Senior Plan Administrator

• Jan 2021 - Present

Retirement Plan Administrator

• Apr 2017 - Present

Specialist, Project Management

• Dec 2015 - Apr 2017

Sr. Analyst Plan Administrator

• Mar 2014 - Dec 2015

Responsible for preparation of annual valuations Provides answers and solutions to clients inquiries in a timely mannerResearches plan and participant reconciliationsFulfills calculation requests, including Safe Harbor, Profit Sharing and Employer Match Partners with Relationship Manager to ensure complete satisfaction of the plan sponsorPerforms compliance testing, including ADP/ACP, Coverage and Top HeavyAdheres to IRS and DOL regulations in accordance with deadlines Show less

Financial Services Analyst- RP New Business Support

• Jan 2013 - Mar 2014

Prepares and creates enrollment materials for new and existing business in accordance with deadlinesAssists in the development of future employees; TrainingResponsible for day-to-day quality check, complying with Nationwide policies and minimizing errors Delegates daily requisitions, assigning work to appropriate parties Engages in critical thinking to identify solutions for internal and external partnersRepresentative Achievement- Continuous Improvement Identified, proposed, and implemented a more efficient enrollment process New process projects time savings of 5 minutes per enrollment Projects print savings of $15,402 in 2014 Show less

Sales Support Technician

• Mar 2011 - Jan 2013

Distributed relevant tools and illustrations in coordination with regional internal consultantsUnderstanding of Annuity & Life products, prefilled applications and associated formsCreated and provided 9 pre-sale informational pieces for Retirement PlansGenerated sales, and lead reports for new business Collaborated with Retirement Plans, tracking new money from appropriate territoriesAssisted management and Retirement Plan wholesalers with agent changes on existing accountsRepresentative Achievement- Channel Champion for Independent Dealers/ Brokers- increase volumes by 23 % in 2012Outstanding Quality Award- multiple Promoted to Quality Check Show less

Floor Manager

• Feb 2007 - Dec 2010

Generates teamwork and improves customer service Trains new associates Secure handling of daily revenues Responsible for opening and closing hours of business Inventory control Administrator of transaction processing data Generates teamwork and improves customer service Trains new associates Secure handling of daily revenues Responsible for opening and closing hours of business Inventory control Administrator of transaction processing data