Dianna Patane
Minden,NV
Summary
Professional with proven track record in fostering strong day to day client relationships and delivering exceptional service. Known for ability to drive client satisfaction and loyalty through attentive communication and customized solutions. Highly collaborative and results-focused, with reputation for adaptability and reliability. Skilled in conflict resolution and strategic planning to meet evolving client needs.
Overview
22
22
years of professional experience
Work History
Client Relationship Manager
Voya Financial
05.2020 - 05.2025
- Day to day contact for clients, internal partners
- Maintained detailed records of all client interactions, ensuring accuracy in account management and reporting activities.
- Facilitated smooth onboarding experiences for new clients, guiding them through product setup and training procedures.
- Improved customer satisfaction rates by providing tailored solutions to meet individual client needs.
- Identified opportunities to cross or up-sell and communicated customer needs to appropriate team.
- Addressed and resolved customer complaints and issues to improve satisfaction.
- Aligned client expectations with internal capabilities by setting clear objectives at the outset of each project or engagement period.
- Delivered presentations showcasing company offerings, effectively communicating value propositions to prospective clients.
- Conducted training and mentored team members to promote productivity and commitment to friendly service.
- Coached and promoted high-achieving sales and account management employees to fill leadership positions with qualified staff and boost company growth.
- Analyzed client feedback to identify areas for improvement and implemented changes accordingly.
- Built partnerships with diverse internal teams and sales, finance, and operations departments to streamline processes.
Key Account Manager
Voya Financial Advisors
01.2015 - 01.2020
- Sponsor relations with an executive director who works with a five member committee.
- Day to day client relationship with 75 different payroll/human resources directors, problem solving and providing education regarding Voya products and services.
- Oversees education, service, communications, group enrollments, transaction processing, reporting, and issue management for plan sponsor(s) & assigned consultants.
- Assist with money in/money out and other NIGO issues.
- Assist with annual state compliance and financial audits.
- Assist sales team in achieving sales and asset retention goals.
- Create and maintain marketing material, sales literature and current prospectus inventory.
- Provide superior customer service.
- Plan and develop projects, sponsorship events, benefit fairs and agent training meetings.
- Hire, train, and evaluate team members.
- Monitor and control office expenses. Process all accounts payable items in a timely manner.
- Assist employees in necessary compliance review and approval of advertising materials, sales literature, business cards and stationary.
- Create and present seminars.
- Create compensation plans, bonus plans, sales contests, and calculate bonuses.
- Extensive use of Word, Excel, Outlook, and PowerPoint programs.
Regional Marketing Consultant
Voya Financial Advisors
Carson City, Nevada
01.2008 - 01.2015
- Assist sales team in achieving sales and asset retention goals.
- Create, order, and maintain marketing material, sales literature and current prospectus inventory.
- Provide superior customer service. Extensive use of Word, Excel, Outlook, and PowerPoint programs.
Clerk to the Board II
Douglas County
Minden, NV
01.2003 - 01.2008
- Responsible for board of county commissioner meetings including: Assembling agenda and agenda packets; legal postings; publications, mailings, and noticing; following Open Meeting Law requirements; clerk/record (confidential) closed session meetings; and processing of ordinances and proclamations; clerking and transcribing minutes for both the board of county commissioners and the planning commission. Also responsible for preparing and certifying information for the District Attorney’s office regarding lawsuits.
- Customer service including issuance of marriage licenses; dog licenses; fictitious firm name statements; notary bonds, and passports.
- Payroll processing
- Work elections including early voting, Election Day voting, processing absentee ballots, and registering voters.
- Extensive use of Word, Excel, Outlook, and PowerPoint programs.
Education
Masters Business Administration - Finance
Columbia Southern University
Orange Beach, AL01.2012
Bachelors of General Studies - Emphasis in Education and Music
University of Nevada, Reno
Reno, NV01.2006
Skills
- Relationship building and management
- Salesforce proficiency
- Presentation development
- Workforce management
- Problem-solving aptitude
- Training and mentoring
- Custom processing & reporting, annual compliance mailings; required minimum distribution processing
- Inter-department collaboration
- Regulatory compliance testing
- Market research and analysis
- Client onboarding process
- Customer engagement
- Client needs assessment
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Accomplishments
- Created training manual and provided training for new system company wide.
- Guided growth of employees who were able to promote.
- Member of multiple employee councils including Treasurer of the Giving Council, co-chair of the Volunteerism Council for multiple years.
- Member of the Women's Council subcommittee to plan, manage, and run 2025 Women's Symposium.
- Formally Series 6 & 63 licensed; State of Nevada Life, Health, and Variable Annuity licensed.
Work Preference
Work Type
Full TimeContract WorkWork Location
RemoteOn-SiteImportant To Me
Work-life balanceCompany CulturePersonal development programsWork from home optionPaid time offCertification
- 2009 - 2022 FINRA Regulatory Authority Series 6 Investment Company Products/Variable Contracts Limited Representative
- 2015 - 2022 FINRA Regulatory Authority Series 63 Securities license entitling the holder to solicit orders for any type of security in a particular state.
- 2012 – 2021 State of Nevada Health, Live, Variable Annuities/Variable Life Insurance License License No. 823693
Timeline
Client Relationship Manager
Voya Financial
05.2020 - 05.2025
Key Account Manager
Voya Financial Advisors
01.2015 - 01.2020
Regional Marketing Consultant
Voya Financial Advisors
01.2008 - 01.2015
Clerk to the Board II
Douglas County
01.2003 - 01.2008
Bachelors of General Studies - Emphasis in Education and Music
University of Nevada, Reno
Masters Business Administration - Finance
Columbia Southern University
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