Robert Fanning
Retirement Plan Professional
West Hollywood,CA
Summary
Results-driven and impeccable professional with hands-on experience in financial operations, retirement benefits, payroll processing, strategic team-building, customer service and business development. Rapid-fire learner; expertly manage people at all levels of understanding, exhibiting high-performance standards, patience, and integrity. Deft at streamlining business processes and increasing operational efficiency levels. Utilize dynamic organizational and communication skills to multitask proactively, plan, and direct demanding operations and complicated schedules.
Overview
11
11
years of professional experience
2
2
years of post-secondary education
Work History
Pension Supervisor
SAG-AFTRA
Burbank , CA
1 2021 - Current
- Collaborated with IT to implement new system features to expedite payroll balancing
- Manage a team of 9 in customer service, application processing, account maintenance, and pension recalculations to ensure quality assurance and completion of tasks within set timeframes
- Streamlined processes such as a new Collections system to better recover overpaid participants and re-created a new pension application for a better participant experience.
- Work with outside legal counsel and actuaries to review any updates on plan specifications and IRS laws while simultaneously working with IT to update the pension application system to administer changes
Pension Administrative Consultant
October Three Consulting
Jacksonville , FL
2019.01 - 2021.01
- Update clients on plan management including but not limited to upcoming and/or changes to participant benefits, monthly lump sum payment totals, requesting participants’ date of termination for final calculations, bank reconciliations for annuity and lump sum benefit options
- Achieving the successful completion of 28.13% of the department’s workflow within a team of 9 employees
- Increased department accuracy by 12.26% with the creation of a “procedure library” for all tasks assigned
Senior Customer Service Representative
United Community Bank
Little River , SC
2017.01 - 2019.01
- Surpassed sales and cross-sales goals ranging from 10% to 35% over each per quarter
- Achieved maximum level of customer satisfaction by continually raising existing and new customer growth to increase products per customer relation as per customer specifications from 1.6% to 3.37%
- Successful mentor for 5 new hires into the Customer Service Representative role
Supervisor, Retirement Plan Services
John Hancock
Parsippany , NJ
2014.01 - 2015.01
- Utilized modern inspection techniques in analyzing and revising critical data and metrics to evaluate services offered while proposing innovative solutions for operational enhancements aimed at improving efficiency and scalability
- Successfully onboarded and trained two groups of 8 employees to surpass company expectations which led to advanced opportunities
- Performed testing on future updates from both platform and participant website access.
Education
Bachelor of Science - Finance
Coastal Carolina University
Conway, SC 2004.08 - 2006.12
Skills
Staff Management
Work Preference
Work Type
Full TimeWork Location
On-SiteRemoteHybridImportant To Me
Career advancementWork-life balanceCompany CultureFlexible work hoursPersonal development programsHealthcare benefitsWork from home optionPaid time offTeam Building / Company Retreats401k matchStock Options / Equity / Profit Sharing4-day work weekTimeline
Pension Administrative Consultant
October Three Consulting
2019.01 - 2021.01
Senior Customer Service Representative
United Community Bank
2017.01 - 2019.01
Supervisor, Retirement Plan Services
John Hancock
2014.01 - 2015.01
Bachelor of Science - Finance
Coastal Carolina University
2004.08 - 2006.12
Pension Supervisor
SAG-AFTRA
1 2021 - Current
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