Sadie Holtz Hired as Client Services Specialist
MILWAUKEE –September 20, 2017 – Quest CE, premier provider of compliance training and tracking technology solutions, is excited to welcome Sadie Holtz to the position of Client Services Specialist. In her new role, Holtz will be responsible for rostering clients’ continuing education credits with the appropriate State Departments of Insurance (DOI) and Designation Boards, along with recording the course completions within Quest CE’s seminar administration tool, QuestTrak. Holtz will also work directly with advisors to assist them with questions regarding their continuing education credits.
Prior to Quest CE, Holtz worked as a store manager at Paper Source, a crafting supplies store in Brookfield, WI. Here, she was responsible for managing her team while ensuring a high-level customer experience. Prior to that, Holtz held a management position at the nation’s largest book retailer, Barnes and Noble. Before transitioning into the retail industry, Holtz earned her bachelor’s degree in Graphic Design at Mt. Mary College in Milwaukee, WI.
“With over 10 years of customer experience under her belt, Saddie is poised to make an immediate impact on our business, providing clients with the dedicated support they need to quickly and efficiently resolve any inquirers, concerns or requests,” said Quest CE EVP of Operations and Compliance, Adam Krenke. “We’re excited to welcome her into the fold!”
Away from the office, Sadie is an avid reader and can typically be found with her nose in a thriller or mystery novel. Sadie also has a knack for creativity and enjoys designing her own greeting cards. Quest CE believes that Sadie’s background and creative personality will make her a great addition the team.
Quest CE is dedicated to attracting and retaining the best in industry talent. For career opportunities, please visit www.questce.com/about-us.
About Quest CE
For over thirty years, Quest CE has been the premier provider of compliance training and tracking solutions to the financial services industry. In addition to offering on-demand insurance and designation continuing education, Quest CE provides a complete spectrum of proprietary technology solutions for managing compliance risk exposures.
Serving more than 1,000 leading insurance carriers, broker-dealers, banks, and other financial institutions, Quest CE is committed to providing advanced custom solutions at cost effective rates, while providing a level of service that greatly surpasses that of our competitors. Quest CE is the single source solution for organizations’ training and compliance needs.
For more information on Quest CE, visit www.questce.com