I am a highly enthusiastic, positive, and dedicated individual who is interested in acquiring a benefits position within a challenging yet thriving company which offers growth opportunities and career development.
Overview
12
12
years of professional experience
Work History
Pension Analyst for 3(16) Department
Angell Pension Group, Inc.
East Providence, RI
11.2022 - 09.2024
Verification of eligibility and vesting on a semi annual basis
Review of Form 5500 and annual notices
Skilled with problem resolution regarding payroll uploads
Experience with different recordkeepers
Prepare semi annual reports to be provided to clients
Proficient and accurate in my review processes
Senior Operations Specialist
Alliance Benefit Group Of Houston
Houston, TX
09.2018 - 11.2022
Client, participant, and record keeper liaison for assigned plans
Heavy expertise in distribution and loan request processing
Primary overseer of 3(16) products and special services
Primary processor for contributions
Worked efficiently with the Relius system to perform record keeping tasks
High processing performer with minimal to no errors in completion of requests for high volume plans
Facilitated training for new representatives for my team and special projects
Processed ADP/ACP, 402g, and 415 corrections due to testing
Collections Specialist
Convergent Outsourcing, Inc.
Houston, TX
02.2018 - 09.2018
Achieved performance goals on a consistent basis
Applied training and persuasive communication strategies to overcome objections
Set up drafts and processed immediate payments
Trained new team members on scripts, company services and performance strategies
Maintained a high volume of calls to meet demands of busy group
Used skip tracing and other techniques to locate debtors
Worked in call center environment handling manual and automatically dialed outbound calls
Provided exceptional customer service on all calls while maintaining a calm and professional demeanor in challenging circumstances
Customer Service Representative
Acclara Solutions, LLC
Houston, TX
05.2017 - 12.2017
Patient billing specialist that primarily assist patients with a professional experience while processing their payments via phone or website
Outbound call to patients to provide friendly reminders and additional assistance with processing payments for outstanding accounts
Expert about accounts and business practices so that patient understands billing
Exceptional ability to multitask using phone devices, computer software, along with great professionalism to aid with the meeting company goals
Benefits Specialist
Transamerica Retirement Solutions
Houston, TX
09.2012 - 07.2016
Subject Matter Expert for all clients within the defined contribution line of business
Provide Total Benefits Outsourcing for health benefits, defined benefit, and defined contribution departments
First point of contact for participant inquiries in an attempt to retain existing business
Explain individual investment performances based on stock market trends and fluctuations
Process financial transactions and participant enrollments while providing consultative services based on individual utilization
Education
Associate of Applied Science - Dental Hygiene
Houston Community College
Houston, TX
Skills
Payment processing
Persuasion techniques
Call center experience
Scripted responses
Self-motivated professional
Problem-solving
Collections processing
MS Office Suite
Strong communication skills
Customer service
Repayment plan structuring
Analytical Problem Solving
Report Preparation
Benefits Administration
Attention to Detail
Time management abilities
Personal Information
Work Permit: Authorized to work in the US for any employer