KAISEE BRIEN
West Des Moines,IA
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
6
6
years of professional experience
Work History
New Business Representative
Athene Annuity & Life
06.2022 - Current
- Evaluate hundreds of incoming documents for validity and completeness
- Input incoming contract information into internal systems
- Communicate with Agent Contact and Sales staff as necessary when additional requirements are outstanding
- Follows up on outstanding information and requesting return of outstanding requirements
- Consistently maintained a 99 percent accuracy score and high productivity metrics
Service Specialist II
American Equity Investment Life
12.2020 - 04.2022
- Processed dozens of transfers of incoming annuity funds per day
- Spoke with agents regarding transfer requirements
- Communicated with other departments to resolve outstanding requirements
- Helped other departments when needed by learning different processes and systems
- Was in pilot group helping to test drive new software
- As as SME, trained coworkers on transfer process
In-Store Shopper
Whole Foods Market
10.2020 - 12.2020
- Shopped for customer grocery orders
- Had direct communication with customers regarding appropriate replacements to out of stock merchandise
- Packed and staged orders for delivery drivers, as well as performed drop-offs to customers
- Had very high metrics for speed and reliability.
Loan Servicing Specialist III
Wells Fargo (Contract)
01.2020 - 07.2020
- Job responsibilities included scanning, validating and indexing hundreds of documents
- Needed to maintain production and quality goals
- Sometimes had to research and locate missing information within loan documents
- Consistently had highest production and quality in entire worksite
Document Processing Specialist
Integreon Managed Solutions
09.2017 - 08.2019
- Provided efficient document processing, transcription and data entry services for private law firms
- Assisted with formatting, additions, changes, and corrections to hundreds of documents per day, as requested by law firms
- Ensured documents met standards for law firms
Education
High School Diploma -
Skills
- Annuity Service
- Document Management
- Account Servicing
- Data Entry
- Organization and Time Management
- Problem-Solving
- Multitasking
- Organizational Skills
References
- Dorene Jacobson, Manager - Intregreon Managed Solutions, 701-356-0223
- Amanda Kirkpatrick, Manager - American Equity, 888-221-1234
Timeline
New Business Representative
Athene Annuity & Life
06.2022 - Current
Service Specialist II
American Equity Investment Life
12.2020 - 04.2022
In-Store Shopper
Whole Foods Market
10.2020 - 12.2020
Loan Servicing Specialist III
Wells Fargo (Contract)
01.2020 - 07.2020
Document Processing Specialist
Integreon Managed Solutions
09.2017 - 08.2019
High School Diploma -
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