Jennifer Collins
Shawnee,KS
Overview
19
19
years of professional experience
Work History
Client Relationship Manager
Voya Financial
Shawnee, KS
08.2023 - Current
- Develop and maintain strong relationships with key clients and advisors to ensure satisfaction and loyalty.
- Conduct regular plan review meetings with plan sponsors.
- Deliver actionable enrollment and education support to drive enrollment, increase deferrals, and roll-ins, to help achieve participant financial wellness.
- Achieved a client retention percentage rate of 100%.
- Introduce and support new product and service initiatives.
- Communicate regulatory updates to plan sponsors.
- Point of contact for issue resolution and questions.
Key Account Manager
Voya Financial
Overland Park, KS
08.2019 - 08.2023
- Collaborate with the Regional Vice President to maintain and develop plan sponsor and advisor relations.
- Facilitate annual plan review meetings with key plan sponsor decision-makers.
- Partner with the plan sponsor to develop participant education campaigns and coordinate individual participant advisor meetings, with the goal of increasing participation and contribution rates.
- Actively listen to client needs to identify and recommend plan design, and product enhancements.
- Communicate regulatory updates to the plan sponsor.
- Point of contact for questions and issue resolution.
Regional Business Consultant
Voya Financial
Overland Park , KS
07.2006 - 08.2019
- Key contact for plan sponsors and representatives selling plan sponsor business in KS, MO, and NE territory.
- Discuss plan design with representatives/brokers.
- Provide support to the Regional Vice President, and assist the local sales and management team in achieving sales and asset retention goals.
- Order retirement plan enrollment kits and marketing materials.
- Manage sponsorship opportunities and benefit fairs while staying within the annual budget.
- Assist the Regional Vice President with obtaining sales and enrollment reports through Sales MIS and Smartworks.
- Process Regional Vice President's expense reports on Concur.
- Coordinate onboarding of new representatives to the broker-dealer.
- Manage broker appointment inquiries, and assist with licensing/appointment paperwork.
Education
BBA - Graduated With Honors - Cum Laude
Mount Mercy College
Cedar Rapids, IA05-1995
Skills
- Opportunities identification
- Relationship building and management
- Problem-solving aptitude
- Presentation development
- Knowledge of Salesforce, Smartworks, and Docupace
- Very effective communicator with internal and external constituents
- Critical thinking in problem-solving situations
- Excellent customer service skills
- Able to adapt
- High level of integrity
- Quick learner
Timeline
Client Relationship Manager
Voya Financial
08.2023 - Current
Key Account Manager
Voya Financial
08.2019 - 08.2023
Regional Business Consultant
Voya Financial
07.2006 - 08.2019
BBA - Graduated With Honors - Cum Laude
Mount Mercy College
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