Drew Gerken Email & Phone Number

Herriman, Ut, Us

Remote

Draper, Ut

Leading our rural initiative team members.Developing team leaders and fostering career growth opportunities.Expanding our rural initiative into new communities within Utah.Reporting of KPIs for our rural team and increasing job proficiencies.Working with Member Services leadership on process improvement, initiative strategy, and long-term planning for the department.Be a key contributor and champion of our Purple culture.Exemplify the Mission, Vision, and Values of our… Show more Leading our rural initiative team members.Developing team leaders and fostering career growth opportunities.Expanding our rural initiative into new communities within Utah.Reporting of KPIs for our rural team and increasing job proficiencies.Working with Member Services leadership on process improvement, initiative strategy, and long-term planning for the department.Be a key contributor and champion of our Purple culture.Exemplify the Mission, Vision, and Values of our organization. Show less

Draper, Ut

▬▬▬ TRAINING ▬▬▬● Deliver extensive five-week training course to newly hired Member Services Specialists covering core content knowledge on products, procedures, and corporate culture.● Deliver shortened training to temporary specialists focusing on isolated content knowledge and products, as well as all applicable procedures and phone skills.● Deliver training to all company departments on effective coaching and talent improvement practices.● Deliver training on soft skills for… Show more ▬▬▬ TRAINING ▬▬▬● Deliver extensive five-week training course to newly hired Member Services Specialists covering core content knowledge on products, procedures, and corporate culture.● Deliver shortened training to temporary specialists focusing on isolated content knowledge and products, as well as all applicable procedures and phone skills.● Deliver training to all company departments on effective coaching and talent improvement practices.● Deliver training on soft skills for Member Services specialists.▬▬▬ Curriculum Development ▬▬▬● Continually refine training curriculum in an effort to stay fresh, relevant, and to incorporate new business practices, procedures, and products.● Developing ongoing training modules for Member Services Specialists to expand content knowledge and introduce new material.● Develop and train leaders on a coaching model focused on intrinsic motivators for self-improvement.● Develop opportunities and train individuals to become training coaches. ▬▬▬ Corporate Culture ▬▬▬● Work as part of a team to promote and elevate the corporate culture.● Work to lead the efforts of corporate event planning such as company parties, milestone celebrations, family activities, and efforts to maintain a small company feel in a company of over one thousand employees.● Championed the efforts to create company-sponsored social clubs as a means to bring team members from different departments together through shared passions such as writing, photography, board games, running, and many others. ● Be a constant ambassador of company values, the brand, and to live the Purple way. Show less

Draper, Ut

West Valley City, Ut

Judgemental lending practices with a focus on providing a superior customer experience.Implementation of Janek sales practices for purposes of sales and finalization of personal loans.Management of opportunity pipeline for purposes of securing loans.

Draper, Ut

Direct support of the Regional Sales Director of the Northwest territory. In the 10-state region I provided sales support, focused benefit and platform training, and served as an account manager for key clients of less than 10,000 employees. I accepted additional responsibilities by being an integral member of the corporate Culture Club charged with fostering and growing the company's "purple culture".▬▬▬ TRAINING ▬▬▬● Develop and deliver presentations for employees, clients… Show more Direct support of the Regional Sales Director of the Northwest territory. In the 10-state region I provided sales support, focused benefit and platform training, and served as an account manager for key clients of less than 10,000 employees. I accepted additional responsibilities by being an integral member of the corporate Culture Club charged with fostering and growing the company's "purple culture".▬▬▬ TRAINING ▬▬▬● Develop and deliver presentations for employees, clients, decision makers, and executive staff.● Develop and deliver best practices and train-the-trainer presentations to key insurance broker agencies and major health plan sales and account management teams.● Certified Continuing Education instructor in the states of UT, ID, and SD.● Assist in new-hire onboarding/training for new Regional Sales Support agents as well as for classes of member service agents.▬▬▬ ACCOUNT MANAGEMENT ▬▬▬● Develop relationships with potential and existing clients focusing on trust, communication, and excellence.● Single point-of-contact for key clients for questions, issues, and support needs.● Subject matter expert for implementation processes as well as platform capabilities and functionality.● Ensure client satisfaction of product and services for purposes of annual retention.● Maintain existing and cultivate new broker, agency, and health plan relationships.▬▬▬ SALES ▬▬▬● Attend sales presentations, finalist meetings, and fact-finding sessions.● Attend industry conferences to cultivate new relationships with insurance agents, brokers, producers, and consultants as well as health plan reps and management.● Attend and lead monthly/quarterly relationship meetings with major health plan sales teams.● Exceed sales quotas and assist Regional Sales Director in meeting Chairman’s Club status annually.▬▬▬ CULTURE ▬▬▬● Served as Lead Innovator and Social Liaison of corporate Culture Club. ● Planning and delivery of annual company-wide events and parties. Show less

Phone support and education for employer representatives to assist utilization of HealthEquity's Employer Portal for HSA administration.

Phone support and education to assist members with administering their HSAs and how to maximize their medical savings.

I have been teaching in one form or another for several years now. I hold a degree in Secondary Education, have taught in middle school and high school classrooms, and have been involved with corporate training at my current position.I love the transmission of knowledge and seeing the moment when a concept clicks with the audience. That need drives me to understand my audience and search for alternative strategies to help convey the subject matter to a greater audience.As an… Show more I have been teaching in one form or another for several years now. I hold a degree in Secondary Education, have taught in middle school and high school classrooms, and have been involved with corporate training at my current position.I love the transmission of knowledge and seeing the moment when a concept clicks with the audience. That need drives me to understand my audience and search for alternative strategies to help convey the subject matter to a greater audience.As an educator and trainer, I follow a personal creed:Engagement through inspriration. Relationships, Relevancy, and Growth. Show less

Bachelor Of Arts (B.A.), Secondary Education And Teaching

Illustration And Industrial Design