Summary
Overview
Work History
Education
Skills
Affiliations
Certification
Certifications
Timeline
SoftwareEngineer

Kerry Disinger

Francesville,IN

Summary

Reliable business professional with experience in project management, fundraising, process improvement, community engagement and financial analysis. Proven track record of successfully streamlining business, and reducing costs. Adept at analyzing data to identify trends and developing strategies to improve efficiency.

Overview

22
22
years of professional experience
1
1
Certification
4
4
years of post-secondary education

Work History

Culver Fund Officer

Culver Academies
02.2023 - Current
  • Supported business development efforts through participation in networking events or conferences aimed at expanding the firm''s visibility within the industry.
  • Fostered a culture of collaboration and continuous improvement within the team by sharing knowledge, insights, and best practices with colleagues.
  • Streamlined reporting processes for improved efficiency and accuracy in fund management tasks.
  • Maintained a high level of integrity in all dealings with clients, regulators, and colleagues to uphold the reputation of the organization.
  • Implemented portfolio rebalancing tactics to optimize returns while minimizing risk exposure.
  • Ensured compliance with all applicable laws, regulations, policies, and procedures by staying current on industry developments and maintaining an open dialogue with compliance officers.
  • Increased fund performance by diligently analyzing and monitoring investment data.
  • Demonstrated adaptability during periods of market volatility, adjusting investment strategies as needed to maintain fund performance while mitigating potential risks.
  • Developed and implemented marketing campaigns targeting donors.
  • Proposed fundraising opportunities to potential donors to increase sources of funding.
  • Analyzed current and potential donor data to identify demographics and trends.
  • Created and implemented fundraising plans to encourage donations and distribute funding.
  • Planned and organized special events, solicited corporate sponsorships, and set up gift donations to reach financial targets.
  • Utilized advanced CRM software to manage alumni portfolios.

Business Services Representative

WorkOne/Center Of Workforce Innovations
11.2019 - 12.2022
  • Provided local business representation through direct outreach as well as through it's relationships with key community partners in rural communities, Pulaski, Starke, Newton and Jasper Counties.
  • Supported team members with creating proposals, presentations, and other materials for successful client interactions.
  • Maintained accurate records of client interactions, transactions, and account details to ensure seamless service delivery.
  • Developed strong relationships with clients to foster trust, loyalty, and long-term partnerships in a competitive marketplace.
  • Assisted in the recruitment process by screening resumes, and forwarding them to businesses in need of staff.
  • Assisted employers with grants that help lower the cost of training, and upskilling new and current employees.
  • Collaborated with cross-functional teams to develop innovative solutions that met client needs and expectations.
  • Contributed to business growth by identifying potential opportunities and conducting market research.
  • Enhanced client satisfaction by providing exceptional customer service and addressing inquiries promptly.
  • Promoted company products or services through targeted marketing campaigns aimed at expanding market share or reaching new demographic segments for potential growth opportunities.
  • Participated in staff training sessions to enhance personal skills while contributing valuable input tow ard overall team improvement initiatives.
  • Utilized advanced CRM software manged by DWD/State of Indiana.

Account Manager

Allstate Insurance/ Mike Havens Agency
01.2012 - 10.2019
  • Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
  • Efficiently resolved complex customer inquiries by leveraging deep understanding of policy details and available resources.
  • Negotiated favorable terms with carriers on behalf of clients, securing competitive rates without compromising coverage quality.
  • Collaborated with underwriters to ensure accurate policy issuance and prompt claim resolution.
  • Conducted comprehensive risk assessments for clients, recommending appropriate coverage levels to mitigate potential losses.
  • Streamlined the quote generation process for faster response times, resulting in higher conversion rates.
  • Implemented a system for tracking client communication history, streamlining follow-up processes and improving overall customer service experience.
  • Maintained up-to-date knowledge of industry regulations, enabling accurate advice and policy recommendations.
  • Participated in ongoing professional development opportunities to stay current with industry trends and advancements in product offerings.
  • Established trust-based relationships with clients by maintaining open lines of communication throughout the entire sales process from initial contact to post-sale followup.
  • Developed strong rapport with clients, leading to numerous referrals and repeat business.
  • Exceeded sales targets through consistent follow-up with leads and effective closing techniques.
  • Utilized advanced CRM software to manage leads effectively, increasing lead-to-customer conversion rate significantly over time.

Office Manager/ Associate Financial Representative

Northwestern Mutual
01.2002 - 01.2008
  • Supported clients during major life events, such as retirement or career transitions, by adjusting their financial plans accordingly.
  • Collaborated with cross-functional teams to address complex client needs.
  • Responded promptly to client inquiries via email or phone calls, offering clear explanations regarding account activity or changes within the market.
  • Coordinated appointments between clients and Financial Representatives while managing schedules efficiently.
  • Conducted thorough research on market trends, enabling informed decision-making for clients'' investments.
  • Maintained up-to-date knowledge of industry regulations, ensuring compliance in all transactions and recommendations.
  • Increased client retention through building strong relationships and consistent communication.
  • Improved office productivity by implementing efficient systems for tracking client data and maintaining records securely online.
  • Worked closely with Financial Representatives to ensure that all required documentation was completed accurately before submitting transactions.
  • Developed comprehensive financial reports for client review, ensuring transparency and understanding of their investment progress.

Education

Bachelor of Science - Business Administration And Management

Indiana University Northwest
Gary, IN
08.2020 - Current

Associate of Science - Business Administration

Ivy Tech Community College
Gary, IN
12.2003

Skills

  • Strategic Thinking
  • Documentation And Reporting
  • Event Planning and Execution
  • Data Analysis
  • Campaign Development
  • Charitable donations
  • Donation Solicitation
  • Networking
  • Event Planning
  • Market Research
  • Community Networking
  • CRM software proficiency
  • Industry Expertise
  • Analytical Thinking
  • Logistics Coordination
  • Friendly, Positive Attitude
  • Teamwork and Collaboration
  • Problem-Solving
  • Customer Service
  • Time Management
  • Attention to Detail
  • Flexible and Adaptable
  • Dependable and Responsible
  • Multitasking Abilities
  • Excellent Communication
  • Critical Thinking
  • Computer Skills

Affiliations

  • Starke County Chamber of Commerce

Certification

  • Life, Health, Accident and Personal Lines License-State of Indiana 2003-Present

Certifications

Leadership Academy Certification, Purdue University Extension 1/2021

Medical Terminology, Ivy Tech Community College 

Timeline

Culver Fund Officer

Culver Academies
02.2023 - Current

Bachelor of Science - Business Administration And Management

Indiana University Northwest
08.2020 - Current

Business Services Representative

WorkOne/Center Of Workforce Innovations
11.2019 - 12.2022

Account Manager

Allstate Insurance/ Mike Havens Agency
01.2012 - 10.2019

Office Manager/ Associate Financial Representative

Northwestern Mutual
01.2002 - 01.2008

Associate of Science - Business Administration

Ivy Tech Community College

Similar Profiles

CREATE PROFILE
Kerry Disinger