Matthew Cate

Researcher
DISC Type : Cs

Senior Vice President, Employee Benefits at CAC Agency

Birmingham, Alabama, United States

Overview

Matthew Cate is the Senior Vice President of Employee Benefits at CAC Agency, where he specializes in developing long-term health insurance strategies for businesses. He focuses on controlling costs without sacrificing plan design, drawing on his background in medical sales with Stryker and his BS from Auburn University.

Outside of work, Matthew is actively involved in his community as a member of the Phoenix Club of Nashville, a non-profit organization that benefits disadvantaged youth in Middle Tennessee. He is an alumnus of Nashvilles Montgomery Bell Academy.

He applies his previous experience in the medical device industry to bring a unique perspective to managing employee benefits.

Personality Overview

Detail Oriented

Soft Communicator

Process Focused

They are always well-planned and adopt a systematic approach.  They tend to have clarity about their needs and constraints, and are unlikely to over-promise. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

Benefits Strategy
His role at CAC Agency is centered on establishing long-term strategies to manage employee benefits, particularly health insurance costs for clients.
Healthcare Cost Control
A core part of his professional focus is controlling client costs associated with employee health plans while strengthening the benefits offered.
Community Involvement
He is a member of the Phoenix Club of Nashville, an organization focused on supporting disadvantaged youth in his local community.

Media Appearances

People‑ing with Purpose – Podcast episode featuring Matthew Cate, Senior Vice President, Employee Benefits, CAC Agency. Featured in Facebook (PRemployer)

See Now

Work History

10-2013
Senior Vice President, Employee Benefits at CAC Agency
10-2013
Senior Vice President of Employee Benefits at CAC Agency
7-2011 - 10-2013
Sales Representative at Stryker
3-2009 - 7-2011
Account Executive at Enterprise Holdings

Education

2005 - 2009
BS from Auburn University
1999 - 2005
HS Diploma from Montgomery Bell Academy

More Information

Social Presence :

Prographics :

Exp : 16 Location : Birmingham, Alabama, United States Job Level : Leadership Designation : Senior Vice President, Employee Benefits at CAC Agency
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Insights For Selling To Matthew

During A Call Or A Meeting

DO's

  • If they are not asking many questions, nudge them to ask questions rather than just starting to talk yourself
  • Share a one-off customer success story but keeps the focus on highlighting objective, numerical results
  • Preferably use email to follow up with them instead of phone or Linkedin, engage by asking question or opinions

DONT's

  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic
  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.
  • Avoid emotional and informal language, stay objective and to the point instead

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Matthew is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Matthew

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Matthew move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Matthew take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Matthew

Personality Compatibility


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