Bethany Freeman Email & Phone Number

Cuba City, Wi, Us

- Perform research on processes and systems, identify and report defects using data- Team trainer, train on new processes- Help drive efficiencies in processes, and offer insight on workload management- Proactive communication with other business units

Sales Compensation Administration calculates compensation and pays most of the people who sell and service solutions for our U.S. clients. This includes partners who work directly for Principal (advisors and leaders in the Principal Financial Network, and all of our wholesalers and service representatives), plus brokers, distribution firms, broker-dealers, brokerage general agencies, third party administrators, registered investment advisors, etc. — all who work with us to provide Principal solutions to their clients. As an Onboarding Rep, I enable our Distribution Partners to effortlessly navigate the onboarding and registration process; deliver exceptional service through our partnerships and range of services; drive the growth and success of our partners, their clients, and the organization as a whole. My role plays a vital part in minimizing organizational risk, maintaining compliance standards, and fostering trustworthiness.

Provide a variety of services to marketers, sales offices, business partners, and department personnel.- Assist advisors by recognizing and researching unusual, complex, or problematic situations- Communicate effectively with internal and external customers- Process contracting paperwork for agents and agencies for Life and Health business; pull licenses from national producer database, order background checks, activate new payee codes- Collaborate with sales offices to submit business accurately and efficiently- Adhere to state licensing and appointment regulations for distribution partners

Cedar Rapids, Iowa

Contributed to successful and profitable events across the Stamats organization. Coordinated registration, travel, and logistics for live events for Meetings Today, interiors+sources, BUILDINGS, and Stamats Communications.- Created registration, inquiry, and application tools for each event- Worked with Meeting Planner and marketing team to coordinate onsite signage and promotional tools- Communicated frequently and accurately with event attendees, meeting planners, sponsors, and suppliers in regards to registration needs and important event information- Frequent usage of Cvent software to build and manage inquiry forms, planner profiles, invitations, registration websites, and travel details- Built mobile apps with CrowdCompass software for each live event - Onsite event management- Pivoted to virtual events in 2020; lead the planning and execution of all virtual functions

Completed assigned tasks for McCarty Virtual Services' clients in a timely and thorough manner; tasks included: data management/entry, social media management, video uploading, research, document editing, etc.

Cedar Rapids, Iowa

- Oversaw all aspects of an event, including set-up, serving, clean-up, scheduling, supervising part-time staff, and finalizing paperwork at the end of each event- Coordinated and supervised the execution of all event functions to ensure clients' specifications were adhered to; included handling client queries during the event and troubleshooting client issues to make sure the entire event ran smoothly and efficiently- Ensured thorough communication and understanding with clients, guests, and other museum departments- Responsible for the appropriate and timely set up of all functions and meetings- Oversaw all operations of the bar including staffing, training, pricing, employee schedules, ordering, reviewing inventory, managing money, buying supplies, and ensuring that the bar met all internal, city, and state policies- Assisted in booking events and promoting event space by reaching out to new and returning clients- Promoted event space by attending networking events, relationship management within the community, and promotional outlets such as ad space and social media; increased social media engagement- Assisted with internal events - BrewNost, retirement events of CEO, new CEO welcome events, Slovak Consuls weekend; as well as external events such as RUN CRANDIC

Des Moines, Iowa Area

- Solicited monetary and in-kind gifts from sponsors and donors for Kidsfest Festival, Tango Gala, and Ladies' Golf Invitational Tournament; collected and transported donations- Maintained database with volunteer, attendee, sponsor, and donor information- Organized supplies and inventories- Assisted with direct mail and communications

Swisher, Iowa

- Supervised front-of-house during regular business hours- Ensured excellent customer service during public hours, weddings, and other events- Initiated new methods to organize and format event planning documents- Provided first-response answers to customers regarding winery hours, tours, reservations, and other requests

Des Moines, Iowa Area

- Updated social media outlets to promote events- Requested, documented, and prepped auction items for an annual fundraising event- Distributed marketing materials in the Des Moines community area to promote events