Isaac Mattson
Minneapolis
Summary
Analytical and detail-driven professional with a background in financial analysis and underwriting operations. Skilled in cost analysis, financial reporting, and process improvement, with hands-on experience coordinating quote requests, negotiating with carriers, and supporting strategic decision-making. Seeking to apply data-driven insights and risk evaluation skills in an underwriting role.
Overview
9
9
years of professional experience
Work History
Underwriting Associate / Risk Solutions Specialist
HealthEZ
07.2023 - Current
- Led end-to-end management of self-funded stop-loss quote requests, including packaging and sending RFPs to carriers.
- Analyzed carrier proposals and negotiated competitive pricing to meet client cost and coverage goals.
- Prepared underwriting files using claims experience, large claimant data, and plan designs to support renewal decisions.
- Developed custom marketing and analysis tools to guide account managers in client strategy development.
- Maintained and organized submission and renewal data in Salesforce, ensuring timely updates and accurate recordkeeping.
- Communicated cost-containment strategies such as large claim repricing or medical management to carriers to drive savings.
- Partnered with internal medical, sales, and account management teams to gather key inputs and support underwriting needs.
- Audited sold case details to verify alignment between internal records and carrier-locked stop-loss terms.
- Tracked renewal statuses across multiple carriers and documented activity in accordance with company workflows.
- Ensured all carrier paperwork and documents were submitted on time to avoid policy issuance delays.
- Processed and finalized sold accounts per internal guidelines, reducing turnaround times and improving data quality.
- Supported sales and broker partners by ensuring smooth quote submissions and clear communication of renewal outcomes.
Server Assistant
Chianti Grill
09.2016 - 07.2023
- Trained server assistants in the bar, dining room and food running.
- Supervised up to five other server assistants during shifts.
- Stocked inventory in a timely manner to assist bartenders.
- Resolved any difficulties and complaints that arose with guests.
- Communicated with and assisted servers through teamwork to provide a memorable experience for guests.
Finance/Accounting Intern
Phillips & Temro Industries
05.2022 - 01.2023
- Developed a customer profitability prototype in Power BI, incorporating non-standard cost components such as tariffs, purchase price variance (PPV), and rebates.
- Identified data requirements across multiple systems of record and established relationships to enable accurate cost and margin analysis.
- Collaborated with finance, supply chain, and production teams to validate data sources and ensure alignment of financial insights.
- Created interactive dashboards that provided cross-functional stakeholders with actionable insights into product and customer-level profitability.
Education
Bachelor of Science - Finance
Iowa State University, Ivy College of Business
Ames, Iowa05.2023
Associate of Arts - Liberal Arts
Normandale Community College
Bloomington, MN05.2019
Skills
- Stop-Loss Underwriting
- Risk Assessment
- Financial Analysis
- Pricing Strategy
- Salesforce
- Excel (VLOOKUP, PivotTables)
- Power BI
- Data Visualization
- Quote & Renewal Management
- Market Comparison Analysis
- Cross-Team Collaboration
- Process Optimization
- Ugan Stop Loss
Accomplishments
- HealthEZ - Rookie of the Year April 2024
- Recognized by leadership and peers for my exceptional early performance and immediate contributions to underwriting operations.
Timeline
Underwriting Associate / Risk Solutions Specialist
HealthEZ
07.2023 - Current
Finance/Accounting Intern
Phillips & Temro Industries
05.2022 - 01.2023
Server Assistant
Chianti Grill
09.2016 - 07.2023
Bachelor of Science - Finance
Iowa State University, Ivy College of Business
Associate of Arts - Liberal Arts
Normandale Community College
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