Dan Beaver Email and Phone Number
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I consistently embrace challenges, adapt to change, defy adversity, and exceed expectations. I know my work ethic, experience, and enthusiasm would be a positive addition to your organization.
Principal Financial Group
View- Website:
- principal.com
- Employees:
- 23560
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Client Services Manager IiPrincipal Financial GroupMason City, Ia, Us
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Client Services ManagerPrincipal Financial Group Oct 2022 - PresentDes Moines, Iowa, United StatesIndependently deliver accurate and timely retirement plan administrative and marketing services. Conduct weekly meetings with customers, retirement plan service representatives, marketers, CPAs, and attorneys to discuss plan design, regulatory items, and administration activities. Currently handling over a billion in assets under management. Focus on growing and maintaining strong relationships with clients and internal partners.
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Senior Client Service AssociatePrincipal Financial Group Apr 2021 - Oct 2022Des Moines, Iowa, United StatesUtilize my retirement knowledge in Defined Benefit (DB) to answer questions, creatively solve problems, and proactively offer solutions. Identify areas of opportunities and development for plan sponsors to grow their plan effectiveness and participant engagement. Consult on plan related activities such as plan design, regulatory items, and administration activities.
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Client Service Specialist IiiPrincipal Financial Group Oct 2019 - Apr 2021Des Moines, Iowa, United StatesCollaborate with internal and external Defined Benefit (DB) clients regarding complex record keeping issues, employee data, rushed timing requests, while providing exceptional customer service and communication to meet our clients needs. Research and recognize complex situations and provide timely resolutions to business partners and clients.
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Client Investment Associate IiiPrincipal Financial Group Aug 2018 - Oct 2019Mason City, IowaInterpret requests from clients, advisors, and internal partners for investment changes to prepare documents needed to implement changes. Assisted with helpline coverage which answers questions from internal partners to assist the client with the understanding of fees, investments, and documents associated with an investment change request.
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Client Service AssociatePrincipal Financial Group May 2017 - Aug 2018Mason City, IaTook ownership of client, financial advisor, and TPA communications as part of a service team assisting them with managing their companies 401(K) plans. I managed over 1000 retirement plans accumulating to over 900 million dollars in assets. Mentored, trained, and continuously assisted newly hired team members.
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Acrelink Field SpecialistAgdata, Lp Jun 2014 - Feb 2017Mason City, IaEstablished and maintained relationships with clients to be part of a panel that consists of 1500 farmers across the country. Consistently met deadlines ahead of time and assisted other team members with their work as well. -
Assistant Call Center Facility ManagerAgdata, Lp Jun 2006 - Jun 2014Mason City, IaAssisted in onboarding and the development of 70 part-time employees by ensuring they received adequate amounts of coaching and training. Ensured quality control by constantly seeking new ways to improve interviewer's customer service skills, calls per hour, and shorten the overall length of time spent on the phone without effecting data.
Dan Beaver Skills
Dan Beaver Education Details
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General Educational Development Diploma
Frequently Asked Questions about Dan Beaver
What company does Dan Beaver work for?
Dan Beaver works for Principal Financial Group
What is Dan Beaver's role at the current company?
Dan Beaver's current role is Client Services Manager II.
What is Dan Beaver's email address?
Dan Beaver's email address is re****@****ail.com
What is Dan Beaver's direct phone number?
Dan Beaver's direct phone number is +164121*****
What schools did Dan Beaver attend?
Dan Beaver attended North Iowa Area Community College.
What skills is Dan Beaver known for?
Dan Beaver has skills like Customer Relations, Leadership, Team Leadership, Management, Market Research, Operations Management, Microsoft Excel, Microsoft Office, Communication, Performance Management, Coaching, Team Building.
Who are Dan Beaver's colleagues?
Dan Beaver's colleagues are Tammy Williams, Dennetta Groomes, Aaron Strelnikoff, Tony Khan, Adam Callanan, Andrea Harvieux, Jana Brem.
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Dan Beaver
Mft, Public Speaker, Author, Co-Founder Relationship Counseling Center Of Walnut CreekWalnut Creek, Ca3losmedanos.edu, gmail.com, dvc.edu3 +192587XXXXX
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