Summary
Overview
Work History
Education
Skills
Pastjobs
Occupationallicensescertificatesandtraining
Timeline
Generic

David Schultz

Waukee,IA

Summary

Skilled account management professional with proven track record in fostering client relationships, driving revenue growth, and managing complex accounts. Known for strong focus on team collaboration, adaptability, and delivering results. Expertise includes strategic planning, client communication, and problem-solving. Highly reliable and flexible in meeting changing business needs.

Overview

19
19
years of professional experience

Work History

Supervisor of Operations

Wells Enterprises, Inc
03.2022 - 10.2024
  • Directly supervise and coordinate the activities of production and operating workers, such as inspectors, precision workers, machine setters and operators, assemblers, fabricators, and plant and system operators
  • Excludes team or work leaders
  • Problem Solving
  • Time management
  • Interpersonal Communication
  • Conflict Resolution
  • Mentorship
  • Strong communication Skills
  • Ability to Multi task
  • Team leader with the ability to lead by example with a positive attitude and a thirst for knowledge to better my team and myself

Account Manager

Pacific Life Insurance Company
09.2019 - 03.2022
  • Increased client satisfaction by building strong relationships and addressing their needs promptly.
  • Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
  • Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
  • Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.

Work Flow Coordinator

Pacific Life Insurance
02.2006 - 02.2019
  • Coordinates Document Control Center work flow
  • Scheduling weekly assignments and training
  • Monitors all sources of work continually to ensure production is smooth and uninterrupted
  • Ensures the AutoCommit feature is running throughout the day to ensure consistent flow of work to the production groups
  • Closes lockbox batches once all items have been reconciled to ensure timely population of the cash queues
  • Ensures the quality and integrity of internal controls/ audit trails are met
  • Identifies performance and workflow issues by researching and offering procedural enhancement recommendations to management to improve service, procedures and productivity efficiency
  • Effectively handles unacceptable checks to help ensure prompt handling by DCC Scanning unit
  • Accurately maintains daily assignments for tracking of all incoming and outgoing mail, and ODF storage
  • Assists staff in handling difficult or unusual cases
  • Advises Management when abbreviated lunch schedules or overtime may be necessary
  • Researches and resolves escalated issues
  • Remains knowledgeable on all DCC processes and systems to best assist customers and employees
  • Coordinates training within the area for all department and individual training needs
  • Provides effective on-the-job training to individuals or small groups of trainees, as assigned, following training guidelines and meeting key deadlines and objectives
  • Training updates and trainee progress are provided to Supervisor on regular basis
  • Participates in assigned projects, including process improvements and procedural changes by providing subject matter expertise, impact-fully contributing to activities/discussions, and thoroughly researching and documenting recommendations for management
  • Communicated with team members to enforce deadlines and quality standards.

Education

No Degree - Gen Eds

Morningside College
Sioux City, IA

Skills

  • Team leadership
  • Customer service
  • Team development
  • Conflict resolution
  • Multitasking and organization
  • Decision-making
  • Data entry
  • Work Planning and Prioritization
  • Relationship building
  • Problem-solving
  • Time management
  • Detail-oriented
  • Account management
  • Project plan development
  • Teamwork and collaboration
  • Quality assurance
  • Deadline management
  • Customer satisfaction
  • Standard operating procedures
  • Client relationship management
  • Workload balancing
  • Customer relationships
  • Production scheduling
  • Coaching and mentoring
  • Staff evaluation
  • Workflow Analysis
  • Project coordination
  • Account oversight
  • Issue resolution
  • Vendor relationship management

Pastjobs

  • Structured Settlements New Business Service Associate, Pacific Life, Approving all Documentation requirements per state Regulations and company guidelines, Court Orders Settlement Agreements, and Release, Probates Qualified Assignments, Disclosures, Trust Docs, Advisor Fees, Making outbound calls to Brokers when all good order Documents weren't met, Set up new applications
  • Remote Bank (Melon), Pacific Life, Approved, scanned, and deposited Checks per Pacific Life Guidelines
  • Mailroom, Pacific Life
  • Security Guard, Argosy Casino, Sioux City, IA, 01/01/03, 01/01/06
  • Manager, Caseys General Store, South Sioux City, NE, 01/01/01, 01/01/03
  • Clerk, Shopko, Sioux City, IA, 01/01/99, 01/01/01

Occupationallicensescertificatesandtraining

  • Excel
  • Word
  • Time management
  • Anti Money Laundering
  • Ethic Compliance

Timeline

Supervisor of Operations

Wells Enterprises, Inc
03.2022 - 10.2024

Account Manager

Pacific Life Insurance Company
09.2019 - 03.2022

Work Flow Coordinator

Pacific Life Insurance
02.2006 - 02.2019

No Degree - Gen Eds

Morningside College
David Schultz