Colleen Huebner, Mba Email & Phone Number

United States

Passionate about fostering deep relationships with my clients and carrier partners.

Managed an assigned account base of over 180 Small group clients ensuring that the customers’ needs are met in a timely and quality manner.• Acted as Subject Matter Expert for SharePoint Migration project.• Managed partner relationship to ensure effective coordination, delivering high quality/efficiency service through the day-to-day oversight, and service standards and turnaround.• Solved complex problems, with the ability to analyze new information and/or perspectives, while maintaining focus on day-to-day operational impacts.• Led Small Business Unit revenue growth initiatives, develop and execute strategy, and maintain insurance carrier relationships.

Green Bay, Wisconsin Metropolitan Area

Coordinated projects driven by Insurance Operations. Worked with stakeholders and leadership to rapidly develop multi-prong implementation project plans.• Collaborated with subject matter experts to update and create new Employee Benefits workflows.• Developed, maintained, and tracked project management plans and socialized with program sponsors and leaders to ensure leadership engagement.• Collaborated with impacted department and subject matter experts to conduct a current state assessment, develop a target state solution, and perform a gap analysis for the Employee Benefits Renewal Project.• Successfully implemented 13 projects which included client communications, client deliverables, compliance, peer review process, and many more.

Led the activities within the department to ensure services were performed in a quality manner, productivity gains are achieved, and internal/external customer service expectations are met. Improved processes and create efficiencies to increase workload turnaround.

Neenah, Wi

Managed an assigned account base consisting of large, complex clients ensuring that the clients’ needs are met in a timely and quality manner.Served as the primary interface between J. J. Keller and the client.Visited clients on site to assist in updating processes and procedures as need arises.Decreased application turnaround time from 9 days to 6 days within 6 months.

Supervised day-to-day operations Recordkeeping work group, and ensured that clients and internal partners are provided with superior client service and compliant products. Coordinated and delivered increased productivity and efficiency in product fulfillment and effective cost control. Managed personnel issues such as employee work schedules/time off. Ensured new hire and on-the-job training.Led fulfillment of 401(k) plans and other retirement accounts, plan issue resolution, report and transaction fulfillment, report compliance, and on the job training. Worked closely with both internal and external customers to understand their changing business needs. Developed and implemented relevant enhancements to recordkeeping products, services and processes.

Worked to create efficiencies within the Recordkeeping Department while delivering World Class Customer Service and creating annual reports and IRS Forms 5500 for over 250 clients. Produced over 280 reports within a 12 month period, while maintaining an 85% average accuracy rating.Created and proposed a Recordkeeping Dept. reorganization to reduce costs while mainstreaming efficiencies. Developed and maintained template document of common client e-mails used as a training aid with new Guides, as well as a handy communication resource for experienced Recordkeeping Guides.

Facilitated in the management of the licensing of bank employees. Increased the communication levels within department by creating and implementing regularly scheduled staff meetings. Strategically created, planned, implemented, and managed the annual calendar of licensing activities to maximize the number of sales representatives added to the field.Led project status meetings, deliverables and next steps with Kaplan financial, a third party training partner.Collaborated with team members to define mid-year and end-of-year goals and prepare them for bi-annual performance reviews.Product Manager I, Corporate Officer 2003 - 2005Assisted in building the Licensed Personal Financial Representative Sales force from 600 in 2004 to 1000+ in 2005.Developed communication plans to assist sales and relay regulatory requirements.Collaborated with WM Strategic Insurance Partners to develop new sales and marketing materials as well as review and revise existing material, and coordinated the exhibitor trade show booth at a National Sales Meeting.Provided creative direction with the internal creative services to develop annual sales incentive campaign, and created Seminar components to assist the representatives in planning client seminars.Finalist for 2003 Midas Award for Best Art Direction and won the 2004 Midas Award for Best Art Direction.

Assisted in building a specialized sales program from $23.5 million in fixed annuity sales in 1998 to $650 million in sales in 2003. Managed intranet website and created sales tools to assist representatives with fixed annuity sales.Created, implemented, and managed annual sales incentive campaign to increase fixed annuity sales. Researched new products and created and presented a Term Life dossier to management.Worked closely with internal and external wholesalers to support sale of fixed annuities. Coordinated life and disability training for license attainment and acted as an on-site liaison for questions related to the sale of fixed annuities and licensing procedures.Event planner for two-day sales meeting coordinating catering, AV, speakers, hotel arrangements, meeting materials, communications to participants, give-a-ways and table directions.

Supported overall marketing functions and assisted sales force with seminars, answering marketing questions, and updating communication processes. Managed multiple databases and generated reports, and researched projects for promotions, campaigns, and competition.Communicated with outside vendors and internal departments to create and maintain effective customized and generic marketing support.

Master Of Business Administration (M.B.A.), Business Administration And Management, General, 3.9 Gpa

Certficate, Integrative Business Administration

Business Plan Development

Bs, Therapeutic Recreation

Activities and Societies: Alpha Xi Delta