Chuck Sweeney Email & Phone Number

Papillion, Nebraska, United States

Omaha, Nebraska, United States

As an independent business owner, I managed the State Farm office by servicing an assigned customer base while using the business plan to add new business in line with sales commitments identified in the business plan. I quickly developed a working knowledge of State Farm products, services, and systems to run the State Farm office.

Omaha, Ne

Director, CRM Service Product (Jan 2018 – April 2019)Responsible to develop an integrated Customer Relations Management (CRM) platform for the Pacific Life retail divisions that supports seamless customer engagement across marketing, sales, and service. In partnership with the retail stakeholders, I planned the implementation of the newly purchased Salesforce CRM system using the Agile methodology to deliver a Service CRM that delivers immediate and ongoing value to the customers and service employees. Director of Operations - Inforce Contract Services (Nov 2016 – Dec 2017)Oversaw the administration of all servicing of over 620K in-force annuity contracts that included management of client withdrawals, investment transfers/trades, contract owner changes and the resolution of death claims. Director of Operations - New Business (Mar 2007 – Oct 2016)Directed processing of all applications for new annuity contracts. Included the review of new annuity applications according to regulatory, state insurance department or company requirements. Department was also responsible to have all premiums applied to new and existing annuity contracts in a highly accurate manner with a same day processing requirement. Annual premiums processed varied from $6B to $11B annually. Regardless of volumes and the staffing situation, we were able to successfully process all premiums and applications on a same day basis to meet the Pacific Promise all 10 years in the role.

Merrimack, Nh

I joined Fidelity Investments as Director of Operations in the Merrimack, NH site. After 10 months, I was promoted into the role of Vice President of Operations & Quality. Initially I oversaw the execution of servicing of customers across the brokerage division within the Merrimack New Hampshire Service Center to include meeting operational efficiency and quality key performance indicators of both the sales and service departments. In 2005, I was promoted to the National Console role to coordinate service operations for Fidelity’s retail brokerage division across all six service centers nationally involving over 17.5 million rep assisted calls and over 3,400 registered reps annually. Facilitated the national service delivery strategy with VPs of Operations & Quality in all 6 sites that included coordinating hiring, site seating capacity, training, and representative skill progression nationally to align to long term call volume projections.

Hartford, Connecticut Area

I started my career at Aetna as Director of Operations in the Bismarck, ND Service Center. I was then promoted to Regional Director overseeing service delivery for HMO medical claims in the Northeast Region located in Hartford, CT. I was subsequently promoted to Site General Manager of the Connecticut Service Center in which I developed a service delivery strategy that also included relocating the service center to Windsor, CT and recruiting back former tenured employees from where former service centers resided in the states of New York and Massachusetts as work from home associates.

Omaha, Nebraska, United States

Responsible for the hiring and oversight of a department that was aligned to a geographical portion of the country to service employer group health claims. Claims were consistently processed within the guidelines of the policy provisions, state requirements and within established unit costs. Experience began as a Medical and Life Claims Auditor, a Claims Analyst, Claims Supervisor, then promoted to a Claims Manager within my first fiver years. Experience included process and quality education and being involved on a service reengineering project that established the service model framework to be used by all departments within the company going forward.