Client Service professional with extensive experience in the Request for Proposal process along
with Defined Contribution and Defined Benefit Plan administration. Excellent communication,
interpersonal and follow through skills. Build and maintain strong working relationships with
internal and external partners. Managing resources, timeframes, and multiple priorities while
creating partnerships to achieve aggressive client goals.
Proficient in providing strategic consultative support and guidance to clients and internal
partners through the RFP process and Client Service management
Excellence in supervising and training Plan Administrators regarding benefit plans and
implementation of client curriculums; managing and coaching team members
Management of acquisitions, divestitures, and communications associated with employee
benefit modifications
Productive project management and best practice methodology
2011 and 2012 Outstanding Top Box Gallup Results award winner
Skills
Guest services
Inventory control procedures
Merchandising expertise
Loss prevention
Cash register operations
Product promotions
Experience
RFP Specialist, 04/2013 to 07/2017 Epiq Systems, Inc. – Denver, CO,
Support sales strategy to achieve sales goals through the Request for Proposal process.
Provide customized responses to improve key messaging for specific market segments.
Streamline the RFP process for maximum productivity & efficiency; suggest optional
products and services; adherence to timelines for maximum productivity.
Focus on client retention from a rebid perspective; increase sales "win" ratio through
improved customized and/or refreshed database responses and suggesting alternatives.
Provide leadership to junior writers in team writing situations.
Continued awareness of industry changes; build industry knowledge.
Client Service Consultant, 01/2000 to 01/2012 – , ,
Management of three Signature Service Clients; six plans - $1.9 Billion in assets;
29,000 participants.
Retirement Service Center/Client Services Liaison and member of the RSC/CS Leader
Forum Team.
Post Migration Record Keeping System project management.
Mergers and Acquisitions: Signature Service client 2012 Merger - 4,000 participants with
$204 Million in assets; Signature Service client 2003-2010 - 50+ acquisitions and
divestitures.
Built and implemented a calculation spreadsheet for a client managing an issue for their
Plan.
Created and presented a Sponsor Reporting process and procedure document for a
client transitioning to the new record keeping system.
Senior Benefits Administrator, 01/1989 to 01/2000 Bok Financial Corp. – Bowling Green, KY,
Proficiency in design and layout of employee benefit communications.
Presentation of benefit materials to large employee audiences; new plan design features
and the effects of benefits upon a location divestiture.
Implementation of legal plan documents and Summary Plan Descriptions including
design, maintenance, and regulatory compliance.
Ability to communicate and influence decision making on the corporate and plant level
with management and union representatives.
PeopleSoft Benefits, Payroll, and Pension Administration system experience.
Education and Training
: , Expected in - , GPA: Microsoft Office Systems products, Adobe Acrobat, Lotus Notes, Outlook, Qvidian
proposal software, Microsoft Dynamics, WyStar Defined Contribution Recordkeeping
System, FileNet
Attended Winona State University - Winona, Minnesota; Studied Political Science,
Public Administration, Sociology, and Mass Communications
Activities and Honors
Code of Ethics, Fair Labor Standards, Bank Secrecy Act, Affirmative Action, Managing
Risk, Retirement Fraud Protection; Reporting Suspected Financial Abuse
Additional training in:
Coaching and Counseling
Employee Engagement through Coaching
Career Development for Managers
Deal Team Sales training and implementation
Working with Difficult People
Building Loyalty through Exceptional Service
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