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.

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.

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.