Michael Mandic Email & Phone Number

Erie, Pa, Us

•Generates & analyzes various informational reports for Financial Professionals which provide key business insights for their practices.•Directly supports 18 Financial Professionals by completing applications, account service forms and advice tools.•Serves as an extension of the Financial Professionals staff by contacting clients and building rapport, setting up mass marketing campaigns, and sending out Thrivent Member network event invites.

Erie, Pennsylvania, United States

•Ran and reviewed key data analysis for product bench marking.•Served as a liaison between front-line employees, managers, and C-Level personnel. •Worked with key business partners on marketing campaigns for new customer enrollment.•Maintained 100% SLA for customer communications.•Directly managed a commercial business portfolio of 600+ accounts.•Acted as a customer champion; being their trusted resource for all their day-to-day account needs (product enrollment, account access, billing questions & disputes, etc.

Erie, Pennsylvania, United States

•Provided clerical support to eight underwriters, covering thousands of commercial accounts. •Advised insurance brokers on specific policy inquires to alleviate the call volume direct to underwriters.•Maintained working relationships with agents, sales force, and other departments to meet company sales goals.

Bocca Raton, Fl

•Assisted the head golf instructor in conducting in-depth interviews of student’s current abilities, motivations, and goals for instruction.•Under supervision of the head golf instructor developed a unique development program for students.•Facilitated day-to-day operations of junior golf camp.