Jacob Doy
Clive,IA
Summary
Highly skilled Representative with experience in sales, customer service, and account management. Strengths include relationship building, problem-solving ability, and effective communication skills. Previous work has resulted in improved client relationships, timely resolution to all issues, and successful conflict resolution.
Overview
7
7
years of professional experience
Work History
New Business Hybrid Representative
Athene
West Des Moines, IA
12.2023 - Current
- Assisting agents, assistants, and back office representatives with updates, troubleshooting, and resolution for a variety of annuity products.
- Have been selected for additional trainings to expand my knowledge and capabilities due to outstanding customer service and handle times.
- Responsible for receiving inbound phone calls for 50% of each day and processing various annuity documents for 50% of each day
- Provided training and coaching to new hires
Service Representative II
American Equity
West Des Moines, IA
07.2023 - 12.2023
- Responded to customer concerns with friendly and knowledgeable service, and remedied issues promptly and effectively.
- Helped a large volume of customers every day with a positive attitude and a focus on customer satisfaction.
- Maintained productivity and quality standards at all times.
- Enhanced customer satisfaction through proactive strategies that catered to their needs and resolved any potential issues.
Claims Representative
Farm Bureau Life Insurance
West Des Moines, IA
05.2022 - 07.2023
- Completed processing and paying of death claims on life and annuity policies.
- Assisted in training other team members.
- Assisted in testing and giving feedback on new systems.
- Analyzed and addressed escalated claims to resolve issues quickly.
- Worked diligently in a fast-moving work environment to process large volumes of claims.
Due Diligence Associate
Wells Fargo
West Des Moines, IA
03.2019 - 11.2021
- Responsible for reviewing businesses banking with Wells Fargo to ensure security.
- Responsible for efficiently navigating and multitasking between multiple different vendor systems.
- Worked with attorneys, various state, and local level offices to obtain information.
- Prioritized tasks to meet tight deadlines, pitching in to assist others with project duties.
- Managed customer relations through communication and helpful interactions.
Mortgage Claims Analyst
Wells Fargo
West Des Moines, IA
04.2017 - 03.2019
- Worked with foreclosure claims and costs for FHA reimbursement.
- Worked with attorneys, various state, and local level offices to obtain information.
- Viewed reports regularly to make sure processing was conducted efficiently.
- Maintained strict confidentiality with all personal data, as per company guidelines.
Education
Bachelor of Science - Business Administration
AIB College of Business
Des Moines, IA04.2016
Skills
- Leadership and business operations experience
- Annuity operations and product experience
- Strong problem solving and analytical skills
- High attention to detail
- Claims and account analysis experience
- Account Management
- Customer Relationship Management
Accomplishments
- Eagle Scout - BSA - May 2006
Timeline
New Business Hybrid Representative
Athene
12.2023 - Current
Service Representative II
American Equity
07.2023 - 12.2023
Claims Representative
Farm Bureau Life Insurance
05.2022 - 07.2023
Due Diligence Associate
Wells Fargo
03.2019 - 11.2021
Mortgage Claims Analyst
Wells Fargo
04.2017 - 03.2019
Bachelor of Science - Business Administration
AIB College of Business