David Weston

Experience

• 

  Scheels

  Oct 2009 - Nov 2012

  Cashier

  Greeting all customers, working efficiently to ring up customers quickly and efficiently, recommending store visa to customers and accurately counting till at start and end of each shift. Visa Specialist * Assisting customers to sign up for the store credit card, make sure the customer is aware of the benefits and regulations of the card, help sales associates with returns and preparing the store for close and assist in counting inventory.

• 

  The Northway Group

  Jan 2010 - May 2012

  Advertising Experience

  A fresh young advertising agency based out of the St. Cloud Technical College that works with small businesses and non-profit organizations. * Responsible for creating logos, brochures, letterheads, business cards, menus and other forms of advertising for over ten organizations. * Assisted in the opening of a brand new business by designing their logo, menu, website, building, teaser campaign and helped brainstorm food names. * Work with clients to assist them in setting up and maintaining either Facebook or Twitter accounts. * Guide clients by giving them the best routes to take in their decisions that will affect their business. Show less

• 

  Fitness Evolution

  Dec 2013 - May 2015

  Front Desk Associate

  - Greet members upon entry- Direct phone calls- Run payments and retail sales- Assist potential members in application process- Answer billing questions- Make tennis court reservations- Inventory count on nightly basis- Open and close facility- Update member health insurance forms- Assist members with machine use questions- Check in members for training sessions- Distribute group fitness passes- Routine locker room checks

• 

  Ridgedale YMCA

  May 2015 - Sept 2015

  Intern

  - Lead and supervise summer youth group, plan activities, interact with participants.- Lead and supervise staff for Summer Uproar group (grades 6-8).- Assist in planning branch family event including activities, and entertainment.- Discuss programs and events with members and parents.- Order food and snacks for family event within budget limit.- Created and designed flyer for summer program family event.- Assist in organizing and planning activities for off-site youth soccer program.- Learn and assist staff in Kids Stuff day care.- Complete daily cleaning checklist in Kids Stuff. Show less

• 

  YMCA of the Greater Twin Cities

  Sept 2015 - Feb 2017

  - Assist the Site Director with the planning, supervising, and implementation of the program and program activities. - Assist in the promotion of the program including calendars, newsletters, and other forms of communication with parents and the community.- Provide work direction to program staff while on duty assisting the Site Director with supervision and training.- Continuously evaluate the program and recommend needed changes.- Ensure the site is kept clean and organized.- Perform administrative activities to support the program, including record and file maintenance, registration, release forms, and emergency forms.- Interact with participants, parents, staff, school employees, and community.- Regular contact with children and parents.- Interact with individuals from diverse backgrounds. Show less

  • SAC Lead Program Staff

    Oct 2015 - Feb 2017

  • SAC Staff

    Sept 2015 - Oct 2015
• 

  River Valley YMCA

  Jun 2016 - Feb 2017

  School Aged Child Care Site Director

  - Plan,develop, supervise and implement the program activities at the site.- Manage curriculum planning for the site.- Assist with the promotion of the Branch and school age child care programs to the community.- Make ongoing systematic observations and evaluations of each child.- Obtain and update all registrations, contracts, release forms, and emergency forms that pertain to administration of the school age child care program at the site.- Maintain required program records such as attendance, daily schedules, and rosters.- Manage site budget.- Supervise Staff- Fundraising for annual support campaign Show less

• 

  ITM

  Apr 2017 - now

  - Resource for team members to ask about client issues regarding process or procedures. Be inviting and create a relationship where the team members feel comfortable approaching me with questions.- Responsible for performing Team Audits and forwarding data to Manager.- Touch base with team members on a weekly basis, to create awareness of what they are working on and any issues they may be dealing with. Be a regular and available resource for team to problem solve and also be voice for issues.- Oversee the onboard process for new clients until the account is ready to be released to the administrator for full handling. Making sure the client is satisfied and that they know we are the best at what we do. The Senior TAS will track and discuss progress on weekly calls and coordinate tasks.- Ensure processes and procedures are being followed by team members.- Look for and communicate areas for efficiencies and best practices to Manager.- Provide Manager with agenda items, topics, or issues for department meetings.- Maintain current account load and continue to perform and meet monthly annual policy goal.- As needed, be point person for IT development items. Track and report weekly to Manager any open or newly submitted tickets. Show less Main Duty and Responsibility: Manage life insurance policies and trust accountsTrust Administration:- Generate and send Gift Notices to the Grantor(s), requesting gifts to the trust to fund the payment of premiums.- Send Crummey Notices to withdrawal beneficiaries,- Monitor policies until either a gift to fund the payment of a premium is received or it is determined that no gift will be made.Policy Monitoring- In addition to monitoring a policy for payment of premium, Trust Account Specialist monitors each policy for things such as Term conversion and premium increases, expiration of riders, policy sustainability issues, identify and assist in resolving a variety of issues such as discrepancies in the owner, beneficiary, tax id on a policy between trustee and carrier records; policy loan payoff amounts; obtaining transaction histories from carriers;and obtaining service forms from carriers.Life Insurance Policy Reviews- Performed annually on each policy held within a trust. Once completed, the reports are sent to clients and grantor(s).Other Duties and Responsibilities- Onboard new client accounts and policies.- Act as a point of contact and provide daily support for our external clients- Establish and maintain close working relationships with external and internal clients.- Provide assistance and be back-up for various internal roles (customer service, trust administrators and administrative assistants)- Assist in the preparation of special projects and help coordinate materials to launch these projects. In addition, help staff members as needed on these projects.- Prepare and organize data for monthly client meetings Show less - Contact individuals who have settled their insurance policies to a third party investor.- Contact insureds and/or their designated contacts with the utmost respect, professional, and courteous manner in order to maintain updated contact information for our clients, verify morality information, and to obtain updates documents necessary to order medical records from their medical facilities.- Make on average 60 phone calls per day, speaking with medical facilities, insureds, and contacts designated by the insureds.- Assist the Medical Records Retrieval team with obtaining medical records of insureds at the request of our clients.- Document and keep copious notes in regards to each conversation.- Fill out claim forms and submit to carriers.- Being professional and respectful are core values necessary for success as an ITM Twentyfirst associate. - Documents are mainly handled in Microsoft Office and converted to PDF format.- Motivation, adaptability, attention to detail, and the ability to learn quickly are critical to succeed in my position. Show less

  • Trust Account Specialist Manager

    Dec 2023 - now

  • Senior Trust Account Specialist

    Jul 2020 - now

  • Trust Account Specialist

    Mar 2019 - Jul 2020

  • Policy Service Associate

    Apr 2017 - Mar 2019