Experienced top-notch performing professional with extensive experience in job analysis and job evaluation. Skilled in conducting and implementing compensation and benefits plans. Collaborative and committed to staying updated on best practices with benefits laws and regulations. Strong organizational skills with keen eye for detail.
Hi, I’m
Nicoya Bennett
Kansas City,MO
Summary
Overview
16
years of professional experience
1
Certification
Work History
The Nolan Company
Pension Distribution Coordinator
09.2021 - Current
Job overview
- Increased client base by 10%.
- Help retirement plan clients/participants to understand their options with their qualified savings.
- Manage full-scale operations, including strategy development distribution, and retirement planning.
- Oversee funded plans, and explain retirement benefits-related calculations and analysis, including withdrawal of contributions and deferred accounts
- Maintain records of participants and beneficiaries including active, deferred, retired, and separated members
- Conduct several different projects as assigned
- Search and run several data reports from databases and retirement plans are administered in accordance with company, fund guidelines, and regulations.
Wilson McShane Corp
Retirement Specialist
10.2017 - 08.2021
Job overview
- Processed complex accounts including contributions, distributions, Qualified Domestic Relations Orders (QDRO), internal and external transfer requests, tax forms, Required Minimum Distributions (RMD), and account closures for retirement brokerage accounts.
- Followed up and discussed issues, conflicts, and other requests with legal counsel.
- Analyzed and reported workflow levels within the retirement sector.
- Provided written and verbal investment performance, legal, regulatory, and tax-related information to participants.
- Implementation of Bank IRA retirement products to Charlotte location; Facilitated training of team members on all bank processes.
- Helped clients make informed decisions about their financial future.
- Educated clients on potential risks and rewards associated with various investments.
- Implemented exit strategies for clients to transition out of investments.
- Trained/mentored new associates and provided guidance and support on all aspects of the Retirement department.
- Consistently met or exceeded quality and productivity goals, while in compliance with government regulations and company policies.
- Updated clients on changes in tax laws and other regulations affecting investments.
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
- Achieved 95% client satisfaction rate.
Farmers Insurance Group
Senior Field Logistics Representative/ Team Leader
08.2010 - 10.2017
Job overview
- Served as Field Logistics Representative, working with local branch claims offices for logistics and travel for Field Adjusters, and maintained communication with internal and external clients regarding efficiency during increased claim volume.
- Increased staffing on average of 10% or more in event of higher-than-normal claim volume or upon catastrophe loss in general populated area.
- Made decisions regarding claims through investigation and problem-solving.
- Proactively follow up on pending appraisals for assignment, upload, and/or status.
- Maintained contact with, and tracked, appraisers throughout day.
- Coordinated activities, scheduling, alerting/assigning appraisers to new assignments in each territory.
- Balanced daily workloads and shift resources as necessary to achieve optimal productivity.
- Managed assignments within dedicated territories, including Independent Appraisers (IA).
- Overseen communication of multiple branch claims offices in all Central zones.
- Identified opportunities to remap/realign territories to be more effective and communicate proposals to local leadership.
- Maintained global view of claim workflow.
- Made independent decisions, self-supervised files, and recognized when additional assistance was needed.
- Facilitated communication between customers, agents, vendors, third-party administrators other employees.
- Supported team manager and performed management duties when manager was absent or out of office.
- Provided encouragement to team members, including communicating team goals and identifying areas for new training or skill checks.
- Assisted management with hiring processes and new team member training.
- Answered team member questions, helped with team member problems, and oversaw team member work for quality and guideline compliance.
- Generated and shared comprehensive and detailed reports about team performance, mission-related objectives, and deadlines.
- Provided quality customer service, including interacting with customers, answering customer inquiries, and effectively handling customer complaints/escalations.
Farmers Insurance Group
Claims Representative
09.2007 - 08.2010
Job overview
- Analyzed and addressed escalated claims to resolve issues quickly.
- Worked productively in fast-moving work environment to process large volumes of claims.
- Researched and analyzed complex claims to determine next steps and possible outcomes.
- Updated claims system to track claim status and provide relevant information to another department.
- Developed in-depth understanding of insurance policies and procedures to give accurate recommendations to suit clients' needs.
- Collaborated with internal departments and external vendors to achieve fast resolution of claims.
- Followed up with customers on unresolved issues.
- Examined reports, accounts, and evidence to determine integrity and accuracy of information.
- Investigated accidents or incidents to determine cause and extent of damages.
- Maintained accurate and up-to-date records of claim information for future reference.
- Conducted numerous negotiated settlements with other providers that reduced company’s liability by minimum of 20 percent in each case.
Education
Mid-America Nazarene UniversityOlathe, KS
Bachelor of Arts in Organizational Leadership
05.2016
University Overview
Skills
- Critical Thinking
- Analytical
- Customer & client management
- Recordkeeping
- Calculation
- Effective Communication
- Distributions
- Pension Plans
- Financial Planning
Certification
Notary Public Commission
Timeline
Pension Distribution Coordinator
The Nolan Company
09.2021 - Current
Retirement Specialist
Wilson McShane Corp
10.2017 - 08.2021
Senior Field Logistics Representative/ Team Leader
Farmers Insurance Group
08.2010 - 10.2017
Claims Representative
Farmers Insurance Group
09.2007 - 08.2010
Mid-America Nazarene University
Bachelor of Arts in Organizational Leadership
Notary Public Commission
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