Jeremy Todd
Spanish Fort
Summary
I'm ambitious with a strong degree of follow through. Excel in building relationships with clients, identifying new business opportunities, handling client communication and communicating business offerings to customers. Strong business acumen, attention to detail, excellent communication and interpersonal skills.
Retirement Plan Fundamental Certification
Overview
21
21
years of professional experience
Work History
Client Relationship Manager
PCS Retirement
06.2023 - Current
- Strengthened client relationships by maintaining regular communication and addressing concerns promptly.
- Improved customer satisfaction rates by providing tailored solutions to meet individual client needs.
- Developed strong rapport with clients through consistent follow-up and attention to detail.
- Managed a portfolio of key accounts, ensuring timely and accurate delivery of services and products.
- Interacted with clients on regular basis to quickly alleviate issues and provide project updates.
- Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems.
- Handled complaints, provided appropriate solutions and alternatives within appropriate timeframes, and followed up to achieve resolution.
- Delivered outstanding service to clients to maintain and extend relationships for future business opportunities.
- Act in a pro-active manner with assigned clients and builds relationships to ensure retention.
- Ensures the provision of Retirement services expected along with compliance of contractual requirements.
- Processed administrative policyholder/Plan Administrator requests (e.g., Adjustments., Balance Inquiries, Beneficiaries, Statements, Conference Calls, Complaints, Profiles, Data Reports
- Percentages, Enrollments, Expenses, Forfeitures, Forms, Indicative Data, Lapses, Lost Check
- Provided an elevated customer experience to generate a loyal clientele
- Developed reputation as an efficient service provider with high levels of accuracy
- Investigated and resolved customer inquiries and complaints in a timely and empathetic manner
- Participant Communications, Participant Moves, Password/PIN Resets, PERA, Pro-Active, Sponsor Training, Plan Websites, Vesting) Planed Year End Testing, 5500 and Audits
Senior Client Services Manager
Newport An Ascensus Company
01.2020 - 06.2023
- Interacted with clients on regular basis to quickly alleviate issues and provide project updates.
- Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems.
- Handled complaints, provided appropriate solutions and alternatives within appropriate timeframes, and followed up to achieve resolution.
- Delivered outstanding service to clients to maintain and extend relationships for future business opportunities.
- Act in a pro-active manner with assigned clients and builds relationships to ensure retention.
- Ensures the provision of Retirement services expected along with compliance of contractual requirements.
- Processed administrative policyholder/Plan Administrator requests (e.g., Adjustments., Balance Inquiries, Beneficiaries, Statements, Conference Calls, Complaints, Profiles, Data Reports
- Percentages, Enrollments, Expenses, Forfeitures, Forms, Indicative Data, Lapses, Lost Check
- Provided an elevated customer experience to generate a loyal clientele
- Developed reputation as an efficient service provider with high levels of accuracy
- Investigated and resolved customer inquiries and complaints in a timely and empathetic manner
- Participant Communications, Participant Moves, Password/PIN Resets, PERA, Pro-Active, Sponsor Training, Plan Websites, Vesting) Planed Year End Testing, 5500 and Audits
Business Administrator/Executive Assistant
Coastal Church
10.2011 - 12.2019
- Entered all online giving into Quickbooks and church database
- Managed Payroll for Coastal Academy 13 employees
- Oversaw all deposits for Coastal Church and Coastal Academy
- Sent out end of year giving statements for Coastal Church
- Handled all building maintenance request and hired people to fix any necessary needs
- Answered telephone calls directed to the senior pastor's office and screens calls as appropriate
- Reviewed and prioritizes telephone messages for the senior pastor
- Made telephone calls for the senior pastor, as directed
- Provided the senior pastor with updated daily, weekly, monthly and yearly calendars
- Handled all travel plans and preparation for speaking engagements
- Maintained the senior pastor's files
- Maintained various types of files and databases for the senior pastor
- Performed administrative duties for the senior pastor
- Arranged and reserved all ministry-related travel
- Took initiative for new and special projects, as requested by the senior pastor
Client Service Representative
First Mercantile
02.2008 - 10.2011
- First Mercantile 57 Germantown Court 4th Fl Cordova, Tn
- Processed administrative policyholder/Plan Administrator requests (e.g., Adjustments., Balance Inquiries, Beneficiaries, Statements, Conference Calls, Complaints, Profiles, Data Reports,
- Percentages, Enrollments, Expenses, Forfeitures, Forms, Indicative Data, Lapses, Lost Check,
- Participant Communications, Participant Moves, Password/PIN Resets, PERA, Pro-Active, Sponsor Training, Plan Websites, Vesting) Answered an average of 70 calls per day by addressing customer inquiries, solving problems and providing new product information
- Provided an elevated customer experience to generate a loyal clientele
- Developed reputation as an efficient service provider with high levels of accuracy
- Investigated and resolved customer inquiries and complaints in a timely and empathetic manner
- (Adjustments., Balance Inquiries, Beneficiaries, Statements, Conference Calls, Complaints, Profiles, Data Reports,
- Percentages, Enrollments, Expenses, Forfeitures, Forms, Indicative Data, Lapses, Lost Check,
- Participant Communications, Participant Moves, Password/PIN Resets, PERA, Pro-Active, Sponsor Training, Plan Websites, Vesting) Planed Year End Testing, 5500 and Audits
Loan Officer
Casa America Mortgage
08.2005 - 02.2008
- Generated loan volume from referrals, internal leads, walk-in business and direct solicitation from borrowers, builders and realtors
- Pre-qualified borrower, completed loan application and answered questions from customers
- Issued Good Faith Estimates and Truth in lending statements as well as disclosures
- Followed up with borrowers, builders and realtors regarding application
- Met performance standards and goals established by the company
Customer Service Representative
Nova Factor Rx Century Ctr. Pwky
02.2003 - 08.2005
- Negotiated with insurance companies of new patients for their benefits for medication needs
- Handled inbound/outbound patient, physician,and patient advocate calls in a polite, professional manner
- Accurately entered all program specific dataentry documentation within program turnaround times into the software system
- Accurately entered all program specific dataentry documentation within program turnaround times into the software system
- Maintained accurate and complete documentationand system records of all inquiries in order to continuously improve the customer service process and reduce potential legal concerns
- Set up delivery confirmation and trackingpackages shipped via client carrier
- Processed order rejections and follow-upactivities
- Reported product quality complaints or adverseevents to a pharmacist
- Ensured all documentation is present so there is nointerruption in patient therapy per program
- Reported allergy or duplicatetherapy warnings that appear during data entry to pharmacists
Education
Bachelor of Science -
State Tech Institute
Memphis, TnReligion - Business Administration
Southeastern University Longfellow Blvd
Lakeland, FL2003
High School Diploma -
Bartlett High School
Bartlett, TN1998
Skills
- Exceptional communication skills
- Quick learner
- Creative problem solver
- Strong client relations
- Strategic sales knowledge
- Accounting experience
- Accounts Receivable
- Microsoft Word, Office XP, Power Point, Excel, Publication and Outlook,Church Community Builder, QuickBooks, AWD, SmartDesk-Trac,Sales Force
- Client Retention
- Client Relationships
Operating System
Windows 2000-2019, World Wild Web, Facebook, Instagram,AWD,SmarkDesk-Trac,Sales Force
References
- References available upon request
Timeline
Client Relationship Manager
PCS Retirement
06.2023 - Current
Senior Client Services Manager
Newport An Ascensus Company
01.2020 - 06.2023
Business Administrator/Executive Assistant
Coastal Church
10.2011 - 12.2019
Client Service Representative
First Mercantile
02.2008 - 10.2011
Loan Officer
Casa America Mortgage
08.2005 - 02.2008
Customer Service Representative
Nova Factor Rx Century Ctr. Pwky
02.2003 - 08.2005
Bachelor of Science -
State Tech Institute
Religion - Business Administration
Southeastern University Longfellow Blvd
High School Diploma -
Bartlett High School
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