Responsibilities: Participant services help individuals understand their benefits, manage their accounts, and make informed decisions about their retirement savings.
Education and communication: Providing clear and concise information about retirement plan features, including eligibility, contribution options, investment choices, and distribution rules.
Account management and support: Participant website and app: Providing a user-friendly platform for participants to access their account balances, manage investments, and track their retirement savings.
Processing transactions: Handling account transfers, rollovers, and distributions efficiently and accurately.
Recordkeeping: Maintaining detailed records of participant account balances, contributions, and investment activity.
Customer support: Responding to telephone and written inquiries from participants, providing clear and timely information about plan provisions and assisting with account-related issues.
Compliance and reporting: Adhering to regulations: Ensuring that the administration of retirement plans complies with relevant IRS rules, regulations, and ERISA guidelines.
Generating reports: Preparing government forms and reports, such as Form 5500, to fulfill regulatory requirements.
SET UP ASSOCIATE / REMODELING TEAM MEMBER
Walmart Supercenter
09.2024 - 05.2025
Associates assist in remodeling facilities by dismantling fixtures and displays, setting up product displays, performing and updating fixture signing.
Assist in remodeling facilities.
Working with offsite fixture warehouse associates and managers.
Operating Scorpion III (Gondola/Aisle counter skates mover)
Develops, communicates, implements processes and practices to meet business needs.
Partners with store operation associates.
Provides customer service.
Receives and stocks merchandise throughout the facility, organizes and maintains the backroom.
VIRTUAL SALES REPRESENTATIVE
Webhelp Malaysia SDN. BHD.
12.2022 - 10.2024
Assisting Consumer and Commercial customers with their online order inquiry.
Market HP products (PC, Laptops, Printers, Ink and Toners through online services.
We sell HP products to new and returning customers and provide any assistance upon purchasing it.
We probe on customer requirement and usage, Upsell/ Cross sell as needed
ACCOUNT MANAGER 3, INSIDE SALES
Dell Global Business Centre Sdn.
01.2020 - 10.2021
Works with customers/partners in complex business environments to devise new and innovative solutions to business challenges
Responsible for a high number of medium accounts, or a fewer number of large accounts
Some involvement in outside sales leads with Inside Sales support
If account/acquisition focused, individually responsible for:
Higher strategic value within assigned business
Advanced knowledge of industry and business
Viewed as a trusted business advisor to the customer/partner and uses in-depth knowledge of company technology, products, and services to help customers/partners formulate strategy and direction
Utilizes strategic probing to identify, evaluate, and recommend alternative business solutions
Analyzes multiple market factors to anticipate/identify customer/partner problems/needs and recommends appropriate solutions
Engages cross-functional resources, regardless of geographic location, to achieve the goal/ meet customer/partner needs
Develops and implement account plans that drive the attainment of critical business objectives
ENTERPRISE TECHNICAL SUPPORT ENGINEER 2
Dell Global Business Centre Sdn.
03.2017 - 01.2020
Providing Real-time Enterprise technical support via phone and email for Dell PowerEdge Servers, MD Storage, Dell Networking, EqualLogic, and Compellent storages.
Diagnoses, troubleshoot, and respond to customer technical problems/issues related to hardware, software, and networking via e-mail/chat, online, social media and phone.
Assists customers by diagnosing problems and providing resolutions for technical service or care issues, uses troubleshooting techniques and tools to identify products that are defective, and follows guidelines in issuing service calls/contacts
Escalation of issues to the Product Support team and / or Technical Support Manager to resolve the issue to the customer's complete satisfaction.
Analytical, articulate, result-oriented and provide excellent follow-up, Identifies, researches, and provides input on unique or recurring customer problems, advises/educates customers within procedural guidelines to ensure a complete solution to their technical or service questions.
Maintain accurate call logging and tracking into Helpdesk database, possess excellent communication skills and the ability to work with diverse range of people with varying levels of technical understanding and ability in international environment
HP - ASG / TECHNICAL MENTOR
Convergys Philippine Incorporated
08.2014 - 12.2015
Providing real time technical assistance to FLA
Upskilling agents with the latest technical updates regarding product support and policies
Handling real time escalation
Proactively providing options and direct solution to customer’s issues
Queue Moderator – WFM
Convergys Philippine Incorporated
02.2010 - 08.2014
Real time queue monitoring
Generating hourly/day end Productivity and Utilization reports.
Proactively triggering VTO and Extended hours if needed.
Real time Aspect update for break and lunch
Uploading segments in RTA and Aspect
Dell Technical Support Representative Level 3- Subject Matter Expert
Convergys Philippine Incorporated
01.2007 - 08.2012
Transition Queue Officer-In-Charge (TQ-OIC)
Assisting new hire agents and prepare them for operations
Track Daily performance (Attendance, iAHT, RDR and other metrics)
Class discussion daily.
Case Controller
Turning around customer experience.
Manages team ownership and metrics
Handling Escalations
Technical Support
Answered inbound calls in support of customer needs
Do Hardware and Software Troubleshooting
Provided effective and consistent technical support
Researched technical solutions
Conveyed in a reassuring manner step-by-step instruction to resolve application issues
Education
Bachelor of Business Administration - Business Management
International Academy of Management and Economics
01.2006
BS - Information Technology
Angeles University Foundation
Angeles City, Pampanga
03.2001
Skills
Excellent customer service skills
Excellent human relation skills due to effective interaction with others
Adapts easily to concepts and responsibilities, effective working, as a team member or alone
Able to work with minimum supervision
Excellent oral and written communication skills
Self-motivated, hard working
Strong organizational and analytical skills
Detail-oriented
Proven ability to reach goals
Communication Skills Training
Technical Skills Training
Sales Training (Symphony & Harmony internal tools)
Computer Maintenance and Troubleshooting
Wireless Internet
Dell Certified Systems Expert
Windows 7 and 8, Windows 1
Customer service
Time management
Attention to detail
Computer skills
Leadership qualities
Customer interaction
Workplace safety
Training
Introduction to PowerEdge Servers
MD Storage Training
Compellent Storage Training
Blade Server Training
M1000e Enclosure Training
Windows 2016 server
Networking 101 Training
EqualLogic Training
Timeline
Participant Services Associate
Spectrum Pension Consultant Inc.
06.2025 - Current
SET UP ASSOCIATE / REMODELING TEAM MEMBER
Walmart Supercenter
09.2024 - 05.2025
VIRTUAL SALES REPRESENTATIVE
Webhelp Malaysia SDN. BHD.
12.2022 - 10.2024
ACCOUNT MANAGER 3, INSIDE SALES
Dell Global Business Centre Sdn.
01.2020 - 10.2021
ENTERPRISE TECHNICAL SUPPORT ENGINEER 2
Dell Global Business Centre Sdn.
03.2017 - 01.2020
HP - ASG / TECHNICAL MENTOR
Convergys Philippine Incorporated
08.2014 - 12.2015
Queue Moderator – WFM
Convergys Philippine Incorporated
02.2010 - 08.2014
Dell Technical Support Representative Level 3- Subject Matter Expert
Convergys Philippine Incorporated
01.2007 - 08.2012
BS - Information Technology
Angeles University Foundation
Bachelor of Business Administration - Business Management