Experience

Tennessee Pension Administrators

• Financial Services
• 1 - 100 Employee

• Senior Compliance Analyst

  • Oct 2018 - Present

• Client Services Representative

  • Feb 2011 - Nov 2018

  Assist Plan Administrators with evaluating retirement plan investment alternatives and developing integrated plans and solutions that satisfy customer’s financial and business needs and objectives. Enhance customer value and credibility by identifying and understanding the needs of TPA customers including creating and administering client training guides focused on enhancing client’s understanding of plans, products, and tools. Support key efforts with the development and review of monthly, quarterly, and annual reports for multiple types of retirement, welfare and fringe benefit plans. Coordinate efforts associated with the submission and conversion of client payroll files to the TPA supported platforms. Responsible for tracking workflow and ensuring projects are completed in required time frames to client specifications. Team player who provides effective communication and time management skills as it relates to supporting the needs and requests of both TPA customers and TPA administrators/management. Show less



Ingles Markets, Inc.

• United States
• Retail
• 700 & Above Employee

• Customer Service Representative

  • Jun 2002 - Feb 2011

  Supervise and manage up to ten employees at any given time, which includes developing and maintaining an exceptional customer service policy. Provide incomparable customer service through the handling of face to face enquiries including all customer complaints and requests. Coordinated and executed the daily operations of the Cash Office including analyzing and verifying all daily and nightly deposits and store transactions. Enhanced leadership skills through training new associates on how to effectively communicate and interact properly with customers by providing exceptional overall service. Show less