Vanessa Nelson Email & Phone Number

Omaha, NE, US

Omaha, Nebraska, United States

A new opportunity to bring a holistic approach to servicing Orion clients while maintaining an active approach at introducing new technology.

Omaha, Nebraska, United States

Lead a team of Advantage Advocates responsible for providing next-level service to our largest clients with a book of business valued at over $11 million. Provide coaching opportunities to team members and managers of the service team to help each employee navigate the internal advancement program. Responsible for oversight of service needs for the.

Omaha, Nebraska

Manage a team of data analysts responsible for reconciling files downloaded from a financial institution and imported to the financial technology platform. Provide ongoing training and coaching to both new and seasoned employees for continued growth within the data reconciliation division.

Supporting role to the manager and members of the reconciliation team which responsibilities include reviewing and reporting on Sales Force cases, performing monthly audits of file sources, reassigning sources during a reorganization and working with escalated clients. Initiating new file source setups for both new or current clients.

Greater Omaha Area

Retrieve transaction and position files from various data providers and maintain the data integrity in various client databases ensuring the data is accurate and up to date. Responsible for managing several larger clients as a member of the Institutional team and later transitioning into the Specialty team where I managed clients with more unique needs.

Greater Omaha Area

Maintain a high standard of customer service by responding to client’s email or phone requests promptly. Set priorities in reviewing data contained within the respective client’s database prior to billing in order to hit desired target date while also ensuring quarter end statements are accurate and delivered to the end client in a timely manner. Work with.

Greater Omaha Area

• Established relationships with assigned clients by maintaining up to date knowledge of the client and its goals, identifying any outstanding issues and making recommendations to correct, ensuring timely delivery of.
• Managed projects for telephone and online marketing programs as submitted by partner in both a testing environment or as an official rollout which required an organized project plan detailing all components included or.

Greater Omaha Area

• Recruited candidates by screening applicants who apply on their own and identifying and contacting passive job seekers by setting up a face to face interview, checking references and conducting background checks.
• Marketed staffing services by contacting companies in the Omaha metro area by phone, representing the organization at career fairs and contacting past clients about qualified candidates to hire in their organization.
• Generated new revenue over $16,000 and maintained existing client accounts to insure the hiring process went smoothly and to be proactive in identifying any problems which may arise.

Greater Omaha Area

• Prospected for potential clients through personal acquaintances in order to introduce such components as Life Insurance, Disability Insurance and Long Term Care Insurance as an element of their financial future.
• Graduated from Fastart program in which I became a full time, independent representative.

Greater Omaha Area

• Maintained a book of accounts valued over $500,000. This role included helping customers overcome technical problems with the online product and, in some cases, reanalyzing the customer’s needs in order to keep them a.
• Prospected for new clients and found the program which would best meet their needs. This role required I ask probing questions to potential customers in order to match the customer with the appropriate subscription.
• Generated new revenue in over $50,000 and awarded Sales Leader Award four times.

Lincoln, Nebraska Area

• Supported the company brand by answering consumers’ questions via email or phone, served as link between producer and distributor and as link between producer and retailer and met the needs of Territory Sales.
• Kept information updated on company website by keeping close contact with distributors and retailers while helping with the construction of a new website.

Master Of Business Administration - Mba, Business Administration And Management, General

Bachelors, Marketing/Management