Detail-oriented insurance professional with extensive experience in compliance-driven operations, specializing in contract analysis and quality execution. Expertise in defined benefit pension management and regulatory compliance, ensuring adherence to industry standards. Proven ability to deliver accurate benefit calculations while managing time-sensitive projects in a regulated environment. Strong skills in data validation and quality assurance, enhancing operational accuracy and client satisfaction.
Overview
31
31
years of professional experience
Work History
Pricing Analyst, Business Analyst - Non IT
Talcott Resolution Life Insurance
Hartford, Connecticut
06.2018 - Current
Perform and review complex Defined Benefit pension calculations for retirement, termination, and death events using plan documents and the Lynchval Quoting system for the Pension Risk Transfer (PRT) line of business.
Ensure accurate, consistent benefit quotes through detailed validation and quality review of contractual and administrative outputs.
Provide technical guidance to plan participants, and internal partners; prepare and provide benefit quote packages to our annuitants.
Utilized different interest rates from the Department of Labor and the IRS websites to ensure correct calculations are provided to annuitants.
Execute time-sensitive deliverables with precision, including COLA calculations, monthly balancing for a $3M contract, and weekly death reporting.
Reconcile participant and plan data with plan administrators to ensure compliance, data integrity, and operational accuracy.
Service Consultant, Sr. Service Specialist
The Hartford Insurance Group
Hartford, Connecticut
12.1994 - 06.2018
Delivered exceptional customer service for Plan participants.
Assisted clients in understanding annuity options.
Collaborated with team members to resolve customer issues effectively.
Educated clients on documentation requirements.
Analyzed customer feedback to enhance service quality and satisfaction.
Maintained accurate records of client interactions and service requests.
Participated in team meetings to discuss potential solutions for improving customer experience.
Handled incoming calls from customers regarding their pension benefits.
Utilized problem solving skills while dealing with difficult situations involving dissatisfied customers.
Education
Bachelor of Science - Psychology
Keene State College
Keene, NH
Skills
Defined Benefit Pension management
Regulatory compliance
Data validation
Quality assurance
Effective communication
Attention to detail
Time management
Proficient in Microsoft Office
Interpersonal and written communication
Contract Interpretation
Cross-functional collaboration and knowledge sharing
Quality control, reconciliation, and deadline management
SERVICES & SYSTEM SUPPORT ANALYST (BUSINESS ANALYST) at T. Rowe Price and Associates, Inc.SERVICES & SYSTEM SUPPORT ANALYST (BUSINESS ANALYST) at T. Rowe Price and Associates, Inc.