Summary
Overview
Work History
Education
Skills
References
Groups Involved In
Timeline
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Samuel Thomas Thomann

Wauwatosa,WI

Summary

An organized and motivated individual, skilled as an Operational Specialist with a comprehensive background in business operations, marketing, and customer service. Emphasizes strong decision-making abilities, and is adept at analyzing complex operational processes to identify areas of improvement.

Strong analytical abilities and problem-solving skills contribute to successful project outcomes and positive impacts on overall business performance.

Overview

7
7
years of professional experience

Work History

Operational Specialist - GLN Specialist

ConsortiEX
Milwaukee, WI
03.2023 - Current
  • Managed daily operations to ensure that data collection for GLN information is acquired from customers.
  • Monitored information from different angles to ensure every team understands where a customer is in the GLN collection process.
  • Created a 'Master Tracker' for an easy and accessible way to view information for every customer with whom our company works.
  • Collaborated with cross-functional teams to resolve any operational obstacles.
  • Assisted in maintaining accurate data for healthcare systems, GLNs, and site management.
  • Implemented strategies to improve communication, efficiency, and fluidity with customers.
  • Regularly scheduled meetings with customers to assist with GLN information.
  • Regular communication with manufacturers and wholesalers to confirm GLN data.
  • Coordinated new operating procedures with different teams in an ever-changing industry.
  • Trained other team members in the GLN landscape to ensure confidence in handling information.
  • Created standard operating procedures for GLN collection and communication throughout each department within our company.
  • Created and maintained a positive working relationship with coworkers and management.
  • Set specific goals and timelines for projects to confirm progress.

Marketing Specialist

Kutscherneuter Financial Services
01.2022 - Current
  • I cleaned up the entire CRM system, including businesses, and client details.
  • I cleaned up and organized the CRM system to be able to niche market.
  • Created digital and direct mail campaigns.
  • Analyzed digital and direct mail campaigns.
  • Website visits increased by 278% in the first month of campaign usage.
  • Website visits were up 528% in the second month of campaign usage.
  • Review appointments tripled in the first month of the review campaign.
  • Fixed annuity appointments quadrupled in the first month of the fixed annuity campaign.
  • Developed ideas to market to commercial and personal lines of business.
  • Developed ways to market to prospective and commercial leads, to promote new business.
  • Key integration between financial advisors, assistants, producers, and agents.
  • Contributed to company revenue growth by creating new leads, retention of clients and niche marketing

Customer Service Specialist

Edward Jones
01.2021 - 01.2022
  • Managed daily tasks for financial advisors to ensure that the business runs smoothly for clients.
  • Resolved issues with client accounts.
  • Actively sought out issues that may be resolved in the future to minimize problems for clients.
  • Key integration between financial advisors and clients.
  • Collaborate with financial advisors to find better ways of doing online business with clients.
  • Helped clients understand the information shown within their accounts.

Marketing Analytical Coordinator

American Family Insurance
01.2019 - 01.2021
  • Joined the Digital Marketing team after being an intern
  • Review and analyze campaign metrics throughout the marketing department.
  • Report and present data from campaign metrics to the direct marketing team to discuss successful and failed campaigns.
  • I became the Marketing Analytical Coordinator, which was an integration between digital and direct marketing and data analytics.
  • Reviewed success metrics within a campaign to further examine the success of the campaign.
  • Reviewed metrics such as clicks, opens, delivery rate, open rate, and response rate.
  • Helped develop ideas with the Data Analytics department to create and manage a marketing hub website.
  • Developed a mock draft of how the website will look and what information to present.
  • Within one year, the website had a digital marketing page designed to present success in the department.
  • Tracked and analyzed direct mail campaigns.
  • Helped develop the best ways to niche market successfully.
  • I helped create retention campaigns for clients.

Education

Bachelor of Liberal Arts - Business and Economics with a concentration in Finance

Wartburg College
Waverly, IA
12.2021

Skills

  • Standard operating procedures
  • Performance metrics
  • Customer relationship management
  • Project coordination
  • Problem solving
  • Team collaboration
  • Time management

References

References available upon request.

Groups Involved In

  • Wartburg Men's Soccer Team 2017-2021
  • Captain of Men's Soccer Team, 2018-2021
  • Dance Marathon Member, 2019-2021
  • Co-Founded the Stock and Investment club at Wartburg College

Timeline

Operational Specialist - GLN Specialist

ConsortiEX
03.2023 - Current

Marketing Specialist

Kutscherneuter Financial Services
01.2022 - Current

Customer Service Specialist

Edward Jones
01.2021 - 01.2022

Marketing Analytical Coordinator

American Family Insurance
01.2019 - 01.2021

Bachelor of Liberal Arts - Business and Economics with a concentration in Finance

Wartburg College

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