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 on our transfer of assets team, and our new business and internal sales partners. For my six sigma green belt project I uncovered a major inefficiency on a different team in our organization. After conducting research I found that using optimal cognitive recognition technology(OCR) to eliminate data entry work, and use an automation program that will streamline the process of work. To advance my excel knowledge I volunteered to take on the utilization, and quality reports for all of the retirement operations teams. By working with my excel mentor I was able to create an excel utilization workbook for both of my annuities teams. There was not a true way to track performance for these teams until now. Lastly, my teams EQ rating was 85%, which surveys all of my associates on how well I am doing, our leaders, and the company.

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 customer experience during every interaction with our new and existing customers.Assist customers in finding the sales channel most suited to their buying preference, and when necessary, sales and the delivery of life insurance policies over the phone.Work with customers to identify their needs, identify suitable life insurance options, and provide quotes for new insurance.Provide an excellent experience to our customers as we execute beta tests via inbound and outbound calls. Manage personal activity to meet schedule adherence along with telephone retention and sales objectives.Track and provide candid feedback regarding initiatives and customer comments/insights.

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 initiatives to identify new opportunities for the organization

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 conservation rate.With consistent high quality scores I was specifically selected to reallocate sub-accounts in Prudential’s variable life insurance productsVery knowledgable with the current and existing life insurance products sold with Prudential, which allowed me to have a swift promotion to senior representative after a year of hire date.

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 may best fit their needs within the company.

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. Assisted in the training of new hire sales bankers through a role of Banker Coach.

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