S. Isaac Waltman

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Lincoln, Nebraska Metropolitan Area

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Timeline
About me
Sr. Account & Client Consultant at Ameritas
Education
- The American College of Financial Services
  -
  Chartered Life Underwriter designation Life Underwriting and Financial Products
  CLU ConferredFuture passions direct me to further development through seeking the ChFC and CFP tracks of knowledge.
- Doane College
  -
  Bachelor of Science Information Systems Management & Organizational Communication Organizational Communication, Management Information Systems Graduated Magna Cum Laude; awarded Outstanding Student Award
- Southeast Community College
  -
  Associate of Applied Science Business Administration: Insurance / Financial Services Focus Ongoing
Experience
- Allstate
  Dec 1997 - Oct 2015
  Develop Training schedulesConduct Training classesDevelop elearning coursesDevelop & maintain knowledge resourcesSupport Call Center Operations Develop Project RequirementsSupport multiple Life Product Development projectsTest System updates and new systems Performed same day quality control on securities transactions in variable life and annuity productsEvaluated Customer Service phone interactionsCoaching and Training of contact center representatives
  - Learning & Development Training Analyst II
    Mar 2008 - Oct 2015
  - Business Analyst ( TDY, Temporary Development Opportunity)
    Sept 2013 - Feb 2014
  - Quality Control Analyst
    Apr 2007 - Mar 2008
  - Variable Trade Desk Specialist, Contact Center
    Jan 2004 - Apr 2007
  - Customer Support Specialist
    Aug 2001 - Jan 2004
  - Team Lead, Agent Address Resolution
    Jun 2000 - Sept 2001
  - Team Leader, Office Services Mail Room
    Dec 1998 - Jun 2000
  - Support Staff, Office Services
    Dec 1997 - Dec 1998
- Allstate Financial Services, LLC
  Oct 2015 - Oct 2020
  Support customers and agentsTrade and Service Brokerage AccountsResearch Analysis
  - Broker Dealer Suitability and Best Interest Consultant
    Jun 2017 - Oct 2020
  - Broker Dealer Trade Desk Support Analyst I
    Oct 2015 - Jun 2017
- Ameritas
  Dec 2020 - now
  - Sr. Account & Client Consultant
    Nov 2021 - now
  - Account & Client Consultant
    Dec 2020 - Nov 2021
Licenses & Certifications
- Lean Six Sigma Green Belt (ICGB)
  Six Sigma Training
  Nov 2014
- Deep Work: Rules for Focused Success in a Distracted World (Blinkist Summary)
  LinkedIn
  Aug 2020
  View certificate
- How to Project Vocal Confidence
  LinkedIn
  Aug 2020
  View certificate
- Proven Tips for Managing Your Time
  LinkedIn
  Aug 2020
  View certificate
- F.L.M.I, Fellow, Life Management Institute
  LOMA
  May 2006
- Listening to Customers
  LinkedIn
  Aug 2020
  View certificate
- Customer Service: Creating Customer Value
  LinkedIn
  Aug 2020
  View certificate
- Customer Service: Managing Customer Expectations
  LinkedIn
  Aug 2020
  View certificate
- Embracing Unexpected Change
  LinkedIn
  Aug 2020
  View certificate
- The Five Thieves of Happiness (getAbstract Summary)
  LinkedIn
  Aug 2020
  View certificate
Volunteer Experience
- Volunteer
  Issued by Food Bank Of Lincoln, Nebraska
  Associated with S. Isaac Waltman
- Volunteer
  Issued by Capital Humane Society
  Associated with S. Isaac Waltman
- Volunteer
  Issued by Morrill Hall
  Associated with S. Isaac Waltman
- Teammates Mentoring Program
  Issued by Allstate Financial Services, LLC on Dec 2014
  Associated with S. Isaac Waltman
- Spread the word on the availability of free health care services
  Issued by Clinic with a Heart on Apr 2015
  Associated with S. Isaac Waltman