Customer Service Insurance Manager

763-***-****(Home)

612-***-****(Cell)

****.**********@*******.***

Gary Allen Kleman Kortemeier

Summary

Executive Sales and Marketing, Supervision. Outstanding Customer service and leadership skills. Proficient in Word, Excel, Outlook, Keyboard and Ten Key.

Experience

Executive Office Complaints Management (EMCO); Loss Prevention November 2020 - Present: Wells Fargo Bank, NA, Shoreview, MN. Review and complete complaint resolutions for the office of the President, Wells Fargo Auto and. Wells Fargo Home Mortgage: review submitted case work for Quality Assurance (QA Pre-SA) and Fraud Loss Prevention Analyst. Special Assistance Unit

March 2018-March 2020: National Recoveries Inc, Coon Rapid, MN. Review and complete most difficult situations with highest level customer service skills. Manager Solutions Team

February 2016: National Recoveries Inc., Coon Rapids, MN. Coached, Developed, Trained, Reviewed Work Quality with corrective action for Solutions Team Members to find Financial solutions for the US Department of Education Consumers.

Solutions Team Member

November 2015 - January 2016: National Recoveries Inc., Coon Rapids,MN. Contracted by the US Department of Education. Counseled clients for Student Loan resolutions.

Inside Sales Executive, Salaried Position. Develop New Business April 2015 - May 2015: National Recoveries Inc., Coon Rapids,MN. Discover C Level Partnership opportunities, Close and implement contractual New Business Agreements.

Student Loan Solutions Team Member:

November 2014 - April 2015 National Recoveries Inc., Coon Rapids, MN.

Provided client with solutions, ethical consultation and respectful of each consumer. Recorded information about financial status. Consulted and counseled clients for Student Loan resolutions. Arranged and established schedules based on client financial situation. Contracted by the US Department of Education. Part Time Digital Sales Manager:

July 2014 Repaum, LLC., Louisville, Ky.

Sales on eBay and Craigslist and other sources. Imputing, updating, maintaining information in a system database. Posting and managing sales and profits. Oversee Payments and Shipment of sold items. Communication with clients ensuring ongoing customer satisfaction and complaint resolution.

Sales/Merchandising:

July 2008 - Oct. 2014 Frito-Lay/PepsiCo, Coon Rapids, MN Feb. 2013: Promoted to Super Merchandiser Position; responsible For generating Displays of All major Regional Clients (Target, Walmart, Cub Foods, Rainbow Foods and Sam’s Club).

● Earned highest award; HW Lay National Sales Award.

● Best of Best Award, North Star Zone.

● Best of the Best Award, District Level.

● Most Valuable Merchandiser Award.

● Earned the highest award; HW Lay National Sales Award.

● Best Region in Nation: Sales, Service, Sales and Safety. 110% Sales Growth, $725 million.

Sales And Consulting:

Business Development Specialist

March – July 2008 Volkart May and Assoc., Plymouth, MN Contract employment with:

● Minco Co, Fridley MN,

Working with engineers in Aerospace, Military and Medical Devices. Specifically facilitated contacts between Engineering Scientists projects Minco management.

● Fluke Thermograph Co, thermo imaging cameras. Produced 2900% project ROI.

● Great Places, Inc: Web based Senior Living guide

● United Health Care: What every small business should know. Realtor

2006-2008 The Schrader Real Estate Group, Coon Rapids, MN Earned average sales $250,000 to $1.5 million.

Facilitated sales of new and existing homes.

Generated referral based sales leads— gaining

profitability and increasing productivity an average of 2 closed sales to over 11 within a 6 month period

(Jan. 07 – Jun. 07)

Executive Analyst/Consultant

2005 George S May Co. Park Ridge, IL

Survey Service

● Generated Corporate Surveys and facilitated

Consultations with corporate leadership of small to medium sized companies (500K to 4.5 million Sales volumns). Orchestrated meetings to present findings of strengths andweaknesses from Business organization, to profit and expense control analysis. Performed root cause and cost benefit analysis. Identified profit trends thru compiling financial reports and forensic accounting techniques. (100% travel).

New and Used Sales and Leasing Consultant

Oct. 2005 Luther Brookdale Buick, Pontiac, GMC, Brooklyn Park, MN

● Sales of New and Used Vehicles. Placed with the top three performers throughout the year. Assisted Internet Director with Internet Leads, Follow-up, presentations and closed the sale. Finance:

Finance, Insurance Manager & Sales Consultant

Sept. 2002-July 2005 Barnett Chrysler Jeep KIA, White Bear Lake, MN

Finance contracts and marketing of JM&A and

Chrysler insurance products, extended warranties,

Gap insurance, Life and Disability insurance.

Leading Car sales for New and Used Chrysler,

Dodge, Jeep and KIA automotive lines.

Earned highest Customer Satisfaction Index Rating For sales experience in five state region.

Secretary/Treasurer

2002-2005 Thomson Toppers, Inc. Isanti, MN

Responsible for Establishing Corporation.

Oversaw all financials, budget, tax, receivables, payables, payroll, inventory controls.

Developed Excellence in Sales and consistent

record keeping.

Secretary

2000-2002 Creative Mortgage Concepts, Anoka, MN

Responsible for Establishing Corporation.

Oversaw agenda’s to develop Mortgage concepts.

Registered Advisor, Insurance Agent

2000 – 2002 American United Life Insurance Company One America Securities, Inc, Indianapolis, IN

Primarily responsible as a bonded, fee based

investment advisor of 4.5 million in client assets, Stocks, bonds, mutual funds, Life, Health.

Provided detailed financial analysis of individual financial plans. Developed, implemented and

maintained client accounts.

Supervisory:

Senior Claims Analyst

1993- 2000 American Express Financial Advisers

Minneapolis, Minnesota

Estate Settlements, Beneficiary documentation, title and ownership changes. Service provided for two

regions, Great Lakes and Atlantic. Service to 2200 financial planning representatives.

Accomplishments:

Client Service: Awarded three client service

awards for outstanding service to field

representatives. New Business: Increased

productivity by 30% by reducing redundancy and

inefficient time consuming methods. Utilized macro programming to create efficient methods in account management

Scheduling Supervisor

1987-1991 Cable Value Network, Plymouth, MN

Supervised the scheduling for three shifts of 3000 Telemarketing employees. Oversaw hiring,

employee review standards and dismissal criteria.

Coordinated the development of Cybernetic

computer programs for effective scheduling.

Trained Northwest Airlines in the complexities of

this “user unfriendly” scheduling program.

Reported directly to the Human Resources

Director.

Education: Freeport Senior High, Freeport, IL

Illinois Wesleyan University, Bloomington, IL

Bachelor Degree

Federated Tax Preparation, Chicago,IL

Personal and Business Tax Preparation

North Hennepin Community College, Brooklyn Park, MN Finance/GAAP Accounting/Bookkeeping

University of Minnesota, Minneapolis, MN: Graduate Study

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