Jeremy Stecklein Email and Phone Number

Served as the point of contact for all Annuity Administration incoming calls and resolved inquiries from customers, beneficiaries, agents, and marketing organizations for pending and existing contracts. Interpreted incoming telephone inquiries and determined the correct course of action required responding accordingly. Answered incoming telephone inquiries from customers and/or their representatives; validating the identity of the caller prior to any information being released. Successfully met and exceeded department standards for phone availability, logged times, conducted quality audits, managed call ratio, and documented call activities in the administration system. Resolved each phone inquiry – knowing when to escalate calls providing exceptional service for the caller. Prepared illustrations for the annuitization of deferred annuity contracts and communicated living benefit payout information for fixed annuities. Distributed the appropriate service forms to customers, beneficiaries and agents via mail or fax, with instructions for completing and returning documents for processing. Completed tasks such as return mail, 1035 transfer follow ups, returning voicemails, and completed requests for forms and address changes. Participated in special projects helping to support Contract Administration, Customer Service or Agency Service units including working on special project teams that cross department lines partnering closely with internal and external business partners including the company’s Marketing organization and Policy Services team.

Directed and responded to all incoming calls and e-mails as appropriate. Entered orders daily for 15-20 sales representatives ensuring accuracy of all orders when placed. Conducted inventory of all products and checked quality of all products daily. Tracked shipping and ensured on-time arrivals of product orders to meet customer needs. Corrected customer service representative and warehouse staff errors before and after shipping.Filed all sales orders that came in my non-traditional means (i.e., by e-mail or fax). Resolved customer issues and recommended product to help meet customer needs.

Managed the Midwest Distribution Center Shipping and Receiving Department. Performed daily delivery tasks, order fulfillment, packaging, receiving, and shipment duties. Conducted the scheduling of orders and timely delivery of the same. Ensured the accuracy of packaging products and worked with other employees, departments, and customers to resolve shipping and receiving matters. Delivered outstanding customer service to numerous clients. Maintained a working knowledge of products and diesel engine parts for John Deere, Cummins, Perkins, Shibaura; Yanmar; Komatsu, Thermo King, Mitsubishi, International Harvester, Navistar, and Caterpillar engines. Responsible for providing qualify aftermarket parts, immediately shipping, and competitive pricing. Able to operate powered industrial machinery with ease.

Directed the implementation and specification of all standards in the shipping/receiving department. Worked closely with other departments in forecasting product shipments. Coordinated and communicated with departments and customers to ensure the smooth shipment of product. Scheduled jobs for inspection and shipment each day. Established priorities and sequences of shipping product, and ensured shipments were on schedule. Determined work schedules, distributed work to others, and explained procedures. Posted the jobs shipped to billing and ensured packing slips and bills of lading are correct. Posted customer ship dates and made associated updates relating to tracking. Handled calls from sales reps re: pricing and delivery. Researched low-cost providers for freight costs. Communicated with other supervisors and managers to effectively utilize equipment and human resources to meet customer delivery and quality expectations. Ensured compliance with established safety policies and other regulatory procedures. Maintained a team structure and staffing level necessary to accomplishing shipping and receiving missions in an effective and efficient manner. Interviewed and recommended applicants for hire as shipping and receiving associates. Planned and coordinated work, trained and motivated, monitored and evaluated performance of shipping and receiving associates and ensured their ability to safely operate material handling equipment to move materials to and from storage configurations, counsels, and records as necessary. Developed crew leaders to effectively oversee the daily routines of their assigned crew members.

Packed and pulled orders and stocked inventory with Radio Frequency (RF) hand-held terminals. Loaded and unloaded trucks and containers. Processed orders on a Warehouse Management System (WMS). Certified Forklift Driver. Responsible for performing a variety of manual and automated tasks relating to the receipt, storage, and shipment of product.

Verified incoming shipments by comparing and identifying information against bills of lading, invoices, orders, or other records. Received goods and ensured that they reached the appropriate location and tracked inventory. Prepared invoices and required documentation for shipments. Packaged, labeled, post weights and shipping charges to determine the proper method of shipment. Loaded, unloaded, and sorted packages. Conducted cycle count and located missing product.

Successfully achieved and exceeded all sales objectives for an LSA certified, Facebook Marketing Partner, Google Premier Partner, Yahoo Preferred Partner and Bing Ads SMB Select Partner for over three years.Sold paper and diversified digital solutions relating to advertising through phone book, website, door mail orders, direct mail campaigns, SEO, SEM, display, social media marketing, reputation, listing and reviews management to a diverse customer base. Partnered with small to medium sized business owners to create effective digital marketing programs that brought increased revenue to such businesses through the use and marketing of Hibu’s sales tools. Responsible for identifying new opportunities, prospecting for new business, and following up on potential leads. Managed existing client accounts and maintained existing customer relationships. Worked on the Reservice team – responsible for contacting current and former contacts to renew business and/or retain existing accounts. Responsible for reviewing advertisements and ensuring all advertising materials were correct. Assisted in collection efforts and helped to resolve customer service issues and other matters. Achieved Team of the Quarter 6/8 Quarters and was promoted to Field Sales Representative.

Provided short-term, secured loans to customers in exchange for collateral. Responsible for estimating/properly appraising an item’s value based on retail values and/or market values. Prepared pawn receipts for customers. Retrieved items back for customers who repaid their loans. Sold items to recover cash while adhering to industry regulations. Ran the store-front operation to resell collateral not received by owners. Skilled in appraising a wide variety of merchandise and in negotiating appropriate sale and loan prices.

Responsible for taking to potential customers on the phone to sell products. Generated sales by cold calling and answering requests in a fast-paced environment. Responsible for influencing existing and potential customers to buy products. Helped to promote business growth by expanding the company’s clientele.

Handle inbound and outbound contracts in a courteous, timely, and professional manner. Ensured first call resolution through problem solving and effective call handling. Researched systems to find missing information as applicable; coordinated with other departments to resolve issues when needed. Accurately documented and processed customer claims in appropriate systems. Led fact-finding discussions to determine the best options for the customer. Utilized knowledge-based training to accurately answer customer questions while following all required scripts, policies, and procedures. Complied with requirements surrounding confidential information and personal information. Appropriately escalated issues to the appropriate staff and management for resolution as needed. Attended regular meetings and training and reviewed new training materials to stay current on changes to program knowledge, system, and processes. Adhered to all attendance and work schedule requirements.