Trae Engeldinger Email & Phone Number

Des Moines, Ia, Us

Clive Iowa

07/2018-PRESENTDEDICATED MEMBER ADVICATE, BUSINESSOLVERExplain and enroll customers into benefit elections, answer questions via phone and chat, help process through life events while also reviewing required documentation.Handle specific Human Resources for specific clients by administering their Benefits, Technical support, Payroll support, Chat support, Leaves of Absence and much more.

Clive Iowa

I answer inbound calls and assist with Annual Enrollments for Large clients answering questions about selected current benefits and making sure its simple and smooth for the employee while enrolling into their annual (group health, dental, vision and etc selections. I Process Life Events, answer payroll questions & assist in enrolling and administrating COBRA services for former employees.I manage and update employee benefits programs and ensure the employee maximum engagement.Since 1998, Businessolver has delivered market-changing benefits administration technology supported by an intrinsic responsiveness to client needs. It creates client programs that maximize benefit program investment, minimize risk exposure, and engage employees with easy-to-use solutions and communication tools to assist them in making wise and cost-efficient benefit selections. Founded by HR professionals, Businessolver’s unwavering service-oriented culture and secure SaaS platform provide measurable success in its mission to provide complete client delight.”

Des Moines, Iowa Area

12421 Meredith Drive, Urbandale, Ia 50398

Sold “Personal Lines” insurance products to clients through group benefit programs. Cross sold products to maximize sales efficiency and business profitability.Underwrote insurance policies to adhere to all applicable state guidelines.

Explained advantages, disadvantages, and features of various policies to promote sale of insurance plans.Cross sold products to maximize sales efficiency and business profitability.

PremierParticipated in audit functions with management to ensure quality and persistence.Handled high value client calls servicing existing accounts and recommending new products.Facilitated one-on-one coaching with associates on sales and other bank metrics.Phone Banker 2Analyzed customer accounts and referred money saving Wells Fargo products.Researched customer credentials and made business product decisions based on those credentials.Compiled needed information from different areas of multiple business lines to meet the complex needs of our customers.Phone BankerRealigned interest rates, balances, and payment arrangements for customers who took place in the Wells Fargo/Wachovia merger.Analyzed customer accounts and referred money saving Wells Fargo products.Projects and servicing new Wells Fargo product’s part of a test Team.