Ali Weiss Email & Phone Number

United States

United States

Des Moines, Iowa

Des Moines, Iowa Area

* Provide marketing support through daily phone contact with business unit registered representative and broker-dealers to improve product sales.* Support Internal Wholesalers* Ensure effective and timely proactive and reactive sales support is delivered to achieve gross sales targets * Identify service, marketing, promotion and education opportunities/needs of assigned offices and/or distribution channels* Network with key areas (e.g. Distribution, Underwriting, New Business, etc) in order to strengthen professional relationships. * Open new cases and/or assist moving cases through the process to increase producer activity and achieve sales goals * Seek and deliver relevant sales ideas to management and producers in assigned offices and/or distribution channels

West Des Moines, Ia

* Research, analyze, and resolve moderate to complex production issues related to systems, processes, policies, and methodologies in the daily operations of the Insurance Operation business units.* Develop communications appropriate for various levels within Insurance Operations and serves as a communication liaison between Insurance Operations and IT* Act as a liaison between business stakeholders and IT to facilitate problem resolution and effectively communication business needs* Serve as a project leader or project team member, on small to medium projects, in identifying system requirements, analyzing processes/workflows, compiling data, assessing scope/risks, testing system enhancements and implementing solutions* Analyze business problems and develop creative solutions.* Participate as a team member or coordinator on various projects involving mass mailings, tax reporting, data cleanup activities or other projects assigned.

* Interact with Key Distribution Partners and Brokerage General Agents daily via phone calls, e mails, and home office visits* Resolve issues that may arise with Key Distribution Partners and Brokerage General Agents as quickly as possible* Interact with Post Case Managers, Underwriting staff, Sales team, Key Distribution Partners, and Brokerage General Agents on sensitive cases and questions* Coordinate with Sales team, Underwriting staff, Key Distribution Partners, and Brokerage General Agents for high dollar/high profile cases* Assist multiple agents with questions regarding data entry, outstanding requirements and issuance of policies* Keep open communication with agents via phone calls and e-mails* Process applications and follow through the underwriting process* Interact with our external vendors for outstanding requirements* Participate in special projects assigned by upper management

* Hired as a New Business Representative II in 2007, promoted to a New Business Representative III in 2008* Assisted multiple agents with questions regarding data entry, outstanding requirements and issuance of policies* Kept open communication with agents via phone calls and e-mails* Processed and Issued Tele-Applications and Non Tele-Applications* Interacted with New Business Representatives and Underwriting staff on sensitive cases and questions* Recognized as a mentor for New Business* Participated in special projects assigned by upper management

Corporate/In-Store Trainer:* Traveled to new stores to assist in the preparation and opening* Trained new employees on policies and procedures as well as the menu to prepare them for opening day/ their first day.* Worked alongside new employees and served as a mentor duringtraining* Demonstrated to new hires the importance of having a sense ofurgency, the ability to multi-task, and how to develop great customerservice skills* Handled weekly scheduleHost/Server:* Provided excellent customer service* Multi-tasked on a daily basis* Met all corporate policies regarding customer service standards* Served as lead host/mentor* Handled weekly schedule

Urbandale, Ia

Associate Of Arts (Aa), Liberal Arts

Activities and Societies: Phi Theta Kappa

Diploma

Activities and Societies: SADD