Matt Lutz
Vice President at CBIZ Benefits & Insurance Services, Inc.- Claim this Profile
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Bio
Brandyn Peters
I've been fortunate to have had the ability to partner with Matt numerous times to ensure we were both advising our clients in the right light. Matt is a bright and energetic professional with a great mindset who has a wealth of knowledge of the Human Capital Management industry and market. I highly recommend Matt and know that he would make a great addition to a company.
Bradley Buck
Matt had always been dedicated to be the best that he can be. We have had multiple courses together throughout college and always work together, he always pushes our groups to exceed.
Brandyn Peters
I've been fortunate to have had the ability to partner with Matt numerous times to ensure we were both advising our clients in the right light. Matt is a bright and energetic professional with a great mindset who has a wealth of knowledge of the Human Capital Management industry and market. I highly recommend Matt and know that he would make a great addition to a company.
Bradley Buck
Matt had always been dedicated to be the best that he can be. We have had multiple courses together throughout college and always work together, he always pushes our groups to exceed.
Brandyn Peters
I've been fortunate to have had the ability to partner with Matt numerous times to ensure we were both advising our clients in the right light. Matt is a bright and energetic professional with a great mindset who has a wealth of knowledge of the Human Capital Management industry and market. I highly recommend Matt and know that he would make a great addition to a company.
Bradley Buck
Matt had always been dedicated to be the best that he can be. We have had multiple courses together throughout college and always work together, he always pushes our groups to exceed.
Brandyn Peters
I've been fortunate to have had the ability to partner with Matt numerous times to ensure we were both advising our clients in the right light. Matt is a bright and energetic professional with a great mindset who has a wealth of knowledge of the Human Capital Management industry and market. I highly recommend Matt and know that he would make a great addition to a company.
Bradley Buck
Matt had always been dedicated to be the best that he can be. We have had multiple courses together throughout college and always work together, he always pushes our groups to exceed.
Experience
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CBIZ Benefits & Insurance Services, Inc.
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United States
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Insurance
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1 - 100 Employee
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Vice President
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Mar 2021 - Present
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ADP
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Lebanon
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Architecture and Planning
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1 - 100 Employee
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TotalSource District Manager
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Jul 2019 - Jun 2020
• Partnered with Benefit Brokers and Underwriters to create a comprehensive solution for business owners.• Established new partnerships to drive quick results in new territory.• Educated the market on how a Professional Employer Organization can impact their business.
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Major Account District Manager
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Jul 2018 - Jun 2019
• Educated territory of workforce trends and regulatory changes.• Leveraged external partners to drive new client relationships.• Participated in local affiliations, groups, and events within my territory to establish personal brand.
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Major Account District Manager
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May 2015 - Jun 2018
I take the time necessary to understand the strategic goals and initiatives of mid-sized companies to successfully position them with cost effective solutions and an efficient administrative environment. I have impacted companies by:-Growing top and bottom line revenue-Increasing employee engagement-Ensuring regulatory compliance-Capitalize on applicable tax credit initiativesI partner with Accountants, Brokers, Bankers and Consultants to:-Provide customized solutions for their clients and prospects-Provide business solutions for multiple markets/industries-Deliver CPE's covering various topics
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Major Accounts Sales Intern
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Sep 2014 - Apr 2015
• Organized and ran Corporate Survey Campaign across Upstate New York. • Researched and profiled prospect, terminated accounts, and low-grade Salesforce accounts to generate opportunities.• Focused on trigger events to schedule meetings for District Managers.
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SUNY Oswego
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United States
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Public Relations and Communications Services
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Bachelors of Science in Accounting
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Aug 2010 - May 2015
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Testone, Marshall & Discenza, LLP
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United States
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Accounting
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1 - 100 Employee
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Tax Intern
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Jan 2014 - Apr 2014
• Verified data and ipdated client records in Practice CS. • Scanned and routed client information to iChannel. • Generated Unadjusted Trial Balances. • Verified data and ipdated client records in Practice CS. • Scanned and routed client information to iChannel. • Generated Unadjusted Trial Balances.
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Education
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2010 - 2015
State University of New York College at Oswego
Bachelor of Science - BS, Accounting
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