Max Johnson Email & Phone Number

• Creates marketing program to attract new clients and cross sell to existing clients on new products• Monitors new underwriting guidelines and implemented them accordingly • Establishes and manages potential clients through the sales pipeline• Follows up with potential clients in regards to online information request• Through conversation finds potential clients wants and needs• Customize insurance plan to fit potential clients for a variety of risks• Presents insurance policy options to clients while explaining how the plan works• Processes applications, payments, and cancelations

• Consistently exceeded targeted sales goals month after month• Maintained customer relations by proactively following up post-sale and ensuring client satisfaction• Catered to unique requirements by offering alternative products and services• Designed marketing campaigns to increase product sales• Applied knowledge including testing standards, guidelines, and methodologies to meet test objectives• Orchestrated the planning, development and quality assurance of test scripts• Monitored the progress and roll out of developed scripts• Documented, tracked, and reported quality assurance and performance metrics• Maintained client satisfaction and repeat business

• Performed underwriting analysis, risk assessment for new and renewal of small as well as large group contracts.• Utilized tools, systems, policies and procedures to produce accurate quotes.• Routinely prepared and delivered quotes for prospective and existing contracts in a timely manner.• Ensured quality assurance by conducting audits on quotes from other members of the underwriting staff to ensure all are accurate.• Applied policy guidelines to ensure client eligibility and escalates exceptions or financial variances to other departments as required.• Independently responded to requests for pricing and/or accounting balance alternatives based on financial analysis, underwriting principles and business strategy.• Assisted sales personnel in explaining rate, accounting balance development, and communicating underwriting policy.• Produced timely and accurate results by strategically analyzing and estimating risk by applying procedural processes to ensure sound financial decisions.• Maintained in-depth knowledge of a multitude of systems and technical skills in order to get information quickly.• Adhered to HIPAA, and other rules and regulations to ensure confidentiality.• Obtained extensive knowledge of the underwriting process as well as federal and state regulations.• Handled plan rates, eligibility, also customer service for internal and external users.