Work-life balanceCareer advancementHealthcare benefitsTeam Building / Company RetreatsWork from home option401k matchStock Options / Equity / Profit Sharing
12
Years of experience
Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Work History
New Business Analyst
3 Years
Principal Financial | Des Moines, IA | 2023.09 - 2026.09
Earned recognition from management team and development team in 2024 for completion of 1088 life adjustments.
Managed customer inquiries, concerns, and requests related to policy changes by delivering prompt, service-focused responses.
Maintained and updated new and existing policies for IDI Life and GSI to support policy governance.
Participated in cross-training new team members on life adjustments and NQ COLI support.
Orchestrated client-centered financial packages factoring in current market trends.
Account Analyst
1 Year 2 Months
Dee Zee Manufacturing | Des Moines | 2022.07 - 2023.09
Managed regulatory and operational compliance through proactive controls to avoid violations and fines, preserving customer scores at 100%.
Forecasted account needs and key metrics using market and product data.
Coordinated end-to-end handling of customer and vendor correspondence and inquiries, ensuring timely responses.
Managed inbound customer calls and emails to resolve delivery-related issues.
Monitored and tracked in-transit shipment updates to verify on-time delivery performance.
Oversaw and enforced compliance with all safety regulations and DOT regulations.
Managed handoff communication with warehouse staff to facilitate correct loading and unloading of orders.
Senior Analyst
3 Years
Nationwide Insurance Agency | Des Moines | 2018.01 - 2021.01
Recommended and drove process improvements to continually identify, analyze, and resolve constraints and challenges.
Reviewed, verified, and updated account details to keep customer records current and reliable.
Coordinated support across three high-level projects during one quarter, based on business director assignments.
Coordinated post-signature customer follow-up to ensure fulfillment of contractual needs tied to licensing agreements.
Conducted regular reviews of operations and identified areas for improvement.
Sales Operations Specialist
3 Years
Nationwide Insurance | Des Moines | 2015.01 - 2018.01
Delivered hands-on training for correct data entry and contract execution, leveraging available electronic tools and platforms to support streamlined sales practices.
Reviewed and updated licensing and contract documentation daily (30–100) across multiple work types, ensuring timely maintenance of active agreements.
Assessed licensing applications against completeness requirements, drafted deficiency-specific form letters, and processed returned incomplete applications while maintaining 100% quality.
Led peer and new-hire onboarding through training on creating processing documents and updating existing documentation.
Submitted reports to senior management to aid in business decision-making and planning.