Work history
Contract Research Associate
tags:
multi tasking
• customer service
How would you describe your time at McGlothin Davis?
*Prepared reports from research findings.
*Edited and produced video presentations to company specifications.
*Processed marketing focus group research information.
403(b) Plan Services Representative
tags:
multi tasking
• retirement benefits
• customer service
• account management
• sales support
How would you describe your time at MetLife?
*Reconciled and produced accurate quarterly statements.
*Prepared accurate discrimination testing, 5500 filings and related forms.
*Consulted with plan administrators and field force in the interpretation of document provisions.
401(k) Account Manager
tags:
multi tasking
• retirement benefits
• sales support
• cust.service
• account management
How would you describe your time at Great West Life Insurance/F...?
*Performed group level maintenance on assigned block of business with assets over $200 million.
*Fostered client and broker relations by responding to plan level inquiries.
*Produced quarterly and annual statements and audit package materials to clients.
*Processed group terminations, transferred assets, repricing of plans while supervising account administrators in my work unit.
*Processed participant level contributions, withdrawals, loans, hardships, qualified domestic relations orders, excess deferrals/contributions, enrollment applications, transfers and change requests on a daily basis.... 
