Matthew Tate Email & Phone Number

Saint Paul, Mn, Us

Greater Minneapolis-St. Paul Area

Minneapolis, Minnesota, United States

Advise employer clients on all aspects of employee benefits packages, including group and voluntary insurance plans, benefits administration, and well-being programs. Develop tailored solutions to meet clients' needs and objectives while ensuring compliance with regulatory requirements. Analyze market trends and benchmarks to identify and support benefit program enhancements and recommendations. Collaborate with internal teams and external vendors to ensure successful implementation and optimal performance of benefit programs. Offer ongoing support and guidance to clients, addressing questions and providing timely responses and issue resolution. Keeping up to date on latest industry developments and best practices to deliver informed advice and maintain market-competitive employee benefits.

Greater Minneapolis-St. Paul Area

Led strategic initiatives specializing in comprehensive benefits and total rewards strategies for large-scale employer clients. Fostered innovation in employee benefits, health management, and point solutions, ensuring alignment with client objectives and adherence to federal and state regulations. Recognized for delivering transformative solutions that enhanced client outcomes and operational efficiency, contributing to Mercer’s industry leadership.

Greater Minneapolis-St. Paul Area

Consulting engagement with local physician and entrepreneur tasked with developing an alternative employee healthcare plan. Leveraged industry expertise and healthcare reform laws to create comprehensive business plans to support future growth phases.

Greater Minneapolis-St. Paul Area

Led management of external consultant and broker relationships impacting large and national client markets. Fostered existing consultant partnerships while developing and capitalizing on new affiliations. Worked closely with sales and account management teams, leaders and employer clients to build business continuity, stakeholder consensus and overall client satisfaction.Additionally, expanded the role to include consulting & analytic services to internal departments and leadership teams, and served as a key liaison and contributor to Blue Cross' national initiatives along with sister Blue Cross plan counterparts through Consortium Health Plans and the BCBS Association. Some key activities include: Incorporating national strategies into local plan's initiative projects and workgroups while conversely representing local strategies nationally. Increasing effectiveness of sales & retention processes. Identification and implementation of best practices in sales & retention, network development, health & wellness programs, contact management, presentations, health informatics & analytics, technologies, partner performance & compensation. Workgroup team member & contributor - Product, Marketing, Network Management, Health Management, Reform & Exchange Strategies, Data Analytics & Reporting, National Blue Cross Strategies & Initiatives

Des Moines, Iowa Area

Developed and led health & benefits book of business across all market segments offering comprehensive broker & consulting services. Leadership team member responsible for the development and acute refinement of company vision and strategy to maximize short- and long-term profitability and sustainability. Liaised with C-level and senior executives to develop new business ventures & partnerships. Led major consulting services expansion and contributed to the development of a new wellness company and virtual private exchange platform enhancing company’s existing capabilities, differentiating value and brand visibility for clients and affiliated business partners. Expanded firm’s wholesale market and operations footprint across multiple states, recruiting several hundred new professional affiliates and securing preferred-status vendor contracts.

Des Moines, Iowa Area

Led account management team that continuously developed strategic plans and maximized the profitability for an assigned book of business and contracted brokers. Spearheaded sales leads, referral activities, renewal negotiations and financial analyses to retain & expand book of business. Assessed, anticipated and met client needs. Managed multiple lines of business and market segments. Developed and managed association health plans for state government entities. Delivered speaking and training engagements both regionally and state-wide to professional and community organizations, contractors, and internal staff members.

Des Moines, Iowa Area

Managed self-funded benefits programs for large employers working in close collaboration with client's human resources, benefits & compensation, finance, and executive leadership teams.

Greater Minneapolis-St. Paul Area

Claims Unit Coordinator - Lead role in a multi-unit Preferred Provider Organization claims processingdepartment. Role required regular quality assurance audits of random batched processed claims, team member development and leadership level activities as required by the workload. Utilization Management Intake Coordinator - Member of team that started a new inbound and outbound call center to facilitate precertification, triage, preapprovals and utilization management activities between our organization and healthcare systems, hospitals and other healthcare professionals.

Executive Mini Mba

Education record

Education record