Brandi Bergstresser

Experience

• 

  Advisors Excel

  Nov 2012 - now

  Develop and maintain carrier and vendor relationships and manage escalated issues and exception requests as needed. Assist in the training and development of team members in an effort to improve workflow, productivity and efficiency. Conduct case audit reviews and provide coaching to life operations team members. Assist and/or lead team communication and huddles. Develop and facilitate all internal training for the Life Operations department at Advisors Excel. Create and maintain training materials, including training manuals as well as supplemental training resources. Create, coordinate and facilitate ongoing training as needed, based on industry, carrier and underwriting changes. Maintain training records and metrics used to evaluate staff and operational efficiency.

  • Life Operations Manager

    May 2024 - now

  • Life Operations Team Lead

    Mar 2022 - May 2024

  • Life Operations Training Manager

    Oct 2019 - Mar 2022

  • Case Manager

    Aug 2015 - Oct 2019

  • Case Manager Assistant

    Aug 2014 - Aug 2015

  • New Business Coordinator

    Jan 2014 - Aug 2014

  • Receptionist

    Nov 2012 - Jan 2014