Successful leader with 8 years of experience in account and project management. Achieved notable accomplishments in the retirement industry and customer service industry. Skilled in planning, organization, and multitasking to manage fast-paced demands.
Overview
16
16
years of professional experience
Work History
Senior Payroll Integration Specialist
Principal Financial Group
Mason City, IA
02.2022 - Current
Partner with internal team members to establish the process of new EDI integrations between Principal's recordkeeping system and client payroll providers
Utilize effective client service and project management practices to ensure a smooth conversion
Troubleshoot and analyze daily errors for existing integration projects
Proactively connect with clients and market our payroll solutions both internally and externally to existing and prospective clients
Site Director
NFC Amenity
Minneapolis, Minnesota
05.2024 - 11.2024
Coached, mentored and trained team members in order to improve their job performance.
Established processes to ensure efficient workflow throughout the organization.
Maintained up-to-date records of employee attendance, payroll information, vacation requests.
Scheduled interviews for potential candidates and conducted reference checks prior to hire.
Enforced resident service standards and resolved resident problems to uphold quality service.
Investment and Product Solutions
Principal Financial Group
Mason City, IA
07.2021 - 01.2022
Support SMRMs/CSAs with providing repriced fee proposals for clients
Collaborate with internal partners to negotiate the best possible offer for the advisor/client
Provide product restructure to ongoing plans to best fit their current needs
Discuss and deliver product capabilities for the sales teams
Utilize Microsoft excel to help determine where our fees are and how much we may be able to reprice them
Sr. Client Implementation Manager
Principal Financial Group
Mason City, IA
05.2018 - 07.2021
Acted as the project manager by setting goals, planning, and monitoring progress throughout the process
Collaborated with internal colleagues and external partners on multiple retirement plans and payroll projects
Reviewed documentation to ensure that it is in good working order and completed in a timely fashion
Outlined work plans, created timelines, and led the 401k transition project from an industry competitor
Conducted team website walkthroughs, and researched & resolved any website barriers that may have arise
Earned a promotion by achieving the role's goals
Sales Associate
Supply Chain Services
Oakdale, MN
07.2017 - 03.2018
Assisted companies with automated identification that improved operational efficiency, increased productivity and reduced errors
Provided solutions through the utilization of barcode labeling, RFID tags, quality printheads, and many more
Delivered excellent internal & external customer service
Negotiated product prices and provided quotes that best fit the customer's needs
Increased sales by partnered with coworkers on projects with different expertise to add value for clients
Laborer
DSI Corporation
Forest City, IA
05.2015 - 07.2017
Accomplished daily and weekly tasks as a team throughout the 3M Warehouse
Performed janitorial work utilizing Balers, Hysters, Raymonds, and the M20
Measured dimension of finished pieces for conformance to specifications
Organized materials, tools, and equipment
Housekeeper
Mercy Medical Center
Mason City, IA
12.2016 - 05.2017
Sanitized patient rooms
Assisted nurses with caring for patients
Followed safety procedures and took monthly safety tests to earn certifications
Removed bed sheets and towels from rooms, and restored linen
Program Supervisor
Parks & Rec.
Clear Lake, IA
12.2015 - 03.2017
Supervised children while they participated in physical activities and sports
Documented the children that participated
Organized activities and sports
Cashier/Grocery Stocker
Payless Foods
Clear Lake, IA
05.2014 - 05.2015
Trained new associates on customer service procedures
Assisted customers with product selection
Utilized in-store sales promotions to educate customers on product benefits
Organized, stocked, and checked dates of products on shelves
Helped customers complete purchases by moving heavy items
Earned a promotion and led the bbq
Team as lead cook during the summer
Cashier/Grocery Stocker
Cub Foods
Brooklyn Park, MN
11.2012 - 08.2013
Maintained balances in cash drawers
Educated customers about certain products and promotional sales throughout the store
Trained new employees on how to fulfill and perform job tasks
Assisted customers in locating specific items
Organized products onto pallets according to the aisles they were located
Youth Worker
Teen Teamworks
Minneapolis, MN
06.2008 - 08.2009
Performed basic grounds maintenance in Minneapolis public parks
IJAG Program Volunteer, iJAG Program, 08/19 - present, Mason City, IA, Provide feedback to students regarding their classroom projects., Offer education, potential work, and life advice to students to help guide them., Act as a mentor to the participants.
Camp Leader, Park Center Youth Football Camp, 08/10 - 08/12, Brooklyn Park, MN, Helped coach youth athletes in the community., Taught the basic fundamentals of football., Demonstrated how to have good character.
Youth Volunteer Worker, City of Praise Church, 08/01 - 08/12, Minneapolis, MN, Assisted with fundraising functions., Provided guidance to younger youth members., Helped organize youth activities.
Volunteer Worker, Mall of America, 05/10 - 08/10, Bloomington, MN, Cleaned the food court., Assisted with ticket sales for the amusement park., Prepared ice-cream for customers in the mall.
Affiliations
Voted All-Conference and Team Captain in 2016 at Waldorf University (Football)