Kaitlin Chmil
Scranton,PA
Summary
Enthusiastic Technical Specialist offering ten years of retirement product experience, focused on optimizing systems and procedures to address dynamic needs, improve collaboration and customer experience while minimizing risk. Weighs crucial business and technology needs against contractual and regulatory limitations to assess opportunities for improvement and identify effective paths forward.
Overview
18
18
years of professional experience
Work History
Senior Technical Specialist
Prudential Financial
05.2022 - Current
- Onboard new transactions and consult on new or existing business during deal negotiations.
- Collaborate with clients in both the pre and post sale stages.
- Provide training and knowledge transfer for new hires and peers.
- Provide consult to other business units including SME for Business Systems Optimization and the IRAS platform build.
- Create and maintain complex reconciliation tools using advanced excel macros and VBA language.
- Participate in system development life cycle from requirements analysis through system implementation.
- Guide technology use, assisting with troubleshooting and quality control to streamline operations.
Technical Specialist
Prudential Financial
08.2019 - 05.2022
- Onboarded new transactions including legal document reviews, ensuring regulatory compliance, creating tools and technologies for periodic processing, creating processes and procedures, and preparing and maintaining data and record keeping systems.
- Consulted on new or existing business during negotiations of new deals.
- Collaborated with clients in both the pre and post sale stages.
- Created and maintained complex reconciliation tools using advanced excel macros and VBA language.
Longevity Reinsurance Associate
Prudential Financial
06.2018 - 08.2019
- Performed periodic account settlements, data reconciliations, and dispute resolution.
- Performed transaction health reviews including existence monitoring, data integrity checks, movement threshold testing, and annual data reviews.
- Conducted error resolution, documentation, training, and departmental projects.
- Researched and resolved client inquiries.
- Assisted audit with industry and product training as well as providing sample documentation for required reviews.
Claims Examiner
Prudential Financial
01.2014 - 06.2018
- Reviewed claims and extracted information for processing, approving or denying in accordance with plan rules.
- Verified, corrected, and completed claims and account information by telephone, letter, or personal contact.
- Calculated benefits payable.
- Handled complaints and grievances using negotiating and problem-solving skills.
- Assisted with legacy data cleanup and plan document digitization.
- Created supplemental calculators to assist in determining special benefits.
Customer Service Associate
Prudential Financial
06.2012 - 01.2014
- Provided information to investors, policy holders, insureds, and or financial advisors, field force, and home office staff.
- Used multiple digital systems for tracking, information gathering, providing information, referrals, routine transactions and/or troubleshooting.
- Answered product, account, policy, and service inquiries via phone, e-mail and letter.
- Helped large volume of customers every day with positive attitude and keen focus on customer experience and satisfaction.
- Offered assistance to customers, paying attention to special needs or wants.
Assistant Product Line Specialist
CSS Industries
05.2005 - 08.2010
- Analyzed production domestically and internationally to identify problems with production and performance to maintain consistent quality levels.
- Quality reviewed product catalogs, production samples, and new and developing products.
- Identified and resolved client order issues and production delays.
- Implemented a new technology platform for including development of SOPs and training programs.
- Organized and maintained customer and product records and assisted with customer inquiries via e-mail, phone, and mail.
Education
MBA - Business Administration
Excelsior University
Albany, NY09.2023
Bachelor of Science - Biology
University of Scranton
Scranton, PA01.2010
Skills
- Business, Product, and Procedure Analysis
- Technical Design and Documentation
- Business Consultation
- Data Onboarding and Maintenance
- Account Settlement and Reconciliation
- Training and Job Coaching
- Product Management
- Root Cause Analysis
- Project Management
- Business Strategy
- Knowledge Management and Documentation
- Business and Task Prioritization
Timeline
Senior Technical Specialist
Prudential Financial
05.2022 - Current
Technical Specialist
Prudential Financial
08.2019 - 05.2022
Longevity Reinsurance Associate
Prudential Financial
06.2018 - 08.2019
Claims Examiner
Prudential Financial
01.2014 - 06.2018
Customer Service Associate
Prudential Financial
06.2012 - 01.2014
Assistant Product Line Specialist
CSS Industries
05.2005 - 08.2010
MBA - Business Administration
Excelsior University
Bachelor of Science - Biology
University of Scranton
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