Matt Miles Email & Phone Number

Cleveland, Ohio, Us

Cleveland, Ohio, Us

Cleveland, Ohio, Us

• Assisted with the strategic planning process and collaborated with the Client Executives on long-term, integrated, and comprehensive benefit strategies for clients in Major and Middle Market• Served as key account contact to assist in identifying, communicating, and implementing cost effective benefit solutions to help minimize risk and meet the client’s benefit objectives• Worked closely and built relationships with client contacts at the Executive Leadership level• Collaborated with the service team on the preparation and peer review of all client deliverables

Cleveland, Ohio, Us

• Successfully onboarded and managed over 350 of Amazon’s Delivery Service Partners (DSP’s) in order to provide healthcare for their employees• Innovated systems and processes based on the dynamic needs of Amazon and the DSP’s• Assisted in developing and implementing a full human capital management approach to provide efficiencies for the logistic companies• Interacted with each DSP as their daily advisor in managing their benefits and employees

• Marketed request for proposals on behalf of independent insurance agents and their clients for ancillary benefits• Acted as a liaison between insurance brokers and carriers to retain the brokers’ clients within our block of business• Analyzed the needs of the brokers’ clients by completing a spreadsheet analysis following the receipt of carrier proposals• Recommended viable benefit options to provide brokers with a competitive advantage for themselves and their clients

Rochester, Ny, Us

• Sold products/services by developing new clients and growing the client base to increase profits in small business sales• Presented Paychex offerings and suite of services to final decision makers and end users within the prospect universe• Analyzed customer needs, determined which products were appropriate, and referred to partners when necessary• Prospected for new clients and referral sources utilizing the telephone, cold calls, current client visits, and networking• Scheduled appointments and visited potential and current referral sources to secure referrals to end users

Dayton, Oh, Us

• Lead bi-weekly meetings with over 30 first-year business students covering professional development and school topics• Help mentor the first-year students by keeping them on course with the tough transition from high school to college• Act as an administrative assistant in the School of Business Undergraduate Advising Office• Administer and grade assignments with confidentiality for various business courses

Rochester, Ny, Us

• Obtained the skills to present products and services of Paychex to final decision makers• Learned the Paychex sales process by participating in weekly training sessions• Qualified prospects to increase the CORE Sales client base through cold calling and telemarketing• Attended scheduled networking meetings to identify referrals for strategic partners• Utilized Salesforce to generate and task new leads to National Sales Support (NSS) on behalf of the territory reps

•Supported Indirect Dealer loan operations with funding, ensuring document accuracy and compliance•Participated in meeting production goals that were 103% of budgeted plan for car loans•Prepared, interpreted, and organized loan data to ensure completeness of files

•Conducted various forms of financial transactions for personal and business customers•Processed monetary transactions and customer requests in a manner that meets required internal controls•Responsible for the processes to ensure the confidentiality and security of data•Maintained maximum security over teller drawer and balanced daily

Bachelor Of Science In Business Administration, Marketing

Education record