Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jacob Doy

Clive,IA

Summary

Professional with strong background in case management, prepared to make significant impact. Proven ability to collaborate with teams and adapt to changing needs. Skilled in client assessment, resource coordination, and crisis intervention. Reliable and results-focused, with commitment to achieving positive outcomes.


Overview

7
7
years of professional experience

Work History

Case Manager

Sammons Financial Group
08.2024 - 05.2025
  • Maintained accurate documentation on all cases, ensuring compliance with regulations and confidentiality requirements.
  • Conducted thorough assessments of clients situations, identifying issues, goals, and cooperated with agents to achieve and resolve.
  • Educated agents on available benefits, riders, and rates

Hybrid Representative

Athene
06.2023 - 08.2024
  • Handled customer complaints quickly and professionally to restore customer confidence and prevent loss of business.
  • Selected for training and improvement consultation due to exceptional customer service and support.
  • Developed and maintained positive customer relations and coordinated with team members to properly handle requests and questions.

Customer Service Representative II

American Equity
12.2021 - 05.2023
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Handled escalated calls efficiently, finding satisfactory resolutions for customers.
  • Responded to customer requests for products, services, and company information.

Due Diligence Associate II

Wells Fargo
03.2018 - 12.2021
  • Responsible for analysis of organizational structure and risk analysis for banking standards defined by Wells Fargo.
  • Was selected on multiple occasions for review of high level companies due to outstanding customer service and SLA times
  • Worked effectively in fast-paced environments.
  • Skilled at working independently and collaboratively in a team environment.
  • Proven ability to learn quickly and adapt to new situations.

Education

Bachelor of Science - Finance

AIB College of Business
Des Moines
05-2016

Skills

  • Problem-solving
  • Case management
  • Time management
  • Case documentation
  • Active listening
  • Organization and multitasking
  • Documentation and reporting
  • Relationship building
  • Conflict resolution
  • MS office
  • Case management tracking
  • Staff education and training

Timeline

Case Manager

Sammons Financial Group
08.2024 - 05.2025

Hybrid Representative

Athene
06.2023 - 08.2024

Customer Service Representative II

American Equity
12.2021 - 05.2023

Due Diligence Associate II

Wells Fargo
03.2018 - 12.2021

Bachelor of Science - Finance

AIB College of Business

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