Matthew Shepard

Innovative Health Insurance Advisors is the nation's largest TPA in the self-funded group health insurance market specializing in ACA compliant self-funded limited benefit plans and the preferred provider of the American Restaurant Association, American Staffing Association, and National Association for Home Care & Hospice.

• Continually maintain a reputation of execution and excellence to gain confidence of insurance brokerages and targeted associations to develop referral-based opportunities with their clients.
• Collaborate with partners on the development and execution of cross business strategies, tactics, and outreach.
• Segment and develop market strategies and customer acquisition efforts through existing and new networks of relationships and capabilities.
• Successfully manage large and complex national business development campaigns directed at prospective partners like the National Association for Home Care & Hospice, California Trucking Association, the American Staffing Association, National Restaurant Association; and clients such as Elwood Staffing, BlueCrew Staffing, BrightStar Care, ComforCare, Pepsi, Caterpillar, Toyota, Goodwill and many others.
• Identified opportunities to improve business process flows and productivity.
• Develop of strategic marketing plans to raise awareness and drive sales growth.

• Restructured and managed Corporate Partnership program. Initiated and successfully developed strategic relationships with referral partners like Alliant, USI, Gallagher, Woodruff Sawyer, McGriff, Accrisure, SBMA, AXIS Group Benefits, UKG, ADP, Workday and Paychex.
• Worked with corporate client portfolio to provide them with greater access to products, tools, and resources while giving our corporate partners targeted product material & go-to-market collateral as well as market feedback.
• Individually responsible for generating 40% of 2020 revenue.
• Coordinated business development meetings and implemented market outreach strategies to improve business development.
• Built strong connections and friendships with hundreds of employers, insurance brokers, HCM platforms and consultants.
  

• Assessed risk tolerance, designed asset allocation strategies, and evaluated fixed-income investment strategies.
• Analyzed financial needs of clients and developed tailored strategies to meet goals.
• Projected federal income taxes. Evaluated and presented tax-minimization strategies and tax-favored programs.
• Provided funds necessary to clients in the event of death or disability and established funds necessary in case of long-term illness.
• Met and collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions.
• Gathered data and built financial models around key metrics.
• Researched companies and prepared presentations for management and prospective buyers.
• Contacted potential clients to pursue sales and gather funds.

• Built and developed a successful team in the Birmingham area in the financial services industry, focusing on aiding and educating individuals and families reach their personalized financial needs and goals.
• Produced a client base via systematically and consistently initiating conversation with new contacts. In association with networking in the community and following-up with prospects, referrals, and leads.
• Scheduled initial appointments to perform financial needs analyses in order to thoroughly understand and determine the client’s current personal and financial situation and need.
• Assisted clients in establishing their financial goals and presented a clear strategy to aid them in reaching those goals.
• Created and maintained long-lasting relationships with clients via constant communication and proven integrity.