Amy Runaas Email & Phone Number

Bloomington/Normal, Illinois Area

• Verify and process contributions and loan repayments on the Advantage and record keeping systems and initiate daily investment trades.
• Calculate distribution amount available and process investment trades to provide lump sum, In-service, Hardship, QDRO and periodic benefit payments for eligible qualified plan participants. Input and post distributions.
• Handle day to day client needs to assist in the administration of their qualified retirement plans, including processing daily investment trades as required.
• Verify 1099R tax reporting for accuracy and communicate the information annually to participants.
• Process investment trades as directed along with updating participant census information into the Relius system.

Oakbrook Terrace, IL

• Manage the life and disability income insurance underwriting process from requesting data from the life insurance carriers, reviewing illustrations, completing applications, analyzing the client’s medical records and.
• Negotiate offers with insurance carriers to provide the optimal offer and premium for the client, based on health history.
• Analyze current policies to provide new marketing opportunities. Provide policy service by creating detailed summaries of coverage using Microsoft Excel.
• Communicate with clients and carriers through written and oral communication on issues with current policies; obtain correct forms to process necessary changes on policies and current values.
• Prepare presentations using Microsoft PowerPoint and Excel, confirm information necessary for the presentations and coordinate meeting schedules.
• Provide policy delivery, conduct policy reviews, and maintain client database.

Northbrook, IL

• Manage the application process to acquire life insurance, evaluate attending physician statements along with medical history, and negotiate offers with insurance companies.
• Provide policy delivery and policy service, conduct variable performance reviews, annual reviews and insurance summaries on all life insurance policies.
• Communicate with clients through written and oral communication; obtain plan values and necessary change forms.