Kelley McChristy
Dublin
Summary
Experienced retirement professional with 25 years of dedicated service to public school educators in all aspects of retirement. Proven ability to work with a high degree of accuracy, time management, and a straight-forward approach.
Overview
25
25
years of professional experience
Work History
Member Education Coordinator
STRS Ohio
Columbus, OH
04.2024 - Current
- Developed and implemented educational programs aligned with strategic goals.
- Coordinated training sessions for staff, enhancing instructional delivery.
- Collaborated with stakeholders to identify retirement educational needs.
- Liaised between faculty, staff and administrators to coordinate educational program delivery.
- Spearheaded outreach activities to expand educational opportunities and promote programs and services.
- Conducted workshops for continuous teacher engagement, elevating retirement education outcomes.
Senior Benefits Counselor
STRS Ohio
06.2020 - Current
- Hybrid of Counselor & Member Education Coordinator roles
Member Education Coordinator
STRS
04.2011 - 05.2020
- Presented workshops, seminars, and other educational programs to active and retired members
- Made contact and developed working relationships with district human resource offices
- Researched innovative programs for members and retirees in accordance with the STRS Ohio mission statement
- Responded to all member follow-up questions and concerns
- Provided administrative support to the Member Education team
- Functioned as the liaison between STRS Ohio and remote-site venues for contract facilitation and negotiation
Counselor Coordinator
STRS Ohio
11.2004 - 03.2011
- Met with members during individual counseling sessions
- Created service retirement and healthcare estimates
- Assisted with retirement planning and applications
- Conducted off-site general meetings to plan members
- Created and distributed countless personalized letters for members and agencies (i.e., Social Security)
- Became a ‘Certified Retirement Counselor’ in March 2007
Member Services Representative
STRS Ohio
09.2001 - 10.2004
- Developed a broad knowledge of 401(a) retirement plans
- Answered incoming calls with a high degree of accuracy and proficiency
- Responded to various inquiries and complaints via a general STRS mailbox
- Generated and distributed income verifications to members
- Became ‘Customer Service Certified’ in March 2003
Education
Professional License - Certified Retirement Counselor
The International Foundation For Retirement Education
05-2007
BA - Psychology, Criminology
The Ohio State University
Columbus, Ohio08-2001
Skills
- Reliable oral and written communication skills
- Meticulous level of organization and attention to detail
- Proficient with Microsoft Office
- Valuable public speaking experience
- Training facilitation
- Hiring coordination
- Workshop facilitation
- Teamwork and collaboration
Timeline
Member Education Coordinator
STRS Ohio
04.2024 - Current
Senior Benefits Counselor
STRS Ohio
06.2020 - Current
Member Education Coordinator
STRS
04.2011 - 05.2020
Counselor Coordinator
STRS Ohio
11.2004 - 03.2011
Member Services Representative
STRS Ohio
09.2001 - 10.2004
BA - Psychology, Criminology
The Ohio State University
Professional License - Certified Retirement Counselor
The International Foundation For Retirement Education