Tim Randall Email & Phone Number

Panora, Iowa, United States

Retirement Plan Administration & Recordkeeping

West Des Moines, Iowa, United States

Collaborated and communicated on a small team of peers to service assigned clients. Analyzed fraud/dispute cases and completing within the appropriate time frame. Reviewed documentation received from cardholders and financial institutions and completed the recovery to minimize financial loss. Reviewed daily reports and completed other tasks in order to lower the loss amounts for clients.

Panora, Iowa

Checked in newly arriving cats and daily care for cats' welfare. Managed weekly spay/neuter clinic and clinic volunteers. Managed inventory and checked in supply deliveries. Administered medications and observed cats for any ailments. General and deep cleaning of the shelter facility.

Carroll, Ia

Responsible for setting up new accounts for new and existing members to grow the credit union's membership in chartered territories. Processed changes to existing accounts. Reviewed credit reports for opportunities to help the member. Relationships maintained by offering credit union services that would improve the member's overall position.

West Des Moines, Ia

Responded to written customer inquiries about credit bureau reporting as well as unauthorized account activity. I was responsible for assigning work to other coworkers to process. Reconveyed foreclosed homes back to HUD to be resold. During that process I was to ensure the property had been maintained in good order and that all utilities and other obligations were met. This involved contacting municipalities, utilities, attorneys, etc as well as reviewing property inspections.

West Des Moines, Ia

My mission was to provide product knowledge and recommendations, educate advisors on website resources, assist with illustrations and case design, and facilitate field underwriting. Provided sales support to insurance agents and financial advisors by answering product questions, product positioning and recommendations. Assisted with running illustrations and complex case design. Trained, educated and motivated advisors on products, riders, sales concepts, website resources, and procedures. Communicated with advisors regarding industry trends, rate changes and regulations. Facilitated underwriting and analyze impaired risk cases. Performed policy reviews and performance evaluations to improve the client’s position.

Adel, Ia

Recruited and acclimated new business partners by providing education and orientation relative to the company’s benefit products, websites and sales processes. Built and developed relationships with tax professionals, attorneys and insurance agents. Attended tax and insurance industry trade shows to educate attendees on our company’s tax- advantaged business solutions and cultivate new leads. Provided guidance to and enrolled clients in new HRA plans. Worked with business owners and tax professionals to determine eligibility for benefit products.

West Des Moines, Ia

Reviewed new auto insurance product specifications and corporate training initiatives to develop a comprehensive training plan for home office employees and field agents. Created PowerPoint presentations for each of the new products outlining levels of coverage, product sweet spots and new features. Developed facilitator guides, handouts and quick reference sheets with new product information for various departments. Worked on multi-departmental team to develop training schedule and roll out plan.

Panora, Ia

Prospected new clients for life insurance and annuity product sales. Marketed to and met with other insurance agents to refer business. Completed continuing education and state specific product training and licenses.

Panora, Ia

Recruited new agents while partnering with existing agent base to help grow their business while increasing revenue. Monitored new product and interest rate changes while maintaining daily phone contact with agents. Hosted and presented information to agents and wholesalers at internal company training events. Attended industry seminars and symposiums to recruit and to build relationships. Provided industry and product training, sales ideas and fielded questions via live and web-based presentations. Researched life insurance products, underwriting strengths and product competitiveness among all carriers. Assisted agents and wholesalers with product solutions by running life insurance and annuity proposals.

West Des Moines, Ia

Fostered relationships with key distribution partners to help them recruit and train new agents and their staff members. Delivered web-based training via Brainshark, GoToMeeting and WebEx as well as more traditional means like conferences, seminars, presentations and study groups. Represented the company at industry conferences and agent symposiums. Created new sales ideas and marketing ideas for agent use. Created and filed for state approvals for continuing education presentations and outlines as well as administered the training program. Proactively conducted research to share industry news and technology trends with my team as well as other colleagues and general agents. Traveled to visit field agents and agencies to promote growth and offer sales solutions. Developed curriculum and new courses for agent training academy, bringing in 2000 agents annually. Attended and hosted agent dinners and receptions during training events, both at the office as well as on the road. Acted as a mentor and provided on-the-job training to new field trainers as they joined the team.

West Des Moines, Ia

Acted as a liaison between career agents and the annuity home office staff. Acclimated new agents, key distribution partners and their staff by providing education and orientation relative to the company’s products, websites and sales processes. Communicated state approvals, product rate changes, sales contests and incentives, internal procedure changes, sales solutions, compliance changes and new product information to agents and key distribution partners. Trained new employees on systems, products, illustration software and website navigation. Worked on multi-departmental team focused on eliminating annuity processing backlog.

West Des Moines, Ia

As a Senior Marketing Consultant with DNA Brokerage I maintained a book of business by assisting producing agents in their day-to-day business with marketing and product support while actively recruiting new producers. I also assisted with webinars and other digital media for recruiting and training.

West Des Moines, Ia

My role as a Field Training Specialist with American Equity was to travel to visit with the Independent Marketing Organizations in my territory to train their marketers and staff on the company's products and financials and tell the story, or history, of the company. I was also responsible for hosting and training agents when they came to visit the home office as well as presenting our products and solutions through monthly webinars.

West Des Moines, Ia

As a Directory Advertising Consultant with Dex Media, I had an existing block of yellow page advertising customers to maintain and upsell whenever possible. I also actively sought out new advertisers through referrals and cold calls. In addition to that, I also developed and edited the advertising for new and existing customers.

Associate’S Degree, Liberal Arts

Activities and Societies: President - Student Activities Council

Marketing/Marketing Management, General

Activities and Societies: .