Sales Customer Service
Resume:
Kenneth John Goltz
Greenfield, Wisconsin 53228
*.*****@*********.***
Profile
An experienced, hard-working, result driven, customer-oriented relationship specialist with a
proven track record of performance excellence. Accomplished client prospector, excelling both
through verbal and written communication. Professional sales excellence with a high closing
average. Leadership qualities with a willingness to mentor less-experienced associates. A strong
belief that for an organization to be profitable, every employee has to return more value to their
employer than the wages and benefits that they receive.
Skills
Campaign and event management, including special events and promotions
Microsoft Office Suite proficiency
Fundamental understanding of finance contracts
Proficiency with accounting practices
Certifications and Awards
Resident Intermediary-Insurance, State of Wisconsin
Automobile Dealer Sales License, State of Wisconsin
Ring of Honor, Allstate Insurance Company
Milwaukee Region 25/2 Club for Automobile and Life Insurance Production
Officer and Participant Awards received from Greenfield, Wisconsin, Chamber of Commerce
Work Experience
November, 2014 to MODIS (Temporary Help Provider) for U.S. Bancorp
January, 2015 Fund Services
Milwaukee, Wisconsin
Assigned to help eliminate a current backlog and prevent
further backlog of Mutual Fund purchase and
maintenance transactions. Processed above standards
for volume of transactions processed.
August, 2014 to Business Solutions Team, LLC
October, 2014 Racine, Wisconsin
Helped to launch startup Business to Business
Tax, Accounting, and Business Consulting firm.
Supervised a staff of three telephone appointment
Setters, while making presentations and developing
New Business sources and centers of influence.
April, 2013 to May, 2014: DHH LLC d/b/a David Hobbs Honda
Glendale, Wisconsin
Product Specialist
Responsible for customer interaction by
Telephone, Internet, and In Person contact.
Also responsible for keeping current on Products,
Inventory, and associated knowledge.
September, 2012 to
December, 2012: Colonial Life and Accident
Brookfield, Wisconsin
Benefits Counselor
Involved in Business to Business sales with an average of
15 new contacts per week.
January, 2012 to
September 2012: Farmers Insurance Exchange and Associated Companies
Brookfield, Wisconsin
Reserve Agent
Responsible for Multiple Line Insurance Sales under the
Reserve Agent (Independent Contractor) Program.
Built new agency from scratch utilizing my Prospecting and
Management Skills.
January, 2003 to
September, 2011: United Healthcare of Wisconsin-Medicare and Retirement
Wauwatosa, Wisconsin
Individual Sales Representative
Business Development, Sales and Service of Medicare
Related Products (Medicare Part C, Medicare Part D, and
Medicare Supplemental Insurance.)
Personally established lasting relationship with four area
Medical facilities.
Additional Work Experience
Allstate Insurance Company
Brookfield, Wisconsin
Neighborhood Office Agent
New Business Development, Sales, and Customer Service
in both Retail (Sears and Roebuck Company store)
and
Neighborhood Office Agency locations. Awarded Ring of
Honor for Sales Performance in 1989. Wrote
policies for
200 insured units and 30 life insurance policies in one year.
Member of Territorial 25/2 Club on a consistent basis.
Education
University of Wisconsin, Milwaukee
Bachelor of Arts in Mass Communications.
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