Microsoft PowerPoint
Hi, I’m
Eric Wilson
Senior Relationship Manager
Fort Wayne,IN
Even if you are on the right track, you’ll get run over if you just sit there.
Will Rodgers
Summary
Innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Respected professional with exceptional knowledge regarding risk management.
Overview
9
years of professional experience
2
years of post-secondary education
2
Certifications
Work History
Lincoln Financial GroupFort Wayne, IN
Senior Relationship Manager
11.2018 - Current
Job overview
- Researched current trends to identify prospective customers and determine specific needs.
- Worked with clients to address and respond to client and partnership management issues.
- Networked with accountants and attorneys to develop business.
- Requested customer feedback to drive client satisfaction and retention while quickly remedying issues.
- Developed summaries to assess each client's participation level and determine targets for follow-up plans.
Lincoln Financial GroupFort Wayne, IN
Senior Case Coordinator
07.2016 - 11.2018
Job overview
- Administered patient follow-up, data collection, clinical monitoring and coordination with primary health care providers.
- Coordinated multiple facets of process without sacrificing performance.
- Checked quality of annuity case activities against established standards.
- Completed various administrative tasks such as making phone calls, answering emails and inputting data into systems.
Lincoln Financial GroupFort Wayne, IN
Exchange Consultant
02.2014 - 07.2016
Job overview
- Compiled and analyzed data to determine approaches to improve sales and performance.
- Conducted research to answer questions and handle issues using multiple systems and resources.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
Education
Indiana Institute of TechnologyFort Wayne, IN
Bachelor of Science from Business Administration And Management
06.2018 - 05.2020
Skills
Customer interaction
Relationship building and management
Data trending
Trends analysis
Presentations and lectures
Accomplishments
- Resolved product issue through consumer testing.
- Won Best in the Business internal award 2017.
- Graduated from the Leadership Institute in 2018.
Affiliations
- Toastmasters
Software
Microsoft Word
Microsoft Excel
Certification
FINRA Series 6 Licensed- 2016-Current
Timeline
Senior Relationship Manager
Lincoln Financial Group
11.2018 - Current
Indiana Institute of Technology
Bachelor of Science from Business Administration And Management
06.2018 - 05.2020
Senior Case Coordinator
Lincoln Financial Group
07.2016 - 11.2018
Exchange Consultant
Lincoln Financial Group
02.2014 - 07.2016