Jake Nelson
Searching for new opportunities
- Role
- Senior Service Center Specialist at Bankers Life
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Jake Nelson
Just a Kansas boy working in finance in the world’s greatest city.
Experience
Senior Service Center Specialist
Mar 2019 — Present · Chicago, IL, US
Developing and nurturing relationships with financial advisors and clients to ensure product understanding and satisfaction.• Managing and resolving complex customer inquiries related to financial products, focusing on delivering exceptional customer service.• Assisting financial advisors in creating and maintaining client portfolios, resulting in increased client retention and portfolio growth.• Collaborating with cross-functional teams to address customer needs and provide comprehensive solutions.• Conducting thorough research on financial products and services to provide recommendations to enhance client portfolios, aligning with customer goals.• Leading weekly team meetings to improve workflow efficiency, identify areas for improvement, and streamline client service delivery.• Maintaining high customer satisfaction standards to meet or exceed goals.
Education
The University of Kansas
Finance, Finance, General
2012 — 2016
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.