SET Company=?What is the name of your company? e.g. Loralton

Enterprises SET Address=?What is Company 's address? e.g. 155 Wateron

Avenue, Suite 501 SET CSZ=?What is the City, State and Zip code? e.g.

Elvira, OH 91402 SET Phone=?What is the telephone number? e.g. (313) 456-

7654 SET Fax=?What is the Fax number? e.g., 313-***-****

David W. Sorensen

785 77th Court . West Des Moines, IA 50266 . 515-***-**** .

abh8fc@r.postjobfree.com

EXPERIENCE:

2010 - present Businessolver

West Des Moines, IA

Client Service Manager

Developed knowledge of web-based benefits administration and

enrollment capabilities

Worked with Electronic Data Interface (EDI) team to implement 834

and proprietary client files

Fulfilled main contact and EDI project manager role for the

organization's oldest and largest client

Assisted Benefits Advisory team with voluntary benefits enrollments

2008 to 2010 Principal Financial Group

Des Moines, IA

Senior Client Service Manager

Manage 8 profitable defined contribution and defined benefit

clients totaling over $600 million in assets

Appointed to a department leadership council by senior management

Partner with internal service team to meet and exceed client

expectations and successfully resolve issues

Market various services, such as automatic enrollment, to expand

client relationships

Never lost a client due to service in 17 years of client-facing

experience

2001 to 2008 Marsh West Des Moines, IA

Client Advisor

Perform program manager responsibilities for 86 group voluntary

insurance programs accounting for over $3 million in annualized

revenue and 39% NOI. Tasks include marketing review and sign-off,

facilitating client meetings and consultation, overall client

relationship development, and profitability and expense management

Lead a team of thirteen functional area representatives to

accomplish goals within budget

Work to negotiate mutually advantageous renewal agreements between

the insurance carriers and clients

Client Relations department team leader for the Business Continuity

Plan (disaster recovery program)

Helped develop business model and sales collateral for our

small-case voluntary benefits platform

Implemented personalized marketing communications to increase sales

and penetration

Executed insurance program cross-sell efforts throughout client

block

Increased revenue by 400% while expanding services and reducing

associated expenses to meet goals

Worked in a project management role to implement new clients,

improve processes, and oversee file configuration and data file

exchange processes.

1993 to 2001 Principal Financial Group Des Moines, IA

Client Consultant

Management resonsibilities over a team of ten associates and

data-entry personnel with responsibilities including major account

oversight, budget management, writing performance appraisals,

determining merit increases, coaching, staffing, etc.

Performed team analyst duties to ensure full and accurate

recordkeeping services were being provided by the team including

all compliance and government reporting

Performed senior administrator duties and partnered with an

assistant to provide administration services to our largest and

most profitable clients

Supported sales personnel in the sales and marketing of pension

products and services

Met with larger clients on a periodic basis to strengthen the

relationship and work to resolve client issues

Implemented quality control and oversight processes to improve

quality and efficiency

Worked with Japanese personnel from Nippon Life Insurance Company

to support sales and service initiatives

Pension Service Associate II and III

Day-to-day responsibilities over a block of 25-40 401(k) pension

clients

Handled escalated participant issues and all client requests and

questions

Managed all recordkeeping functions including all compliance

testing and government reporting

Managed client expectations and worked to provide top-tier service

EDUCATION:

Luther College Decorah, IA

Major: BA, Business Management, 1993

Dean's List

College tennis and soccer teams, fraternity secretary, Business

Club member

LICENSES and

DESIGNATIONS:

Iowa Insurance Producers License for Accident & Health, Life, and

Personal Lines No Crop

Also licensed in CA, FL, GA, IN, MD, MI, MS, NJ, NY, OH, TN, and VA

Series 7 - Registered Representative and Series 63 - State

Securities License expiring in 2011

FLMI

ACTIVITIES:

Proud parent of 3 little ones, enjoy golf, tennis, traveling, and

home improvement projects

SKILLS:

Proficient in various computer applications including MS Word,

EXCEL, Lotus Notes, MS Outlook, etc.

Strong business writing skills

Strong relationship building skills

Higher-level file and file exchange knowledge

Very organized, Dependable, Detail oriented, Self-motivated

References available upon request

Contact this candidate