Kieyauna Daniel
Raleigh,North Carolina
Summary
Result driven, energetic professional with over ten years of customer service experience who maintains a high level of professionalism, patience, and efficiency to maximize customer satisfaction and increase customer loyalty with the following qualities:
- Effectively managed consumer relationships with an overall satisfaction of 95%
- Developed strong positive working relationships as a point of contact for the team.
- Influenced strong teamwork with exceptional communication.
- Works independently as an individual contributor managing my own customer case load.
- Proficient in Microsoft Office Suite to manage data and tables.
- Thrives in highly dynamic, fast-paced environments.
- Conducted research daily, identifying issues that affected the customers.
- Embraced shifting priorities while providing high levels of accuracy.
- Using real time feedback to navigate customers through difficult process steps and timelines.
Overview
9
9
years of professional experience
Work History
Retirment Benefits Coordinator
Fidelity Investments
08.2016 - Current
- Establish and maintain an effective relationship with participants experiencing retirement
- Enhance the customer’s experience during the initiation of their retirement benefits (Pension, 401k and Retiree Medical)
- Case management and keep the customer up to date throughout the process, keep in contact about all benefits such as when forms are IGO, DOT updates, health benefits enrollments, 401K options and benefit disbursements
- Received, Implemented feedback and coaching.
- Explained benefits to plan participants in easy to understand terms in order to educate each on available options.
- Resolved issues and inquiries from plan participants regarding health and welfare benefits, pension, and 401k through telephone and email communications.
- Checked employees' benefits enrollment for accuracy.
- Coordinated and conducted employee orientations to promote understanding of coverage and options.
- Analyzed and reported on employee benefits data to identify trends and develop strategies for improvement.
Education
High School Diploma -
Rocky Mount High School
06.2010
Skills
- Data Entry/ Collection
- Critical Thinking
- Google Suites
- Microsoft Office Suites( Excel)
- Analytics
Awards and Acknoeldegments
- Recipient of 2021 Circle of Excellence Award
Timeline
Retirment Benefits Coordinator
Fidelity Investments
08.2016 - Current
High School Diploma -
Rocky Mount High School
Similar Profiles
MICHAEL O'BRIENMICHAEL O'BRIEN
FIDELITY CLIENT SERVICES REPRESENTATIVE at Fidelity Investments - Fidelity Institutional (Fidelity Advisor Funds)FIDELITY CLIENT SERVICES REPRESENTATIVE at Fidelity Investments - Fidelity Institutional (Fidelity Advisor Funds)
Casie CadwalladerCasie Cadwallader
Premium Client Experience Account Manager at Fidelity Charitable – Fidelity InvestmentsPremium Client Experience Account Manager at Fidelity Charitable – Fidelity Investments
Dee JonesDee Jones
Workplace Planning Consultant II at Fidelity InvestmentsWorkplace Planning Consultant II at Fidelity Investments
Fernando MotaFernando Mota
High Net Worth Service Associate at Fidelity InvestmentsHigh Net Worth Service Associate at Fidelity Investments
Barron KepkaBarron Kepka
Real Estate Development/Construction Assistant at Williams Reality and Building CoReal Estate Development/Construction Assistant at Williams Reality and Building Co