Amber Goff
Columbus,Ohio
Summary
Results-driven Plan Administrator with strong extensive working knowledge in group retirement plans, products, and customer service. Possess excellent customer service, critical thinking, situational patience, and organized and dependable. Successful at managing multiple priorities with a positive attitude. Easily establish rapport with both internal and external customers, creating strong business partner relationships.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Financial Service Analyst
Nationwide Emerging Markets
01.2024 - Current
- Review NIGO documents that need resolved.
- Reach out and assist TPA/PPA Administrators and Plan Sponsors to resolve NIGO items for good order.
- Collaborate with cross-functional teams to streamline processes and improve efficiency.
- Submit IGO documents to SS&C for processing.
- Sufficient with Smartdesk/AWD.
Plan Administrator Support Analyst
Nationwide Financial Services
01.2017 - Current
- Plan Administrator for 401(a) Public Sector Plans
- Perform annual plan review process, consisting of reviewing Plan Document, processing Census and Annual Valuations for 401(a) Public Sector DC direct plans
- Work with Plan Sponsors, Relationship Consultants, and Corrective Processing on any issues found that need corrected
- Point of contact on 401(a) census related issues for Public Sector Relationship Consultants & Plan Sponsors
- Point of contact (SME) for all vesting related issues for Public Sector 401(a) Plans
- Verify and report the vesting percentage on "file based" 401(a) withdrawals for the Money Out Team on AWD
- Work daily with Arizona Public Safety HR to obtain term dates for vesting
- Proficient with Relius, DC Direct, RP Link, AWD, & NRS Imaging, and Coconut
Plan Administrator Support Analyst
Nationwide Financial
01.2010 - 01.2016
- Forward facing role for Preferred Pension Administrators
- Facilitated training to Plan Sponsors on Nationwide's Loan System and Fastcensus systems
- Served as Subject Matter Expert for Automatic and Online Enrollments and Fastcensus.
- Executed on the various elements of daily plan administration and responsible for consulting on a wide variety of topics
- Provided customer service at a high level of expertise with professionalism
- Provided complex and varied strategies of getting through tough situations and building relationships
- Skillfully resolved complex business transactions and corrective processing.
Plan Maintenance
Nationwide Financial
01.2008 - 12.2009
- Processed Cashouts, Fund Additions, Case Swaps, Change of Agents, and Mass Exchanges
- Created plan Amendments and Endorsements on existing business
- Worked on Underwriting Database
Financial Services Support Representative
State of Florida
01.2006 - 01.2008
- Served as direct point of contact for Florida office on all processing requests
- Provided efficient and effective service for the State of Florida Deferred Compensation Plan
- Approved and processed new business transactions in a timely manner
- Made outgoing calls to internal and external customers regarding financial accounts, enrollments, and withdrawal requests
Customer Service Representative-Payroll Technician
Nationwide Retirement Solutions
01.2001 - 01.2006
- Answered customer service calls for external plan participants for 457(b) and 401(a) accounts
- Actively listed to customers, handled concerns quickly and escalated major issue to supervisor
- Processed payroll for State of New Your Deferred Comp
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns
Education
Associate of Arts - Psychology
Columbus State Community College
Skills
- Proactive and Focused
- Client Relationship Management
- Attention to Detail
- Financial Instruments
- Willing to Learn
- Relationship Building
- Critical Thinking
- Prioritizing and Planning
- Customer Service
- Decision-Making
Certification
Series 6 Licensed
Licenses
Series 6 Licensed
Timeline
Financial Service Analyst
Nationwide Emerging Markets
01.2024 - Current
Plan Administrator Support Analyst
Nationwide Financial Services
01.2017 - Current
Plan Administrator Support Analyst
Nationwide Financial
01.2010 - 01.2016
Plan Maintenance
Nationwide Financial
01.2008 - 12.2009
Financial Services Support Representative
State of Florida
01.2006 - 01.2008
Customer Service Representative-Payroll Technician
Nationwide Retirement Solutions
01.2001 - 01.2006
Associate of Arts - Psychology
Columbus State Community College
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