Rhona Bryant, CAPM

• Provide expert guidance to clients on a wide range of insurance products, including Medicare, dental, vision, and hearing benefits.
• Maintained current knowledge of changes in federal and state regulations related to employee benefits programs.
• Analyze client needs and recommend customized insurance plans based on their health, lifestyle, and financial situation.
• Collaborated with other departments to ensure accurate data entry of customer information into the system.
• Maintain detailed client records, and ensure compliance with regulatory requirements and company policies.

• Managed proxy reports and ensured the accuracy of 1,200 shareholder meetings with third-party vendors.
• Collaborated daily with up to ten colleagues and managers to identify errors, resolve issues, and achieve goals.
• Contributed to the overall increase in department efficiency by 45% to ensure that shareholders were notified in a timely manner of upcoming annual shareholder meetings, prior to voting deadlines.
• Performed moderately complex duties, researched inquiries, and distributed proxy materials to shareholders.

• Coordinated over 100 on-site inspections and served as Marketing Manager on a proposed new construction luxury retirement community development project consisting of 4,500 residential units.
• Consulted with clients, both in person and over the phone, educating them on the benefits, appeals, pros and cons of buying, selling, leasing, and exchanging real property.
• Communicated with up to ten key stakeholders weekly to determine project requirements and objectives.
• Highlights included serving as the exclusive listing broker on a 122-room new construction hotel project in New York City, and negotiating a $52.2 million sales price for a Client.

• Contracted to guide Financial Advisors (FAs) and Branch Office Administrators (BOAs) through various processes, including but not limited to internal/external ACAT/DRS transfers, rollovers, broker/dealer changes, establishing 529 accounts, calculating basis and earnings, and how to correctly enter buy/sell/exchange trades over the NSCC system.
• Provided FA guidance on Corporate/Group 529 Plans, the 2018 Federal Tax Reform Law, and the impact to 529 Plans.
• Achieved consistent 100% positive branch review scores, and increased the efficiency of responses to branches by 50%.
• Directly supported over 21,000 financial advisors, regional leaders, and general partners over a 48-month period.
• Developed a 555-page handover document to simplify the most highly complex 529-plan branch processes.

Retirement 'RMD Hotline' Associate (10/2015 - 01/2016)

• Daily support to over 65 financial advisors, branch office admins, and general partners by providing operational and regulatory answers for required minimum distributions in individual and business retirement accounts.

Operations Specialist, Security Processing (08/2013 - 08/2014)

• Maintained accurate financial records, issued letters of indemnity, and medallion signature guarantees.