Halle Grimm
Des Moines
Summary
Annuity professional with solid background in annuities, prepared to deliver exceptional service. Known for enhancing client satisfaction and operational efficiency. Reliable team collaborator who adapts to changing needs while focusing on achieving results.
Looking to relocate to Kansas City, MO around November 2027.
Overview
7
7
years of professional experience
Work History
Annuity Specialist/Processor
Global Atlantic Financial Group
Des Moines, IA
07.2024 - Current
- Process and review annuity death claims in accordance with company policies, contractual terms, and regulatory requirements.
- Verify beneficiary designations, validate documentation (death certificates, claim forms, identification), and ensure accurate calculation and disbursement of death benefits.
- Communicate with beneficiaries, agents, and internal departments to resolve discrepancies and provide clear guidance throughout the claims process.
- Maintain detailed records, uphold compliance with state and federal regulations, and meet performance accuracy and timeliness standards.
- Assist with other annuity processing requests such as non-financial policy updates, and financial transactions such as withdrawals, transfers, and income activation.
Annuity Customer Service Representative
Global Atlantic Financial Group
Des Moines, IA
11.2022 - 07.2024
- Managed a high volume of calls from clients, financial professionals and firms, maintaining composure under pressure while providing exceptional service.
- Demonstrated excellent multitasking abilities by simultaneously handling multiple tasks such as navigating systems, taking notes on calls, and answering inquiries from clients.
- Assisted fellow teammates with questions on calls via our internal helpline.
- Handled escalated customer complaints effectively, leading to satisfactory resolutions for both the client and the company.
- Maintained up-to-date knowledge of product and service changes.
- Identified and resolved discrepancies and errors in customer accounts.
- Collaborated with other departments when necessary, ensuring seamless support for customers across multiple areas.
Pharmacy Technician
Hy-Vee Pharmacy
Grimes, IA
11.2021 - 11.2022
- Performed wide range of pharmacy operations with strong commitment to accuracy, efficiency and service quality.
- Provided exceptional customer service, addressing patient inquiries and resolving issues promptly.
- Answered incoming phone calls and addressed questions from customers and healthcare providers.
- Promoted patient confidentiality by adhering to HIPAA regulations when handling personal information during transactions.
- Enhanced pharmacy workflow by assisting pharmacists with medication dispensing, labeling, and packaging.
- Processed prescriptions accurately and efficiently in high-volume pharmacy environment.
- Managed inventory levels, coordinating timely restocking of medications and supplies.
- Maintained proper drug storage procedures, registries, and records for controlled drugs.
Purchasing Agent
Iowa Specialty Hospital
Clarion, IA
06.2021 - 10.2021
- Coordinated inventory management, ensuring optimal stock levels for uninterrupted hospital operations.
- Facilitated smooth operations through accurate tracking of purchase orders, invoices, and payments.
- Analyzed and reported on inventory levels to determine purchasing requirements.
- Accepted and processed supply requests from hospital staff, and placed orders per procedures.
- Handled inventory from distributors' trucks and ensured timely delivery to various departments throughout the hospital.
Teller
Great Western Bank
Clive, IA
05.2020 - 06.2021
- Assisted customers with account inquiries, resolving issues promptly and professionally.
- Processed wide variety of retail banking transactions for personal and commercial customers.
- Managed cash drawer, ensuring accuracy during daily balancing activities.
- Maintained up-to-date knowledge of bank products, services, promotions, policies, regulations to better assist customers with their financial needs.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Handled complex transactions such as wire transfers or foreign currency exchanges with accuracy and efficiency.
- Streamlined teller operations by maintaining organized workspaces and adhering to policies and procedures.
- Counted, verified and handled bank deposits and armored car transactions.
- Developed strong relationships with customers through exceptional service, fostering loyalty and trust.
Member Service Representative
Citizens Community Credit Union
Fort Dodge, IA
04.2019 - 05.2020
- Assisted members with account inquiries, transactions, and product information to enhance customer satisfaction.
- Processed account transactions accurately, ensuring proper documentation and timely processing.
- Handled cash transactions securely, maintaining accurate cash drawer balances and preventing losses due to errors.
- Opened customer accounts and provided deposit and withdrawal receipts.
- Educated and engaged customers with new products and services.
- Collaborated with team members to streamline service processes and improve overall operational efficiency.
- Investigated and resolved customer inquiries and complaints quickly.
- Provided exceptional service through active listening, understanding member needs, and offering appropriate solutions.
Education
High School Diploma -
Southeast Valley High School
Gowrie, IA05-2018
Skills
- Customer service
- Teamwork and collaboration
- Problem-solving
- Attention to detail
- Multitasking
- Organizational skills
- Data entry/processing
- Reliability
- Excellent communication
Timeline
Annuity Specialist/Processor
Global Atlantic Financial Group
07.2024 - Current
Annuity Customer Service Representative
Global Atlantic Financial Group
11.2022 - 07.2024
Pharmacy Technician
Hy-Vee Pharmacy
11.2021 - 11.2022
Purchasing Agent
Iowa Specialty Hospital
06.2021 - 10.2021
Teller
Great Western Bank
05.2020 - 06.2021
Member Service Representative
Citizens Community Credit Union
04.2019 - 05.2020
High School Diploma -
Southeast Valley High School