Jay Rasmussen
Hurricane,Utah
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
26
26
years of professional experience
Work History
Supervisor/Performance Manager
Willis Towers Watson
07.2012 - Current
- Tracked, analyzed and executed quality and continuous improvement initiatives to hold benefit advisors accountable for performance.
- Addressed and resolved customer complaints and issues to improve satisfaction.
- Fostered customer trust by addressing concerns and needs using targeted problem-solving.
- Scheduled and attended meetings with clients and prospective clients as requested.
Benefit Advisor
Extend Health
07.2007 - 07.2012
- Advised and enrolled customers into healthcare and Medicare plans that met their needs.
- I was licensed in all 50 states at one time
- Explained benefits to plan participants in easy to understand terms in order to educate each on available options.
- Resolved issues and inquiries from plan participants regarding health benefits and deductions through telephone and email.
Financial Services Representative
Farm Bureau Financial Services
11.2006 - 07.2007
- Contacted prospective clients, serviced their financial needs with insurance or investment products, and maintained relationships with current clients.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Developed and delivered financial presentations to drive client engagement.
- Developed and implemented financial strategies to maximize returns on investments.
Financial Consultant
AXA Advisors
07.2003 - 11.2006
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Facilitated presentation and recommendation of services by optimizing client relationships.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
Service/Trader
Fidelity Investments
10.2000 - 07.2003
- Helped customers place trades on securities in their accounts and helped with service items in maintaining their accounts
- Talked to customers about their investments and helped them meet their financial goals by offering information on different investment products.
Plant Operator
Cream O’ Weber
08.1998 - 10.2000
- Ran equipment and had to multitask with high efficiency.
- Followed plant safety procedures, rules, and regulations.
- Adjusted and maintained plant equipment for safety and performance.
Front Desk Attendant
Inn at Temple Square
08.1998 - 06.1999
- Greeted guests at front desk and engaged in pleasant conversations while managing check-in process.
- Attended to needs of visitors by aiding and providing customer service in fast-paced environment.
- Parked guests cars
- Handled guests luggage
- Transported guests to airport
Crew Leader
Diamond Rental
04.1998 - 08.1998
- Supervised a crew that sets up parties for events such as weddings, concerts, company events.
- Pitched in to help with various job tasks, fill in for sick employees and complete projects.
- Communicated effectively with upper management, team members, and customers to keep everyone informed.
- Monitored team members to verify work quality and address concerns.
Sales Representative
Aqua Pure Solutions
10.1997 - 04.1998
- Sold water softeners and purifiers.
- Developed and implemented sales strategies to increase profits.
- Developed and delivered engaging sales presentations to convey product benefits.
- Engaged in friendly conversation with customer to better uncover individual needs.
Education
Bachelor of Science - Economics
University of Utah
Salt Lake City, UT5.2003
Associate of Science - General Studies
Salt Lake Community College
Salt Lake City, Utah6.2000
Skills
- Customer Care
- Personnel Interviewing
- Operational Standards
- Improve Procedures
- Analyze Data
- Evaluate Reports
- Client Satisfaction
- Salesforce Administration
- Professional Development
- Goals and Performance
- Complex Problem-Solving
- Customer Relationship Management
Additional Information
- Licenses , Series 7, 63, 65, and State Life,Health, Property and Casualty Insurance
Timeline
Supervisor/Performance Manager
Willis Towers Watson
07.2012 - Current
Benefit Advisor
Extend Health
07.2007 - 07.2012
Financial Services Representative
Farm Bureau Financial Services
11.2006 - 07.2007
Financial Consultant
AXA Advisors
07.2003 - 11.2006
Service/Trader
Fidelity Investments
10.2000 - 07.2003
Plant Operator
Cream O’ Weber
08.1998 - 10.2000
Front Desk Attendant
Inn at Temple Square
08.1998 - 06.1999
Crew Leader
Diamond Rental
04.1998 - 08.1998
Sales Representative
Aqua Pure Solutions
10.1997 - 04.1998
Bachelor of Science - Economics
University of Utah
Associate of Science - General Studies
Salt Lake Community College
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