Sales Manager

M ATTHEW S TEIN

**** ** *** * * DGE D R., C OL UM BUS, O H 43231

S T E I N M A T T J @ G M AI L . C O M 6 1 4 . 5 7 0 . 2 3 7 3

A C C O U NT M AN AG E R T ER RIT O RY M AN AG E R S AL E S M AN AG E R

Successful sales professional accomplished in developing virgin territories and expanding market share in

established markets. Excellent communicator (bilingual-Spanish) skilled in developing and retaining clients and sales

staff. Skilled in creating/developing marketing collateral and strategies. A strong contributor of new product

development/launch. Skilled in building client relationships at trade shows, conventions, and events. Core Skills:

Top-rated Sales Performance Sales Training & Development Builder/Leader of High-performance Teams

Product & Market Development Internet Marketing & Social Media CRM Multi-media Marketing Tools

Account/Territory Management Sales Cycle Management Market & Competitive Analysis Branding

C AR E E R P RO G R ES S IO N

12/2012 – 9/2013

CORESOURCE - Dublin, OH

[One of the nation's leading administrators of self -funded employee benefit plans]

Client Manager - Managed and serviced a large block of clients/groups in self-funded Medical, Dental, Disability,

Life, and Flex group products. Oversaw vender relationships, including multiple PPO networks, PBM’s, and outside

W ellness and Specialty health companies. Advised brokers with existing groups in growing portfolio through marketing

new products by resolving uncovered issues. Managed system conversion for entire block of business. Highlights:

Trained groups and brokers to navigate new website through webin ars and face-to-face demonstrations

Attended specialized sales training seminars focusing on sales concepts, advanced Microsoft software, and

Healthcare Reform regulation updates.

Acted as an expert for up-to-date Healthcare reform laws for brokers and groups.

6/2011 – 9/2012

WORKPLACE SOLUTIONS, INC. - Columbus, OH

[A family-owned benefit communication, technology and enrollment firm serving the 1000+ employee market]

Regional Sales Director - Marketed company-owned benefit administration system and service capabilities to

large groups and broker community, offering dental, life, disability, accident, critical illness, and vision products in a

virgin 9-state territory. Reviewed/advised groups on Worksite benefit selections and oversaw entire enrollment

process. Trained brokers and groups through Webinars, CE courses, Lunch and Learns, etc. Highlights:

Participated in trade shows and association events to promote the company, network with industry centers of

influence and garner key knowledge about competitive carriers in the marketplace.

Assisted in design and presentation of a numerous CE courses to large brokerage firms.

Authored articles for national publications as well as for the company newsletter.

Completed requirements to receive national Voluntary Benefits and Healthcare Reform Certifications.

Recruited by national HR organization to prepare and deliver a webinar for their members.

1/2010 – 6/2011

PAN AMERICAN LIFE INSURANCE COMPANY - Columbus, OH

[The #1 insurance company in South & Central America with domestic products in the US]

Regional Sales Manager - Marketed company’s products (Limited Medical, Middle Medical, and Gap plans to the

broker community. Developed a virgin 5-state area by building a book of business with small enterprises including

trucking, manufacturing and service companies, call centers, restaurant chains, etc. Executed all RFPs, oversaw the

enrollment process for groups in addition to developing new products and designing/teaching CE course

companywide. Authored a key article for industry publication. Highlights:

Developed a virgin region by generating $1.5M in premiums in first full year.

Achieved the most new group sales (of 12) in company in the first full year.

Designed and helped develop and bring to market new gap plan for the company.

Matthew Stein Page 2

1/2008 – 12/2009

INTEGRATED EMPLOYEE BENEFIT SOLUTIONS, LLC - Dublin, OH

[A small benefits enrollment company, specializing in Colonial Insurance products/services]

Broker Development / Sales Coordinator - Orchestrated a change in philosophy from recruiting direct sales

people to a broker-driven model that offered enrollment and service capabilities. Prospected, designed and heavily

marketed IEBS broker services to brokerage firms throughout Ohio. Changed the business model from direct call

approach to client approach which improved outcomes. Recruited and coordinated efforts of sales teams. Highlights:

Recognized as #1 Sales Representative by writing $1.2M in annualized premiums and opened up 14 new

groups to drive sales.

Increased sales and improved marketing efforts by designing sales materials and forms including

proposals, benefits booklets, etc.

8/2004 – 1/2008

VOLUNTARY BENEFITS AGENCY, LLC - Columbus, OH

[A Master General Agent marketing limited medical and worksite products for brokerage firms]

VP Director of Sales - Instrumental in the organization specialized in offering limited medical and worksite products

as an MGA to the broker community. Developed broker accounts by offering carriers’ products to meet needs.

Researched and developed multiple new products from carriers. Highlights:

Recruited, led and motivated a team of career sales associates and enrollers achieving, growing revenue from

$0 to 8M in premium revenue within 4 years. Personally generated $1M+ 3 consecutive years.

Qualified for multiple carrier trips including exotic locations, i.e. Cabo and Tahiti.

Translated, designed, and presented Spanish marketing information for Spanish speaking employees.

3/2000 – 8/2004

AFLAC - Columbus, OH

[AFLAC is a Fortune 500 company and the #1 Provider of voluntary worksite products and services]

District Sales Coordinator (1/2002-7/2004). Recruited, trained, and managed a sales team to capture market

share throughout the district. Highlights:

Successfully recruited/trained 4 agents within the first year, 2 of whom qualified for all first year awards.

Grew team to 7 successful agents by end of second year, 1 of whom was promoted to trainer.

W rote $300K book of business the first year as a district and over $400K second year.

District Trainer / Agent (4/2000 – 1/2002). Promoted in less than a year to train all new agents (50+ annually)

onboarding in the Ohio district on products, prospectin g, enrolling, and closing sales. As Trainer, also produced

with great success. Highlights:

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Recognized for excellence performance, earning all 1 and 2 year benchmarking awards (Fast Start,

Super Fast Start, Fireball, Super Fireball, Triple Crown and Allstar, etc .).

Promoted to District Sales Coordinator after 2 years with the company.

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Received all 1 and 2 year benchmarking awards (Fast Start, Super Fast Start, Fireball, Super Fireball,

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Triple Crown and AllStar; earned exotic trip that only 5% of 1 year agents receive.).

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Achieved an exotic trip (Only 5% of 1 year agents qualified) by achieving the Triple Crown award.

Awarded Rookie Associate of the Year (of 100+) for the state of Ohio.

E D UC AT IO N / A F F IL I AT IO N S / L IC E NS UR E

BA in English; Spanish Minor - Ohio University, Athens, OH, 1996

Member - National Association of Health Underwriters

Life and Health Insurance License Healthcare Reform Certification Voluntary Benefits Certification

Computer Skills: Proficient in CRM and Microsoft Office (Word, Excel, PowerPoint, Publisher W ord, etc.)

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