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Skills

  • CRM platforms (Microsoft Excel)
  • Vendor relationship management
  • Customer service
  • Client Retention Strategies
  • Benefit plan analysis
  • Employee benefits education customization
  • Supervision
  • Organization
  • Process improvement
  • Dashboard creation and data visualization tools

Work Experiences

  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.
  • Oversaw the delivery of standard project by framework team, which resulted in program.
  • Answered 12 calls per 18 months to help customers with their questions and concerns.
  • Achieved a 55% boost in overall participant satisfaction.
  • Achieved 82% enhanced operational efficiency.
  • Acted as primary point of contact for 2 sponsors.
  • Achieved results within two years.
  • Achieved a 73% uplift.
  • Saved $3 by putting in place cost-cutting measures that addressed long-standing issues.
  • Collaborated with finance and compliance teams.

Summaries

  • To categorize positions, successfully gather and evaluate information, interview employees, and assess occupational information.
  • Conducted 6 reviews annually.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Collaborated effectively with clients.
  • Dedicated to learning, growing, and succeeding in Miscellaneous.
  • Client-focused Plan Sponsor Liaison.
  • Analytical professional experienced in cross-functional coordination.
  • Recognized on a regular basis for outstanding performance and contributions to the Miscellaneous industry's success.
  • Analytical professional experienced in cross-functional coordination, regulatory compliance, and benefit plan evaluations. Reduced quarterly audit times by 44% by standardizing reporting metrics.
  • Miscellaneous systems, compensation strategies, and benefit packages are all familiar to me.

Accomplishments

  • Developed key communications to inform plan sponsors about legislative changes, ensuring compliance and reducing potential legal exposure by 52%.
  • Successfully negotiated new service level agreements with 4 third-party vendors, driving down operational costs by $15 annually while enhancing service quality.
  • Enhanced internal reporting mechanisms to track plan sponsor interactions, improving overall visibility and reducing client follow-up times by 81%.
  • Increased plan sponsor engagement by 45% through the development and implementation of a tailored stewardship report process, showcasing metrics and key results.
  • Designed and implemented a cost-savings analysis that resulted in an average annual saving of $9 across 8 plans, enhancing long-term client satisfaction.
  • Formalized quarterly review meetings and check-ins with 8 key sponsors, strengthening relationships and increasing retention rates by 69% over the past year.
  • Introduced automation tools within the plan sponsor communication channels, cutting manual processing time by 52% while improving response accuracy across multiple platforms.
  • Collaborated with cross-functional teams to address escalated client concerns, resolving conflicts in under several months and increasing plan retention by 15%.
  • Collaborated with internal compliance teams to audit 17 sponsorship portfolios, identifying risk areas and implementing corrective actions to maintain regulatory compliance.
  • Optimized the onboarding experience for new plan sponsors, shortening setup workflows by 66% and increasing initial sponsor satisfaction rating to 83%.

Affiliations

  • National Institute of Pension Administrators (NIPA)
  • Global Association of Risk Professionals (GARP)
  • Investment Management and Portfolio Analysis Certification process
  • Project Management Institute
  • Certified Employee Benefit Specialist (CEBS) – framework
  • American College of Financial Services – method
  • International Association of Administrative Professionals
  • Pension Real Estate Association (PREA)
  • Association of Information Technology Professionals
  • Freemason

Certifications

  • Fundamentals of Retirement Plans Certificate, procedure
  • Certified Pension Consultant (CPC) – Meridian
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Certified Financial Planner (CFP)
  • Certified 403(b) Advisor, process
  • Investment Strategy Essentials for Retirement Plans, Cedar Works
  • Cisco Certified Network Associate (CCNA)
  • Project Management Professional (PMP)
  • Investment Foundations Certificate, standard
  • Certified Retirement Counselor (CRC), metric

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