Ryan Jackson

Analyzed, prepared and troubleshot asset-backed security payables. Proactively identified discrepancies to ensure accurate payments and account balances. Helped create, modify, or enhance excel tools like macros for to pay accounts and reconcile issues. Researched and processed pay downs, pay ups, interest, and penalty payments. Prepared detailed explanations of products, payment issues, how the problem was fixed, and preventative future steps. Created daily, weekly, and monthly reconciliation reports. Coordinated with clients, trade representatives, and investment advisors. Overhauled and re-designed the training processes and operational workflow. Spearheaded the operations for large new client onboarding involving thousands of accounts. Trained employees and created training documents. Calculated asset pricing while transferring stocks, mutual funds, and money markets. Managed daily reconciliation of investment transactions to ensure accuracy and compliance with regulatory standards.

• Calculated assets accordingly for beneficiaries while transferring stocks, mutual funds, and money markets from decedents accounts to their heirs
• Conducted reports to calculate the cost basis for stocks, CDs, mutual funds and various other securities on the date of death
• Initiated the process to create a check or direct deposit assets into the beneficiaries banking account
• Prepared the paperwork needed to open a brokerage account for beneficiaries
• Performed quality checks on documents received from customers and attorneys via email, fax, and mail to ensure the paperwork was filled out correctly
• Returned customers voicemails and emails to answer their questions
• Used systems to run reports to prevent money laundering

• Managed over 150+ client accounts for their websites and advertising products
• Provided consultation and education to the clients about their products, services, metrics, etc.
• Retained clients by renewing their contracts and addressing any issues they might have
• Held to and exceeded performance metrics for but not limited to: renewal quota, retention quota, pricing quota, credits allowed to billing, customer check ins, and various other tasks
• Worked closely with Salesman, Clients, Development, Team Leads, Web Designers, Project Managers, Content Writers, SEM consultants, developers and Team Leads to accomplish tasks
• Managed client relationships to enhance customer satisfaction and retention.

• Conducted research on complex questions regarding the plan design and explained them to my Clients, Customer Service Representatives, Plan Representatives, and the individuals that were insured under Minnesota Life and Securian
• Represented Minnesota Life and Securian as the main point of contact for all of my Clients and other Clients when members of my team were out of the office
• Created various types of illustrations for insureds to show future growth, premiums, and specific situations based on the requests from the customers or their Financial Advisors
• Diagnosed, researched, and processed reports to correct Client bills, insureds contracts, and any other daily problems that arise
• Trained new associates as an Expert Trainer in three separate courses in our Group Division
• Developed training documentation for Client specific tasks
• Assisted customers over the phone or via email with questions regarding their coverage
• Processed Term, GUL, and VGUL reports, applications, fund transfers, withdrawals, coverage reductions, beneficiary designations, EFT set ups, and special requests
• Promoted from Assistant Group Plan Representative to Group Plan Representative after being employed for one year

• Managed 22 client accounts by qualifying open positions specific to their needs, preparing resumes along with specific information of why they are a great fit for the opening, coordinating and scheduling interviews between the client and candidate, getting feedback from both the client and the candidate, and finally extending the offer along with qualifying a start date
• Entered Direct Labor and Bill Rates into our system to bill our clients properly along with ensuring the employees working through us are getting paid correctly
• Helped 300+ candidates find positions suitable to their skills, supervised their hours, was a direct contact between them and the clients, and helped with but not limited to payroll, benefits, and paid time off questions
• Scheduled, conducted, promoted and marketed job fairs along with mock interviews at Work Force Centers, Colleges, and on site at client facilities
• Performed and prepared for 10+ interviews a week
• Trained and helped new or struggling recruiters