The Client Relations Center (CRC) Field Advisory Board serves three primary purposes: • To provide network office CRC Directors a forum to identify and escalate issues and opportunities which apply to CRC functions. • To take a leadership role among their peers by acting as a mentor and liaison to other CRC Directors as well as host ad hoc conference calls with the entire CRC field. • To actively engage in pilot programs and projects in order to provide timely and critical feedback on the field impact which serves to positively affect the projects.

As the Director of Client Relations, I run the network office's Client Relations Center (CRC), which is a business unit that manages, reconnects and transitions the network office's unassigned clients' relationships. The goal of the CRC is to reconnect unassigned clients to financial representatives in order to re-establish relationships. CRCs benefit the network office, financial representatives and unassigned clients through increasing sales, improving persistency, achieving development targets, increasing cross selling and retaining financial representatives.

• Responsible for initial opening by supplying office with all necessary dental and office supplies along with various marketing materials• Prepare patients for examination and procedures• Schedule patients and and verify insurances• Process insurance claims, collect co-payments, post EOBs and patient payments. • Created and maintain office website and referral brochures. • Budget office expenses and perform billing and bookkeeping duties• Coordinate with dental insurance companies to ensure claims are paid • Organize and oversee supply purchases, equipment upgrades and operations expenses • Oversee collections and accounts receivable and present financial policies • Responsible for administering trainings and orientations to new employees, providers and administrators

• Met internal quality standards set by OSHA.• Product management of dental supplies.• Train new employees.• Assisting in educating patients on procedures.• Mixing the required dental materials for a treatment.• Assist with numerous front office administrative and billing tasks.• Strong oral and written communication skills.• Effectively schedule patients according to their referral requirements.• Identify, reference and apply insurance coverage and billing.• Facilitate effective patient flow.• Present financial policies accurately to patients.

Northwestern Mutual is a leading Fortune 500 financial services company that helps individuals and families achieve a lifetime of financial security. The role of the Recruiting and Development Coordinator is to work with the Director of Training and Development to coordinate strategies in Recruiting, Training and Development of new Financial Representatives including full-time and college interns. • Develop Financial Representatives on sales techniques.• Partner with Director of Training and Development to prepare candidates for the Financial Planning Academy-both full-time and interns.• Run weekly production reports.• Coordinate training program, leadership program, weekly Sales Builder, mentoring, Masters Academy, etc.• Analyze sales activity and give feed back to Representatives.• Assists in implementing new programs/contests to improve or enhance retention.

The Sales Execution Team (SET) provides services that allow new representatives to focus on achieving Granum-level activity and building an integrated financial security practice. SET’s goal is to help increase productivity of a new representative by helping with basic administrative tasks and more advanced duties of marketing, sales, underwriting support, and develop Financial Representatives knowledge base on an individual level.• Monitor underwriting and accounts for Financial Representatives in the training suite in the and provide weekly updates.• Prepare personal planning analysis and illustrations for Representatives.• Worked with Financial Representatives on an individual basis to train them on the software. • Train and develop Assistant Financial Representatives.• Contract and Licensing for all incoming candidates.