Nicholas Billmeier
Ankeny,IA
Summary
Iowa State Finance graduate with a solid foundation in client/partner management, onboarding processes, and other business workflows. Proven ability to develop, learn, and improve quickly, work well with others, enhance productivity and client experiences, and have a true desire to always be taking the next step forward. Eager to apply my current as well as future knowledge and collaborative skills to drive team success and operational excellence.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Onboarding Analyst
New York Life
Ankeny, Iowa
12.2024 - Current
- Coordinating beginning to end onboarding for new agents, ensuring timely and standard friendly results
- Oversaw necessary onboarding activities, addressing questions to speed up process.
- Tracking new agent progress to ensure recruiters have a smooth experience
- Working with service leaders and standards managers to align each party within the onboarding process
- Engaging in various on-site duties such as ICFR logs, paper policies, and viewer requests
- Have a brief understanding of systems used outside of onboarding, such as ALIP and NB21
- Identifying possible inefficiencies within the onboarding workflow and implementing process improvements
- Enhancing team performance by mentoring new hires in critical workflow areas
- Engaging in close collaboration with partners and their candidates in diverse office locations to enhance productivity
- Navigating high-volume workloads with precision and efficiency
- Handling busy and stressful times appropriately, ensuring that my time was being properly allocated and deadlines were being met
- Pursuing ongoing training to enhance skills in various process areas
- Engaging in regular communication with management and team leaders for project alignment
- Working across different back office items not specifically designated to my team, to assist when needed
- Provided ongoing support to new hires during their transition period.
Wealth Management Operations Specialist
Lincoln Saving Bank
Ankeny, IA
10.2024 - 11.2024
- Explored the uses of financial products to better assist clients.
- Acquired insights into financial planning principles to enhance client advisory services.
- Enhanced client interaction skills through ongoing professional development.
- Rebalanced and reviewed customer portfolios
- Created life insurance illustrations to demonstrate coverage options to clients.
- Worked with different retirement analyzers in order to keep up to date with client's assets, expenses, etc.
- Compiled necessary documentation for client signatures to facilitate transactions.
- Open and set up new accounts by moving money and initiating transfers
Insurance Agent
American Family Insurance
Ankeny, IA
05.2022 - 08.2024
- Assisted clients in establishing tailored insurance policies to meet their needs
- Managed clients' payments to ensure timely policy renewals and coverage
- Assessed customer needs and identified solutions to address their concerns
- Gained knowledge of risk management principles and practices
- Attained a skill set of having to use time management in order to make sure everything that customers need gets done
- Added more people skills while talking on the phone with clients
- Worked with excel by having experience taking on big loads of work and organizing it all in Excel
- Worked with co-workers in order to train them
Sales Representative
Carroll Country Club
Ankeny, IA
05.2016 - 08.2021
- Gained sales skills through hands-on training and direct customer engagement
- Engaged with clients in various settings to enhance customer service skills
- Advanced communication and people skills
- Handled large amounts of cash and processed transactions accurately
- Attained time management skills
- Learned how to manage a group of people
- Planned and coordinated events to support team objectives
Education
Bachelor of Science - Finance
Iowa State University
Ames, IA05-2024
Skills
- Onboarding coordination
- CRM proficiency
- Customer service
- Project Management
- Sales operations
- Wealth Management
- Process improvement
- Workflow optimization
- Time management
- Innovative problem solving
- Problem solving
- Team management
- Team leadership
- Team collaboration
- Training and mentoring
- Adaptability
- Reliability
- Organized
- Self-motivated
- Fast learner
- Attention to detail
- Effective communication
- Advanced communication
- Interpersonal skills
- Challenge acceptance
Certification
- FINRA Series 99
Timeline
Onboarding Analyst
New York Life
12.2024 - Current
Wealth Management Operations Specialist
Lincoln Saving Bank
10.2024 - 11.2024
Insurance Agent
American Family Insurance
05.2022 - 08.2024
Sales Representative
Carroll Country Club
05.2016 - 08.2021
Bachelor of Science - Finance
Iowa State University