Zachary Hackmann
Wisconsin Rapids,WI
Summary
My technical aptitude, experience with finance, retirement, and investment, management experience, and strong communication skills make me an excellent candidate for this position.
Overview
9
9
years of professional experience
Work History
Data Consultant
Transamerica Life Insurance Company
12.2023 - 04.2026
- Partner with clients, vendors, payroll providers and internal resources to gather data elements for migration.
- Post Transferred records from former record systems; maintain auditable records of completed conversion steps.
- Audit, analyze, and perform data quality reviews for each conversion.
- Lead and/or participate in department projects.
- Maintain department tools and procedures as assigned.
- Identify procedural issues and recommend solutions.
Retirement Plan Sales Analyst
Sentry Insurance
03.2022 - 03.2023
- Analyzed competitor fee disclosures and created fee comparisons based on the data
- Reviewed current and prospective customer accounts for to provide information on potential pricing reductions
- Created templates, scripts, and question trees for company use, to help improve our data on cancelling plan and improve our customer experience
- Assisted sales staff with prospective customers by helping position sales and providing investment based data
- Full-time
Client Services Technician/Manager
Sentry Insurance
11.2020 - 03.2022
- Received and processed all requests and tasks from my client base
- Analyzed adoption agreements and other plan documents to ensure the validity and legality of requests
- Developed and improved various department wide templates and procedures
- Corresponded with my clients via email and phone to assist with the management of their retirement plan
- Full-time
Participant Services Specialist
Sentry Insurance
02.2018 - 11.2020
- Reviewed loan, in-service, hardship, and termination distribution request forms for accuracy and completeness
- Analyzed adoption agreements and other plan documents to ensure the validity and legality of the requests
- Developed unit specific templates and procedures for a full system conversion
- Onboarded and trained new associates as well as providing continuing education training for all associates
- Provided easy to understand information to plan participants, regarding their retirement plan and rights, via phone and email
- Full-time
Retirement Plan Processor
Sentry Insurance
11.2016 - 02.2018
- Processed retirement contributions and reviewed submissions for accuracy
- Developed templates for client communications
- Reviewed eligibility, contribution limits, and other retirement plan rules for participation in retirement plans
- Made updates to existing procedures to help improve accuracy and efficiency
- Assisted with the onboarding and training of new associates
- Full-time
Education
ASPR Retirement Plan Fundaments course
01-2017
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QKA course
01-2021
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University of Wisconsin Stevens Point
01-2006
High School Diploma - undefined
Manitowoc Lutheran High School
01-2005
Skills
- Data parsing
- Advanced Excel
- Retirement savings plans
- Retirement withdrawal strategies
- Retirement plan design
- Retirement transition support
- Problem-solving
- Time management
Timeline
Data Consultant
Transamerica Life Insurance Company
12.2023 - 04.2026
Retirement Plan Sales Analyst
Sentry Insurance
03.2022 - 03.2023
Client Services Technician/Manager
Sentry Insurance
11.2020 - 03.2022
Participant Services Specialist
Sentry Insurance
02.2018 - 11.2020
Retirement Plan Processor
Sentry Insurance
11.2016 - 02.2018
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QKA course
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University of Wisconsin Stevens Point
High School Diploma - undefined
Manitowoc Lutheran High School
ASPR Retirement Plan Fundaments course