Manager Health Insurance

Chad Michael Evans

**** ***** ** **

Cedar Rapids, IA 52402

Phone: 319-***-****

Email: **********@*******.***

I have 9 years of experience in industries including Special Trade, Construction, Membership Origanizations and most currently as a Regional Support Specialist w/ Berthel Fisher & Company. I hold a bachelors degree in Business and Economics from Coe College. I am pursuing a career to show the knowledge that I have gained in a profession where I can succeed and further my experience in business operations.

Education

Coe College, Cedar Rapids, IA (graduated, May 2007)

Bachelors degree in Business Administration and Economics

Related Courses

Passed Life, Accident & Health Insurance Exam (June 2, 2007

Employment

Berthel Fisher & Company Financial Services, Inc. (October 2007 – Present)

Regional Support Specialist - Compliance Department. Handle incoming business from Brokers while helping them w/ paperwork requirements, training & licensing w/in FINRA. Coordinate marketing, advertising & sales literature approval for the representatives. Help coordinate annual audits for the branch managers by preparing the material for the audit & the follow-up w/ the Brokers. Research client complaints, regulatory inquiries & arbitrations for Brokers around the nation & respond accordingly. Maintain & build strong relationships with the Brokers to assist them in their everyday needs.

ING Financial Partners (summer of 2006)

Summer internship with President Eric Schwarz. Helped with gathering information for meetings and inputting data for future clients. Studied the process of Financial Planning and learned how to deal with clients in business operations.

Apartment Manager (Aug 06 – May 07) Accountable for students in my apartment complex as well as five other apartments. Dealt with problems and complaints within the apts. Found resources to help better the apartment life while attending Coe College.

Westfield Tennis Club (summer of 2006)

Worked with students individually and in groups to improve their tennis skills. Conducted clinics with students and helped run leagues during the summer.

Coe College Work Study Program (3 years)

Fitness Center – Maintained equipment and communication with members.

Cedar Rapids Country Club (summer of 2005)

Worked front desk while assisting club members throughout the day. Maintained upkeep of the tennis courts and club house while assisting with club events and activities.

Airborne Express (summer of 2004)

Worked directly with the supervisor in receiving orders and various other activities.

Xtreme Concrete (summer of 2003)

Manual labor with supervisor. Poured concrete for businesses and homes.

Activities

Coe College Student Affairs Committee

Worked closely with Vice President of Student Affairs and the Associate Dean of Students on fine tuning rules and regulations around Coe College. Also revised new amendments and discussed new issues that are impacting our community.

Coe College Student Athlete Advisory Committee

Tasks included finding better campus involvement, discussing issues around campus, and attempting to make sports accomplishments more of a distinguished achievement.

Volunteering

Walk for Kids at Arthur Elementary and Special Olympics held at Coe College as well as Daniels Park clean-up. Also, Coe College tennis (4 years) while receiving IIAC Tennis Player of the Week.

Computer Skills

Knowledgeable in Microsoft Word and Microsoft Excel.

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