Roger D. Nielsen

Iowa City, IA *****

advdbj@r.postjobfree.com

319-***-****

Alternate phone 319-***-****

Work Experience

Customers Care Representative

Transamerica – Cedar Rapids, IA

October 2018 to August 2021

Point of contact to provide accurate and complete information to callers regarding retirement, life, and annuity investment products. Work as part of a team that is empowered to go above and beyond to deliver an outstanding customer experience.

Use exceptional customer service and interpersonal skills to answer calls regarding retirement, life, and annuity investment products

Identify customer needs and provide personalized service to ensure positive and meaningful outcomes, engage more knowledgeable team members as needed

Locate/research information using multiple systems/technologies

Coordinate with cross-functional departments to obtain and/or provide necessary information to resolve issues

Document customer inquiries and associated actions; follow-up on outstanding items in a timely manner

Learn and maintain a basic understanding of products, procedures, and systems

Achieve department metrics and expectations

Participate in a team-based environment to achieve department goals

Executive Director

Legal Shield – Cedar Rapids, IA

April 2011 to March 2022

Identify, develop, and evaluate marketing strategy, based on knowledge of establishment objectives, market characteristics, cost, and markup factors

Evaluate the financial aspects of product development, such as budget, expenditures, research and development appropriations, and return-on-investment and profit-loss projections

Formulate, direct and coordinate marketing activities and policies to promote products and services, working with advertising and promotion managers

Direct the hiring, training, and performance evaluations of marketing and sales staff and oversee their daily activities.

Independent Insurance Agent

Neighbor Insurance – Cedar Rapids, IA

September 2017 to December 2021

Insurance Agent

Farm Bureau – Cedar Rapids, IA

July 2013 to August 2017

Insurance Agent

State Farm – Cedar Rapids, IA

June 2011 to June 2013

Identifying sales opportunities for auto, home, life, commercial, workers compensation.

Quoting, binding, identifying risk management strategies, handling policy renewals and upsells, and tracking claims

Contacting potential and current clients and resting rapport by networking, cold calling, using referrals and providing excellent customer service

Branch Manager/Sales

USA Staffing – Cedar Rapids, IA

October 2006 to May 2011

Locate and documented where to find ideal candidates and employers.

Hired and trained in-house and temporary employees

Completed legal documents and mastered compliance within the company

Achieved branch and corporate sales goals

Maintained regular contact with possible future candidates

Aided public relations in establishing a recognizable “employer of choice” reputation for the company, both internally and externally

Education

Bachelor of Science in Secondary Education

Northwest Missouri State University – Maryville, Missouri 1988

Additional Information

Skills and Qualifications

Effective time management, organization and multi-tasking

Special people skills to deal with customers and an outbound personality

Proven forecasting and customer service skills

Able to upgrade and deal with major businesses

Proficient with Microsoft Word and Outlook

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