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<pre>Array ( [var] => cut_url ) </pre> Resume for Karen Z. for Coach / Trainer / Professional & Consulting Services in Milwaukee, Wisconsin. Search More Resumes for Coach / Trainer on #ZF4EUS1BJ

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Resume for Karen Z. for Coach / Trainer / Professional & Consulting Services in Milwaukee, Wisconsin

Occupation: Coach / Trainer Industry: Professional & Consulting Services
Country: United States City: Milwaukee
State: Wisconsin ZIP: 53208

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Karen A. Z.

W Martin Drive

Milwaukee WI



Linked In:  

Creative, analytical and versatile professional with more than years of experience in training, supervising, customer service, and compliance and licensing.  Applies excellent communication and problem resolution skills to resolve and strengthen sensitive customer issues and relationships.  Communicates professional presentations effectively to large and small groups.  Selfmotivated, proactive, and seeks personal challenges, yet functions well in group settings.  Other areas of expertise include:  

  • Outofthebox thinking and innovation
  • Training and assessment
  • Employee mentoring and coaching
  • Resource documentation
  • Organization and attention to detail
  • Computer testing and training


    Bachelor of Fine Arts, Graphic Design

    University of Wisconsin Milwaukee Peck School of the Arts 

    Community Involvement 

    Zoo Pride Zoological Society of Milwaukee – June to present

    Volunteer for Animal Enrichment and Guest Services Committees 

    Wisconsin Humane Society –

    Volunteer for Animal Antics Retail Store and Customer Service 

    Professional Experience 

    American General Life Companies      

    American General stands among the top term life insurance providers in North America.  

    Training Consultant, to

  • Performed training for new and existing employees via instructorled classroom sessions and web meetings.
  • Wrote documentation to support content delivery and maintain the content of existing documentation and materials for each department. 
  • Developed and enhanced relationships with management and team leaders in the New Business and Underwriting departments.
  • Conducted useracceptance testing and training of new systems and programs before implementation. 

    Case Coordinator Supervisor, to

  • Managed the daytoday needs for domestic employees and provided support for remote staff in Manila, Philippines.
  • Established new customer service initiatives to provide personalized customer service to field office agencies. 
  • Maintained department production and quality standards while providing back up support for Underwriting and New Business departments as needed to manage customer service expectations.
  • Designed a procedural manual for Manila staff for their supportive role as Case Coordinators.

    Issue Team Supervisor, to

    Returned to American General and resumed previous position as an Issue Specialist.  Promoted to coSupervisor of the Issue Team in . 

  • Managed the daytoday needs for employees and provided support for remote staff in Manila, Philippines.
  • Maintained department production and quality standards for term and universal life policy issue.
  • Provided support for Manila staff for their workflows and responsibilities.
  • Interviewed potential candidates to fill open positions within the team.

    Contract Issue Specialist, to

  • Generated term and universal life insurance contracts.
  • Applied premium to pending policies to activate policies.
  • Contacted agency offices for outstanding policy deliver requirements.
  • Adapted to procedural changes and exceeded quality and production goals.

    Compensation Analyst, to

  • Processed agent and agency loan agreements and line of credit advancements.
  • Monitored agent commission accounts using spreadsheet reports.
  • Instigated collection of agent debit balances.
  • Assisted with Misc tax questions/adjustments, data entry and maintenance.
  • Supported the Commissions Department with agent phone calls for troubleshooting and research.

    Licensing Specialist, to

  • Processed resident and nonresident agent appointment fees.
  • Maintained agent contracting database and updated as needed.
  • Assisted agents with licensing appointments for life insurance sales.
  • Created follow up correspondence to agents for outstanding requirements.

    HumanaOne Inc        

    HumanaOne offers coverage for individuals and families.   

    Underwriting Assistant

  • Generated individual health insurance contracts.
  • Assisted underwriters with paramedical examinations and medical records for risk assessment.
  • Contacted agents and agencies for outstanding underwriting and policy delivery requirements.
  • Supported customer service department with incoming status phone calls.
  • Adapted to procedural changes while adhering the state privacy laws and regulations.

    Robert W Baird & Co        

    Robert W Baird & Co is an employeeowned wealth management, capital markets, asset management and private equity firm with client assets of more than $ billion.  

    Licensing Specialist

  • Scheduled classes for first time life insurance designations and continuing education.
  • Processed resident and nonresident license renewal fees for over brokers.
  • Maintained company corporate resident and nonresident insurance licenses.
  • Assisted brokers with licensing appointments to assist with life and annuity insurance sales.

    Additional Experience 

    Nelson & Schmidt Inc Telemarketing Supervisor   

    Accents! Unlimited  Picture Framer     

    The Great Frame Up  Picture Framing Associate   

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