Ashley N. Peterson
Alburnett,IA
Summary
Results-driven professional with strong track record in optimizing premium services. Adept at leveraging analytical skills and industry knowledge to drive impactful outcomes. Known for effective team collaboration, adaptability, and delivering high-quality results. Skilled in client relations, data analysis, and strategic problem-solving. Valued for reliability and proactive approach to evolving business needs.
Overview
12
12
years of professional experience
Work History
Intermediate Premium Specialist
Transamerica USA
Hiawatha
09.2018 - 01.2026
- Provide consulting services to 20 clients, by analyzing defined contribution plan structures, including 401(k), 457(b), 403(b) and non-qualified plans
- Responsible for administration and operations with other business areas.
- Effectively managed mailboxes and replies in a timely manner to achieve SLAs.
- Extensive handling of meticulous routine work with accuracy.
- Decisive, analytical person with strong ability to prioritize and multitask.
- Excellent verbal and written communicator.
- Outstanding interpersonal relationship-building skills with internal and external clients.
- 19 years of experience working within a team atmosphere
- Ability to multitask in a high-volume environment daily.
- Strong mindfulness.
- Processed premium payments, loan payments, and automatic withdrawals from policy owners' accounts.
- Analyzed, processed, and accurately updated policy payments with all applications in a prompt manner.
- Mentored and trained team members.
- Developed and documented procedures.
- Collaborated with managers on process improvements.
- Worked within the team to develop and assess application initiative software for insurance modes of payment.
- Independently found new methods and procedures supporting multiple business functions.
- Worked on extraordinarily complex assignments independently.
- Helped get the new RTL First Software program up and running.
- Processed TRS loan and rollover payments into the RTL First software program.
- Performed start and close-of-day procedures for the TRS RTL First Program.
- Managed RTL banking solution volume and AWD queue daily.
- Submitted process improvements for the Wells Fargo banking processing program.
Customer Care Representative
Transamerica USA
Cedar Rapids
01.2016 - 01.2018
- Communicate with customers via phone about their Define Benefit Pension accounts daily
- Oversee daily routine work and accuracy with each client’s piece of work
- Work daily with internal and external clients
- Use a variety of software programs – AWD, DBOL, Taxport, Paris3
- Mentor new hires on how to manage pension-related questions, concerns and applications
- Developed training materials that improved team performance and knowledge retention.
- Managed high call volume with exceptional professionalism and efficiency.
- Developed effective time management strategies to efficiently handle multiple tasks simultaneously without compromising quality.
- Responded proactively and positively to rapid change.
Client Consultant
Transamerica USA
Cedar Rapids
01.2014 - 01.2016
- Provide consulting services to 20 clients, by analyzing defined contribution plan structures, including 401(k), 457(b), 403(b) and non-qualified plans
- Responsible for the administrative integrity of over $1 billion dollars in total assets
- Research and evaluate complex data, plan issues and provide solutions for more efficient plan administration.
- Developed and used relationships between plan administrators, client executives, financial advisors and brokers.
- Coordinated plan realignment projects, by finding tasks and providing directions to various internal departments.
- Developed tailored financial solutions for diverse client needs, enhancing overall satisfaction.
- Collaborated with cross-functional teams to streamline client communication and service delivery.
- Mentored junior consultants, fostering professional growth and improving team performance.
- Streamlined internal processes to improve overall efficiency and better serve clients.
Education
High School Diploma -
Central CIty
Central City, IA01.2004
Skills
- Extensive handling in meticulous routine work and accuracy
- Decisive, analytical person with strong ability to prioritize and multi-task
- Excellent verbal and written communicator
- Outstanding interpersonal relationship-building skills with internal and external clients
- Experience working within a team atmosphere for the past 19 years
- Ability to multitask in a high-volume environment daily basis
- Strong mindfulness
- Working well under pressure, by prioritizing, while maintaining composure and adaptability
- Data analytics
Timeline
Intermediate Premium Specialist
Transamerica USA
09.2018 - 01.2026
Customer Care Representative
Transamerica USA
01.2016 - 01.2018
Client Consultant
Transamerica USA
01.2014 - 01.2016
High School Diploma -
Central CIty