Parker Huebsch
Ames,IA
Summary
Dynamic Senior Retirement Service Consultant at Ascensus with expertise in retirement plan compliance and client relationship management. Proven track record in delivering high-quality consultative service, enhancing client satisfaction, and ensuring data security. Adept at problem-solving and fostering strong partnerships, driving organic growth and retention in a competitive landscape.
Overview
9
9
years of professional experience
Work History
Senior Retirement Service Consultant
Ascensus
Remote
05.2023 - Current
- Responsible for protecting, securing and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information to Ascnesus or our clients.
- Maintain and continue to grow detailed knowledge and understanding of retirement plans rules, regulations, Ascensus' business model and product offerings.
- Consistently provide a high-level of consultative proactive client service in a professional manner.
- Provide thorough, high quality research, problem solving and issue resolution for clientele
- Provide clients and advisors clear and concise communication regarding services, execution and resolution throughout the service cycle.
- Leverage industry knowledge to promote client satisfaction, leading to long-term retention and organic growth.
- Develop strong and fruitful working relationships with daily client contacts.
Qualified Retirement Plan Specialist (Temporary)
Ascensus College Savings
Remote
06.2022 - 04.2023
- Respond to inquiries on the ERISA Helpdesk from internal departments regarding the Internal Revenue Code, Adoption Agreements, Participant Eligibility, Compliance Testing, etc.
- Process IRS and DOL corrections for client plans regaining compliance subsequent to QRP failures.
- Guide client service representatives through Adoption Agreements and Basic Plan Documents to further their understanding of client-elected plan provisions.
- Remain up-to-date and knowledgeable about changes in retirement plan law and regulatory guidance that may impact our plan sponsors.
Team Captain
Target
Des Moines, IA
07.2021 - 08.2022
- Trained new team members on store policies, operations and safety guidelines.
- Collaborate with upper management to ensure daily goals are met.
- Oversaw day-to-day functions to ensure the department operated in a safe and efficient manner.
Residential Project Manger (Seasonal)
T & T Sprinkler
Grimes, IA
03.2021 - 11.2021
- Researched emerging industry technology, comprehended its abilities, and analyzed the potential of these systems to streamline and grow business practices.
- Provided timely customer service, including problem-solving and issue resolution with minimal inconvenience to clients.
- Developed operational processes critical to long-term growth.
General Manager
Sherwin-Williams
Ankeny, IA
09.2018 - 03.2021
- Responsible for day-to-day management of staff and scheduling; addressed conflict when necessary.
- Acted as a project consultant for clientele; visited job site, inspected painting surface, recommended product solutions and best application methods, troubleshooting client paint sprayers when necessary.
- Provided customer service to retail and industrial clients alike, including problem-solving and conflict resolution.
Customer Service Specialist
Sherwin-Williams
Cedar Falls, IA
09.2016 - 09.2018
- Trained new team members on customer service expectations, store policies, and business operations.
- Managed client accounts, recommended products based on situational needs, and acted as a liaison between upper-management and clientele.
Education
Business Management
University of Northern Iowa
Cedar Falls, IA07-2018
Skills
- Retirement plan compliance
- Client relationship management
- Problem solving
- Regulatory compliance
- Data security
- Consultative selling
- Client communication
- Project management
- Team leadership
- Research skills
- Operational efficiency
- Conflict resolution
- Training and development
- Industry knowledge
- Customer service
Affiliations
- Secure 2.0 Subject Material Expert
- eDelivery Subject Material Expert
Timeline
Senior Retirement Service Consultant
Ascensus
05.2023 - Current
Qualified Retirement Plan Specialist (Temporary)
Ascensus College Savings
06.2022 - 04.2023
Team Captain
Target
07.2021 - 08.2022
Residential Project Manger (Seasonal)
T & T Sprinkler
03.2021 - 11.2021
General Manager
Sherwin-Williams
09.2018 - 03.2021
Customer Service Specialist
Sherwin-Williams
09.2016 - 09.2018
Business Management
University of Northern Iowa
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