John L. Ott
Insurance Sales Representative at Gerber Life Insurance Company- Claim this Profile
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Bio
Credentials
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PMP/Project Management Professional
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Experience
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Gerber Life Insurance Company
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United States
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Insurance
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100 - 200 Employee
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Insurance Sales Representative
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May 2018 - Present
Responsible for offering an array of insurance products to meet the needs of individuals and families, Identify customer needs and the value of our products through great conversation, sharp sales skills and product knowledge. Responsible for assisting and directing family members to life insurance products to achieve a more secure financial future. Responsible for servicing customers by answering and resolving customer inquires. Responsible for cross selling Gerber Life products with the goal of meeting customer needs. Licensed in Life & Health in all 50 States. Show less
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Financial, Sales and Service Operations
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United States
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Independent Insurance Broker (Aflac, Combined, Foresters,Gerber,One Life, Transamerica)
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Jan 2010 - May 2018
Responsible for managing and growing an insurance agency offering a wide array of innovative financial products and services. Sold annuities, long term care, life insurance and medical supplement. Educated and counseled families on insurance options tailoring a program that financially met their specific health and life needs. In the B2B market sold life, accidental and hospitalization insurance then oversaw the incorporation of commercial insurance programs into bookkeeping system of large and mid-size companies. Show less
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Northern Trust
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United States
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Financial Services
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700 & Above Employee
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Divsion Manager, Second Vice President, Technical Support Group
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Feb 2007 - Sep 2009
Responsible for NT Corporate & Institutional Wealth Management clients’ domestic and international cash payment processing. Managed 5 Internal Auditors and 30 Technical System Analysts responsible for processing and protecting NT against exposure to operational, financial, systems, credit, legal and reputational risk. Evaluated budget projections and advised the Executive Committee on budgetary opportunities to address anticipated/projected shortfalls. Managed quality assurance audits to maintain process quality control plans. Show less
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Investor Services Manager, Second Vice President
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Jun 2003 - Jan 2007
Managed 30 Call Center Process Analysts responsible for cash movement and service needs for “Dow 30” investment customers. Also managed team of Wire and Check Fraud Investigators. Responsible for monthly, quarterly and annual quality assurance audits to maintain process quality control plans. Primary liaison for internal/external partners and the relationship management team.
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Commercial Client Services Manager, Second Vice President
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Jun 1999 - Jun 2003
Oversaw Treasury Management Call Center with 16 Agents supporting Brokerage, Middle Market, Healthcare/Not For-For-Profit Divisions,. Ensured timely resolution responses for the following services: Control Disbursement, Lockbox Imaging Capabilities, Integrated Payment Disbursement, Accont Reconcilement, Remote Deposit Capture, Automated Clearing House and Tax Payment and Lockbox Collections.
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Trans Union Credit Bureau
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United States
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Consumer Services
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1 - 100 Employee
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Quality Control Analyst, Supervisor of QC, Manager of Marketing Services
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Dec 1987 - Jun 1999
Responsible for Client Services and Quality Assurance for credit card co-branding and marketing services for financial and retail customers. Responsible for Client Services and Quality Assurance for credit card co-branding and marketing services for financial and retail customers.
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Education
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2012 - 2012
MicroTrain
Project Management/PMP -
2015 - 2015
MicroTrain
Microsoft Share Point Designer -
2010 - 2014
Prep Training
Life, Property & Casulty License, Insurance -
2012 - 2012
MicroTrain
Six Sigma Green Belt -
Whitney M. Young High School
Diploma
Community
