Garrett Chadderdon Email & Phone Number

Boise, Idaho, United States

As Director of Sales at STRIVE, I developed strong relationships with current broker partners and clients while also converting many prospects to new clients along the way. During my time here, I gained experience at a small startup where there was great cross-collaboration between all facets of the business. This included collaborating with the customer success team to create cross and upsell opportunities, maintaining strong client relationships, and ensuring highly engaged implementations as well as partnering with the marketing team to generate more opportunities and planning strategically with leadership. We achieved great growth, and STRIVE was acquired in August of 2022.

As a Mid-Market Sales Specialist I was responsible for generating a predetermined sales volume through a network of benefits consultants with clients that currently have 50-500+ employees and are interested in new concepts to address the quality and cost of healthcare for their clients. This included conducting seminar presentations, webinars, or one on one meetings and presentations along with guiding benefits consultants through the sales process from beginning to end. Other responsibilities included providing guidance to agents in developing selling strategies to obtain new and retain existing business as well as anything regarding perceived problems with claims processing, underwriting, rate increases, and company decisions impacting an agent’s clients.

Boise, Idaho Area

In this role my primary focus was to prospect and generate Small Group new business proposals leading to new business. Other responsibilities included: providing guidance to agents in developing selling strategies to obtain new and retain existing business, providing guidance to agents regarding claims processing, underwriting, rate changes, and company decisions impacting an agent’s clients, providing timely communication to agents on product offerings, network changes, rate changes and plan designs, evaluating agent performance and continually recruit agents as additions to agent organization, and identifying potential agents from referrals, references or industry listings.

Boise, Idaho

 Promptly conduct initial underwriting and credit reviews following risk analysis of potential loans. Recommend possible loan structures to credit and asset management team lead. Conduct site inspections of potential collateral and collateral currently financed by A10. Complete credit memos following receipt of third party reports on collateral in potential loans. Maintain a portfolio of loans through collecting and analyzing financial information and completing quarterly reports. Manage relationships with current borrowers through loan servicing. Track capital expenditure and tenant improvement budgets and make loan facility advances along with due diligence.

 Made long term investments in a diverse portfolio worth over $500,000. Oversaw the cyclical sector including other members of the group overseeing cyclical sub-sectors. Prepared and delivered buy and sell presentations to the group using fundamental and technical analysis. Analyzed current holdings and potential holdings utilizing Morningstar Direct and a Bloomberg Terminal. Conducted meetings outside of class to keep members up to date on our current holdings within the cyclical sector. Given opportunities to make trips across the United States to network with many companies.

Boise, Id

 Utilized a Bloomberg Terminal to compare historic swap rates to spreads on recent loans closed in the market. Compiled multiple spreadsheets to help price out the new permanent loan product launched during the summer. Cold called commercial real estate investors to practice sales pitches and build potential business. Listened in on sales calls daily to learn different sales strategies and pitches as well as the processes in closing a deal.

 Recruited the 2014 pledge class for the fraternity which included 25 pledges. Lead recruitment events during the 2013-2014 school year and over the summer of 2014. Awarded the Greek Award for Continuous Open Bidding, which is awarded to the fraternity with the best recruitment. Voiced opinions and voted through being an Executive Board member to facilitate important decisions for the chapter.