
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Handled 50+ inbound calls daily from 457(b) plan participants, delivering precise account balance information and investment performance updates to enhance participant understanding.
· Addressed participant issues with empathy, fostering trust and satisfaction in service.
· Assessed participant needs to identify and distribute the correct forms (e.g., distributions, rollovers, loans, beneficiary changes) via email and secure portals.
· Guided participants through plan rules, withdrawal options, and IRS guidelines while staying within compliance boundaries.
· Documented all interactions in CRM, maintained detailed call notes, and ensured timely follow-up on form receipt and completion for improved participant experience.
Assisted specifically with State Health plan Of North Carolina, retired and active members. Primarily assisting seniors with enrollment for Medicare, during Open enrollment or initial Enrollment Via Saleforce.
Helped troubleshoot website issues l, reset passwords, advised of unsername. Assisted with guidance on website to upload required documents.
Guided people to correct location on website to see, rate sheets and plan explanations.
Explained all benefits including premiums and deductibles.
Moved on to enrolled people from different companies across locations the country during their annual or initial enrollment for health and other benefits, such as HSA, FSA, Dental, Medical,Vision along with other benefits like AD&D, life insurance, short and long term disability, RIF help.Assisted with guidance on website , password resets, username guidance.