June - Andrew Georges
It’s rare that a new employee can make a difference at the organization almost immediately, but Andrew did just that. He came on board and hit the ground running, having a huge impact on both the IT department and the company as a whole.
Andrew joined DBS in April of this year after working at Gustavus Adolphus College as a User Services Technology Coordinator.
Several nominations attest to the job he’s doing for all of us at DBS.
One nomination states:
“My computer broke down and needed to be replaced. I went to DBS to pick up a temporary Surface that Andrew spent over two hours loading my desktop onto. I took it home and set it up, but then Andrew spent a great deal of additional time with me on the phone, fixing the little glitches that come with this type of fix. He made sure I was able to maneuver in my temporary system. He has so much patience! I don’t have any computer skills and he walked me through the set-up process. I would have given up on me, but he did not!”
Another nomination explains:
“Andrew got down to why emails weren’t being delivered to certain advisors and fixed it within a short period of time. He has been a great addition to the IT team and worthy of this nomination.”
And finally, we heard this:
“Andrew has been very helpful with any phone or computer issues. He works very fast and is always very pleasant to work with. While working next to Andrew, I overhear him juggling several different issues at a time. He always seems to resolve them quickly. It is nice working with Andrew within the office and he has given us all here in the building great IT support!”
May - Andrew Benga
Andy joined DBS as a temp in early February 2020. He was subsequently offered the full-time position of Network Administrator and Tier 2 support, which he accepted and started on April 2nd of last year. When he came in as a temp, he made an immediate impact because we were in the middle of preparing for and executing our conversion from GA to Agency Integrator. The IT department was down one person, so he was a welcome addition to the team.
To win the award of Employee of the Month for May, Andy completed the migration of our “on premise” exchange server to the cloud. It was the completion of a project spanning nearly six months. This project included learning tasks never done before, testing the various phases of the operation, and working tirelessly during/after hours to keep the project rolling forward on the right path and schedule. This was, of course, in addition to supporting users and carrying on with his normal workload.
The completion of this migration means that we can decommission a server that has been in service in several various configurations and versions for over 20 years. This migration also lessens the chances of a total server failure and makes DBS more flexible in its operations. Much of this work was done behind the scenes, with only the IT department aware of the impact. This did not change Andy’s professionalism or attention to detail.
Beyond this migration project, Andy is making huge strides in making sure DBS’ technology footprint remains strong, secure, and up to date. This vision was shared and inspired by our founder, George C Van Dusen III, and one that Tori and Chip, along with his manager Jason Thompson, share as well.
April - Nate Mortenson
Nate joined the DBS Case Design Team in February of 2019. Prior to coming to DBS, Nate worked as a Senior Life Wholesaler for Voya Financial, where he crossed paths with Kurt. Nate has many years of experience in the financial services industry and even achieved his CLU designation before joining the company. With his advanced knowledge and skill, he was immediately able to step in and make an impact on the team. Nate’s experience in advanced sales and specifically the premium finance arena provides DBS and the CDA team with the expertise needed to successfully work with some of our most important advisors.
Nate also willingly shares his knowledge with the other team members and has even led some educational sessions for the Case Design team. He is the “go-to” resource for other team members for questions in advanced sales concepts.
Not only is Nate knowledgeable and helpful, but he is a joy to have on the team. His positive “can-do” attitude is contagious and always appreciated by those he comes into contact with. Almost every day at the CDA stand-ups, Nate joins in with his lighthearted, upbeat commentary which provides an often-needed break in the day.
Here are some nominations Nate received this month:
“Simply put, my partner is the glue to our awesome territory and becomes a partner to all of our advisors coded to the territory. He gives advisors solutions to their client’s life insurance and linked benefit needs that drives production in our region and that’s the mark of an Employee of the Month. I always get kudos from advisors about him and what he does for them.”
We also heard this about Nate:
“Nate and I have been teamed up on some of the Prudential direct customers. With Nate, it’s an easy hand-off and he has continuously impressed our new advisors coming on board. Nate is a pleasure to work with and I am glad to have him as a teammate.”
March - Gabe Johnson
The March 2021 Employee of the Month is Gabe Johnson! Gabe joined DBS in December of 2018 as a member of the Support & Services team and he is now a Case Coordinator on the West Team.
As part of this reorganization that aligns Case Coordinators with Case Managers in regional teams, Gabe has taken on several new opportunities to help train other employees within the Case Coordination team. He recently worked on a project to create a work and productivity tracking system for his team. This is the first time we’ve tracked this information and Gabe learned a lot through the process. He has done a great job asking questions and sharing suggestions throughout the project.
Here is some more of the great feedback we received about Gabe this month.
One nomination explains:
“Gabe is an absolute all-star. When it comes to iGO he is an expert on how the system works and knows work-arounds for unique case submissions. His knowledge is vital to the mantra of DBS that ‘we make doing business easier.’ Gabe combines his knowledge with fast response times and an eagerness to help. I’m confident I will always get the right answer when I speak with him.
The correct submission of a case reflects positively on the company, and can help define the early stages of a new advisor relationship. This showcases another reason why we are lucky to have Gabe at DBS. In addition to a strong work ethic, he is a great guy and easy to talk to!”
Another nomination mentions:
“Gabe has really grown in his role as a Case Coordinator and is someone that I can consistently rely on. Gabe has recently been involved in a few projects and he has really excelled. He recently helped to create the document that the Case Coordinators will use to track their work. He created a wonderful document that calculates our work for us automatically. He accepted feedback graciously and we ended up with a great document we can continue to add to.
Gabe has created a few different documents for our team and is always looking for other projects to work on. Gabe consistently asks how he can help his team and is someone the team can rely on. If an agent calls while we are in a meeting, he offers to return the call without hesitation.”
February - Christy Fifer
Christy joined DBS as a full-time remote Case Manager in July of last year. She quickly learned the ropes at DBS and hit the ground running because of her prior experience as a Case Manager. Christy is one of our hybrid Case Managers who handles both permanent and term cases in her assigned states. She has demonstrated high levels of dedication and service to ensure all her customers get top-notch service.
Christy is becoming known within DBS for her forward-thinking approach. Her cases move quickly and smoothly because she plans ahead and proactively communicates when she sees a potential issue. Here is some of the great feedback we received about Christy this month:
An internal nomination states:
“Christy took all term and perm cases on February 1st when DBS realigned Case Manager regions. It is challenging to jump in the middle of the process and can be frustrating, but she has not expressed her frustration even when issues came up with carriers she had no previous experience working with. She just dug in to drive the case forward. She has done this multiple times throughout the month.
Once again, she went above and beyond to get a policy reissued so the contract could place before a cap rate decrease. This is a single premium funded via a 1035 rollover. When it became apparent that funds would not arrive in time, she worked to find a solution to put the contract in force with the proceeds to follow. The carrier agreed to reissue via Docusign. Without her extra effort, the advisor would not have had a chance to get this done in time. Christy is a true professional, knows her cases, and is a stellar asset to DBS. I am proud to have her on the DBS team. It makes us all look good.”
An advisor writes:
“Christy provides constant contact to let me know the status, issues and needs to be provided to resolve issues. Great service!”
An additional advisor nomination reads:
“Christy was instrumental at being able to secure the best overall plan and design available for my client with Allianz. She did an amazing job of staying on top of this case throughout the process. Most of her efforts were proactive, which kept the case on track. She got the attention of supervisors and managers at Allianz to make sure this got through. Without that effort, this case would never have been completed on time.”
Christy was chosen from a total of 25 employee nominations. This is her 1st EOM WIN!
We are so happy to have her be a part of our DBS TEAM! Congratulations, Christy!
January - Liz Kusske
Liz joined DBS in August 2011 and will be celebrating her 10-year anniversary this summer!
Liz came to DBS after being highly recommended by numerous industry associates. In fact, before joining DBS, Liz worked with several advisors affiliated with DBS. She came to the company already acquainted with a few of the DBS employees. Her previous industry experience included working for a John Hancock GA as their New Business Manager and as a Regional Sales Administrator for Penn Mutual.
Liz is an integral part of the DBS team. She is responsible for making everything run smoothly in addition to managing Chip and Tori’s responsibilities. Furthermore, Liz plays a key role in the detailed, weekly reporting on sales numbers. She continues to build on her knowledge of the CRM and has been instrumental in assisting the Sales Team in learning and using the CRM, building reports, and customizing their views to improve their experience.
Most recently, she worked diligently on organizing the January Sales Team meeting. This year, because it was held virtually, the schedule was a little different. Instead of devoting a full week as we typically do for an in-person meeting, we met each Friday during the month of January. This allowed the Sales Team to continue working each week, rather than lose that valuable time with advisors.
A nomination we received explains her part in the success of this meeting:
“Liz was very instrumental in the development and delivery of the January Sales Team meeting. From working on events and schedules to coordinating with carriers – she was the glue. She partnered with Laura and the marketing team, as well as with Kurt, to find ways to have a successful meeting. In addition, she held a breakout session on CRM tips each Friday afternoon for the team.”
The comments we received on these sessions were: “My CRM session with Liz was the best part of the day!” and “I am so glad that Liz helped me on the CRM – it really will save me this year.”
This is Liz’s 4th Employee of the Month win, having won in 2014, 2017, and most recently in July of last year. Congratulations Liz!