Netia Gold
Milwaukee
Summary
Experienced case manager skilled in client relations and comprehensive documentation. Demonstrated success in leveraging labor market analysis to improve service delivery. Dedicated to advancing career development programs and initiatives.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Career Planner/Case Manager
Dynamic Workforce Solutions
Waukesha
02.2024 - Current
- Maintained current knowledge of labor market trends and employment resources.
- Utilized client management software for efficient tracking of progress and case notes.
- Conducted initial career counseling sessions to assess clients' interests, values, and skills.
- Facilitated workshops covering interviewing techniques, networking strategies, and resume writing.
- Ensured accurate records of client progress toward career goals through meticulous documentation.
Trust Administrator
U.S. Bank
Milwaukee
09.2017 - 12.2022
- Managed trust account administration for diverse client portfolios.
- Coordinated asset distributions and ensured compliance with regulations.
- Reviewed legal documents and maintained accurate trust records.
- Facilitated communication between clients, attorneys, and financial advisors.
- Developed and implemented trust policies to enhance operational efficiency.
- Assisted in resolving client inquiries and provided exceptional customer service.
- Created and implemented procedures and best practices for bank reconciliation process and completed balance sheet reconciliations.
- Provided investment advice on trusts, including recommendations on investments, diversification strategies, and portfolio rebalancing techniques.
Benefits Advisor
Aflac
Brookfield
03.2015 - 09.2017
- Educated clients about available benefits and insurance options.
- Assisted clients in understanding policy details and coverage options.
- Collaborated with team members to enhance customer service strategies.
- Conducted presentations to explain benefits and enrollment processes.
- Developed training materials for new hires on benefits policies.
- Maintained accurate records of client interactions and policy changes.
- Developed and managed benefit plans for clients to ensure compliance with applicable laws.
- Provided advice on a variety of topics related to employee benefits such as eligibility requirements and premium payments.
- Coordinated with payroll staff to ensure accurate deductions are taken from employee paychecks for benefit contributions.
- Processed claims filed by employees under the organization's group health plan according to established policies and procedures.
- Maintained current knowledge of industry developments relating to employee benefits regulations.
- Participated in open enrollment meetings with employees to answer questions about benefits options offered by the company.
Education
Some College (No Degree) - Human Services
MATC
Milwaukee, WISkills
- Career counseling and workshop facilitation
- Labor market analysis
- Client management and document management
- Customer relationship management
Certification
Licensed Life and Health Insurance Agent
Timeline
Career Planner/Case Manager
Dynamic Workforce Solutions
02.2024 - Current
Trust Administrator
U.S. Bank
09.2017 - 12.2022
Benefits Advisor
Aflac
03.2015 - 09.2017
Some College (No Degree) - Human Services
MATC