Jonatan Rojas

• Lead a team of pension associates to process accurate transactions and provide world class customer service.
• FACT Model coaching to improve areas of opportunity for each associate.
• Collaboration with Team Leads and other managers to create and refine new processes for the DC/DB product.
• Administrative tasks.

Lead a team of phone associates to provide exceptional
customer service, transact accurately and build their product knowledge.

• One on one and/or group coaching.
• Lead presentations/workshops to large groups over related content
  to associates.
• Coordinate/schedule meetings via zoom/in person.
• Build morale for the team through events, incentives and
  competitions
• Online dual chat and phone support for associates.
• Lead the incentive committee for DB to motivate associates to meet
  metrics.
• Lead presentations in Team Lead meetings.
• Collaborated with peers to discuss DB/DC specific challenges
• Work closely with aligned manager to discuss team improvement
  weekly
• Sent weekly reports to direct manager with coaching progress

Provided world class customer service to retirees and future retirees
servicing their pension benefit accounts and 401k plans.

• Reviewed XTRAC items to understand customer issues.
• Assisted customers with online access.
• Utilized multiple resources at a time.
• Followed up with customers consistently.

Inspire, entertain, and educate members to move well
and stay healthy. Social media management tasks involve creativity
along with knowledge of the platforms algorithms to get the most post
engagement for growth of the gym.

• Organizing and hosting competition with 70+ participants.
• Janitorial work. (Cleaning floors, toilets, sinks, showers.)
• Selling memberships.