Zach Coombs

Client Relationship Manager, Non-ERISA Retirement Plans at National Benefit Services, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Salt Lake City, Utah, United States, US
Skills

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Credentials

  • Apple CPU Certified
    Apple
    May, 2012
    - Nov, 2024

Experience

  • National Benefit Services, LLC
    • United States
    • Financial Services
    • 100 - 200 Employee
    • Client Relationship Manager, Non-ERISA Retirement Plans
      • Nov 2020 - Present

      Built and maintained strong, long-lasting relationships as a TPA in Non-ERISA by providing support to a group of retirement plans through knowledge, expertise, IRS compliance, and care. Prioritized projects while taking into account the client segmentation as determined by NBS. • Worked closely with plan sponsors, plan participants, investment vendors, and internal processing, accounting, and implantation teams managing direction and resolving all issues pertaining to Non-ERISA plans. • Prioritized projects with regard to care/efficiency, (Contribution in Error, Money-In, Reconciliation, etc.), and escalation. Indexed workflow CRM items, resolved overflow payroll items, researched and reconciled payroll errors. • Compiled and sent all reports to clients in order to ensure participant salary deferrals are accurate and in IRS compliance at NBS and with plan sponsors. • Performed daily remittance/projects ensuring previously started projects were followed through. • Worked with accounting and vendors via fax, email, phone for recalling/correcting funds and calculating/making up any lost gains. • Initiated, invoiced, and educated clients/vendors on plan change documentation during entire amendment process. • Added/removed vendors based off plan sponsor confirmation and updated all platforms and payroll providers, ensuring investment accounts and funds were setup correctly. • Promoted to Vendor and Amendment SME (Subject Matter Expert). • Received salary increases based off exceeding performance expectations. • Implemented multiple process changes that increased efficiency resulting in saved revenue at NBS, including: the Salary Reduction Agreement process, SPARK data integration across CRM platforms, cross training and SME scheduling, vendor/plan sponsor remittance process, etc. Show less

  • Enterprise Holdings
    • United States
    • Travel Arrangements
    • 700 & Above Employee
    • Management Program
      • Jul 2019 - May 2020

      • Helped manage various branches while receiving training/mentoring in the MT Program • Helped increase customer satisfaction (ESQI) from 80% to 90% range winning top performance recognition • Ran 250+ size fleets as lean as possible to outperform previous year while providing completely satisfied service • Independently managed satellite branches at Gerber/Calibur and turned negative relationships around with accounts by improving pickup efficiency, and setting up insurance for customers/bodyshops • Generated car sales leads, marketed to local body shops, trained employees, oversaw safety and cleanliness inspections, caught up service calls and close pended rental agreements, worked minimum of 50+ hrs/week Show less

  • Hilton
    • United States
    • Hospitality
    • 700 & Above Employee
    • Front Office Manager
      • Jul 2018 - Jun 2019

      • Surpassed monthly FPG sales goal of 10k, 80+ member enrollments, and daily Kipsu messaging goal for every month at Hilton • Improved training by implementing a process guide and more focus on hands on learning/shadowing • Increased FPG Sales incentives for more motivated results • Helped bring Marriott property from 80th brand ranking in guest satisfaction to #1 in the country for 3 months • Resolved and documented all guest issues for engineering, housekeeping, sales, etc. • Forecasted/blocked rooms, prepared flight crew and group documentation/billing • Processed and filed daily reports • Balanced daily cash drawers • Skilled in both OnQ and Fosse • Interviewed/trained new hires • Covered all shifts including night audit Show less

  • Freelance/Staples/CenturyLink
    • Greater Salt Lake City Area
    • Tech Advisor
      • May 2013 - Jul 2018

      • Provided phone and onsite tech support services to clients • Performed repairs, preventive maintenance, and sold services as a Computer Technician at Staples • Completed network diagnostics training at CenturyLink • Provided phone and onsite tech support services to clients • Performed repairs, preventive maintenance, and sold services as a Computer Technician at Staples • Completed network diagnostics training at CenturyLink

  • MoneyLion
    • United States
    • Financial Services
    • 300 - 400 Employee
    • Underwriter
      • Jan 2017 - Aug 2017

      Underwriter • Evaluated and ensured all loan documents are accurate, complete, and compliant • Analyzed risks, ran reports, and performed manual underwriting procedures for prime, near prime, and subprime portfolios • Calculated Loan to Value ratios, analyzed income and assets from all available sources • Reviewed reports to determine credit patterns, current liabilities, outstanding judgments, collections, liens, bankruptcy, criminal history, etc. • Reconciled findings with continually changing guidelines to resolve applications • Exceeded production goals while maintaining accuracy by staying within the required first payment default ratio Underwriting Support • Promoted to Underwriting Support within first month of employment • Trained other employees to meet lead demand • Helped discover VA fraud ring, create more advanced screening procedures, and reduce first payment defaults to save otherwise lost funds due to fraud Show less

  • Tesla Energy
    • Chile
    • Renewable Energy Semiconductor Manufacturing
    • 1 - 100 Employee
    • Contract/Documentation Specialist
      • 2015 - 2016

      • Managed contracts, amendments, permits, HOA, and utility company documentation between Tesla and customers • Continually exceeded 95% accuracy while reaching personal and management set production goals • Mentored new hires, co-workers, and cross trained employees • Adapted to constant process, legal, and industry change • Managed contracts, amendments, permits, HOA, and utility company documentation between Tesla and customers • Continually exceeded 95% accuracy while reaching personal and management set production goals • Mentored new hires, co-workers, and cross trained employees • Adapted to constant process, legal, and industry change

  • Apple
    • United States
    • Computers and Electronics Manufacturing
    • 700 & Above Employee
    • Certified CPU Advisor / Recruiter
      • May 2012 - May 2013

      • Continually exceeded 90% in customer satisfaction while reaching all other performance based goals • Remained in the top 10 ranking teams in the country as a CPU Advisor • Promoted to additional recruiting position and built relationships with career services, hosted hiring events, and presentations • Doubled the amount of new hires from the previous year by developing new targeting strategies • Worked with career services to bypass registration and tabling fee costs • Continually exceeded 90% in customer satisfaction while reaching all other performance based goals • Remained in the top 10 ranking teams in the country as a CPU Advisor • Promoted to additional recruiting position and built relationships with career services, hosted hiring events, and presentations • Doubled the amount of new hires from the previous year by developing new targeting strategies • Worked with career services to bypass registration and tabling fee costs

Education

  • University of Utah - David Eccles School of Business
    Bachelor of Science (B.S.), Marketing/Marketing Management, General
  • Utah State University
    Piano Performance

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