate coverage.
Food and Beverage Manager / Assistant General Manager
Lake Shore Country Club
Erie
10.2009 - 11.2023
- F & B Manager 10/2009-10/2013 and 04/2016-02/2020. Assistant G.M. 01/2023-11/2023
- Managed hiring, training, and scheduling of employees while conducting performance reviews.
- Oversaw 25 to 70 employees across multiple functions, including dining service and banquets.
- Redesigned and authored new server training manual to enhance onboarding processes.
- Programmed Odyssey POS system for new menu items and reorganized existing listings.
- Created and implemented wine, beer, and Scotch lists to diversify beverage offerings.
- Placed weekly liquor orders from state store and five vendors, monitoring costs closely.
- Conducted monthly inventory of liquor, beer, and supplies across multiple bars and venues.
- Coordinated special member events with marketing materials, ensuring high engagement.
Insurance Producer
Historic Square Agency
Erie
01.2020 - 01.2023
- Compiled lists of potential clients and gathered pertinent information.
- Prepared insurance quotes and presentations for prospective and current clients.
- Serviced existing accounts to enhance customer satisfaction.
- Cultivated client relationships to assess insurance needs and preferences.
- Conducted comprehensive market research to maintain competitiveness against local agencies.
Culinary Manager / Guest Services Manager
Ruby Tuesday
Erie
10.2013 - 04.2016
- Responsible for hiring, training, and scheduling employees as well as performance reviews
- Closely watch all front and back of house labor to stay within our budgeted guidelines
- Place a weekly liquor order with the state store and special liquor order through three vendors while closely monitoring liquor costs and inventory
- Place a weekly beer order with four vendors
- Place a bi-weekly food order and ten day advanced perishable order
- Order all small wares for the restaurant
- Write a daily prep list and pull thaw based on the needs for the day and upcoming days
- Monitor proper food levels and ordering to make sure waste stays within the targeted budget
- Oversee actions of guests and staff to ensure that health and safety standards and liquor regulations are followed
- Perform weekly food inventory
- Perform weekly beer, liquor, wine, dining room supply inventory with reconciliation
- Managed daily kitchen operations and ensured food quality standards.
- Trained and mentored staff on culinary techniques and safety protocols.
Server/Bartender/Trainer
Lake Shore C. C.
Erie
09.2007 - 10.2009
- Provided exceptional customer service in fast-paced dining environment.
- Maintained cleanliness and organization of dining area and service stations.
- Assisted in training new staff on restaurant protocols and service techniques.
- Collaborated with kitchen staff to ensure timely food service delivery.
- Managed guest orders accurately using point-of-sale system.
Server/Trainer
Smuggler’s Wharf
Erie
08.2002 - 09.2007
- Trained new servers on menu knowledge and service standards.
- Evaluated server performance and offered constructive feedback for improvement.
- Implemented service techniques to enhance guest experience during peak hours.
Server/Bartender/Cook
Marina Bar & Grill
Erie
04.2005 - 12.2005
- Provided attentive service to guests in a fast-paced dining environment.
- Assisted in menu recommendations and answered guest inquiries about food and drinks.
- Maintained cleanliness and organization of dining area during busy shifts.
Education
B.A. - Business Management
Mercyhurst University
Erie, PA11.2007
Skills
- Certified Food Safety Manager
- Microsoft Word
- Microsoft PowerPoint
- Microsoft Outlook
- Microsoft Excel
- JONAS
- Odyssey POS
- 7 Shifts
- Hot Schedules
- PFG ordering software
- Computer hardware
- Computer software
- Individual Resident Producer
- Accident and Health
- Casualty and Allied Lines
- Life and Fixed Annuities
- Property and Allied Lines
- Long-Term care
- Canva
- Online promoting
- X
- Insurance quoting
- Risk assessment
- Policy writing
- Client servicing
- Customer relationship management
- Sales strategy
- Team leadership
- Inventory management
- Effective communication
- Problem solving
- Leads prospecting
Timeline
Insurance Advisor
Mike Samueloff State Farm
12.2023 - Current
Insurance Producer
Historic Square Agency
01.2020 - 01.2023
Culinary Manager / Guest Services Manager
Ruby Tuesday
10.2013 - 04.2016
Food and Beverage Manager / Assistant General Manager
Lake Shore Country Club
10.2009 - 11.2023
Server/Bartender/Trainer
Lake Shore C. C.
09.2007 - 10.2009
Server/Bartender/Cook
Marina Bar & Grill
04.2005 - 12.2005
Server/Trainer
Smuggler’s Wharf
08.2002 - 09.2007
B.A. - Business Management
Mercyhurst University
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