Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Iraelle Edwards

Nashville,USA

Summary

Client relationship manager with a track record of exceeding customer service and sales targets. Proven ability to enhance client satisfaction and contribute to corporate objectives through effective sales management. Strong communicator skilled in building and maintaining long-term client relationships.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Client Relationship Manager

Mutual of America
Nashville, TN
12.2020 - 08.2023
  • Pitched sales retention objectives to board members and C-suite executives.
  • Built and maintained a long-term relationship with retirement plan participants and key personnel.
  • Focused on engaging, building and strengthening the regions' existing client base.
  • Maintained a compliance calendar for each client to ensure timely execution of required annual compliance tasks; such as Non-Discrimination Testing and 5500 processing.
  • Prepared retirement plan marketing material such as plan health reports, investment reviews, plan design, compliance processing, legislative updates, plan amendments, and the investment fund lineup.
  • Identified sales opportunities to increase plan contributions via payroll integration, and automatic enrollment.
  • Worked directly with the Executive Regional Vice President to coordinate the delivery of services.

Service Manager

Mutual of America
Nashville, TN
08.2019 - 12.2020
  • Managed a team of tenured associates.
  • Managed a top tier client with a portfolio of over $400 million.
  • Conducted prospect meetings.
  • Maintained a 98% client retention rate.
  • Assisted with plan onboarding.

Assistant Service Manager

Mutual of America
Atlanta, GA
06.2017 - 08.2019
  • Achieved a sales goal of over $21 million for the 2017 calendar year.
  • Assisted clients with the preparation of their 5500 tax filings.
  • Assisted clients with Non-Discrimination Testing.
  • Processed pension benefit estimates for retirees.
  • Maintained participant and employer files.

Lead Claims Service Representative

Mutual of America
Boca Raton, FL
05.2016 - 06.2017
  • Processed withdrawals for retirement plans in an accurate and efficient manner.
  • Created a procedure that assisted the company with handling specialized withdrawals.
  • Trained new hires and gave accurate projections for departmental growth.

Claims Service Representative

Mutual of America
Boca Raton, FL
06.2014 - 05.2016
  • Processed withdrawal forms efficiently to ensure that all work was complete.
  • Provided excellent customer service to all participants.
  • Assisted participants with any inquiries concerning their accounts.

Education

Bachelor of Science - Finance

Nova Southeastern University
Fort Lauderdale, FL
05.2014

Bachelor of Science - Marketing

Nova Southeastern University
Fort Lauderdale, FL
05.2014

Skills

  • Sales
  • Problem solving
  • Marketing communication
  • Team leadership
  • Customer service
  • Compliance management
  • Client relationship management
  • Client retention strategies
  • Business growth strategies
  • Consultative support
  • Sales retention strategies
  • Conflict resolution skills
  • Relationship building and management

Certification

  • Financial Industry Regulatory Authority (FINRA) Series 6
  • North American Securities Administrators Association (NASAA) Series 63

Timeline

Client Relationship Manager

Mutual of America
12.2020 - 08.2023

Service Manager

Mutual of America
08.2019 - 12.2020

Assistant Service Manager

Mutual of America
06.2017 - 08.2019

Lead Claims Service Representative

Mutual of America
05.2016 - 06.2017

Claims Service Representative

Mutual of America
06.2014 - 05.2016

Bachelor of Science - Finance

Nova Southeastern University

Bachelor of Science - Marketing

Nova Southeastern University

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Iraelle Edwards