Summary
Overview
Work History
Education
Skills
Accomplishments
Sales Experience
Advanced Health Training
Professional References
Military Background
Personal Information
Training
Affiliations
Certification
Yoga, Exercise, Golf, Read & Write
Timeline
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Matthew Shepard

Matthew Shepard

San Diego,CA

Summary

Performance-driven Vice President with 7 years of experience aligning systems with business requirements, policies and regulatory requirements. Passionate about applying excellent organization and communication skills to manage and lead teams. Results-oriented individual well-versed in interfacing and consulting on business processes to drive results based on sound overall business judgment.

Multi-talented Senior Executive knowledgeable about sales, operations and personnel management. Successful at stepping into diverse positions and making immediate positive contributions. Focused on optimizing operations and motivating employees while establishing market dominance.

Skilled Executive in business development and strategic planning expertise. Adept at implementing improvements to optimize efficiency in business operations. Highly skilled in process optimization, Business consulting and Human Resources operations.

Persistent leader eager to lead and grow organizations. Skilled in strategic planning, problem-solving, and communication with good understanding of business principles, project management and team leadership. Collaborative with relentless work ethic.


Overview

18
18
years of professional experience
1
1
Certification

Work History

VP Business Development

HUB International Insurance Service
02.2022 - 10.2023
  • Increased company revenue by implementing innovative marketing strategies and streamlining sales processes.
  • Established a successful partnership with key industry players, resulting in increased market share for the organization.
  • Led a cross-functional team to develop and launch a new product line, contributing to significant growth in sales.
  • Implemented cost-saving measures by conducting thorough financial analysis and identifying areas of inefficiency within the organization.
  • Developed and executed targeted business development initiatives, leading to an expansion of the company''s client base.
  • Enhanced employee engagement and satisfaction through the implementation of comprehensive training programs and performance management systems.
  • Cultivated a high-performance culture within the organization by setting clear expectations for employees at all levels, providing regular feedback, and recognizing achievement.

VP Benefits Producer

USI Insurance Services
04.2022 - 02.2023
  • Revised corporate policies and procedures to ensure compliance with evolving industry regulations, mitigating potential risks.
  • Championed diversity and inclusion initiatives throughout the organization, fostering greater collaboration among teams and departments.
  • Optimized supply chain management processes by identifying inefficiencies and implementing strategic solutions that increased overall efficiency.
  • Negotiated favorable contracts with vendors, securing advantageous terms for the company while maintaining strong professional relationships.
  • Increased company growth through collaboration with sales and marketing departments.
  • Hired and managed employees to maximize productivity while training staff on best practices and protocols.

VP Employee Benefits

CBIZ Insurance Services
10.2021 - 04.2022
  • Boosted sales revenue by cultivating strong client relationships and implementing effective sales strategies.
  • Developed strong rapport with customers and created positive impression of business.
  • Researched sales opportunities and possible leads to exceed sales goals and increase profits.
  • Created and implemented successful sales campaigns to drive leads and increase sales.
  • Collaborated with marketing team to create impactful campaigns that generated new leads and increased brand awareness.

Independent Insurance Agent

Shepard Insurance Services
01.2020 - 11.2021
  • Evaluated competitors' products and services to gain competitive advantage.
  • Analyzed risk factors to recommend appropriate coverage levels.
  • Leveraged networking events to establish connections with potential clients, increasing referral business opportunities.
  • Prepared and reviewed insurance applications to verify compliance with regulations.
  • Analyzed customer needs to provide customized insurance solutions.
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
  • Boosted sales revenue by building strong relationships with clients and identifying cross-selling opportunities.
  • Researched and identified potential new markets.
  • Implemented innovative marketing strategies to attract new clients and expand market presence within the community.

Sales Executive

BenefitMall
02.2018 - 11.2019
  • Proven ability to learn quickly and adapt to new situations.
  • Self-motivated, with a strong sense of personal responsibility.
  • Learned and adapted quickly to new technology and software applications.
  • Gained strong leadership skills by managing projects from start to finish.
  • Exercised leadership capabilities by successfully motivating and inspiring others.
  • Excellent communication skills, both verbal and written.
  • Delivered exceptional customer service, resulting in a high percentage of repeat business and client referrals.
  • Collaborated with internal teams, such as product development and customer support, to ensure seamless client experience throughout the sales process.

Naval Aircrewman

United States Navy
08.2005 - 02.2018
  • Enhanced team performance by implementing effective communication strategies and maintaining high standards for safety procedures.
  • Provided critical support in emergency situations, contributing to successful outcomes and saving lives.
  • Conducted thorough pre-flight inspections of aircraft systems and equipment, ensuring optimal operational readiness.
  • Efficiently managed assigned tasks, leading to timely completion of missions and increased overall effectiveness.
  • Collaborated with cross-functional teams to develop innovative solutions for complex challenges faced during operations.
  • Maintained a high level of physical fitness, enabling the successful execution of demanding tasks in extreme environments.
  • Improved overall mission success rate by continuously refining tactics and procedures based on lessons learned from previous engagements.
  • Contributed to the development of new training programs, enhancing the skills and capabilities of junior aircrew members.
  • Demonstrated exceptional situational awareness during high-stress scenarios, making quick decisions that led to mission success.
  • Safely operated advanced aircraft systems under challenging conditions, minimizing risk to personnel and equipment.

Manager - Training & Development

United States Navy, USN
03.2013 - 03.2016
  • Drove departmental performance and achievement of service levels through focused team operational reviews, structured coaching, and managing to enterprise targets.
  • Improved overall efficiency within the company by identifying skill gaps among employees and providing targeted solutions through tailored training sessions.
  • Implemented new learning strategies depending upon employees' skill levels.
  • Collaborated with department heads to assess company-wide training needs and develop strategic plans for addressing them.
  • Trained staff during demonstrations, meetings, conferences, and workshops.
  • Organized and edited training manuals, multimedia visual aids, and other educational materials.
  • Directed field training to enhance participants' skills.
  • Developed departmental systems and procedures to better align workflow processes.

Special Team Leader

United States Navy
03.2010 - 08.2011
  • Strengthened team performance by implementing efficient communication and collaboration strategies.
  • Enhanced operational readiness through comprehensive training programs and regular drills.
  • Ensured mission success by effectively allocating resources and personnel according to the task requirements.
  • Developed leadership skills among subordinates with targeted mentorship and professional development opportunities.
  • Maintained high standards of safety and security, conducting thorough inspections and enforcing strict adherence to protocols.
  • Managed complex projects with tight deadlines, ensuring timely completion without sacrificing quality or efficiency.
  • Improved overall unit morale by recognizing individual achievements and promoting a positive work culture.
  • Monitored asset maintenance schedules, ensuring optimal functionality and minimal downtime of critical equipment.
  • Coordinated logistics support for various missions, ensuring adequate supplies and transportation resources were available as needed.

Education

Associates of Arts, 2014 -

Central Texas College

Life Accident and Health Agent / ACA Certified -

Mike Russ Financial Training

Yoga Master Instructor (7,000 Hrs.) -

Yoga Alliance

Bachelor of Arts Performance Psychology -

National University

Masters of Science in Organizational Leadership Studies (in Progress), 2025 -

National University

Skills

  • Leadership: Motivation, Decision-making, Directing, Coordinating, Analyzing, Evaluating, Negotiating
  • Organizational Development: Builder, Structure & Functions, Systems & Processes, Role Model, Influencer, Delegator
  • Operations Management: Conflict Resolution, Objectives, Strategies, Responsibilities, Designs, Transforms, Programs
  • Corporate Communications: Assertive, Effective, Active, Passive, Maximizes, Visual, Non-verbal, Telepathic
  • Human Resources Management: Training & Development, Recruiting & Talent Acquisition, Strategic Compensation, Benefits, Information Technology, Counseling, Compliance, Analysis & Evaluations, Performance Reviews, Legislation, Board meetings, Annual & Quarterly reports, HRM practices, Employer laws, Employee Handbooks, HRIS
  • Personnel Management
  • Enterprise Sales
  • Business Development and Planning
  • Goals and Performance
  • Customer Needs Assessments
  • Organizational Leadership
  • Customer Service
  • Product and Service Sales
  • P&L Analysis
  • Revenue and Profit Maximization
  • Strategic Partnership
  • Client Consultations
  • Consultative Sales Techniques
  • Prospecting and Cold Calling
  • Sales Expertise
  • Supplier Partnerships
  • Process Improvement
  • Contract Negotiation Expertise
  • Corporate Budgeting
  • Expense Control
  • Account and Territory Management
  • Performance Metric
  • Market Trend Analysis
  • New Business Development
  • Training and Development
  • Sales and Marketing
  • Cash Flow Analysis
  • Budget Forecasting
  • Employee Performance Evaluations
  • Cross-Functional Collaboration
  • Forecasting and Planning
  • Stakeholder Communications
  • Strategic Planning
  • Customer Engagement Strategies
  • Product Demonstration
  • Raising Capital
  • Production Leadership
  • Social Media Platforms
  • Competitor Analysis
  • Regression Analysis
  • Promotion Implementation
  • Team Collaboration
  • Software Name CRM System Expert
  • Critical and Creative Thinking
  • Identifying Investment Objectives
  • Contact Management Systems
  • Proposal Development
  • Conditions Analysis
  • Sales Presentation
  • CRM Platforms
  • Lead Pipeline Development
  • Developing Partnerships
  • Coaching and Mentoring
  • Strategic Vision
  • Territory Expansion
  • Profit Target Achievement
  • Contract Review
  • Top-Ranked Sales Executive
  • Client Meetings
  • Marketing Strategies
  • Customer Loyalty
  • Excellent Listening Skills
  • Operational Efficiency
  • Human Resources Law Expertise
  • Team Leadership
  • Customer Satisfaction
  • Performance Goals
  • Mergers and Acquisitions
  • Providing Feedback
  • Business Analytics
  • Operational Records Review

Accomplishments

  • Implementer & Trend developer for USN Two-piece flight suit Indoctrination.
  • Producer for Surviving the Cut Documentary USN Special Operations.
  • Successful Transition from Military to Corporate Executive.
  • Definition of Growth-minded Military, Associate, Bachelors, Masters (in-progress).
  • Creator of Performance Psychology 7 many other new terms & processes.
  • Increased base salary from $30,000 to $150,000 in three years by completing 3,600 strategic tactical cold to warm calls with accuracy and efficiency.
  • Designed and built call scripts and email templates for sales teams.
  • Generated $70,000 dollar book of business in small group business in two years.
  • Recruited to Best mid-sized ranked # 4 in financial and insurance services from sole propretor.
  • Acquired by second largest privately held insurance brokerage in a year through robust work ethic and name recognitions.
  • Noticed & Recruited to largest privately held insurance brokerage before moving million dollar books of business.
  • Increased learning systems & procedures in all organizations.
  • Supervised teams of 30 staff members completing successful training objectives and excellent standards.
  • Used Microsoft Excel to develop new training checklist, surveys, and assessments tracking new innovation of spreadsheets designs.
  • Achieved higher learning & retention for business services by introducing corporate universities for maximizing optimal organizational performances.
  • Promoted to Regional Sales Manager after 5 years successful years in the sales department.
  • Collaborated with team of 10 Professional Doctoral Advisors in the development of World Solutions to Global problems.

Sales Experience

Organized Sales Visits with Benefit Brokers. Updating Sales Force and Group Accounts. Building Power Points for Group Enrollments. Excel Spreadsheets for client presentations. Demonstrating & Presenting Products for Employee Benefit Enrollments. Team Leader for Internal Broker Support. Underwriting for all Major Medical Carriers. Establishing New Business, Sales, and Leads for Benefit Brokers. Maintaining Accurate Records of case profiles. Attending Trade Exhibitions for San Diego Association of Health Underwriters. Conferences & Meetings with Employers and Chief Financial Officers. Reviewing Sales Performance for internal team members. Negotiating Contracts for Group Employer Benefit Packages. Produces revenue through sales to new and existing clients with emphasis on small to mid-size companies with high revenue. Provides service to clients according to their needs, retaining them as clients. Participates in team sales situations with other producers and support personnel. Manage overall client relationships and supported day-to-day account management. Assists, educates, and develops other staff members in new client sales situations and existing client service requirements. Negotiates on behalf of the client for best products and solutions. Applies industry technologies to new sales, additional sales to existing clients and account service. Provides direction in account transfer situations. Conducts Market Analysis for existing and new business sales. Maintained Relationships with Carrier and Vendor Partners. Achieving Monthly & Annual Targets for Company Goals., BenefitMall, Shepard Insurance Services, CBIZ Insurance Services, USI Insurance Services, HUB International Insurance Service

Advanced Health Training

  • SARP Naval Base Point Loma San Diego, CA (33 days Advanced Trauma Therapy Counseling Rehabilitation Training)
  • Zinnia Healing Serenity Lodge Lake Arrowhead San Diego, CA (33 days Advanced Trauma Therapy Counseling Rehabilitation Training)

Professional References

  • Hadley Weiler, California VP BenefitMall, (916) 430-2780
  • Shane Medlin, Owner Champion Risk, (562) 200-6090
  • Edward McLellan, 3rd Fleet USN Adm., (703) 268-3147

Military Background

Aviation Warfare Systems Operator (Hybrid-Model H-60 F/H/S/R), Air Rescue Tactical Helicopter Sensor Operator, Air Rescue Instructor, Small Arms Expert Instructor, Crew Served Weapons (CSW) Instructor, Special Warfare Operations Team Leader, Trained Search & Rescue teams for missions that saved thousands of lives in the aftermath of Hurricane Katrina, Hurricane Rita and the tsunami in Indonesia. Subject Matter Expert in Crew served weapons & mission systems. Operated as a Crew Chief & Rescue Swimmer in H-60 Helo, to ensure Crew Mission readiness & execution of operating procedures Standardization. Master’s level experienced H-60 Foxtrot, Hotel, Sierra, Romeo Systems Operator & Instructor. Conducted and maintained ordnance systems, communications, electronics, small boats, and other equipment associated with SWCC and other special operations missions. Communications Expert. Navigate operational systems. Measure outcomes from training. Enrich courses with visual aids to engage trainees. Calculate and report on training costs. Interviewing staff and managers to assess training needs. Organizing in-house and offsite activities, such as presentations, job simulations, and role-playing exercises. Interview staff and managers to assess training needs. Design training curriculum. Manage employees’ subscriptions to conferences and e-learning courses. Order instructional material. (e.g., eBooks and manuals). Discuss career-pathing opportunities with managers. Research and recommend learning equipment (e.g., platforms and projectors). Ensure new hires undertake mandatory training on health and safety practices.

Personal Information

Gender: M

Training

  • USN Search & Rescue
  • USN Special Warfare (SWCC)
  • California Insurance License: FEB 2018-2024
  • General Studies Associates of Arts
  • Master Training Specialist Instructor
  • Mike Russ Financial Training (Life Accident and Health Agent / ACA Certified)
  • Yoga Alliance Yoga Master Instructor (7,000 Hrs.)
  • National University Bachelor of Arts Performance Psychology
  • National University Masters of Science in Organizational Leadership Studies (in Progress)

Affiliations

  • National University Alumni
  • Naval Intelligence Professionals
  • SHRM

Certification

  • Certified: Yoga Master Trainer, Yoga Alliance - 7,000 Hrs.
  • Certified: Master Training Specialist Instructor, USN - 3,000 Hrs.
  • Certification: SHRM - CP (in-progress) - May 2024
  • Licensed: California Benefits Insurance - FEB 2026



Yoga, Exercise, Golf, Read & Write

Yoga Trainer and practitioner for twelve years | Exercise health & wellness professional for tweeny two years | Golf past time hobby for business & pleasure | Reading & writing books newly acquired as time & life requires.

Timeline

VP Benefits Producer

USI Insurance Services
04.2022 - 02.2023

VP Business Development

HUB International Insurance Service
02.2022 - 10.2023

VP Employee Benefits

CBIZ Insurance Services
10.2021 - 04.2022

Independent Insurance Agent

Shepard Insurance Services
01.2020 - 11.2021

Sales Executive

BenefitMall
02.2018 - 11.2019

Manager - Training & Development

United States Navy, USN
03.2013 - 03.2016

Special Team Leader

United States Navy
03.2010 - 08.2011

Naval Aircrewman

United States Navy
08.2005 - 02.2018

Associates of Arts, 2014 -

Central Texas College

Life Accident and Health Agent / ACA Certified -

Mike Russ Financial Training

Yoga Master Instructor (7,000 Hrs.) -

Yoga Alliance

Bachelor of Arts Performance Psychology -

National University

Masters of Science in Organizational Leadership Studies (in Progress), 2025 -

National University

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