Summary
Overview
Work History
Education
Skills
Accomplishments
Profile
Certification
Timeline
Generic

Sima Clark

Summary

Driven relationship & account management focused on deepening client relationships by providing superior service and support. Outgoing and ambitious professional with 29 years of experience in the Retirement Industry.

Overview

16
16
years of professional experience
1
1
Certification

Work History

Relationship Manager

USI Consulting Group
11.2023 - Current
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
  • Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Oversaw transitions of new accounts from prior RK to new RK ensuring a seamless implementation and ongoing service.

SENIOR TRAINER, RETIREMENT PLAN SERVICES

HUMAN INTEREST
01.2022 - 08.2022
  • DEVELOP: LEAD THE DEVELOPMENT OF CONTENT (WRITTEN, VIDEO AND VOICE) AND MATERIALS FOR SELF GUIDED COURSES RELATED TO THE RETIREMENT INDUSTRY BY COLLABORATING WITH SUBJECT MATTER EXPERTS AND INSTRUCTIONAL DESIGNERS
  • FACILITATE: LED THE DEVELOPMENT OF CONTENT (WRITTEN, VIDEO AND VOICE) FOR TRAINING DESIGNED TO HELP EMPLOYEES ATTAIN OR RENEW RETIREMENT INDUSTRY CERTIFICATIONS BY USING INSTRUCTOR LED AND SELF GUIDED COURSEWARE
  • COACH: LED THE ASSESSMENT OF ORGANIZATIONAL NEEDS OF INDIVIDUAL LEARNERS ACROSS SPECIFIC ROLES TO MAXIMIZE EFFECTIVENESS AND UNDERSTANDING OF 401(K) BASICS

VP RETIREMENT SERVICES, HYBRID ROLE (SALES & RETIREMENT CONSULTANT)

USI CONSULTING GROUP
09.2019 - 12.2021
  • ACTIVE SELLING OF START UPS TO 1 MILLION IN ASSETS
  • CONSULT WITH CLIENTS ON ISSUES SUCH AS PLAN DESIGN, PROVIDER CAPABILITIES, FEES, COMPLIANCE AND PRODUCT DEVELOPMENT
  • RESPONSIBLE FOR OVERALL RELATIONSHIP MANAGEMENT FOCUSING ON CLIENT SATISFACTION AND RETENTION
  • ASSISTING CLIENTS WITH INITIAL AND ONGOING PLAN DESIGN INCLUDING UNDERSTANDING THEIR RESPONSIBILITIES WITH IRS AND DEPT OF LABOR REGULATIONS
  • CONDUCTING YEARLY FIDUCIARY BENCHMARKING REVIEWS

ADVANCED MID-MARKET ACCOUNT MANAGER, 5-15 MILLION IN ASSETS

MASS MUTUAL WORKPLACE SOLUTIONS
01.2013 - 09.2019
  • PRIMARY ADMINISTRATIVE CLIENT CONTACT
  • DAY TO DAY ADMINISTRATION, PROJECT MANAGEMENT
  • PROBLEM SOLVING, RECONCILIATION & BALANCING OF ACCOUNTS
  • AUDIT INTERNAL ADMINISTRATIVE DOCUMENTS
  • COMPLIANCE TESTING PREP, YEARLY AUDITS AND 5500 PROCESSING
  • MANAGE ADMINISTRATION OF PLAN DESIGN CHANGES
  • MANAGE LEGISLATIVE CHANGES, QDRO PROCESSING
  • OVERSEE CLIENT SERVICE AND RETENTION

SENIOR CLIENT SERVICE MANAGER, MID TO LARGE PLANS 50+ MILLION IN ASSETS

THE HARTFORD
01.2008 - 12.2012
  • SAME RESPONSIBILITIES AS ACCOUNT MANAGER ABOVE

Education

MASTERS, PSYCHOLOGY -

NORTHCENTRAL UNIVERSITY
01.2020

B.A, PSYCHOLOGY -

UNIVERSITY OF VIRGINIA
01.1992

Skills

  • BUILDING STRONG CLIENT RELATIONSHIPS
  • PLAN DESIGN
  • LEADERSHIP/MANAGEMENT
  • CLIENT RETENTION
  • COACHING/TRAINING
  • PLAN INSTALLATION
  • FIDUCIARY CONSULTATION
  • PARTICIPANT ONBOARDING
  • PLAN HEALTH DISCUSSIONS

Accomplishments

  • PROFICIENT IN ADMINISTRATION OF RETIREMENT PLANS AS WELL AS LEADERSHIP AND TRAINING OF BASIC ADMINISTRATION REGULATIONS AND PRACTICES. TWENTY PLUS YEARS OF CUMULATIVE EXPERIENCE IN ACCOUNT MANAGEMENT, 3 YEARS OF MANAGEMENT AND 3 YEARS OF RELATIONSHIP MANAGEMENT & RETIREMENT CONSULTING.
  • LIFE COACH CERTIFICATION 2012 & 2020

Profile

336.686.2723, SIMAYTINA@GMAIL.COM

Certification

  • Certified Life Coach, Sima Ytina Clark, LLC
  • Licensed Life Insurance Agent (NC, VA, SC, GA, TX)

Timeline

Relationship Manager

USI Consulting Group
11.2023 - Current

SENIOR TRAINER, RETIREMENT PLAN SERVICES

HUMAN INTEREST
01.2022 - 08.2022

VP RETIREMENT SERVICES, HYBRID ROLE (SALES & RETIREMENT CONSULTANT)

USI CONSULTING GROUP
09.2019 - 12.2021

ADVANCED MID-MARKET ACCOUNT MANAGER, 5-15 MILLION IN ASSETS

MASS MUTUAL WORKPLACE SOLUTIONS
01.2013 - 09.2019

SENIOR CLIENT SERVICE MANAGER, MID TO LARGE PLANS 50+ MILLION IN ASSETS

THE HARTFORD
01.2008 - 12.2012

MASTERS, PSYCHOLOGY -

NORTHCENTRAL UNIVERSITY

B.A, PSYCHOLOGY -

UNIVERSITY OF VIRGINIA

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