Matthew Bhim Email & Phone Number

Florida, United States

Rochester, NY, US

Jacksonville, Florida, US

• Provided a consultative sales and service experience for clients seeking information and education on Insurance products to support health, wellness, and income protection.
• Conducted plan comparison and analysis for new prospects or existing clients seeking new solutions.
• Presented recommended products, benefits, features, and alternatives tailored to individual and family needs.
• Cross-sold multiple product sets to deliver additional value to clients and the enterprise.
• Performed local grassroots marketing, networking, and relationship building to drive book of business growth and advance the company mission.

New York, NY, US

• Surpassed 2018 individual sales goal by 120% with over 2.7M in sales, by building consultative working relationships with brokers, TPAs, and GAs through prompt responses, and timely turnaround on RFPs.
• Delivered focused, one-to-one collaboration on RFQs and proposals for brokers’ small business clients.
• Provided helpful recommendations based on local market knowledge and specialized group ancillary benefits expertise including: dental, life, vision, and disability insurance.
• Consulted with Underwriting and Implementation through sales cycle, ensuring seamless benefit plan administration for clients.
• Established daily communication with Account Executives and external partners to effectively follow up and successfully close prospective business in the pipeline.

• Gathered insurance, financial, and demographic information of incoming patients ensuring adherence to HIPAA regulations and accuracy for clinical and billing purposes.
• Assisted patients in navigating health insurance plans, EOBs, and billing statements. Created payment plans for those who qualified for financial assistance.
• Trained six new employees, served as a point of contact for standard operating procedures and best practices.
• Built excellent rapport with physicians and other clinical professionals to enhance overall client experience.
• Consistently, received high performance marks from department manager. Evaluation highlighted preserving dignity and producing value for every patient and their family members.

Philadelphia, Pennsylvania, US

• Drove growth in a territory leading to an achievement of 159% to sales plan by prospecting for clients, applying a hunter mentality via cold calling, telemarketing, and on site demonstrations.
• Prepared for client appointments by executing client research and tailoring proposals.
• Educated clients on the latest equipment and products through product demonstrations and in-services.
• Executed client timelines and deliverables for installation via coordination with internal stakeholders.
• Graduate of Aramark’s competitive Leadership Development Program

Tampa, FL, US