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Chris Rockwell

Chris Rockwell

Portfolio Solutions Architect

Chris stood out for his courage to make difficult decisions days before the launch of our company’s benefitsforyou.com website. He was instrumental to the CUNA Mutual Retirement Solutions team as they collaborated to find solutions to technical issues that put the customer experience at risk. Chris challenged the entire team involved to think broadly about trouble-shooting. He advocated for the end customer while saving the company time and money. As a result, CUNA Mutual Retirement Solutions delivered a positive online experience for more than 200,000 retirement plan participants who now use the site.

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BT Thomas

BT Thomas

BT is CUNA Mutual Group’s legal expert in Employee Retirement Income Security Act (ERISA) regulations. He demonstrated transformational leadership to advance our strategy to build safeguards needed to do business compliantly. In short order of joining the organization, BT collaborated with teams to propose and implement a new legal and compliance operating model for CUNA Mutual Retirement Solutions. The model helps our company systematically manage retirement compliance risks in a complex regulatory environment.

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Kevin Atherton

Kevin Atherton

Kevin reimagined and put to practice a new call flow experience for members seeking to learn about life insurance through our TruStage Consumer Sales Center. He approached the challenge with curiosity and worked with business partners to simplify the process for members to learn about and buy life insurance. According to Consumer Sales agents involved, the new call flow supports more seamless phone conversations and, ultimately, more members protected.

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Jane Schneider

Jane Schneider

Jane is the ultimate expert in mobile productivity. She created Buzz {bits} and the Buzz {bits} site to help Sales team members easily access tips and tricks on using their mobile devices to get work done through applications like Workday. VPN and Salesforce.com. She understands what it’s like to be a mobile employee and uses virtual technology to change the game for our Sales teams. With more than 15 nominations from her colleagues, it’s clear Jane’s impact is broad-reaching. Thanks to Jane, Sales teams can focus on making sales and retaining business.

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Brad Krueger

Brad Krueger

Brad leads our company’s PRISM Employee Resource Group supporting lesbian, gay, bisexual and transgendered employees. He is also an engaged member of CUNA Mutual Group’s Diversity and Inclusion Advisory Group. With his help to facilitate an inclusive culture, PRISM tripled in size in six months and opened new doors for LGBT employees at CUNA Mutual Group to engage and connect. With work from employees like Brad, CUNA Mutual Group continues to take steps to value and reward difference and strengthen a culture of inclusion.

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Vicki Potter

Vicki Potter

Our large credit unions continue to challenge us to deliver more for their members. Vicki is a trusted expert for Sales, helping to answer tough questions from credit unions about the benefits of TruStage’s program for their members and to their business’ bottom line. She analyzes the complex and translates data into compelling reasons for credit unions to believe in the power of the TruStage insurance program. In just one week last year, Vicki’s partnership helped strengthen our company’s relationship with four of our top 10 credit union accounts: Alaska USA FCU, Alliant CU, Baxter CU and Dow Chemical CU. The great news for our company? Vicki is on point 52 weeks a year when any of our 4,000 credit union customers come to us for guidance.

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Christa Loger

Christa Loger

Christa was an unstoppable force for CUNA Mutual Group’s Claims area in 2015. She worked tirelessly with the SmartForms project team to develop a solution that made it easier to do business with CUNA Mutual Group. Christa was tenacious—insisting that the team complete user acceptance testing and involve our front-line claim experts to ensure a smooth launch with customers. Her work helped to yield successful company results, including 9% improvement in Voice of Customer Effort scores, 54% of all claims received online and positive testimonials from customers, including Navy Federal Credit Union.

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Scott Broten

Scott Broten

Scott Broten served as IT lead on a complex project to make it easier for consumers to purchase TruStage life insurance online. As technical lead for TruStage’s Multi Channel Life Simplification project, Scott became a trusted expert in the business needs and technical solutions to meet them. Scott cleared hurdles and worked tirelessly to ensure timely delivery of the new Web sales channel for one of TruStage’s flagship insurance products, 2 Question Whole Life.

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Kim Mahaffey

Kim Mahaffey

Kim demonstrated leadership, focus and determination in her role supporting CUNA Mutual Group’s five-year effort to revitalize our credit insurance lending product. Kim oversaw a cross-functional effort to achieve state-by-state approval of the improved product. She anticipated challenges before they arose, helped the team clear hurdles and collaborated with regulators. With Kim’s leadership, the joint team filed and achieved approval to sell the product to members in more than 44 states.

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Kelly Kieler

Kelly Kieler

TruStage boasts 5 million member interactions annually through channels like TruStage.com and Consumer Sales. Day in and day out, Kelly is focused on targeting the right metrics so we know the customer and optimize their experience with TruStage. In 2015, Kelly lent her data and analytics expertise to improve processes and member satisfaction. She also made significant contributions to a company-wide research effort to segment consumers across our TruStage, Wealth Management and Lending businesses. The effort fueled new strategies to better serve current and prospective customers.

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