William Royal
Appleton
Overview
13
13
years of professional experience
Work History
Customer Care Professional
Thrivent Financial
07.2023 - Current
- I assist Thrivent Financial Advisors and beneficiaries regarding claims on life insurance, annuity, and settlement option products.
- Demonstrated empathy towards customers during difficult conversations.
- Listened attentively to customer needs, clarified information, researched every issue and provided solutions in a timely manner.
ERP Clerk
Trilliant Food and Nutrition
05.2022 - 07.2023
- Used Dynamics AX ERP system to release production batches to production lines, make sure lines had materials needed to create finished goods, and adjusted inventory amounts and ended batches when finished goods were complete.
Life Insurance Broker
Symmetry Financial Group, LLC.
11.2021 - 05.2022
- Sold Life insurance policies for Forresters Financial, Americo, American Amicable, and Mutual of Omaha.
Advanced Customer Care Professional
Thrivent Financial
05.2013 - 11.2021
- Assists Financial Representatives and beneficiaries on claims with what options are available with proceeds, what paperwork is needed, and how to fill out paperwork. I also assist the Death Claims processors with certain processes regarding the claims.
Education
High School Graduate or Equivalent -
Bandera High School
01.2009
Some College (No Degree) -
Christ For The Nations Institute
DallasSome College (No Degree) - Accounting
Fox Valley Technical College
AppletonSome College (No Degree) - Accounting
Purdue Global University
Skills
- Customer service and care
- Enterprise resource planning
- Insurance policy management
- Microsoft Dynamics AX
- Call center operations
- Customer relationship management
- Microsoft Office proficiency
- Organizational strategy development
- Time management skills
Training
- On-the-Job Training, 10/31/14, Death Claims Status
- Instructor-Led Training (ILT), 03/28/14, Fixed Annuities and Settlement Options Call Center, 6 Weeks
- Instructor-Led Training (ILT), 07/19/13, Between my hire date of 05/13/15 and 07/19/13, I completed training in the MCC for the areas of A (basic call taking, address changes, etc), B (Issuing replacement checks for uncashed check calls, providing status of transfers to external companies, and providing eligibility of benefits information to med supp providers), and Thrivent Choice.
Accomplishments
Received recognition in 2025 for 12 Sensational Calls
• RAVE Award, Award, 2014
• Received recognition from Senior Vice President Jim Thomsen during Town Hall Meetings for a WOW moment where I prayed with a member over the phone., Accomplishment, 2014
• RAVE Award, Award, 2014
• Received recognition from Senior Vice President Jim Thomsen during Town Hall Meetings for a WOW moment where I prayed with a member over the phone., Accomplishment, 2014
Languages
- Spanish
- English, Overall - 5 - Fluent
- Spanish, Reading - 2 - Classroom Study
Work Experience
5-10 years, Customer Service
Timeline
Customer Care Professional
Thrivent Financial
07.2023 - Current
ERP Clerk
Trilliant Food and Nutrition
05.2022 - 07.2023
Life Insurance Broker
Symmetry Financial Group, LLC.
11.2021 - 05.2022
Advanced Customer Care Professional
Thrivent Financial
05.2013 - 11.2021
High School Graduate or Equivalent -
Bandera High School
Some College (No Degree) -
Christ For The Nations Institute
Some College (No Degree) - Accounting
Fox Valley Technical College
Some College (No Degree) - Accounting
Purdue Global University