Wendy Eilander Email & Phone Number

Sammons Financial Group 6/2011 - presentBank/Premier Annuity SpecialistMidland National Life Insurance, West Des Moines, IA 6/2013 - present* Servicing new business and client services for agents, assistants, Third Party Managers, and clients.* Assist with client services questions such as rates, surrender terms, penalty free amounts, RMDs, Partial and Full Surrenders, Beneficiary Changes, POA review, Partial and Full Transfers, and other questions.* Responsible for rotating duties of the team inbox, call-outs on client services requirements, and faxes.* Documenting communications and review notes in a clear manner in multiple systems.New Business Annuity SpecialistMidland National Life Insurance, West Des Moines, IA* Process applications- involving initial review, contacting agent on requirements, review of correspondence, applying premium, working with other departments if needed, and the final review to issue a policy.* Providing customer service by servicing agents and assistants through inbound and outbound calls.* Assisted various other teams with transfer calls, licensing, mailing of contracts, and other duties as needed.* Gained and utilized knowledge of annuities and products including state guidelines and restrictions.* Completed the first class in the LOMA series.Professional Property Management 8/2004 – 5/2011Assistant ManagerCross Creek/Oak Crossing Apartments, Urbandale/Grimes, IA 8/2005 – 5/2011* Certified in Fair Housing Training & Section 42, which is the federal tax credit program.* Pre-qualify prospective residents to make sure they meet the qualifications for residency.* Prepare leases for residents and interpret the terms of the lease so they can understand.* Handle resident relations issues and ensure matters are taken care of professionally.* Schedule appointments with prospective tenants for apartment viewings & applications.

Listed skills include Management, Customer Service, Marketing, Apartments, and 9 others.