Keith Buchholz
Lincoln
Summary
Accomplished Annuity Specialist at Allstate Life Insurance Company with expertise in portfolio management and customer service. Enhanced operational efficiency by streamlining workflows and mentoring junior specialists. Successfully managed high-net-worth client portfolios, aligning investment strategies with financial goals. Recognized for problem-solving abilities and attention to detail, ensuring compliance and client satisfaction.
Overview
15
15
years of professional experience
Work History
Annuity Specialist
Allstate Life Insurance Company
04.2010 - 10.2024
- Analyzed complex annuity products to provide tailored solutions for clients' financial needs.
- Developed and maintained strong client relationships through effective communication and personalized service.
- Collaborated with cross-functional teams to streamline annuity processing workflows, enhancing operational efficiency.
- Educated clients on annuity options, ensuring informed decision-making and alignment with financial goals.
- Reviewed policy documentation for accuracy, compliance, and alignment with regulatory standards.
- Mentored junior specialists on product knowledge and customer service best practices to enhance team performance.
- Served as a trusted resource for both internal staff members and external partners seeking guidance on the nuances of variable and indexed annuity products.
- Assisted clients in understanding complex annuity concepts, helping them make informed decisions about their investments.
- Provided exceptional customer service, addressing client concerns and maintaining long-term relationships.
- Managed a portfolio of high-net-worth clients, ensuring their financial goals were met through strategic investment planning.
Education
Bachelor of Science - Business Administration
University of Nebraska, Lincoln
Lincoln, Nebraska, NESkills
- Portfolio management
- Asset allocation
- Investment analysis
- Financial planning
- Retirement strategies
- Annuity products
- Teamwork and collaboration
- Customer service
- Attention to detail
- Problem-solving abilities
- Call center customer service
- Policy Knowledge
Timeline
Annuity Specialist
Allstate Life Insurance Company
04.2010 - 10.2024
Bachelor of Science - Business Administration
University of Nebraska, Lincoln
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