Summary
Overview
Work History
Education
Skills
Certification
Affiliations
Timeline
Generic

Heather Schmidt

Lincoln,NE

Summary

Proven leader in strategic planning and operations management, with a track record of fostering employee development and driving performance improvement at UNICO Group. Skilled in project coordination and budget management, I excel in creating environments that enhance team collaboration and customer satisfaction. Achieved a significant increase in employee engagement through effective people management and decision-making.

Overview

23
23
years of professional experience
1
1
Certification

Work History

Director of Employee Benefits Operations

UNICO Group
02.2018 - Current
  • Developed high-performing teams by providing mentorship, guidance, and opportunities for professional growth.
  • Established a culture of continuous improvement by fostering open communication channels and empowering employees to voice their ideas.
  • Cultivated a positive work environment that fostered employee engagement, increased retention rates, and boosted overall team morale.
  • Managed budgets effectively to ensure optimal use of operational resources to increase profitability.
  • Monitored and coordinated workflows to optimize resources, efficiency, and accuracy.
  • Optimized staff performance by designing comprehensive training programs tailored to individual needs.
  • Improved project efficiency with strategic planning, resource allocation, and time management practices.
  • Strengthened internal controls by reviewing existing policies and procedures, ensuring compliance with regulatory requirements.

Account Manager

UNICO Group
10.2016 - 02.2018
  • 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.
  • Collaborated with sales team to identify potential upsell opportunities and expand client base.
  • Negotiated contract terms with clients, securing favorable agreements for both parties.
  • Actively participated in networking events within the industry, expanding professional connections and generating leads.
  • Implemented strategies to increase revenue from existing accounts through upselling and cross-selling initiatives.
  • Developed customized account plans for clients to help them achieve their business goals.

Account Administrator

UNICO Group
08.2015 - 10.2016
  • Streamlined account management processes by implementing efficient organizational systems.
  • Provided ongoing support to multiple Account Managers in developing proposals, quotes, and presentations for prospective and current clients.
  • Identified areas for improvement and implemented process changes, resulting in increased efficiency within the department.
  • Maintained accurate records and documentation, ensuring compliance with relevant regulations and policies.
  • Managed and responded to correspondence and inquiries from customers and vendors.

New Business Contact Center Representative

Assurity Life Insurance
04.2013 - 10.2013
  • Provided exceptional customer service by actively listening to inquiries and offering personalized solutions.
  • Participated in regular team meetings, sharing insights on common issues faced by customers for collective problem-solving efforts.
  • Increased first call resolution rates by utilizing comprehensive product knowledge and problem-solving skills.
  • Navigated multiple software applications simultaneously, ensuring accuracy and efficiency in handling customer inquiries.
  • Exceeded performance metrics by consistently maintaining high-quality interactions with customers.
  • Obtained Nebraska Life & Health license in order to assist with Individual Disability policy sales.

Call Center Supervisor

Dell Services
09.2007 - 04.2013
  • Monitored call quality and provided individual constructive feedback to enhance performance and address areas in need of improvement.
  • Trained team members on performance metrics and consumer behavior identification.
  • Developed process controls and metrics for daily management of call center.
  • Enhanced team performance with consistent coaching, feedback, and development opportunities.
  • Reduced average handle time through the implementation of effective call handling techniques and scripts.
  • Increased efficiency and productivity through effective staff training regarding customer service protocols and call resolution techniques.
  • Developed and implemented customer service policies and procedures.
  • Minimized workflow issues by cross-training staff on technical procedures, protocols and customer service practices.
  • Supervised [Number] [Job Title]s in providing excellent customer service to callers requiring assistance for [Type] and [Type] issues.
  • Developed training programs to enhance agent skill sets, leading to improved performance metrics across the board.

Training Coordinator

Dell Services
01.2005 - 09.2006
  • Maintained accurate records of employee participation in training events, tracking progress towards learning objectives.
  • Collaborated with department managers to design customized training plans aligned with organizational goals.
  • Coordinated logistics for training events, including scheduling facilities, securing necessary equipment, and managing participant registration.
  • Provided ongoing coaching and mentoring support for employees seeking professional growth and development.
  • Developed engaging instructional materials, including presentations, handouts, and interactive activities.
  • Evaluated the effectiveness of training initiatives, making adjustments as needed to optimize results.
  • Compiled training handbook and related course materials.
  • Streamlined onboarding processes for new hires, resulting in reduced time to full productivity.

Lead Customer Service Representative

Dell Services
10.2003 - 01.2005
  • Managed a team of customer service representatives, consistently achieving performance targets and goals.
  • Enhanced customer satisfaction by efficiently resolving complex issues and providing timely solutions.
  • Trained, oversaw, and mentored new team members to strengthen performance and job expertise.
  • Engaged clients in person and over phone to answer questions and address complaints.
  • Successfully managed multiple priority tasks while maintaining excellent attention to detail under tight deadlines.
  • Maintained high-quality standards by regularly monitoring calls and providing constructive feedback to team members.
  • Ensured all customer complaints were addressed promptly, resulting in a significant reduction in escalations.

Cosmetologist

Regis Hair Salon
01.2002 - 09.2003
  • Maintained a clean and hygienic work environment by following strict sanitation guidelines and procedures.
  • Booked appointments, answered phones, greeted clients, handled payments, and created client service tickets.
  • Demonstrated high level of customer service to increase retention and satisfaction.
  • Processed payments, entering sales in register for prompt customer service.
  • Supported reception desk, receiving phone calls, entering appointments, and collecting payments for services rendered.
  • Stayed current with industry trends and techniques by attending workshops, trade shows, and continuing education courses.

Education

Bachelor of Science - Psychology

Southern New Hampshire University
Hooksett, NH
09.2017

Bachelor of Science - Healthcare Administration & Management

Colorado State University - Pueblo
Pueblo, CO
07.2014

Associate of Arts - Business Administration And Management

Ashford University
San Diego, CA
10.2012

Associate of Arts - Cosmetology

EQ School of Hair Design
Council Bluffs
01.2002

High School Diploma -

Shenandoah High School
Shenandoah, IA
05.2000

Skills

  • Strategic Planning
  • Verbal and written communication
  • Staff Development
  • Decision-Making
  • Process analysis, development and enforcement
  • Budget Development & Management
  • Cost analysis and savings
  • Project Management

Certification

  • Nebraska Life & Health License (2013)

Affiliations

  • National Association of Benefits Insurance Professionals

Timeline

Director of Employee Benefits Operations

UNICO Group
02.2018 - Current

Account Manager

UNICO Group
10.2016 - 02.2018

Account Administrator

UNICO Group
08.2015 - 10.2016

New Business Contact Center Representative

Assurity Life Insurance
04.2013 - 10.2013

Call Center Supervisor

Dell Services
09.2007 - 04.2013

Training Coordinator

Dell Services
01.2005 - 09.2006

Lead Customer Service Representative

Dell Services
10.2003 - 01.2005

Cosmetologist

Regis Hair Salon
01.2002 - 09.2003

Bachelor of Science - Psychology

Southern New Hampshire University

Bachelor of Science - Healthcare Administration & Management

Colorado State University - Pueblo

Associate of Arts - Business Administration And Management

Ashford University

Associate of Arts - Cosmetology

EQ School of Hair Design

High School Diploma -

Shenandoah High School
Heather Schmidt