Brittany Klutz
Minneapolis,MN
Summary
I am a versatile and passionate professional who strives to deliver exceptional service and value to my clients and candidates. As an insurance broker at Symmetry Financial Group, I leverage my expertise in customer relationship management (CRM) to provide tailored solutions and support to individuals and families who need protection and peace of mind.
With an extensive background in talent acquisition, I apply my skills in recruitment to attract, engage, and retain top talent. I am always eager to learn new skills, collaborate with diverse teams, and pursue new challenges and opportunities. My goal is to use my skills and experiences to make a positive impact on the lives and careers of others.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Life Insurance Broker
Symmetry Financial Group
Minneapolis, Minnesota
09.2023 - Current
- Analyzed customer needs and recommended life insurance policies accordingly.
- Conducted extensive research on various life insurance products and services.
- Educated clients about the features, advantages, and disadvantages of different types of life insurance policies.
- Maintained accurate records of client interactions and policy details.
- Processed applications for new life insurance policies in accordance with established procedures.
- Collaborated with underwriters to ensure proper risk assessment before issuing a policy.
- Participated in training sessions to enhance product knowledge and sales techniques.
- Responded promptly to client inquiries regarding coverage options and claims processes.
- Maintained accurate records of all transactions pertaining to life insurance policies.
- Attended conferences, seminars, and workshops to stay abreast of changes in the industry.
- Managed a portfolio of existing accounts while developing new business opportunities.
- Ensured compliance with applicable laws and regulations governing the sale of life insurance products.
- Utilized CRM software to manage client data and sales activities efficiently.
- Provided leadership and training for new agents regarding industry best practices and company policies.
Talent Acquisition Manager
Vertin Family Funeral Homes
Edina, Minnesota
08.2022 - 05.2023
- Developed talent acquisition strategies aligned with organizational goals.
- Conducted comprehensive recruitment processes for multiple departments.
- Collaborated with hiring managers to identify staffing needs and job requirements.
- Utilized applicant tracking systems to streamline candidate management.
- Facilitated interviews and assessed candidate qualifications for various roles.
- Built relationships with external recruitment agencies for talent sourcing.
- Managed onboarding processes to enhance new hire integration into the company.
- Consulted with hiring managers to further understand business requirements and inform pipeline development.
- Built robust pipeline and diverse pool of candidates to meet current or future hiring needs.
- Organized career fairs, campus visits, and other recruiting events.
- Identified talent management priorities and goals and collaborated closely with human resource personnel.
- Evaluated applicants' skills and qualifications against job requirements.
Head of Sales & Business Development
Prowess Project
Minneapolis, Minnesota
02.2021 - 06.2022
- Responsible for the development of new market initiatives, assessing new markets, and analyzing business opportunities.
- Accountable for negotiating contracts, initiating proposals, and closing deals.
- Establishes overall direction and strategic initiatives for the given major function or line of business.
- Participates in regular communications with senior management to explore and maximize revenue opportunities.
- Collaborates with internal resources to prepare scheduled and consistent programs to train and educate the team.
- Successfully executes client contracts from negotiation to close, in adherence to related company policies and procedures.
- Responsible for identifying leads, researching, and developing them; moving all through the sales cycle to closing.
- Manage all client, partner, and prospect relationships.
- Own the relationship between the prospect/client and Prowess Project: all communications, feedback, proposals, matching, and contracts.
- Provide support as needed in sales infrastructure resources and processes.
Xerox Corporation
National Account Executive
Minneapolis, Minnesota
07.2018 - 09.2020
- Operational leadership role with full operational accountability for the North American Medtronic Portfolio (i.e., across multiple locations with responsibility for operating SOWs, significant 'client engagement' required, 'C' level relationship building, etc.). With an annual post-sale revenue/gross profit plan, on average, up to $10M.
- Managed both internal and external (client and partner) relationships, and interfaced with multiple levels, including the executive level.
- Responsible for the management of the Medtronic relationship and the contract delivery of outsourcing/facilities management to end-user customers.
- Managed the services delivery of Medtronic's North American contracts.
- Responsible for building and maintaining strategic Medtronic relationships at multiple levels (including executive/C-level), delivering operational excellence, managing daily operations of the client account/account team, managing internal/external partner relationships, key client interface, facilitating/owning client-focused communications, people, and talent management.
- Delivered operational excellence, SLA achievement, client satisfaction, and retention.
- Developed strong relationships and teams internally and externally.
- Identified additional opportunities to grow revenue and profit, while reducing costs.
- Responsible for planning, directing, and coordinating operations in support of Medtronic and Xerox growth, owning Medtronic-focused communications and continued process improvement.
National Key Account Manager
Aerotek: Recruiting And Staffing
Minneapolis, Minnesota
12.2013 - 06.2018
- Responsible for the overall account management, cross-organizationally, for a multi-location national account.
- Maintained extensive knowledge of the client’s culture, structure, and business practices.
- Responsible for all activities surrounding account saturation, diversification, and retention of the client.
- Ensured the Standard Operating Procedures (SOP) and best practices were consistently being executed; this included, but was not limited to, the identification, training, development, and supervision of all delivery teams assembled to service the account.
- Utilized program management skills of communication, presentation, time management, organization, and planning to successfully achieve delivery program goals and objectives.
- Assisted in the development of customer-specific SOPs, including the identification of best practices to service the account, and maintained a professional work environment in alignment with client culture.
- Estimated time frames, quality, and quantity of resources required to successfully achieve delivery program objectives.
- Conducted periodic status checks with customers and delivery teams to assess progress against the delivery objectives.
- Developed and executed a corrective action plan if SLAs in the contract were not being met by the delivery teams.
- Maintained the SOP by making necessary updates to processes, then communicating and training delivery teams on all updates accordingly.
- Ensured adherence to screening, orientations, and training requirements at all locations.
- Partnered with delivery teams and appropriate internal resources to conduct Quarterly Business Review meetings with the client’s executive team.
Account Manager, Preferred Accounts
Aerotek: Recruiting And Staffing
Minneapolis, Minnesota
12.2014 - 12.2015
- Responsible for overall account management of a large single location account and on-site delivery team.
- Executed supervisory responsibilities for delivery team, in accordance with organization’s policies and applicable laws.
- Responsibilities being the interviewing, hiring, and training of delivery team. Planning, assigning, and directing work. Appraising performance, rewarding, and disciplining employees. Addressing complaints and resolving problems.
- Served as the primary interface between Internal and Client Executive Directors, Human Resources, Supervisors, Managers, Accounts Payable, Trainers, and 200+ contract employees daily.
- Developed and identified creative recruiting resources and networking activities to attract qualified candidates interested in contract, contract-to-hire, and direct placement employment. Some examples included meeting with educational institutes, colleges, cultural organizations, career counselors, attending career fairs, providing resume building and mock interview courses, and referral contests or initiatives, to name a few.
- Managed the requisition process by qualifying all openings with appropriate hiring managers, supervisors, and executive personnel.
- Coordinated the fulfillment of open positions with the delivery team to ensure all hiring deadlines are met, while obtaining minimal attrition standards.
- Maintained and managed the contractor workforce according to the Client-Specific Progressive Discipline Programs; this included, but was not limited to, monitoring attendance, conducting all disciplinary actions, and executing performance development initiatives when applicable.
- Ensured all injury reporting protocols are being followed, and OSHA regulations are continually being met by communicating with the Client Safety Manager, HR, and supervisors.
- Ensured that all applicants' pre-screening is completed in accordance with the Client’s SOP requirements.
- Attended all client production and staff meetings on both a weekly and monthly basis to review all open positions, discuss future business prospects, and plan strategies.
- Prepared client-specific reporting on a daily, weekly, monthly, and annual basis.
- Required to understand job market, client competitors within the industry and in surrounding areas, pay rates, schedules, etc. conducting routine Labor Market and Wage analyses for comparison.
Senior Customer Support Representative
Aerotek: Recruiting And Staffing
Minneapolis, Minnesota
12.2009 - 12.2014
- Ensured customers, including, but not limited to, contract employees, clients, and local sales teams, receive superior human resource, payroll, and benefits support.
- Primary liaison with the corporate office regarding all accounting-related issues.
- Completed internal payroll.
- Managed timecard audit and collection (including contacting contractors and/or clients for missing timecards) in PeopleSoft and Time Central.
- Weekly review of Time and Billing Audit for Accuracy.
- Managed the unemployment process including claims and hearings.
- Managed the Workers' Compensation Program, including education, filing claims, and alternate light duty locations.
- Completed all pre-employment paperwork and orientations with contractors.
- Ensured timely processing of tax credit forms.
- Managed Purchasing Card Account.
- Ensured all client-specific agreements, pre-screening qualifications, and requirements are met for all candidates prior to starting employment.
- Responsible to process weekly payroll for approx. 300+ contract employees, located in multiple states, on different schedules using PeopleSoft 8 Human Resource Management System, vendor management systems, exempt employees, alternate work schedules, per diem, etc.
Education
Business of Administration
Minnesota School of Business- Globe University
Minneapolis, MN05-2009
Skills
- Customer relationship management
- Team leadership
- Effective communication
- Applicant tracking systems
- Talent sourcing
- Recruitment strategies
- Onboarding management
- Business development
- Collaborative Problem-solving
- Workforce planning
Certification
- Insurance License; Life, Health, and Accident- MN, WA, TX, FL, OH
Timeline
Life Insurance Broker
Symmetry Financial Group
09.2023 - Current
Talent Acquisition Manager
Vertin Family Funeral Homes
08.2022 - 05.2023
Head of Sales & Business Development
Prowess Project
02.2021 - 06.2022
Xerox Corporation
National Account Executive
07.2018 - 09.2020
Account Manager, Preferred Accounts
Aerotek: Recruiting And Staffing
12.2014 - 12.2015
National Key Account Manager
Aerotek: Recruiting And Staffing
12.2013 - 06.2018
Senior Customer Support Representative
Aerotek: Recruiting And Staffing
12.2009 - 12.2014
Business of Administration
Minnesota School of Business- Globe University
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