Dan Searl Email & Phone Number

Des Moines, Iowa

Providing product information and service for TIAA life insurance policies and annuities for agents and consumers.

West Des Moines, Iowa

I accepted an offer of full-time employment with Athene USA, formerly known as Aviva, in March 2013. I provide prompt and professional service to increase overall customer satisfaction, advocating on behalf of my clients and employing best company practices while consistently meeting performance benchmarks and striving for continuous improvement. I handle incoming claims and billing calls from policyholders, agents and third parties while responding consumer inquiries and resolving complaints or concerns in a timely and professional manner. In addition to processing changes or solving advanced billing issues as necessary or required, I consistently note accounts to ensure continuity of service when submitting research requests or policy changes.

West Des Moines, Iowa

As a Customer Service Representative working on behalf of ADP, LLC, a global provider of cloud-based solutions that unite HR, payroll, talent, time, tax and benefits administration, I processed annual enrollments for multiple employees and retirees of nationally branded companies. I assisted employees and retirees in contacting vendors regarding fulfillment of benefits, providing prompt and courteous service and processing information for both employees and retirees registering for company benefit plans.

• Contributed the furthering the goals and building the culture of a Des Moines-based technology startup• Maintained quality assurance and supervisory role in inbound/outbound sales, billing and operations center• Researched merchant information, vetted leads and enter customer data in CRM • Monitored sales and operations team for errors or omissions of information• Aggregated and tracked entrance of warm leads, cold leads and merchant contact lists• Audited sales team task lists to ensure collection of all necessary data• Personally called on and visited merchants to promote sales and share value propositions • Supported senior management in defining and implementing merchant billing procedures• Worked directly with merchants to facilitate the execution of signed contracts • Provided inbound call support for merchants, consumers and the general public• Attended community and business events to build relationships with clients and prospects• Work with Denver office to set up of merchant lead processes and procedures• Created professional email template for merchant past-due billing notices

Des Moines, Iowa Area

Processed documentation for residential properties in foreclosure. Verified timeliness and accuracy of foreclosure documentation. Completed all tasks in an accurate, timely and professional manner.