Amy Folkerts
Shell Rock,IA
Summary
Accomplished Wealth Management Product Owner with a proven record of driving impactful change. Expertise in strategic planning and cross-functional collaboration, delivering complex projects on time and within budget.
Overview
2027
2027
years of professional experience
Work History
Wealth Management Product Owner
TruStage
2022 - Current
- Initiative lead on a multi-year project conversion to a new administration system collaborating with cross functional teams
- Prioritize product backlog according to volumes, business value, compliance risk and customer experience
- Prepare delivery plans, maintain project budget, engage in strategic roadmap planning
Operations Conusltant I, II
TruStage
2015 - 2022
- Liaison between Annuity Operations and IT; strategic and tactical
- Led operational readiness introducing new functionality and regulatory changes
- Advocate for lean and cost effective enhancements that benefit the customer
Operations Analyst
TruStage
2011 - 2015
- Engaged as Subject Matter Expert for annuity products, administrative and ancillary systems, and automation
- Collaborated with operations to streamline workflows, enhance efficiency, and gather IT requirements
- Directed and managed new incoming business to front line staff and processing queues
Senior Service Analyst
TruStage
1999 - 2011
- Illustrated, processed and communicated complex policy change transactions to the customer
- Prepared manual taxable gain calculations
- Performed research and problem solved for unique case scenarios on legacy administrative systems
Service Administrator
TruStage
1997 - 1999
- Processed various types of payments and validated policy accounting
- Balanced and reconciled clearing accounts
- Setup and modified direct bill and automatic payment plans
Education
Associate of Science - Accounting
Hawkeye Community College
1995
Skills
- Achiever; Driving for Results
- Analytical; Seeking the Details
- Empathy; Sensing the Tone
- Learner; Focusing on Growth
- Responsibility; Taking Ownership
Timeline
Wealth Management Product Owner
TruStage
2022 - Current
Operations Conusltant I, II
TruStage
2015 - 2022
Operations Analyst
TruStage
2011 - 2015
Senior Service Analyst
TruStage
1999 - 2011
Service Administrator
TruStage
1997 - 1999
Associate of Science - Accounting
Hawkeye Community College