Maureen Olson
Gridley,MN
Summary
Dynamic professional with a proven ability to build and sustain strong client relationships, leveraging effective communication and problem-solving skills to address client needs and ensure satisfaction. Demonstrated success in managing diverse portfolios while achieving high levels of client loyalty through strategic relationship management. Committed to fostering long-term partnerships that drive business growth and enhance client experiences. Results-oriented approach focuses on understanding client objectives and delivering tailored solutions that exceed expectations.
Overview
27
27
years of professional experience
Work History
Relationship Manager
TASC
01.2025 - Current
- I take ownership of more than 3,000 client relationships. This includes weekly meetings in person, phone or teams with a focus on growing the relationship, managing expectations, delivering expected outcomes and simplifying the business. I am responsible for leading the client to increase the overall business value and maintain active, current and accurate documentation of the overall client relationship. I am knowledgeable of all TASC products which include but are not limited to Health Flexible Spending Accounts (FSA) Health Savings Accounts (HSA), Health Reimbursement Accounts with attached investments and the Affordable Care Act. I understand pricing and financial implications of assigned relationships and can clearly communicate details.
- TASC 2011 – Present
- Benesyst 2009 – 2011 Purchased by TASC 2011
- Stanton Group 1999 – 2009 Purchased by Benesyst 2009
ERISA Compliance Specialist - Case Manager
01.2020 - 01.2025
- I take ownership of 500 clients. My role is, but not limited to, to keep employers compliant with the document and disclosure requirements of a complex law that changes with frequency. I prepare a combined Plan Document/SPD for employees based on the client’s health and welfare benefits. I ensure the client documents and plans are following Federal law. The law imposes a strict code of conduct to those who administer ERISA Plans. My attention to detail prevents my clients costly Department of Labor enforcement actions as well as employee lawsuits.
Processing Specialist
01.2011 - 01.2020
- I worked independently providing tuition reimbursement for the Educational Assistance Program. My responsibilities include daily contact with clients and individuals assisting with reports, claims and sharing my knowledge to provide a better understanding of the program. Transitioning new clients into our tuition reimbursement platform and creating the client’s tuition reimbursement plan policy to align with IRS guidelines and client needs has been essential the past year. I am responsible for importing the monthly Affordable Care Act (ACA) files accurately and efficiently.
Team Lead
01.1999 - 01.2011
- I started my role as a claims specialist and worked up to Team Lead of the claims department. We provided reimbursement of 20,000 participants for the Health Flexible Spending Account (FSA), Dependent Care and Transit. I was responsible for all client contact. Per our client guarantees, reimbursement claims were reviewed within a 72-hour deadline.
Education
High School Diploma -
Park Center Senior High
Brooklyn Park, MNSpanish 101
Anoka Ramsey Community College
Coon Rapids, MNSkills
- Relationship building
- Client relationships
- Relationship building and management
- Excellent communication
- Proficient with Word and Excel
Affiliations
- NE Lions Club
Timeline
Relationship Manager
TASC
01.2025 - Current
ERISA Compliance Specialist - Case Manager
01.2020 - 01.2025
Processing Specialist
01.2011 - 01.2020
Team Lead
01.1999 - 01.2011
Spanish 101
Anoka Ramsey Community College
High School Diploma -
Park Center Senior High