BROOKLYN KLINGER
Des Moines
Summary
Results-driven business professional with a proven track record in identifying and developing new business opportunities. Recognized for the ability to enhance team collaboration and navigate dynamic environments to achieve significant outcomes. Excels in strategic planning and relationship management, bringing reliability and adaptability to every task. Strong focus on achieving measurable results, dedicated to driving success and delivering value to organizations.
Overview
6
6
years of professional experience
Work History
New Business Coordinator -Contractor
F&G Annuities and Life Insurance
10.2024 - Current
- Processed new business transfers daily
- Called other companies to obtain status update regarding the transfers
- Utilized multiple programs such as Adobe, Word, and internal systems
- Daily office work included mailing our transfer forms and locating original paperwork
Inforce Customer Support Agent
Equitrust Life Insurance Company
04.2024 - 09.2024
- Assisted the New business team prior to training with LOA preparations
- Achieved 94% overall on training assessments
- Assisted clients, agent, and other companies researching their annuity contracts
- Thoroughly explained contract benefits, rates, and transaction details
Customer Service Representative
Athene
09.2023 - 01.2024
- Research cost basis and amounts for claims payments
- Found beneficiary information via obituaries and other websites
- Surpassed processing goals consistently
- Used multiple programs and monitors
- Finding the source of contract premiums
Project Coordinator
Worldwide Logistics
03.2022 - 09.2023
- Scheduled appointments for pickup and delivery
- Building order information based off of the purchase orders we received
- Managed around 20 customers daily
- Assisted with creating training tools and PowerPoint's
- Trained new Project Coordinators that were hired
- Kept projects on schedule by managing deadlines and adjusting workflows.
- Supervised multiple projects from project start through delivery by prioritizing needs and delegating assignments.
Service Banker
Bank of the West
04.2019 - 03.2022
- Assisted customers with financial questions ranging from fees on their account to assisting with fraud claims
- Verifying where funds came from and determining if the funds source was legitimate or fraudulent
- Identified cross-selling opportunities to recommend additional products that met customer needs.
- Established rapport with customers through personalized interactions, fostering long-term relationships.
- Balanced teller drawers and ATM cash.
- Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
- Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
- Enhanced customer satisfaction by promptly addressing inquiries and resolving issues.
Education
High School -
East High School
01.2014
Skills
- Employee Training
- Service Excellence
- Payroll Processing
- Retail Management
- Banking/ Financial Services
- Client relationship building
- Team collaboration
- Effective communication
- Schedule management
- Training documents
Timeline
New Business Coordinator -Contractor
F&G Annuities and Life Insurance
10.2024 - Current
Inforce Customer Support Agent
Equitrust Life Insurance Company
04.2024 - 09.2024
Customer Service Representative
Athene
09.2023 - 01.2024
Project Coordinator
Worldwide Logistics
03.2022 - 09.2023
Service Banker
Bank of the West
04.2019 - 03.2022
High School -
East High School
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