Christopher Bealmer
Washington,IL
Summary
Former Director of Insurance Operations and Services with over 16 years of experience bringing planning and problem-solving abilities. Focused on maximizing resource utilization to support scalable operations and increase holistic positive client experience. Organized and systematic with natural relationship-building and client-centric talents.
Overview
20
20
years of professional experience
Work History
Director of Insurance Services and Operations
Dill Wealth Management - Northwestern Mutual
Peoria, IL
09.2014 - 04.2024
- Recruited and trained staff members.
- Coordinated activities with other departments to expedite work and improve interdepartmental performance.
- Supported work-life balance to improve staff morale.
- Recommended corrective actions to conform to quality specifications.
- Delegated work to staff, setting priorities and goals.
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
- Used strong issue resolution and communication skills to cultivate and strengthen lasting client relationships.
Associate Financial Representative
Sunil Oberoi - Northwestern Mutual
Peoria, IL
01.2008 - 09.2014
- Prepared reports summarizing customer portfolios, performance, and risk exposures.
- Developed relationships with internal teams such as legal, compliance, operations. to ensure regulatory requirements are met.
- Participated in team meetings to discuss strategies for providing exceptional service.
- Ensured all documents were accurately completed prior to submission for processing.
- Worked with customers to determine needs, evaluate financial means and check eligibility for products or services.
Financial Representative
Northwestern Mutual
Peoria, IL
04.2007 - 05.2008
- Explained insurance policy details to customers, including coverage amounts, exclusions, riders.
- Conducted risk assessments for customers based on their individual circumstances.
- Attended conferences and seminars related to the finance industry in order to stay abreast of developments in the field.
Mortgage Loan Specialist
Wells Fargo Home Mortgage
Peoria, IL
01.2004 - 12.2006
- Met with applicants to obtain information for loan applications and answer questions about loan process.
- Developed and maintained relationships with local real estate agents.
- Collaborated with underwriters, processors and other personnel during pre-closing stages of a loan transaction.
- Analyzed financial information to assess customer's ability to repay debt obligations according to established criteria.
- Provided excellent customer service through timely response to inquiries from customers, lenders, realtors, attorneys.
- Monitored loan status throughout approval process and communicated updates to all parties involved in the transaction.
- Coordinated closing activities including preparation of closing documents and disbursement of funds.
Education
Bachelor of Arts - Psychology/Mathematics
Western Illinois University
07-1997
Skills
- Operations Management
- Issues Resolution
- Verbal and written communication
- Rules and regulations
- Staff Development
- People management
Education and Training
other
Timeline
Director of Insurance Services and Operations
Dill Wealth Management - Northwestern Mutual
09.2014 - 04.2024
Associate Financial Representative
Sunil Oberoi - Northwestern Mutual
01.2008 - 09.2014
Financial Representative
Northwestern Mutual
04.2007 - 05.2008
Mortgage Loan Specialist
Wells Fargo Home Mortgage
01.2004 - 12.2006
Bachelor of Arts - Psychology/Mathematics
Western Illinois University
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