Libby Burns Email & Phone Number

Saint Paul, Mn, Us

St. Paul, Minnesota, Us

St. Paul, Minnesota, Us

Led strategy of the Advisor Connection program to ensure long-term success for Group Insurance and Retirement employer clientsArticulated value proposition of program to interested employer clients, while strengthening existing client relationshipsConsulted with employers and account managers to define client needs and interests Managed relationship with 60+ plus employer clients, including a Fortune 50 company with $43M premium who has held 150+ seminars, by hosting regular touchpoints with leadership and recommending education strategyPresented program metrics and accomplishments to cross-divisional advisory board of key stakeholders on a quarterly basis

St. Paul, Minnesota, Us

Managed all logistics for employer, employees, and advisor of 300+ financial wellness seminars annually Evolved in-person program to fully virtual within months of the COVID-19 pandemic and routinely scheduled, marketed, and produced webinars with attendance of 300+ employeesManaged pipeline of 60+ advisors certified to deliver program content by training regularly and hosting bi-annual certification schools Sold program internally to team of 55+ account executives, relationship managers, and sales RVPs via regular touchpointsCreated new job description and managed hiring process by interviewing and working closely with HR and senior leadership to onboard new associate to Advisor Connection teamAudited 100+ seminars by travelling to employer offices to evaluate advisor performance and provide feedback, both positive and constructive

St. Paul, Minnesota, Us

Create timely advisor and client-approved email communications about Securian Freedom investment advisory program portfolio changes Serve as gatekeeper of investment advisory fee and account minimum exception process by working closely with advisors, staff, and home office suitability associates to find agreeable solutionsConduct annual due diligence review of all 12 investment advisory programs and present findings to key stakeholdersManage relationship with three outside turnkey asset management companies to ensure alignment with Securian policies Monitor Securian Freedom turnkey investment advisory accounts daily to ensure appropriate holdings and cash levels

St. Paul, Minnesota, Us

Trained advisors on the investment advisory proposal tool and generated over 100 proposals in a four month periodServed as project manager on six projects, including Securian Advisory Annuity and Securian Freedom Index model portfoliosSelected as one of eight participants in 2017 WMG Professional Development Project to examine feasibility of a robo advice toolEducated advisors about the features and benefits of the Securian investment advisory platform Conducted advisory fee benchmarking survey and aggregated findings from 215 advisors into a digestible report and webinar with record-breaking attendanceDemonstrated flexibility and resourcefulness to advance department initiatives in a newly created position

St. Paul, Minnesota, Us

Optimized commonly used WMG operations reports feeding to the external Securian Financial Services scorecard, ultimately resulting in time and cost savings for the departmentDeveloped content and oversaw the creation of a bi-monthly e-newsletter for the Distribution Partner Compensation program, an enterprise-wide initiative to adopt a shared modern technology platform to administer, calculate, and report compensation

St. Paul, Minnesota, Us

Served as an active team member alongside 13 peers on Leadership Excellence Project (LEP) to develop an advisor onboarding experience and willingly offered assistance wherever necessaryPresented final LEP recommendation and analysis on two occasions to over 30 key stakeholders, including senior management

St. Paul, Minnesota, Us

Supervised and advocated for a team of five claims examiners with over 95 years of combined claims experience Directed first claim for the new critical illness voluntary product through the claims adjudication processProduced claim forms for the new accident voluntary product based on extensive research of peer companiesIndependently developed and successfully delivered a performance assessment and salary increase for an associate

St. Paul, Minnesota, Us

Researched and identified potential vendors to host a new investment advisory program aimed at affluent customersLed request for proposal process to evaluate vendor offerings and coordinated on-site vendor demosAssisted project sponsor in presenting recommendation and analysis to steering and executive committees

St. Paul, Minnesota, Us

Planned, coordinated, and executed large-scale entertaining events such as “Big Movie Night,” “DIY Lanyards,” and “Relaxation Night” every Friday night for all undergraduate students

St. Paul, Minnesota, Us

Provided superior customer service and resolved issuesCollaborated effectively on a 20 person teamInteracted directly with St. Thomas students, staff, parents, and community members

St. Paul, Minnesota, Us

Established community among 40 first-year students in a safe, inclusive environment to stimulate personal growth Mediated and resolved student conflict and provided guidance and support to residentsPlanned, organized, and executed monthly educational and social programs such as “Dowling Communication Program” and “Open Door Challenge” for 40 to 500 residents

St. Paul, Minnesota, Us

Met with 20+ subject matter experts to learn about Albridge, ClientConnect, NetX360, and various departmental functionsConducted research to learn about the Wealth Management Group and systems used by advisorsEfficiently structured and led a progress and issues update meeting with three supervisorsCreated mid-year project update memo and presented to four senior management associatesWorkflow diagrammed current and proposed work processes of internal teams and systems using Microsoft VisioEvaluated current processes, conducted cost-benefit and staffing analyses, and recommended improvementsCreated training documents to educate internal processing and compensation teams on the systems they use and the downstream effects of their role within the Wealth Management GroupDrafted a thirty-page final paper detailing the process, findings, and recommendations of summer projectPiloted forty minute final presentation of process, findings, and recommendations of summer project to eleven associates, seven of them being at the senior management level Networked with 15 people across the companyRead True North: Discover Your Authentic Leadership and actively participated in the Management Services book clubWorked as an active member of the four person Intern Social Committee to plan and execute three large scale events for 18 interns while working within the constraints of a budgetPresented a learning opportunity for the Management Services team consisting of 15 associates Analyzed trends using Microsoft Excel spreadsheets in suitability follow up with firms to find themes among firms, product lines, and companies

Assisted with on-site meeting/event logistics and answered client questions during events such as the St. Paul District Dental Society Meeting and Minneapolis District Dental Society MeetingAttended planning meetings and provided research support for event preparationEvaluated, critiqued, and offered constructive feedback about event messaging and strategy to business ownerEfficiently entered data from survey results into online database

Answered 40+ customer feedback phone calls and responded to 75+ customer feedback emails per day to provide customer insights to Great Clips, Inc. and provide superior service to their customersCommunicated with customers of Walser Collision and Glass, Mander Collision and Glass, and Federated Insurance to conduct follow-up surveys and maintain customer loyalty

New York, Ny, Us

Represented and promoted Cities97/Kool108 at multiple weekly events across the metropolitan area such as Sun Soaker Thursdays and 80’s Patio Parties Collaborated with other Clear Channel teams at large scale events such as the Basilica Block Party to raise interest and provide a better service to listeners

Assisted the accounting department by efficiently recording rent payments and making deposits

Handled monetary transactions both in the clubhouse and on the golf course Assisted in planning and executing large-scale community tournaments

Worked and communicated as an effective team member as one of four head lifeguardsInstructed swim lessons for pool patrons ranging in age from 2 to 15Enforced pool regulations and ensured aquatic safetyTrained for emergency situations

Bachelor Of Arts (B.A.), Operations And Supply Chain Management, Economics

Education record