May - Jessica Shultz
Jessica started working with DBS in October 2016 as a Licensing Specialist. Since then, she has grown in her roll to master commissions and has become the Licensing & Commissions team lead. Jessica does a great job balancing her Licensing & Commissions tasks and solving problems every day.
Jessica has been instrumental in getting the licensing team up and running in AI. She is now working to set everything up for our commissions launch (which has been a lot of work!). This move will allow us to grow in our commissions auditing and efficiencies. Jessica manages all these additional tasks and projects with a smile on her face and a calm attitude.
Here are just a couple of Jessica’s most recent nominations:
“Jessica constantly goes above and beyond to provide service and support to our customers and our DBS team. Whether it’s a simple question or answers to an extremely complex situation, Jessica wastes no time in responding with solutions that continue to prove that DBS excels at serving our customers. Jessica is unbelievably dependable and responsive. She has an amazing sense of urgency and delivers outstanding service with professionalism.”
“Jessica’s dependability is evident whenever she receives a question about commissions from an agent or representative. You never have to worry about delayed information, as it’s out in a timely fashion. This is very important when it’s the first few paid cases and the reps are wondering when they will get paid.”
Jessica lives with her husband, Nate, and puppy, Sterling, in Rockford. She’s been enjoying settling into their first home. They love checking out new hiking trails and watching the Twins whenever they’re playing.
April - Tyler Jarosz
Tyler picked up the CDA role very quickly. When the CDA team regionalized in March of 2019, Tyler took over as the lone CDA in the Western Region for the Ameriprise Unit. Having such a large region with many high-level advisors can bring challenges. Tyler has risen to the occasion and has established many strong relationships with his advisors. Just last week, with 58 cases coded to the CDA team, 15 of them were from Tyler’s region!
Tyler takes great pride in his work and is always striving for more. He picked up the new CRM very quickly and was a natural at navigating his way around it. Tyler took it to the next level and taught himself how to do Advanced Searches. This is what one of his team members said about Tyler:
“Tyler has been proactively assisting the team in improving our CRM experience. He has been diligently exploring the system and finding ways we can implement more efficient methods to use the new CRM. Tyler has embraced the use of the new system. He has gone above and beyond by becoming a go-to resource for the CDA Team, as well as other departments. He has mastered the advanced search feature which will be very useful for the team.”
Another DBS employee said:
“Tyler went out of his way to help me with a CRM problem with finding advisors. I don’t have the luxury of having set advisors, but I work with all advisors consequently. I don’t know “middle names” and often need to search by phone number and nickname. Tyler not only showed me where the advanced searches were, but also set up several special searches based on my specific needs.”
Tyler is not only a valued Case Design Analyst for the Ameriprise Unit, but he continuously seeks out ways he can improve and become even more valuable to DBS. Recently, Tyler started pursuing his CLU designation.
Tyler lives (and currently works) in Edina with his fiancée Katherine, his two dogs Teddy and Armani, and his cat Ari. He had wedding plans for the summer, but he is now forced to shuffle them around due to the recent pandemic. He enjoys working on his house, visiting his friends and family in Nebraska, and watching all of the Bachelor Nation series.
Tyler was chosen out of 12 Advisor Nominations and 13 Co-Worker Nominations. This is his second Employee of the Month win! Congratulations Tyler.
March - Peg MacArthur
Peg has been with DBS for almost 24 years. She had a slight break from DBS and came back. Her first position was as an executive assistant to our founder, George Van Dusen III. Peg is one of the few employees that had the pleasure of knowing Tori and Chip when they were running around the DBS office as teenagers.
Peg is an employee who deeply cares about DBS and her co-workers. She is the part-time gardener and protects the plants with bug repellent. She makes sure that the M&M jar is always filled and she is constantly bringing in treats for her fellow co-workers. Peg cares about everyone she comes in contact with. A DBS employee had this to say about Peg:
“Peg is constantly in service-mode while she is working. She is always trying to find the best possible outcome for our advisors. Her commitment to DBS is also very strong. Peg helps to create an extremely positive culture so that DBS may continue to develop strong, internal engagement. She takes the commitment to DBS so seriously – I watched her come in from her lunch break and take her shoes off inside. She did this so she ‘wouldn’t leave any messy shoe prints on the front steps for the cleaning crew.’ Now this is taking care and commitment to a new level.”
Peg is a valuable resource to the underwriting department and she is always the first person to offer assistance in any way she can. This includes her colleagues or advisors. She is constantly learning and challenging herself to improve as an underwriter and employee.
Peg gets excited when she wins a case or when she can help an agent or an insured. She takes a personalized approach to every employee and external customer. Her commitment to DBS is very strong and is very appreciated around the office.
She is a magnificent team member and DBS is very lucky to have her in our underwriting department.
Peg lives in Golden Valley with her husband Chuck, along with their two dogs – Stella and Roxy. She has a daughter Allison who lives in Madison, Wisconsin with her boyfriend Eric. Peg and Chuck often takes trips to visit her. Peg and Chuck are grandparents to a Great Dane, Jett.
She enjoys volunteering with her church. During the COVID-19 pandemic, Peg has been shopping for her neighbors and helping anyone in need.
Peg was nominated by six co-workers and two agents.
We appreciate you, Peg!
February - Jordan Diel
Jordan Diel, a Case Manager on our FASTerm Team, has been named the Employee of the Month.
Jordan joined DBS in August of 2019 as a member of Support and Services. He quickly learned his initial role and picked up on the functions of the company so he was given an opportunity to move into case management. He started on the FASTerm team in December.
Jordan had already shown a particular aptitude for technology, so he was named as one of our SMEs for the AMS Conversion. This made him a more visible member of the team because of his involvement in learning the new system, being involved with training sessions, and working with team members to learn and understand the ins and outs of Agency Integrator.
We received this feedback from another member of the CM team:
“Jordan has been going above and beyond by sitting one-on-one with select case managers who have opted in to getting overview tutorials on our new AMS. Some people have been a little concerned about the transition, but by sitting with Jordan, they’ve come to realize it’s just a new software tool that needs to be learned and used. In addition, he has helped during small group training sessions and offered his ideas as we’re still ironing out various details. This has all been time consuming but very much appreciated. His assistance has really taken a lot of pressure off me being the only one left in New Business on this project from a year ago, especially during this busy transition time. Thank you, Jordan!”
Jordan is always willing to step in and solve problems for anyone that needs help. He has an incredibly friendly and positive approach to all his work.
Jordan grew up in Mankato and currently lives in Shakopee. He and his girlfriend Lydia are about to celebrate their 1-year anniversary. Jordan is a huge Star Wars fan and loves to chat about movies, music, and all things digital. Jordan is also an active member of the 12:30 lunch bunch. You can chat with him and several other fun DBS employees who relax and laugh through their lunch hours together in the training room. His positive energy is a great addition to DBS!
Jordan was chosen from 12 internal nominations and 5 advisor nominations.
January - Sherri Schug
Sherri Schug, a Case Manager on our Trad Team, has been named the Employee of the Month!
Sherri joined our Traditional Case Management team in February of 2015. She came to DBS with many years of Case Management experience under her belt. Sherri transitioned quickly into her role at DBS. Her positive attitude immediately rubbed off on her colleagues and customers.
Sherri truly embodies the customer service spirit and approaches each case as if it’s the most important case that she’s ever worked on.
Sherri’s proactive approach means that she is always putting the customer’s experience first!
This month we received this great feedback on Sherri’s work from a colleague. They had this to say about Sherri:
“It is so helpful when case managers get the underwriting department involved in financial cases before they go awry. Sherri is always great about this and never makes an exception. Most of the time, it’s too late to assist with financial cases when the information from the broker is sent to the carrier, without a review by the DBS underwriters. With just a few tweaks or additional information, the carrier underwriter can be made aware of the case details and can approve the case financially. Otherwise, they would have to backtrack and clean up confusing or incorrect information. Thank you, Sherri! You make our job easier.”
Sherri lives in Norwood-Young America with her husband, Rich, and youngest daughter, Alyssa. She also has two grown children, Matthew and Jenny. She is very involved with Alyssa’s activities and is currently on the search for the perfect college for her. When she is not at family activities, she enjoys her bowling league, and volunteering with her church/community. She is also quite the 80’s karaoke star!