Dustin Ploessl
Aurora,CO
Summary
Dynamic Senior Client Service Manager with a proven track record at Principal Financial, excelling in client relationship management and regulatory compliance. Expert in data analysis and cross-functional collaboration, I have successfully enhanced client onboarding processes, driving satisfaction and retention. Adept at leading teams and developing training initiatives to elevate service delivery.
Overview
12
12
years of professional experience
Work History
Senior Client Service Manager
Principal Financial
08.2021 - Current
- Handling all regulatory deadlines while keepinghe plan in compliance.
- Coordinated cross-functional teams to streamline service delivery processes.
- Facilitated regular meetings with clients to review account progress and goals.
- Managed client relationships to ensure high satisfaction and retention.
- Led client onboarding initiatives, enhancing overall experience and engagement.
Associate Manager, Customer Service
Prudential
Dubuque, IA
01.2021 - 07.2021
- Managed daily operations to ensure efficient workflow and team performance.
- Developed training materials to enhance employee skills and knowledge.
- Assisting with recruitment, hiring, and development of staff
- Analyzing results of customer surveys to secure opportunities for process enhancements
Client Service Manager
Prudential
Dubuque, Iowa
08.2018 - 01.2021
- Managed client relationships to ensure satisfaction and retention.
- Maintaining both client and regulatory deadlines
- Developed relationships with stakeholders to maximize performance resulting in customer satisfaction.
- Analyzed client data to identify trends and recommend solutions.
- Maintain series 6 and 63 security licensing and Life Insurance license
Customer Experience Consultant (Supervisor)
Prudential
Dubuque, Iowa
07.2013 - 08.2018
- Monitored customer satisfaction levels through surveys and other feedback mechanisms.
- Coordinated with departments across the organization to ensure alignment between business goals and objectives related to client experience initiatives.
- Collaborated with management teams to develop action plans for addressing customer issues.
- Performed regular audits of contact centers operations, assessing adherence to established guidelines set forth by the organization's leadership team .
Education
Master's - Business Administration
University of Dubuque
Dubuque, IABachelor's - Business Administration
University of Dubuque
Dubuque, IASkills
- Client relationship management
- Regulatory compliance
- Data analysis
- Cross-functional collaboration
- Client onboarding
- Customer service strategy
- Team leadership
- Employee training
- Problem solving
- Conflict resolution
Timeline
Senior Client Service Manager
Principal Financial
08.2021 - Current
Associate Manager, Customer Service
Prudential
01.2021 - 07.2021
Client Service Manager
Prudential
08.2018 - 01.2021
Customer Experience Consultant (Supervisor)
Prudential
07.2013 - 08.2018
Master's - Business Administration
University of Dubuque
Bachelor's - Business Administration
University of Dubuque