Matt Bloch

Director of Operations @The Bloch Agency, Inc

Charlotte, NC, US

Director of Operations | Disability Insurance SpecialistWith more than two decades of experience, I educate both clients and insurance agents on the crucial importance of disability income protection. By directly selling disability insurance to consumers and introducing dynamic, proprietary products, I ensure that each client receives tailored coverage that meets their specific needs.Skills: Disability Insurance, Client Education, Sales, Product Development, Succession Planning Educating clients and agents on the importance of disability income protection Selling disability insurance directly to consumers Introducing and promoting proprietary disability products Developing and implementing succession planning strategies Supporting agents in securing disability insurance for their clients Conducting comprehensive needs assessments to tailor insurance solutions Providing training and support to insurance agents Analyzing market trends to develop competitive insurance products Assisting clients with financial planning Building strong customer relationships through a bespoke service