Expert communicator with 14+ years of experience in the financial services industry, 10+ years of experience in retirement benefits and 10+ years dedicated to community service within the field of education. Strong public speaking, teaching, and facilitating skills for diverse student, professional and general audiences. Extensive involvement in all levels of relationship building and program development. Proven ability to manage multiple projects while meeting challenging deadlines. Experience in cross-team communication and coordination of work priorities to facilitate the completion of organizational goals. Ability to resolve issues and share information, and emerge as a respected leader in each organization served.
Highlights
Guest services
Inventory control procedures
Merchandising expertise
Loss prevention
Cash register operations
Product promotions
Accomplishments
Experience
08/2014 to Present
Benefits Analyst IAnthem, Inc. – Dearborn, MI,
Benefits administration support for Human Resource business partners and associates for approximately 30 health ministries.
Collaboration with vendors to coordinate benefits delivered to associates including, but not limited to, medical, dental and vision and determine accuracy of benefits eligibility and coverage levels for associates using PeopleSoft.
Cooperative team effort focused on managing caseloads and responding to associate concerns within established timeframes.
Problem solving.
Daily communication with associates, HR partners and vendors facilitating case resolution.
September, 2012 March, 2014.
to
Retirement Plan Services ConsultantSentry – Seattle, WA,
Dedicated liaison for plan administrators on 401K and special markets plans, including 403(b), 401(a) and 457 plans.
Guide administrators on the benefits applicable to each plan.
Consult with, and educate company stakeholders on all aspects of plan design in retirement savings plan markets including Department of Labor and IRS rules and regulations.
Facilitate seamless support for plan fiduciaries through coordination with internal partners.
09/2004 to Present
Lead Facilitator/InstructorPrintpack – Rhinelander, WI,
Facilitate a 13 week program spanning the Fall and Spring semesters presenting established program curriculum that focuses on goal setting, character, effective leadership, excellence in education, community service and career achievement.
Facilitate discussion, introduce tools and recommend actions needed resulting in scholars that maintain proper focus to successfully matriculate through the education system and eventually launch their career of choice.
01/2004 to 08/2012
Retirement Plan Education SpecialistTransamerica – City, STATE,
Formally introduce retirement plan components to over 6000 St.
Vincent Health stakeholders, resulting in approximately 80% overall participation in the retirement savings plan while responsible to provide front-line support for internal partners & training for external partners.
Extensive knowledge with employee retirement benefit plans and defined contribution plans, utilizing established administrative guidelines to ensure consistency of procedures and applicable rules.
Educate associates for the sole purpose of increasing participation, planning for retirement and investing prior to and during retirement.
Ability to build trust via one-on-one interactions, formal investment and Social Security benefit presentations with efforts to emphasize to associates the aspects of being prepared for retirement.
12/2003 to 01/2004
Team LeaderChase Bank – City, STATE,
Partner with and lead Relationship Managers building solid client relationships and identify needs for products, services, and consolidation of new assets.
Develop synergies with business partners at 5 Indianapolis branches in the field to secure & retain new business.
Provide exceptional customer service, make calls, & identify service needs for clients.
09/1999 to 11/2003
Registered Representative/Regional Business Development TeamCharles Schwab & Company – City, STATE,
Strengthen client relationships and identify needs for products, services, and consolidation of new assets.
Facilitate synergistic relationships with business partners in the field to secure & retain new business.
Exceptional customer service and core effort to exceed client expectation.
Exhibit strong ability to grasp and practice company-wide goals and initiatives.
Education
Expected in August, 2010
MBA: Leadership Anderson University - , IN GPA: Leadership
Expected in September, 1997
Bachelor of Science: Business Administration Human Resources Management California State University Hayward - Hayward, CA GPA: Business Administration Human Resources Management
Professional Affiliations
2013 -Present Member, Society for Human Resource Management
Additional Information
LICENSES 2000 Series 7 & Series 63 DESIGNATIONS 2005 Chartered Retirement Plan Counselor, College for Financial Planning ACCOMPLISHMENTS 2008 Transamerica Top Overall Performance Award 2009 Transamerica Top Team Member Performance Award 2010 Transamerica Top Overall Performance Award 2012 Transamerica Top Team Member Performance Award 3
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School Attended
Anderson University
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Job Titles Held:
Benefits Analyst I
Retirement Plan Services Consultant
Lead Facilitator/Instructor
Retirement Plan Education Specialist
Team Leader
Registered Representative/Regional Business Development Team
