Relationship Manager

• Apr 2022 - Present

Retirement Account Manager

• Nov 2018 - Apr 2022

* Manage block of business for large Multiple Employer Plan * Respond to inquiries from Clients, Financial Advisors, TPAs and Client Executives * Facilitate, monitor and document client transactions; including payroll, distributions and enrollment needs between internal departments * Order materials on behalf of Clients/Advisors, such as enrollment kits, investment summaries, and other prepared materials * Initiate plan activities; including fund changes, re-pricing and product conversions * Support client reporting Show less

Business Operations Manager

• Dec 2013 - Apr 2022

Assist in day to day business operations of high end art gallery and interior design firm. Assist in day to day business operations of high end art gallery and interior design firm.

Benefits Administrator

• May 2014 - Aug 2015

*Manage open enrollment processes for clients *Prepare and send benefit enrollment materials to clients *Manage benefits orientation process with client employees *Work as liaison between clients and insurance carriers *Track employee eligibility and communicate enrollment information to insurance carriers *Assist client employees with answering benefit related questions and resolving issues encountered *Manage open enrollment processes for clients *Prepare and send benefit enrollment materials to clients *Manage benefits orientation process with client employees *Work as liaison between clients and insurance carriers *Track employee eligibility and communicate enrollment information to insurance carriers *Assist client employees with answering benefit related questions and resolving issues encountered

Associate Commercial Lines Underwriter

• Oct 2008 - Dec 2013

*Reviewed and researched new applicants requesting insurance coverage *Evaluated risks to ensure proper coverage and premiums were in place *Reviewed MVR, credit reports, loss control reports & claim files for risk acceptability *Developed and maintained strong working relationships with assigned Agents and Marketing Representatives *Reviewed and researched new applicants requesting insurance coverage *Evaluated risks to ensure proper coverage and premiums were in place *Reviewed MVR, credit reports, loss control reports & claim files for risk acceptability *Developed and maintained strong working relationships with assigned Agents and Marketing Representatives

Benefits Administrator

• Oct 2003 - Oct 2008

*Managed implementation process for new clients *Prepared and sent benefit enrollment materials to clients *Managed benefits orientation process with client employees *Worked as liaison between clients and insurance carriers *Tracked employee eligibility and communicated enrollment information to insurance carriers *Managed implementation process for new clients *Prepared and sent benefit enrollment materials to clients *Managed benefits orientation process with client employees *Worked as liaison between clients and insurance carriers *Tracked employee eligibility and communicated enrollment information to insurance carriers

Vehicle Disposition Administator

• May 1998 - Oct 2003

*Managed termination process for repossessed vehicle accounts *Worked with vehicle recovery agencies and vehicle auction services on obtaining and disposing of recovered units *Filed insurance claims and applied for extended warranty contract cancellations on recovered vehicles *Sent out post-repossession notices *Ensured all applicable credits were applied to accounts in preparation for charge off *Managed termination process for repossessed vehicle accounts *Worked with vehicle recovery agencies and vehicle auction services on obtaining and disposing of recovered units *Filed insurance claims and applied for extended warranty contract cancellations on recovered vehicles *Sent out post-repossession notices *Ensured all applicable credits were applied to accounts in preparation for charge off

Dealer Origination Representative

• Oct 1996 - May 1998

Receptionist

• 1995 - 1996