Dana Stradtman

Forms Specialist at Constellation Insurance, Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
Cincinnati, Ohio, United States, US
Skills

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I had a wonderful privilege of working with Dana Stradtman from 2006 – 2010. During her time as an Securities Specialist with Great American Advisors, we collaborated on several vendor accounts. Her tireless work ethic and problem-solving skills was a key component in resolving vendor accounts. Dana's skills set and qualities would make her an invaluable addition to any organization.

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Credentials

  • Life and Health license
    Ohio Department of Insurance
    Feb, 2020
    - Nov, 2024
  • Series 6
    FINRA

Experience

  • Constellation Insurance, Inc.
    • United States
    • Insurance
    • 100 - 200 Employee
    • Forms Specialist
      • May 2023 - Present

  • Ohio National Financial Services
    • United States
    • Financial Services
    • 300 - 400 Employee
    • Annuity Product Specialist
      • Nov 2020 - May 2023

  • HUB I HORAN
    • United States
    • Insurance
    • 1 - 100 Employee
    • Client Specialist
      • Feb 2019 - Jul 2020

      Managed over a dozen clients in the large group size space as first point of contact for problem solving and troubleshooting of client issues. Developed and delivered employee education and communications including presentations. Prepared requests for proposal and proposal presentations for Account Management team. Provided input on strategic planning with Account Manager on benefit designs and recommendations to meet the needs and goals of the client. Cultivated and strengthened client and vendor relationships with key decision makers. Facilitated carrier and benefit changes for block of business. Updated CRM database to maintain complete and accurate records. Show less

  • Lincoln Investment
    • United States
    • Financial Services
    • 400 - 500 Employee
    • Branch Services Representative
      • Nov 2011 - Nov 2018

      Managed over 25 dedicated branch relationships with a focus on issue resolution, customer satisfaction and strengthening client relationships. Recognized by company as a top performer, receiving high scores on call reviews, annual reviews, and 100% positive feedback from financial advisors and branch personnel. Collaborated with management and project teams on testing of multiple technology updates, providing key feedback on functionality and ways to improve efficiency and increase end user acceptance. Show less

    • Support Team Coordinator
      • Sep 2010 - Nov 2011

  • Great American Advisors, Inc.
    • Financial Services
    • 1 - 100 Employee
    • Securities Specialist
      • Jan 2005 - Aug 2010

      Processed weekly commissions for more than 600 financial advisors. Provided training to new team members during their on-boarding process. Participated in end-to-end testing of new company-wide technology enhancements. Processed weekly commissions for more than 600 financial advisors. Provided training to new team members during their on-boarding process. Participated in end-to-end testing of new company-wide technology enhancements.

  • Great American Insurance Group
    • United States
    • Insurance
    • 700 & Above Employee
    • Life Specialist
      • 2003 - 2004

      Utilized interpersonal communication skills as the liaison between underwriters, agents and support staff to efficiently obtain outstanding requirements and meet customers's needs. Reviewed and issued life insurance policies for multiple products to agents across the country.

    • Submit Support Specialist
      • Feb 2001 - 2003

      Received Highest Performer award 11 of 12 times it was awarded.Selected to assist training department in creation of new manual for the data entry of new account set up (Submit process).

Education

  • Cincinnati Christian University
    Psychology

Community

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