Brian Geiger Email & Phone Number

• Services clients, drives best practices, and improves client outcomes through excellent customer service and operational excellence.• Serves as the primary administrative point of contact and advocate for assigned institutions.• Develops holistic plan management routines that help identify plan efficiency opportunities.• Proactively brings data driven insights to integrated team and institutional clients. • Responds to customers inquiries and manage issues that arise with specific products and services. • Deepens relationships with Plan Sponsors, HR partners and internal supports teams.• Works with business partners to implement business plans and structured communication process and activities that deliver on business goals.

Denver, Colorado, United States

• Builds and maintains plan sponsor and client relationships advising on retirement plan design, guiding through pension regulation changes, and designing programs to enhance plan participation and savings rates.• Provides consultative guidance and client relationship management for TIAA plan sponsors, consultants, payroll vendors, auditors and legal counsel regarding aspects of client retirement plans.• Interfaces with key influencers to direct daily plan functions and processes as well as discuss fiduciary responsibilities and newly issued regulations.• Provides audit support and assists with retirement plan tax filing inquiries. • Consults on legal and regulatory requirements in the retirement industry such as Form 5500 filings, compliance issues, fiduciary and audit guidelines, plan reporting, and nondiscrimination testing.• Proactively reaches out to top tier Primary Market clients to build relationships and help adopt products and services.• Proactively troubleshoots online services administrator access to set up and administer their plans.• Resolves issues for customers and the team. Takes initiative and conducts follow up to ensure customer, employee, and business issues are resolved in a satisfactory and timely manner consistent with all company policies and industry regulations, navigating and negotiating through sensitive and complex issues as needed.

Greater Denver Area

• Guides individuals through retirement plan enrollment process sponsored by their employer. • Setting up appointments with advisors at their work site and also warm transferring them to a business partners to help with their financial planning needs.• Provides applicants with additional retirement and financial planning solutions offered by TIAA and its affiliates.• Interprets complex plan rules and explains them to customers in an understandable way.• Delivers quick resolutions to participants questions, concerns and needs.• Executes both routine and complex retirement plan maintenance while delivering highest level of customer service.• Maintains strong business relationships with institutional contacts.• Utilizes knowledge gained through licensing certification to ensure customers are satisfied with overall enrollment experience.• Works directly with individual participants of TIAA’s highest profile institutions to deliver phone-based, world class customer service.

Centennial, Co

Disclosures:‎ This is not an offer or solicitation in any jurisdiction where we are not authorized to do business 1.‎ Insurance Licensed in: Colorado and Nebraska, ‎2. ‎ Disclosure: http://www.mutualofomaha.com/disclosure/ ‎ ‎3.‎ Securities offered through Mutual of Omaha Investor Services, Inc., Member FINRA (www.finra.org)/SIPC(www.sipc.org). ‎4.‎ The third-party comments displayed are not verified, may not be accurate and are ‎not necessarily representative of our client experiences.‎ 5.‎ This page/profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third party sites.

Dacono, Co

• Written Safety programs and Implement them with approximately 170 employees.• Rig inspections, attended OSHA informal conferences and onsite OSHA inspections. • Conduct small-group sessions on safety topics with rig employees and clients.• Handle all Workers Compensation Claims and Investigations. • Experience with giving depositions from previous incidents.• Recruiting, Interviewing, pre-employment screening, training. • Accident prevention and Investigations that requires observation, filming, and excellent communication skills.

Greater Denver Area

• Self employed Mortgage Broker, Residential loans, outside sales, customer service, • Advise customers on suitable Residential loan programs face to face and over the phone.• Developed working relationships with Wholesale Lenders, Realtors, Banks, and other financial institutions.• Obtain pertinent credit documentation, analyze credit and help with the processing of the loans. • Meet with potential customers, gather financial information, work with Wholesale Lenders and present several short term and long term options.

Greater Omaha Area

• Handling inbound calls from current and potential clients, marketing life insurance products.• Fast paced environment, multitasking on the computer while marketing additional insurance products to current customers.• Very structured, that required certain quotas and standards to be met monthly.