Joshua Kline

Experience

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  Centennial Wireless

  Jan 2008 - Oct 2008

  Inside Sales Representative

  Assist approximately 20 customers daily with billing and technical issuesGather information about market demographics and use business leads to achieve new activation goals of 30+ per monthAchieve 100% on secret shopper evaluations

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  Scottrade Financial Services

  Jan 2010 - Aug 2011

  Stockbroker Intern

  Responsible for monitoring daily work for accuracy and completion, processing checks, monitoring daily audit report, and seminar correspondenceAssisted customers by providing account information, stock quotes, and with brokerage needs under compliance as a non-licensed associate (averaged 40+ phone calls daily)Achieve 90%+ customer service scores, and conversion ratio goals of 90%+Meet with approximately 12 clients daily in person to discuss financial objectives to qualify and

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  MedPro Group

  Aug 2011 - Oct 2021

  - Review, price and process new business applications to ensure the risk is acceptable and within underwriting guidelines- Review, price and process renewals for both individuals and groups which meet specific underwriting thresholds for further review to ensure continued insurability and profitability.- Participate in special projects and testing to ensure seamless implementation of new systems or updates across the underwriting department.- Work directly with a specific network of distribution partners which were assigned to me for support and developing strong relationships. This also includes travel to their offices for in-person meetings Show less Processing midterm adjustments such as practice location changes, group/employer changes, procedure changes, adding premium and non-premium binding endorsements, etc.Gathering information on new business applications.Providing customer service to our independent agents and insureds.Processing indications for potential new business.Using Centric CRM to track customer contacts which enables us to provide better service to our customers and increase productivity.Answering questions about coverage and exclusions. Show less

  • Underwriter

    Dec 2014 - Oct 2021

  • Associate Underwriter

    Aug 2011 - Dec 2014
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  Coverys

  Nov 2021 - Nov 2024

  • Underwriting Manager - Facilities

    Jan 2023 - Nov 2024

  • Underwriter

    Nov 2021 - Jan 2023
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  CNA Insurance

  Nov 2024 - now

  Underwriting Director - Allied Healthcare Facilities (Wholesale)