Matthew Jacobs Email & Phone Number

New York, New York, Us

• Offer a variety of insurance and financial products to meet diverse needs such as college funding, retirement planning, and lifetime income strategies.• Analyze client needs and recommend appropriate solutions for managing costs for extended periods of care.• Collaborate with clients to fully understand their financial goals and provide tailored recommendations.

March 2013 - currentClinical Outcome, llc.President• Create Effectiveness Studies, part of the FDA Level 3 Efficacy Studies for pharmaceuticals, pharmacogenetics, devices and toxicology. • Develop compliant marketing materials, websites, secure server and credentialing process.• Manages daily activity for data retrieval, logistics, compliance (COI, ICH GCP E6, HIGHTECH Act).• Contracting board-certified physicians to write protocols and gain IRB approvals. • Adeptly compile daily study data through secure (HIPPA Compliant) web-based portals for analysis. • Create workflows, database security protocol, operational infrastructure, uniform reporting procedures and onboarding process for Subjects and Study Coordinators, as approved in study protocols. • Recruiting medical sales reps and medical marketing organizations to refer Study Coordinators.• Recruiting and oversee Chief Medical Officers for each study to bring expertise in defining study topics and market, overseeing all medical aspects of the studies and working with Independent Review Boards.

Columbus, Ga, Us

In this new position, AFLAC brought me aboard to work with insurance brokers that sell, or want to sell, Voluntary Benefits throughout Texas. I am also overseeing agents focused on small group (3EE+) business in San Antonio and the surrounding areas. We have no territories but work through referrals and networks.

Valhalla, Ny, Us

Executive Director of Sales and Operations for Personal Lines and Employee Benefits Divisions. Developing processes to increase sales volumes using IT and Marketing coordinated with sales professionals, both inside sales and field agents. working with IT for modifications to the CRM, billing software, data management, online quoting engines, electronic enrollment, quote and sales tracking and client retention communications. Developing marketing products to fit Affinity members' needs' through email marketing, website development, direct mail, coordinated outbound calling campaigns coordinated with email and direct mail campaigns, tracking analytic and metrics to evaluate effectiveness and ROI on each program.Working with over 40 Affinity groups from professional associations to member based buying groups. Direct marketing campaigns for each group, coordinate sales agents training on each association adn the product and presentation required to fulfill contracts. Create and continually evaluate and modify marketing copy, email frequency, Cisco phone queue assignment to align with agent training, email blasts and website product and contact information.Strategic planning for National Accounts as well as State and Regional levels. Contracting with nearly every insurance carrier to ensure we have both Personal Lines and Health products in every State. Planning marketing for each association with consideration to every State's Department of Insurance laws.

Houston, Tx, Us

When I began working with the brokerage as a start up, we had $5,000 and no agents. 2 years later we sold it to to Professional Medical Insurance Services for a substantial amount and a two year employment contract. At this time, I managed 12 salary plus commission Field Agents working with over 300 physicians office and three major hospital systems. I also had over 70 agents contracted under MGA contacts with underage Medical, Group Medical and Senior Products.

Statewide sales for health insurance and supplemental. National association member benefits for supplemental products. Medicare Advantage and annuities. 83 agents with three locations. The company was sold to PMIS and I worked for them after the acquisition.

Developed the South Texas Territory for selling finance and leasing products to construction companies. Worked closely with commercial construction companies, both subcontractors and general contractors, to create lease and finance products to help with cash flow, bonding, equipment purchasing and secure lines of credit. Personally evaluated credit worthiness of principles and corporation, capital evaluation and work flow for upcoming construction projects. Using this, I presented finance/lease products to customers as well as working with them on financial restructuring to allow better APR or terms.After evaluation of every aspect of the finances, from cash flow to net worth and receivables, I made the recommendation to our Credit Managers to negotiate funding on the client's behalf while making every effort to the ensure reliability of our credit position.Increased my territory from virtually no growth to over $18,000,000 in sales over two years. Gained a number of very prominent clients and have maintained my relationships with them since this time.

Bachelor'S Degree, Multi-/Interdisciplinary Studies, Bis: Communications: Geology

Not Seeking A Degree, Industrial And Organizational Psychology

None - Transfered, Pre-Medicine/Pre-Medical Studies

Industrial And Organizational Psychology