Summary
Overview
Work History
Education
Skills
Awards
Volunteer Experience
Timeline
Generic

Geoffrey Frenk

Chicago,USA

Summary

Detail-oriented benefits professional with experience managing over 50 pension plans across multiple clients. Skilled in actuarial calculations, data reconciliation, and participant support, with a proven ability to communicate complex regulations clearly and effectively. Known for leading special projects, maintaining high accuracy in fast-paced environments and mentoring new hires. Proficient in Microsoft Office and committed to continuous learning and process improvement.

Overview

3
3
years of professional experience

Work History

Retirement Specialist

Aon
Lincolnshire, IL
07.2022 - Current
  • Independently manage workloads across 3 client accounts, overseeing more than 50 distinct pension plans with precision and efficiency.
  • Handle an average of 25 participant calls daily, resolving inquiries, explaining complex regulatory guidelines, and processing diverse participant requests with clarity and professionalism.
  • Perform advanced benefit calculations, including actuarial increases, by applying multifactor analysis to determine accurate pension outcomes.
  • Generate and reconcile monthly reports to align internal records with trustee data, proactively identifying and correcting discrepancies.
  • Mentor and onboard new team members, providing training on plan rules, regulatory requirements, and benefit calculation methodologies
  • Selected by my Senior Manager to lead special projects including: PBI death report audits, Monthly termination processing, Data integrity testing, Lump Sum window administration

Education

B.B.A. - Finance, Economics

University of Iowa
Iowa City, IA
05-2022

Skills

Technical & Analytical Skills

  • Benefits Administration
  • Actuarial Calculations & Data Reconciliation
  • Microsoft Office Suite
  • Report Generation & Error Resolution
  • Analytical Thinking & Problem Solving

Professional & Interpersonal Skills

  • Attention to Detail
  • Effective Communication (verbal & written)
  • Adaptability in Fast-Paced Environments
  • Leadership
  • Coachability & Continuous Learning

Awards

  • Received multiple Aon Gold Star awards for going above and beyond in project work, as well as volunteering for extra work to help stabilize an understaffed client.
  • 2018 All-State Track & Field team in Shot Put.

Volunteer Experience

Math Tutor

  • Provided one-on-one math tutoring to high school students during lunch periods, supporting academic growth and confidence in core subjects.

Charity Event Volunteer – Y-Not Project, Chicago, IL

  • Contributed to event coordination and community outreach efforts to raise awareness and funds for victims of intoxicated motor vehicle accidents.
  • Served as a volunteer umpire for an annual charity wiffle ball tournament.

Timeline

Retirement Specialist

Aon
07.2022 - Current

B.B.A. - Finance, Economics

University of Iowa

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