Trisha Neumann
Bellevue,United States
Summary
Experienced with team leadership and operational management. Utilizes strong organizational skills to optimize workflow and improve team efficiency. Track record of fostering collaborative work environment to achieve collective goals.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Client Team Lead
Mutual of Omaha
07.2022 - Current
- Assist with facilitating training of entry level associates in products, procedures, and customer service procedures.
- Assist in developing staff by coaching around performance, providing feedback on best practices and utilizing elevated issues as coaching opportunities while resolving the immediate need of the customer.
- Provides excellence in service recovery, turning all complaint or error situations into an advantage and opportunity for a positive customer experience.
- Serve as back up to Supervisor when out of the office.
Client Consultant
Mutual of Omaha
12.2020 - 07.2022
- Serve as mentor to Service Team representatives by assisting with elevated issues and providing real time coaching and feedback.
- Develop strong working relationships with both internal and external customers while promoting Service Team steerage.
- Handle assigned accounts timely and accurately to ensure policyholder satisfaction.
- Assist management with outreach to partners within Group Insurance by conducting service team reviews for new field associates.
Sr Client Representative
Mutual of Omaha
07.2020 - 12.2020
- Respond to Policyholders, Broker, and Group Office inquiries regarding a wide variety of topics; including policy implementation, enrollment, billing, booklet and form requests, Dental Vendor, reporting, claims, underwriting, and web utilization.
- Inquiries required detailed investigation or coordination with a wide range of areas throughout the company, however, role requires responsibility for total ownership of issues.
- Provide excellent service recovery, to include turning complaint/error situations into positive outcomes, delivering service from a total need lever, and using every contact as an opportunity to provide a positive customer experience.
Client Representative
Mutual of Omaha
09.2018 - 06.2020
- Analyze requests from Policyholders, Brokers, and Group Office emails and phone calls regarding implementation, enrollment, and billing and provide accurate responses by investigating to resolve questions and concerns while meeting the customer’s expectation.
- Review submitted information and determined when to call Policyholders and Brokers for further information or clarification for proper handling.
- Provide training and detailed explanations to Policyholders and Brokers as to billing, enrollment, and other processes.
Project Manager
Werner Enterprises
11.2015 - 07.2018
- Received and managed customer load request via phone, e-mail, fax, and E.D.I. Solicited loads from customers within my region to effectively utilize fleet in order to increase company profits and to get driver’s home.
- Trained and mentored new hires.
- Provide feedback and offer fresh ideas on improving productivity and moral through select Focus group.
Data Services Manager
Alorica
04.2014 - 11.2015
- Communicated with clients as a single point of contact to coordinate and manage data life cycle support from receipt of order through completion.
- Provided backup support and assist where needed in the office.
- Provided backup to supervisor as needed.
- Trained and mentored new hires.
Law Enforcement Technician II
Douglas County Sheriff
05.1999 - 02.2014
- Worked in collaboration with various facilities to organize transport for appointments and court hearings.
- Processed various legal documents from District, County, Board of Mental Health, and Juvenile Courts.
- Managed the daily activities of an average of 11 Deputy Sheriff’s on a daily basis by directing them to court assignments and transportation assignments.
- Developed professional relationships with court personnel, State and Federal facilities, and attorneys through court requests.
- Organized office schedules and maintained relationships with necessary agency contacts.
- Organized monthly reports on the finances of fees and mileage received.
- Received and disbursed payments from attorneys and county on transport costs.
Education
Bachelor of Science - Business
Bellevue University
Bellevue, NEAssociate of Applied Science - Criminal Justice, Criminal Justice/Corrections
Metropolitan Community College
Omaha, NESkills
- Skilled in prioritizing responsibilities
- Experienced in conflict resolution
- Strong analytical skills
- Effective communication
- Strategic delegation skills
- Trustworthy collaborator
- Resourceful solution developer
- Cross-functional teamwork
- Responsive to new challenges
- Objective-oriented
- Team motivation strategies
- Efficiency enhancement
- Training and mentoring
Certification
- Ideal Team Player Book club
- Cultivating Successful Mentoring
- Feedforward Workshop
- Emerging Leaders
- COACH 1.0
- Business Impact Leadership – Understanding Decision-Making Tendencies
- The Advantage 2024 Cohort
- Aspiring Leaders
- Crucial Conversations
- Business Impact Leadership – Coaching For Higher Performance
- Business Impact Leadership – EQ; Mastering Interactions with Others
- Fail Forward
- GBDS
Timeline
Client Team Lead
Mutual of Omaha
07.2022 - Current
Client Consultant
Mutual of Omaha
12.2020 - 07.2022
Sr Client Representative
Mutual of Omaha
07.2020 - 12.2020
Client Representative
Mutual of Omaha
09.2018 - 06.2020
Project Manager
Werner Enterprises
11.2015 - 07.2018
Data Services Manager
Alorica
04.2014 - 11.2015
Law Enforcement Technician II
Douglas County Sheriff
05.1999 - 02.2014
Associate of Applied Science - Criminal Justice, Criminal Justice/Corrections
Metropolitan Community College
Bachelor of Science - Business
Bellevue University
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