KIMBERLY A. BRYAN
Greenbrier,TN
Summary
Knowledgeable 401(k) Sr. Retirement Consultant/Onboarder with comprehensive background in retirement plan consulting. Successfully managed multiple client portfolios, ensuring compliance and optimization of retirement benefits. Demonstrated expertise in client relationship management and regulatory compliance.
Overview
27
27
years of professional experience
1
1
Certification
Work History
Sr. Retirement Plan Consultant
FuturePlan
01.2021 - Current
- Collaborate with Plan Sponsors and their advisors to create a plan that best meets their needs. Including profit sharing, match and/or safe harbor plan features.
- Communicate with all parties including Recordkeepers, prior TPA's, Sales, Financial Advisors, and Brokers on all new start up plans as well as takeover plans to ensure all necessary documentation is collected timely.
- Ensure a smooth transition of all incoming plans which would include new start up plans as well as complicated takeover plans. Managed approximately 15-30 plans at any given time.
- Reviewing valuation reports, testing reports, and year end data reports to ensure balances are appropriated correctly.
- Have a general knowledge of operating systems such as Relius, ASC and FT. William.
- Accurately input data into Salesforce and Axis.
- Handoff completed cases to the Consultants with accurate information.
401k Implementation Coordinator
The Retirement Plan Co., LLC
07.2019 - 09.2020
- Serve as the main point of contact for proactive customer interaction through the onboarding process of retirement plans, executing to successful completion.
- Establish and maintain effective partnerships with external and internal customers to understand business needs and objectives.
- Communicate effectively with all parties by providing timely status reports through scheduled conference calls and timeline/project plan updates while sustaining overall responsibility.
- Ensure asset transfer is done timely and provide audit support post implementation.
- Reviews, as needed, the annual testing for plans, including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4), deductibility, and 402(g)
- Follow internal procedures to accurately detail work.
- Flexibility to meet the needs of all customers.
Life Insurance Sales Agent
LIBERTY NATIONAL
03.2019 - 07.2019
- Sold a variety of insurance products to businesses, achieved a 25% success rate in selling extra coverage.
- Answered any questions or concerns policy holders had with their policy.
- Explained features of policies for both advantages and disadvantages of various policies.
- Customized insurance programs to suite individual business owners, often covering a variety of plans.
- Demonstrated proficiency in the use of Salesforce application.
Provider/Member Service Representative
CIGNA HEALTHSPRING
08.2016 - 01.2019
- Responded to inquiries regarding benefits, billing, eligibility, coverage and other related information.
- Provided solutions for healthcare professionals via phone.
- Created problem solving, critical thinking and empathy.
- Retained and utilized information, facts, policies and procedures. Was to manage real-time inquiries while keeping track of and responding to commitments to follow-up with customer inquiries.
- Compliant with HIPAA regulations and Cigna guidelines.
- Meet and or exceed goals associated with the Average Handle Time, Schedule Adherence and Quality while using efficient and appropriate work practices.
Referral Coordinator/Patient Service Representative
ST. THOMAS HEART
12.2014 - 08.2016
- Created the referral coordinator position to increase referrals for incoming patients. Took receiving referral from 25% to 100%, increasing revenue to the practice for 11 doctors and 4 PA's.
- Coordinate scheduling office visits and medical tests.
Owner/Operator
Marquee Charters & Tours
02.2006 - 08.2014
- Built company from a small van-operated local touring business with revenue of $50K to a multi-transport, three bus charter and touring company servicing the Southeast with revenue in excess of $750K.
- Created and negotiated contracts with vendors and customers. Coordinated multi-state travel for groups of 500+ (i.e. tickets for events, hotel accommodations).
- Developed policies and procedures to maintain compliance with all state and federal regulations. Maintained database for accounts receivables, driver's logs, DOT and IFTA quarterly reports. Hiring and verifying 15+ drivers including background checks, drug tests and DVM compliance. Filing quarterly taxes for business as well as issuing 1099's for drivers.
- Provided all administrative functions for company.
Senior Account Manager
UNITED HEALTHCARE
03.1999 - 02.2006
- Managed a portfolio of over 800 accounts, which generated 3.4 million in revenue annually. Maintained 88% retention rate.
- Consistently ranked in the top 2% of account managers for ancillary sales. Dental, Life and Short-Term Disability.
- Manage existing local contracts and grow business through contract sales and negotiations.
- Analyzed and implemented new ideas and processes that help salesman grow their business during peak times.
- Work as a leader within a team dynamic. Responsibilities included training, leading calls, communication within team, and ensure success throughout the sales team. Managed a team of 10 Account Managers. Made sure that they reached their own personal goals but also the goals of the company.
- Drove incremental client accounts revenue year-over-year by 75% through solutions-oriented sales approach, focusing on best fit analysis and market trends to solve client challenges.
Education
Some College (No Degree) -
FERRUM COLLEGE
Ferrum, VAHigh School Diploma -
PARKSIDE HIGH SCHOOL
SALISBURY, MDTN HEALTH AND LIFE LICENSE -
National Insurance Producer Registry
Nashville, TN01-2021
MD AND DE HEALTH AND LIFE LICENSE -
National Insurance Producer Registry
Wilmington, DE01-2008
Skills
- Strategic Account Development
- Proven Track Record of Completing the Onboarding Process on Time
- Contract Negotiating
- Creative Problem Solving
- Excellent Communication Skills
- Needs Assessment and Problem Solving
- Communicating, Presenting, & Training
- Customer Relationship Management
- Team Leadership
- Presentation Preparation and Delivery
- Strategic Planning
- Portfolio Management
Certification
- MD AND DE HEALTH AND LIFE LICENSE, 1999-01-01, 2008-12-31
- TN HEALTH AND LIFE LICENSE, 2019-01-01, 2021-12-31
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Personal Information
Timeline
Sr. Retirement Plan Consultant
FuturePlan
01.2021 - Current
401k Implementation Coordinator
The Retirement Plan Co., LLC
07.2019 - 09.2020
Life Insurance Sales Agent
LIBERTY NATIONAL
03.2019 - 07.2019
Provider/Member Service Representative
CIGNA HEALTHSPRING
08.2016 - 01.2019
Referral Coordinator/Patient Service Representative
ST. THOMAS HEART
12.2014 - 08.2016
Owner/Operator
Marquee Charters & Tours
02.2006 - 08.2014
Senior Account Manager
UNITED HEALTHCARE
03.1999 - 02.2006
Some College (No Degree) -
FERRUM COLLEGE
High School Diploma -
PARKSIDE HIGH SCHOOL
TN HEALTH AND LIFE LICENSE -
National Insurance Producer Registry
MD AND DE HEALTH AND LIFE LICENSE -
National Insurance Producer Registry