Client Service, Account Support, Financial & Benefit Services

TAD DYRDAHL

CLIENT SERVICE ACCOUNT SUPPORT FINANCIAL & BENEFITS SERVICES

Waconia, MN 612-***-**** ******@*****.*** linkedin.com/in/tad-dyrdahl-4343451b2

PROFESSIONAL SUMMARY

Client-focused service and account-support professional with experience across retirement benefits, consumer lending, healthcare benefits, sales, and operations. Skilled at managing complex inquiries, explaining requirements, reviewing documentation, resolving account issues, and coordinating timely follow-up across internal teams. Known for clear communication, accurate records, careful handling of confidential information, and a relationship-driven approach that strengthens customer satisfaction and retention.

CORE STRENGTHS

Client service & account management Documentation review & accurate recordkeeping Clear process explanations Professional phone and written communication

Proactive follow-up & status communication CRM/workflow systems Cross-functional coordination Service recovery & de-escalation Microsoft Office

PROFESSIONAL EXPERIENCE

Wilson-McShane Company Retirement Benefits Specialist 2026-Present

Serve as a primary resource for participants and internal contacts by answering questions, explaining requirements, collecting documentation, and communicating next steps clearly.

Maintain organized participant records by documenting conversations, tracking pending items, monitoring status changes, and coordinating timely follow-up.

Review eligibility, account, and documentation details for completeness and accuracy; identify information gaps and processing exceptions before advancing work or escalating with organized notes.

Old National Bank Digital Consumer Lending Specialist 2018-2025

Supported customers through detailed digital financial account workflows involving documentation requests, account verification, status updates, transaction timing, and follow-up communication.

Built customer trust by explaining requirements, clarifying process steps, resolving account questions, and maintaining timely, professional communication throughout the service lifecycle.

Reviewed customer, account, income-related, transaction, and product details for accuracy, missing information, timing, and readiness for processing.

Used CRM, workflow, and account systems to document activity, monitor open items, resolve discrepancies, escalate exceptions, and maintain accurate records.

Coordinated with operations, support, and customer-facing teams to keep requests moving while balancing multiple priorities, quality standards, and service expectations.

United HealthCare Benefit Advocate 2015-2018

Handled high-volume inquiries regarding eligibility, coverage, billing, documentation requirements, plan information, and next steps while maintaining a helpful, professional service tone.

Investigated benefit and account questions, documented cases accurately, routed issues to appropriate teams, and followed through to resolution.

Strengthened customer satisfaction and retention by de-escalating concerns, explaining complex information clearly, and creating a reliable service experience.

United Natural Foods, Inc. Field Sales Representative 2011-2015

Built and maintained strong customer relationships by listening to needs, identifying appropriate solutions, and providing timely follow-up.

Managed account requests, product and service needs, pricing questions, delivery expectations, and issue resolution with internal partners.

Prepared for customer conversations, documented account needs, followed up on open items, and maintained professional communication from inquiry through completion.

Noodles & Company General Manager 2002-2009

Directed high-volume daily operations while maintaining service standards, cash controls, staffing plans, and efficient workflow execution.

Hired, trained, coached, and developed employees while ensuring a consistently positive customer experience and accountable team performance.

EDUCATION & TECHNOLOGY

Bachelor of Science, Business Administration Purdue Global University 2026 GPA 3.9

Associate of Applied Science, Business Administration Ivy Tech Community College GPA 3.9

Technology: Microsoft Word, Excel, Outlook, PowerPoint, CRM/workflow systems, account systems, reporting tools, e-signature/document workflows, and virtual collaboration tools

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