Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic
MATTHEW  SHEPARD

MATTHEW SHEPARD

Associate Account Executive- People Solutions
San Diego,CA

Summary

Highly Experienced effective Client Service Executive with 7.11 years of experience in coordinating & advising plus 12 years as a special team lead manager aligning knowledge information integration systems with project operations, procedures & standardization for regulatory requirements. Proven track record of 20 years guiding people, places, and ideas for human growth in both personal and professional settings, improving employee engagements, and optimizing Healthy Relationships. I am skilled in strategic benefit designs, wellness interventions & projects, learning approaches, benefits counseling, business developments through relationship acumen HR methodologies, and psychological principal processes for client optimization. Holds strong leadership skills, excellent communication skills, and authentic work ethics. Multi-talented Special Operator Senior Executive educated in planning & analysis guiding, implementing alignment for subject matter agendas, through assessments, checklists, evaluations for timeline projects through systematic approaches for human health in mental physical spiritual operational excellence. Successful at establishing cross-departmental progresses by making immediate positive contributions in culture improvements & revenue growth through investing in their people & programs. I am educated in Mental Performance Counseling and trained in measuring people, systems, and life processes for building analogical methods for strategic stakeholder approaches. I am an intelligence specialist of multiple tiered functional levels in small to medium large complex organizations. Expert in attention to detail with the ability to prioritize fast-paced environmental changes for maximizing people & procedures, advances in Business functions for human performance in consulting consumer operations. Relentless internal & external professional primed to produce organizational executive team meetings. Strength in fronting tackling & handling difficult situations by reducing gaps in risk of challenging events; adequately increases custom tailored solutions for successful results. Health & Wellness experts in business dialogues are characterized by smooth, cool, calm and collectiveness, enjoyable and innovative collaboration with those who seek improvement for motivated professionals.

Overview

6
6
years of professional experience
2
2
years of post-secondary education
2
2
Certifications

Work History

VP Employee Benefits

HUB International Insurance Services
San Diego, CA
02.2023 - 11.2023
  • Established successful partnerships through collaboration with key industry players, resulting in increased market sector for organizational stocks & shares
  • Guided cross-functional PhD
  • Analytics team by developing and launching new AI product lines, contributing to $2,333,000.001 in regional organic growth
  • Implemented cost-saving measures by conducting thorough cost benefit analysis and identifying areas of inefficiency leading to break-even expenditure for organic improvements
  • Developed and executed targeted business development initiatives, leading to an expansion of 20% increase in annual client base customers
  • Enhanced employee engagement surveys and satisfaction through implementation of comprehensive training programs and performance management systems

VP Employee Benefits

USI Insurance Services
San Diego, CA
04.2022 - 02.2023
  • Revised corporate policies and procedures to ensure compliance with evolving industry regulations, mitigating potential risks by sending and qualifying deck of three hundred fifty companies’ agreements to CA employer law updates
  • Championed diversity and inclusion initiatives throughout organization through training & development standards, fostering greater collaboration among regional teams and departments
  • Optimized supply chain management processes by identifying inefficiencies in needs analysis and implementing strategic solutions that increased overall efficiency in personnel and task assessments
  • Negotiated favorable contracts with seven healthcare vendors through capability scope of services & renewal contracts in carrier loss ratio runs of 85% break-even analysis, in securing carrier terms for company’s contracts, terms, clauses, and conditions
  • Increased company growth profit margins by 14% through collaboration with sales and marketing departments in new era communication strategies and tactics resulting in book of business growth

VP Employee Benefits

CBIZ Insurance Services
San Diego, CA
10.2021 - 04.2022
  • Supported new sales & organic revenue by 1,400,000 by cultivating strong client relationships with career partnerships and implementing effective sales campaign strategies
  • Developed strong rapport with customers through outreach 100 calls weekly and created positive impression to San Diego books of business
  • Researched new opportunities weekly & communication tactics by developing 30 companies weekly into CRM for enhancing new businesses leads to exceeding sales target marker goals by 27%
  • Created and implemented successful sales campaigns through Sales loft to drive client retention and increase new developed companies
  • Collaborated with marketing teams to create impactful campaigns that generated new qualified lead generations by increasing contacts of interest for the San Diego region

Broker Executive

BenefitMall
San Diego, CA
02.2018 - 11.2019
  • Effective professional in diverse culture & climates and adaptive to new environments
  • Learned and evolved quickly evolving multiple innovative technology systems and software applications
  • Provided exceptional customer service, addressing any concerns or questions from 10 broker clients promptly and professionally.
  • Answered hundreds of inquiries and provided detailed information to sales representatives, distributed appropriate paperwork, and fulfilled quote requests to deliver excellent customer support.
  • Developed strong relationships with broker agencies, earning their trust and loyalty through consistent communication and portfolio updates.

Education

Some College (No Degree) - Strategic Communication

USI One Academy
New York
01.2022 - 12.2022

Associate of Arts - General Studies

Central Texas College
Texas, Killeen
01.2014 - 12.2014

Skills

Communications Expert

Research & Development

Management Training

Project Management

  • Case Management

Market Analysis

Peer Reviews

  • Operational Checklists

Employee Benefits Evaluations

Presentations & Demonstrations

Human Resources Solutions

  • Team leadership

Strategic Planning & Implementations

Account Management

  • Contract Negotiation

Certification

Master Training Specialist

Timeline

Crucial Examination of Critical Thinking

09-2024

VP Employee Benefits

HUB International Insurance Services
02.2023 - 11.2023

VP Employee Benefits

USI Insurance Services
04.2022 - 02.2023

Some College (No Degree) - Strategic Communication

USI One Academy
01.2022 - 12.2022

VP Employee Benefits

CBIZ Insurance Services
10.2021 - 04.2022

Broker Executive

BenefitMall
02.2018 - 11.2019

Master Training Specialist

04-2014

Associate of Arts - General Studies

Central Texas College
01.2014 - 12.2014
MATTHEW SHEPARDAssociate Account Executive- People Solutions