Derek E. Email & Phone Number

Minneapolis, MN

I lead all of inforce life insurance operations team. This includes money out(phb), policy admin(PA), illustrations, and operation technical team that supports our tools. In addition I am leading a vast amount of process improvement projects that will enhance our customers experience.

Remote

• Note:(Empower Retirement obtained Prudential Retirement business)-Continue to manage the retirement money-in enrollment team, and assist with the money-in contributions team.
• Successfully filled in as interim manager for retirement contributions team for a 2 month stretch assignment bringing my total associates under my management to 26 personnel.
• Project Manager for my Director’s organization on several initiatives, where I create the project plan, lead the meetings, and make sure all managers have the tools they need to be successful.
• Built a new scorecard in Excel for myself and my peer’s team so we can better manage the success of our associates, and help them become more productive.
• Continue to be a voice of change for my department, and the organization along with finding better ways of doing business to keep a positive experience for our customers.

I manage three teams in our acquisition organization. These teams include annuities subsequent payments, annuities transfer of assets, and retirement enrollments. In my first year managing I made several improvements in each team for them to have the tools, resources, and support to be successful. I helped redesign how we do our work by eliminating waste.

Greater Minneapolis-St. Paul Area

Supported financial advisors, external/internal wholesalers with life insurance strategies, run illustrations, and strategize to find new client opportunities. Achieved 2020 Sales Consultant of the year.

Plymouth, Minnesota

Partnering with leaders across the organization to successfully execute on new test and learn initiatives focused on increasing customer advocacy through inbound and outbound interactions with customers.Perform process analysis to design or redesign work flows to ensure that processes are customer focused, consistent and efficient.Provide a world class.

Plymouth, MN

Communicate with existing customers and prospects that have expressed interest in life insurance, both individually owned and group insuranceUtilize a blend of inbound and outbound calls to engage customersConduct interviews, needs analysis, determine suitability and make product recommendations through consultative sales processConducting test and learn.

Plymouth, MN

Provide advanced service and support to Prudential’s clients and distribution partners. Re-educate Prudential’s clients about the features and benefits of their existing life insurance policies, while also providing other options that Prudential has to meet each client’s unique financial needs.Excellent negotiating skills, which resulted in high.

Minneapolis, MN

Gather customer information to see if they meet the guidelines implemented by Wells Fargo to qualify for refinance and purchase home loans. Proficient with organizing information from multiple sources to create deliverablesHigh refinance/purchase mortgage quote to conversion rateUnderstanding client’s financial situations to find what type of products that.

Shore View, MN

Consistently rated among top bankers in sales performance by using the “sales roadmap” to understand our customer situations and offer products/services to fit their need. Demonstrated attention to detail and customer experience by reaching level 5 performances in both customer satisfaction and quality assurance metrics.Acted as a leader within the center..

Plymouth, MN

Worked in a fast paced environment corresponding with clients and territory managers to provide them with responses on supply equipment and producing quotes by deadlines to secure business.

Supervised and educated personnel in the culinary department with skill development and time management. Was a Plane Captain which required me to inspect aircraft for discrepancies to ensure the safety of pilots and crew. Maintained very high quality through pre/post flight inspections of aircraft to make sure the aircraft was ready for flight.

Bachelor Of Science - Bs, Business Administration And Management, General, 4.0

Bachelor Of Science, Business Management And Professional Studies, A