Customer Resolution Manager
August 2012 – March 2015
- Served as the primary point of contact for beneficiaries and families navigating complex benefit transitions following terminal illness or death.
- Self-motivated, with a strong sense of personal responsibility.
- Managed high-priority and emotionally sensitive cases requiring exceptional discretion, professionalism, problem solving, and compassionate client support.
- Guided beneficiaries through complex benefits processes including COBRA, life insurance, 401(k), retirement, and defined benefit plans.
- Coordinated with internal business groups, insurance providers, clients, and third-party partners to ensure seamless and timely benefit transitions.
- Assisted with sensitive financial documentation, benefit enrollment, retirement transactions, and claims-related processes while maintaining strict confidentiality in a highly regulated environment.
- Trusted to support high-visibility and executive-level cases requiring accuracy, empathy, and white-glove client service.
Customer Resolution Manager
August 2012 – March 2015
- Managed highly escalated and executive-level participant issues from initial contact through resolution for Defined Benefit retirement plans.
- Served as a subject matter expert on internal Defined Benefit systems, retirement plan operations, and complex case resolution.
- Handled sensitive, high-priority cases requiring advanced problem solving, cross-functional coordination, and exceptional client communication.
- Partnered with business partners and leadership teams to improve associate resources, operational workflows, and retirement event processes to enhance customer satisfaction and Net Promoter Score (NPS) outcomes.
- Supported process improvement initiatives focused on creating smoother participant experiences during retirement transitions and complex benefit events.
Additional Roles:
Defined Benefits / Defined Contributions Representative 2008–2012
Earned FINRA Series 6 & 63 licenses, 2008
Senior Benefits & Payroll Associate
2005-2008
Benefits & Payroll Associate
2004-2005