Experienced with analyzing service processes and identifying areas for improvement. Utilizes data-driven insights to enhance operational efficiency and customer satisfaction. Knowledge of effective communication and problem-solving skills in service environments.
Overview
31
31
years of professional experience
Work History
Policy Maintenance Specialized Client Care Service Analyst
Northwestern Mutual
07.2012 - 02.2026
All of Service Representative III
Work with clients
Analyzed data trends to identify service improvements and enhance client satisfaction.
Review Change of Insured and DocuSign folders
MK reviews
Application Supp requests
Pod questions/feedback
Proficiency reviews
INFOSYS proficiency/Audits
Policy Maintenance Customer Sr Specialized Client care Service Representative III
Northwestern Mutual
11.2010 - 07.2022
Expert on simple and complex Policy Maintenance work including product knowledge, all policy changes, illustration values, etc.
Identifies conservation opportunities and provide alternatives
Resolve inquiries on calls by evaluating and providing solutions to meet the needs of our clients.
Provide guidance and resolution via outgoing communications to the field and our clients
Develop and implement team improvement ideas
Successful peer to peer mentoring
Assist with updating training manuals
Provide classroom support for new hires in training
Embrace and support change ongoing changes within the team, division, etc.
Take ownership of escalations and exception requests by identifying the problem and offer solutions which could be outside the normal procedures
Manpower Temp for Northwestern Mutual
03.2010 - 11.2010
Processed 1035 exchange worksheets for Loan and Surrender
Processed Address Recovery for Analyst Services
Processed Address Changes for Analyst Services
Processed Bulk GA transfer requests for Analyst Services
Handled CaseTracker case set-up for Service Support Center
Gardner and Bender
06.2005 - 01.2009
Performed testing on electrical tools for the company
Participated in the development of testing tools and operating efficiencies
Facilitated training classes for the utilization of the company’s tools at various job sites
Created spreadsheets for tool results and calculations necessary for product understanding
Answered incoming phone calls from outside vendors and customers
Customer service representative
Blockbuster
06.2000 - 08.2005
Duties: Sorting and organizing movies and games
Waiting on customers / checking them out
Inventory and stocking of merchandise
Assisting in closing up the store & counting money
Movie specialist I would inform and guide folks to movies they would like
JV Soccer Coach
Germantown High School
09.2001 - 11.2002
Served as the boys JV Soccer Coach
Duties: Facilitated practices & coaching games
Assisted the Varsity Coach at games
Military Experience / United States Air Force
08.1995 - 08.1999
Basic training at Lakeland Air Force Base
Served as a chaplain’s assistant
Exercise leader for my unit
Graduated with honors from basic training in October of 1995
Completed advanced training in transportation and dispatch operations
December 1995 Kadena Air Force Base in Okinawa, Japan
January 1998 Scott Air Force Base in southern Illinois.
August of 1999 honorably discharged from the United States Air Force
Duties: Driving numerous vehicles from a sedan to a semitrailer truck, fork lift truck, ambulance, security vehicles. Cleaning and detailing vehicles General security / gate security. Driving: American and Japanese diplomats and other high-ranking officers. Scott Air Force base, driver for President Clinton’s entourage
Education
High School -
Grafton High School
06-1995
High School Diploma - Correspondence courses in computers
Michigan State University
Fire Science degree
MATC
01-2008
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United States Air Force
08-1999
Skills
Software proficiencies include: Word, Powerpoint, Internet, Excel, Spreadsheet
Beta tester for video games-programming and general game play
Network troubleshooting
Application support
Complaint handling
Complaint resolution
Customer service
Timeline
Policy Maintenance Specialized Client Care Service Analyst
Northwestern Mutual
07.2012 - 02.2026
Policy Maintenance Customer Sr Specialized Client care Service Representative III
Northwestern Mutual
11.2010 - 07.2022
Manpower Temp for Northwestern Mutual
03.2010 - 11.2010
Gardner and Bender
06.2005 - 01.2009
JV Soccer Coach
Germantown High School
09.2001 - 11.2002
Customer service representative
Blockbuster
06.2000 - 08.2005
Military Experience / United States Air Force
08.1995 - 08.1999
Fire Science degree
MATC
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United States Air Force
High School -
Grafton High School
High School Diploma - Correspondence courses in computers