Nichole Polster
Summary
New Business Life/Health Insurance Manager with over 10 years of experience in the industry. Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to impact company success positively.
Overview
12
12
years of professional experience
2
2
Licenses
Work History
Manager New Business, Licensed
Thrivent
08.2021 - Current
- Analyze and look for opportunities to streamline processes within the team, the unit, and Thrivent Financial
- Think through creative solutions to business processes and case consultations to ensure that the organization is not at risk, proactively look for ways to improve the client experience to prevent case escalation, and help guide employees with escalated cases that are of a non-routine nature.
- Understand various regulatory rules established by state and federal regulatory agencies.
- Review, analyze, and develop key controls for 38a-1 and Model Audit Rule (MAR) reviews to ensure proper controls are in place and designed efficiently
- Manage and provide a supportive environment for the front-line processors
- Mentor employees in creating development plans and help them achieve their career goals
- Create a high-performing culture that meets our goals daily and creates a positive client/FP experience
- Create a cohesive team environment
- Recruit and retain highly talented employees.
Service Analyst
Thrivent
08.2015 - 08.2021
- Supported development, prioritization, and execution of performance improvement projects, employing LEAN, Six Sigma, and similar methodologies for process improvements.
- Coordinated with varying business areas across organizational levels to determine process ownership and develop standardized documentation of corporate actions, policies, and procedures.
- Developed written documents and reports related to operations.
- Identified and analyzed project risks and developed mitigation strategies.
- Served as financial process design and implementation expert, supporting organization-wide integration of manual and automated systems.
- Developed change management protocols to streamline required business process alterations through preemptive training and guidance.
Senior Customer Care Professional - Licensed
Thrivent
03.2011 - 08.2015
- Conducted training and mentored team members to promote productivity, accuracy, and commitment to friendly service.
- Coached employees through day-to-day work and complex problems.
- Led process improvement and problem-solving efforts to create standard procedures and escalation policy for the customer support team.
- Kept abreast of new company products and services to answer questions and resolve complaints effectively.
Education
Leadership & Organizational Development
University of Wisconsin - Oshkosh
Oshkosh, WI12.2024
Associate of Arts and Science - undefined
University of Wisconsin Oshkosh, University of Wisconsin
2022
Skills
- Process Improvement
- Staff Management
- Cross-Functional Communication and Collaboration
- Coaching and Mentoring
- Product Launching
- Analytical Thinking
- Leadership
- Improve Performance
- Providing Feedback
- Process Development and Streamlining
- Verbal and Written Communication
- Issue Resolution
Affiliations
- Toastmasters
- F.U.S.I.O.N.
Certification
Series 6 & 63 Licensed
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Be like a duck, paddling and working very hard inside the water, but what everyone sees is a smiling and calm face.
Manoj Arora, From the Rat Race to Financial Freedom
Timeline
Manager New Business, Licensed
Thrivent
08.2021 - Current
Service Analyst
Thrivent
08.2015 - 08.2021
Senior Customer Care Professional - Licensed
Thrivent
03.2011 - 08.2015
Leadership & Organizational Development
University of Wisconsin - Oshkosh
Associate of Arts and Science - undefined
University of Wisconsin Oshkosh, University of Wisconsin
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