Tanya McClelland
University of Northern Iowa
Tell me more about Tanya McClelland?
Tanya McClelland is a highly experienced professional with 29.8 years of work experience in the financial services industry. She has a strong background in customer service and has designed training materials for strategic projects and products within the Principal's financial retirement market. Tanya has successfully implemented new hire training curriculum and employee training materials for clients. She is also skilled in project management tools and has a proven track record of achieving high-quality customer service call reviews. Tanya is known for her exceptional leadership skills and ability to work well in a fast-paced environment.
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• Designed training material for highly visible strategic projects and products within the Principal’s financial retirement market. Created a training program for the total retirement solutions service that helped increase revenue and improve production overall. • Successfully created and implemented a new hire training curriculum for a client service assistant role which resulted in an improved time from new hire to full production results by 50%. • Designed and developed new employee training material for new hires in our international India operation resulting in a module design template now used for all curriculum design projects going forward. • Successfully implemented Project Management tools for our Training & Education team and facilitated a Project Management Workshop which resulted in the implementation of a standardized process that is now mandatory for all instructional designers. • Mentored two new employees on my team while successfully continuing my responsibilities as an Instructional Designer. • Enthusiastically took on the challenge of acting as both an Instructional Designer role and Project Manager role on a very recent strategic project. • Appointed as a trainer for newly hired Client Service Associates for their first six months of employment creating more efficient, effective, and confident employees and team members. • Successfully achieved high quality customer service call reviews as calls were monitored by management. Recognized by leaders for outstanding customer service. • Recognized for recruiting new members to join Covenant Wellness Center. • Implemented an ongoing fitness program for Principal Financial Group using resources from Covenant Wellness Center which is now a reoccurring event. • Effectively met set sales goals and provided excellent customer service. • Supported the sales staff on a regular basis to help achieve the store's sales quotas in a fast-paced environment in a dependable and reliable manner. Specialties: Series 6 licensing, MS Office knowledge, Business Objects, Outlook, PowerPoint, Excel, Vizio, Word, Project Management, Customer Service, Sales and Negotiation, Training, Facilitation Skills, Presentation Skills, ADDIE design methodology, InfoMapping, Pension, SEC Regulations, eLearning Design.
...See MoreWork Experience
Senior Client Service Associate
Financial Services
Tanya McClelland's Professional Milestones
- Sales & Office Manager (1993-12-01~1998-12-01): Driving sales revenue growth by implementing effective strategies and fostering customer loyalty.
- Senior Client Service Associate (1998-06-01~2003-12-01): Delivered exceptional customer support and exceeded customer expectations, surpassing satisfaction targets.
Education
General Studies- Business,
Psychology,
Education
1992-1998Skill
Financial Services
Services
Customer Service
Certification
Colleagues
Ryan Watts
product owner business analyst systems qa analyst
Jeff Hinton
Product Owner
Nichole Dugan
Product Owner For Cloud Security
Deyanira Torres
Product Owner | Principal Financial Group
Stacy Henrich
Product Owner | Chief Sales Officer
Other Named Tanya McClelland
Frequently asked questions
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Tanya McClelland works for Principal Financial Group
Tanya McClelland's role in Principal Financial Group is Senior Client Service Associate
Tanya McClelland works in the industry of Financial Services
Tanya McClelland's colleagues are Ryan Watts,Jeff Hinton,Nichole Dugan
Tanya McClelland's latest job experience is Senior Client Service Associate at Principal Financial Group
Tanya McClelland's latest education in University of Northern Iowa