Experience

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  Transamerica

  • United States
  • Financial Services
  • 700 & Above Employee

  • Manager Account Management

    • Mar 2022 - Present

  • Supervisor - Account Management

    • Oct 2018 - Present

    • Manage a team of Account Managers who assist with service inquires for 401(k) plan administrators, Financial Advisors and Third Party Administrators (TPAs). • Team members specialized with servicing multiple employer plans (MEPs), pooled employer plans (PEPs), and exchange plans. • Resolve escalated 401(k) issues and coordinated with internal departments to facilitate the resolution of any issues that arise. • Evaluate overall team performance. Coach team members towards improved performance• Conducted interviewing, hiring, and training of new employees.

  • Sr. Account Manager

    • Jul 2014 - Oct 2018

    • Develop and maintain professional relationships with 401(k) Plan Administrators, Financial Advisors and Third Party Administrators (TPAs)• Specialized in working with 401(k) administrators of multiple employer plans (MEPs), exchange plans and association plans. • Address inquiries from authorized plan contacts on such topics as plan compliance, participant enrollment, eligibility, payroll contributions, participant distributions, among many others • Coordinate with 401(k) Plan Administrators to assist with maintaining plan compliance, including annual 401(k) non-discrimination testing. • Prepare various reports such as participation rates, plan valuation, and other key plan data reports to assist with 401(k) plan administration

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  MassMutual Financial Group

  • Iowa City, Iowa Area

  • Financial Services Representative

    • Jun 2013 - Jul 2014
    • Iowa City, Iowa Area

    I represent Massachusetts Mutual Life Insurance Company (MassMutual). Founded in 1851, MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyholders. The company has a long history of financial strength and strong performance, and...

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  Optimae LifeServices

  • Community Support Staff/Team Leader

    • Jan 2008 - Jun 2014