Caden Johnson
North Ogden,UT
Summary
Highly motivated individual with a proven track record in sales, account management, and data management. Brings a blend of strategic thinking, technical proficiency, and a customer-centric focus to any role. Effective communication skills, problem-solving abilities, and adaptability to new technologies make a valuable asset to any prospective company seeking a versatile and proactive team member. Capable of using advanced Excel and Visual Basic for Applications (VBA) to consistently deliver results by developing innovative solutions.
Overview
5
5
years of professional experience
Work History
Regional Sales Manager
S3 Reps
04.2024 - Current
- Managed regional sales for 20+ manufacturers across Utah, Idaho, Wyoming, and Montana working in conjunction with distributors and integrators.
- Expanded market share within the region by identifying growth opportunities and collaborating with cross-functional teams.
- Increased regional sales by nurturing key client relationships and utilizing synergistic sales techniques.
- Contacted key accounts regularly and achieved high satisfaction scores by routinely re-assessing needs and resolving conflicts.
- Conducted product demonstrations and presentations to potential clients to capture more sales.
- Generated detailed sales reports and forecasts to analyze performance and track progress.
Enrollment Specialist
Garry L. Johnson & Associates (GLJ)
07.2020 - 04.2024
- Oversee and complete all enrollment changes made for employees across the 100+ companies administered by Garry L
- Johnson & Associates with each of their individual insurance carriers
- Changes made include adding coverage, terminating coverage, address changes, personal information changes, changes made due to life events, sending out scheduled emails for new hires, and more
- Keep detailed records on what stage of completion each change is at on the agency digital wall and save confirmation of all changes made to the company server
- Communicate closely with insurance carriers by email and phone to ensure the timely completion of changes requested by clients
- Work closely with clients to ensure their requests are finished correctly and in a timely manner
- Assist with the open enrollment changes made for companies, particularly with health savings accounts and health insurance coverage, primarily utilizing enrollment portals and Excel spreadsheets.
Data Manager / Efficiency Specialist
Garry L. Johnson & Associates (GLJ)
01.2020 - 04.2024
- Utilized technology to streamline and simplify processes of the company, saving time, money, and resources so they can be allocated to other areas of GLJ.
- Developed a VBA and Excel program for 1095C and 1095B IRS tax filings: Automates complex tax filings using data from the agency's system. Reduced filing time from up to 7 hours to 2 minutes per company, and from 45 days to a couple of days for 50+ companies.
- Created a VBA-based quoting system for GLJ Customer Service Representatives: Generates detailed benefit option displays, automates formatting, rate calculations, and error-checking. Halved the time for creating quotes, saving hundreds of work hours annually and reducing errors.
- Developed data transfer templates for insurance data formatting: Created 30+ templates to adapt data to various carrier formats. Reduced 3-4 hour tasks to 1 minute, frequently used by GLJ employees.
- Built a reporting database for GLJ: Streamlined tracking and organization of client progress and actions needed, leading to more organized meetings, better teamwork, and reduced errors.
Sales & Account Management
Garry L. Johnson & Associates (GLJ)
09.2019 - 04.2024
- Utilized excellent sales techniques to obtain new business and maintain existing accounts.
- Supported day-to-day account management for company clients.
- Strengthened relationships with current accounts through regular communication.
- Met with clients and employees to review and optimize insurance needs while educating them on insurance and benefits usage.
- Helped companies develop attractive benefits programs.
- Negotiated better rates and terms with insurance carriers.
- Administrated each client/company’s annual benefits renewal.
Education
Bachelor of Arts - Technological Entrepreneurship and Management
W.P. Carey School of Business, Arizona State University
Tempe, AZ12.2023
Skills
- Outside Sales
- Upselling and Cross Selling
- Conflict Resolution
- Negotiation and Persuasion
- Account Management
- Presentation/Demo Skills
- Customer Service
- Data Management/Analysis
- Organizational Skills
- Fast Learner
- Advanced Excel
- Visual Basic for Applications (VBA)
- Enrolled in Python Code Class
- Enrolled in Salesforce Admin Class
- Microsoft Office
- Business development and planning
- Spanish Speaking
Languages
Spanish
Professional Working
Timeline
Regional Sales Manager
S3 Reps
04.2024 - Current
Enrollment Specialist
Garry L. Johnson & Associates (GLJ)
07.2020 - 04.2024
Data Manager / Efficiency Specialist
Garry L. Johnson & Associates (GLJ)
01.2020 - 04.2024
Sales & Account Management
Garry L. Johnson & Associates (GLJ)
09.2019 - 04.2024
Bachelor of Arts - Technological Entrepreneurship and Management
W.P. Carey School of Business, Arizona State University
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