Results oriented professional with almost 33 years of experience in the insurance industry, including a wide variety of tasks and responsibilities. Experience in process improvement, project/task management, creating procedures/documentation, and training. Effective at setting priorities and implementing decisions to achieve organizational goals while meeting operational deadlines. Driven by a positive corporate attitude with a focus on excellence in customer service and satisfaction.
Skills
Microsoft Office Suite including Microsoft Access
SQL Server
Callidus Systems
SharePoint
Records maintenance
Change management
Process improvement
Team Player
Critical Thinking
Business Requirements
Fast Learner
Creative Ideas/Solutions
Detail-oriented
Work History
Sales Incentive Compensation Analyst, 10/2012
to Current CUNA Mutual Group – Waverly,
Iowa
Develop and maintain Sales Incentive Compensation system.
Quality assurance testing of interfaces into the Sales Compensation system, incentive reports and incentive calculations.
Create tracking and management reports on request.
Liaison with end users and programmers to clearly identify and document user needs.
Create documentation of the Compensation system processes.
Systems Marketing Specialist/Project Analyst/Project Manager, 06/1993
to 10/2012 CUNA Mutual Group – Waverly,
Iowa
Develop and maintain Sales Incentive Compensation system.
Quality assurance testing of interfaces into the Sales Compensation system, incentive reports and incentive calculations.Create tracking and management reports on request.
Liaison with end users and programmers to clearly identify and document user needs.
Create documentation of the Compensation system processes.
Client Services/Service Administration, 03/1984
to 06/1993 CUNA Mutual Group – Waverly,
Iowa
Responsible for processing policy loan, partial withdrawals, and other policy related maintenance.
Audit the work of others to ensure accuracy.
Education
Certificate - Business Office Clerical: 1982 Hawkeye Community College - Waterloo,
Iowa
