Derek Werk Email and Phone Number

• Prepare and conduct virtual instructor led or onsite product training for Qvidian Proposal Automation Software and Word Style Templates for automation of documents.• Train large organizations in financial services, insurance, technology firms, health services.• Provide administrator and end-user training online with audio conferencing systems WebEx, GoToTraining, Skype and Zoom.• Built business case to bring Zoom audio conferencing in to lower delivery costs for online virtual courses.• Design and assist in maintaining instructor materials (curriculum, course agendas, and training aids) using the ADDIE instructional model.• Create, review and assist in maintaining product documentation, demonstration material and product help videos.• Support in maintaining web-based training courses via the Learning Management System NorthPass.• Assist in eLearning activity creation, recording and editing with Adobe Captivate.• Schedule and maintain various clients for on-boarding of new product implementations.• Utilization of Microsoft products including: Outlook, PowerPoint, Skype, Excel, and Word

• Conduct service and sales training programs including assessments to identify gaps between learning objectives and learning outcomes. • Provide recommendations and make changes to curriculum.• Identify appropriate training methodologies for the learner include group lecture, role play, simulation exercises, self-study, on-the-job training, computer-based training, etc.• Work with senior managers on performance consulting projects that may result in non-training related solutions.• Ensure administration needs are met, including communications, scheduling, roster management, materials production, facilities coordination, and participant tracking. • Utilization of Microsoft products including: Outlook, PowerPoint, Lync, Excel, and Word • Delivery of systems training such as Salesforce.com, Applied (TAM), and eCERTS online• Actively participated in various corporate teams for internal improvement: Business Continuity Plan for Commercial Insurance and Instructional Design for Trainers• Received multiple Liberty Mutual Bravo awards in recognition for providing best learning experience with new hires, Multiple e-Cheers awards for various projects • Exceeded Level 1 evaluations that rate facilitator and overall program effectiveness among all classes trained; Exceeded Level 1 evaluations on Lead Generation Sales training • Exceeded Key Performance Indicator targets set by stakeholders; post 30/60 days

• Ensures that policy transactions are issued and changes are recorded accurately and in a timely manner by rating and/or entering transactions for personal lines of business. Such transactions may be quotes, new business, endorsements, cancellations or renewals. • Screens transactions to determine proper processing. Refers to underwriters those transactions that require their attention; completes transactions directly if within delegated authority limits. • Orders and screens miscellaneous reports needed in the rating and underwriting processes, such as Motor Vehicle Reports, loss history reports, credit checks, outside inspections, loss control, etc. • Received Liberty Mutual Bravo Award recognition for assisting in training new hires• Received Certificate of Recognition for teamwork in processing; 98% in Quality Assurance

• Listening, advising, servicing, and collecting on Fifth Third Bank 1st mortgages • Working with team members in assisting customers in curing delinquency by making appropriate payment arrangements• Educate consumers on the process of applying for Homeowner’s Assistance • Weekly observations within Fifth Third customer service and collections new hire facilitation classes• Maintain professionalism and achieve excellent customer service• Collect missing documents to complete Loss Mitigation files • Proficient in Fifth Third internal systems including ACE system, Early Resolution (ER), CACS systems, & ALS• Maintained monthly goals in areas of promises per hour, total amount collected, checks over phone, and promises kept• Developed successful Quality Assurance call-script for collections team with on-boarding of new employees• Proficient in Fiserv or LoanServ system (systems utilized for Mortgages) • Serve as resource to new employees, mentor to new staff, providing feedback and ensure transfer of knowledge• Knowledgeable in adult learning methodologies including Kolb’s Experiential Learning Model• Conducting mock facilitation with Enterprise Learning leadership, gaining feedback on facilitation techniques• Working closely with several members of Enterprise Learning to understand job role and core competencies

• Listened, advised and persuaded customers on which phones to buy for their service through Verizon Wireless. • Kept current with new cell phones, plans and software updates to inform customers and fellow staff• Followed leads and sought out new business customers for Verizon Wireless• Created and maintained a spreadsheet for all contacts (via email, letter, phone or in-person)• Opened and closed stores and basic maintenance• Trained new hires on systems and sales pitches• Updated and maintained new and old inventory for stores• Developed new sales pitches to acquire more customers • Provided basic technical support to customers with service or cell phone issues• Set up sales appointments (in the field) and presentations for businesses and regular customers • Proficient in the Internal systems of Verizon Network Eroes • Organized weekly contracts for Verizon• Communicated with customers after point of sale

• Supervised, motivated and taught a group of 120 or more at-risk, general, college prep and honor level students daily • Created action plans for students who needed help in areas such as discipline, grades, attendance, etc.• Strategized with fellow staff to create cross educational action plans • Led teacher meetings with a syllabus of topics to discuss, maintained minutes and documentation of what was discussed• Managed times for students to be tutored or coached• Created graphs and charts to monitor productivity of students from month to month and over the year• Kept logs and records of attendance and grades on all students • Proficient use of Microsoft Office Products: Presented PowerPoint daily in class, Excel spreadsheets, Outlook, Word• Led teacher/parent and or student meetings to go over behavior and performance within the class environment• Maintained daily lesson plans to engage diverse learning styles within the classroom• Adhered to guidelines and standards provided by the State of Ohio and the Hamilton City Schools• Identified leaders within the class and developed them to have certain tasks to complete • Selected capable students to write recommendations for based on educational performance in the classroom• Proficient use of Progress Book; online planning and grading system utilized by many public schools