Kimberly Alt
Marion,IA
Summary
Experienced Relationship Manager dedicated to cultivating exceptional client experiences and fostering long-term partnerships. Proven ability in problem-solving and effective communication, leading to elevated client satisfaction and retention rates. Expertise in strategic collaboration and needs assessment while aiming to drive continued portfolio growth through innovative relationship management strategies.
Overview
20
20
years of professional experience
Work History
Relationship Manager
National Professional Planning Group
Shrewsbury, NJ
04.2022 - Current
- Develop and maintain strong relationships for Retirement Plan Third Party Administration for Pooled Employer Plans (PEP), Multiple Employer Plans (MEP), 3(16) Fiduciary Service, and Pooled Plan Provider Services.
- Manage a portfolio of client accounts, ensuring high levels of satisfaction and loyalty.
- Demonstrate strong problem-solving skills, resolving escalated client issues efficiently, and effectively.
- Liaison between clients, financial advisors, and internal plan partners to develop strategies to increase client engagement and satisfaction levels.
- Conduct regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.
Retirement Account Manager
Transamerica Financial Services
Cedar Rapids, IA
11.2018 - 04.2022
- Managed a portfolio of large Multiple Employer Plans (MEP), ensuring high levels of client satisfaction and retention.
- Developed and maintained relationships with key Third-Party Administrators. 3(16) Fiduciary and Financial Advisor Partners.
- Liaison between clients, Financial Advisors, Third-Party Administrators, and 3(16) Fiduciary plan partners.
- Utilized problem-solving skills to resolve client issues and complaints in a timely and effective manner, ensuring client satisfaction.
- Used excellent written and verbal communication skills to engage in client conversations to effectively determine needs and requirements.
Business Operations Manager
ARA Gallery & Interiors
Cedar Rapids, IA
05.2014 - 11.2018
- Managed company operations, including, but not limited to, accounts receivable, accounts payable, payroll, inventory ordering, and tracking.
- Responsible for staff scheduling and the assignment of duties.
- Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
- Maintained vendor representative relationships.
- Maintained relationships with upscale clientele, including preparing project quotes and presentations.
Associate Commercial Lines Underwriter/Premium Auditor
United Fire & Casualty Company
Cedar Rapids, IA
10.2008 - 04.2014
- Evaluated new policy applications to determine the level of acceptable risk.
- Worked with field agents to communicate application decisions and provide recommendations on customer applications.
- Evaluated renewal submissions for existing accounts to ensure coverage is in line with business objectives, and financial risk tolerance.
- Conducted on-site visits with Loss Control Representatives to evaluate account insurance needs, and educate on areas for improvement.
Benefits Administrator
Mercer Administration
Iowa City, IA
11.2004 - 10.2008
- Assisted the sales team with the onboarding of new clients.
- Responded promptly to inquiries from client human resource representatives regarding their employees' benefits coverage or eligibility status.
- Tracked employee eligibility and communicated enrollment information to insurance carriers.
- Assisted in the preparation of open enrollment materials and wellness initiatives.
- Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
Education
Bachelor of Arts - Psychology And English
Coe College
Cedar Rapids, IA05-1993
Skills
- Client relationship management and engagement
- Portfolio management
- Problem solving
- Team collaboration
- Needs assessment
- Time management
- Attention to detail
- Team leadership
- Written and verbal communication
- De-escalation techniques
References
References available upon request.
Timeline
Relationship Manager
National Professional Planning Group
04.2022 - Current
Retirement Account Manager
Transamerica Financial Services
11.2018 - 04.2022
Business Operations Manager
ARA Gallery & Interiors
05.2014 - 11.2018
Associate Commercial Lines Underwriter/Premium Auditor
United Fire & Casualty Company
10.2008 - 04.2014
Benefits Administrator
Mercer Administration
11.2004 - 10.2008
Bachelor of Arts - Psychology And English
Coe College
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