Carole Taylor Email & Phone Number

Dallas/Fort Worth Area

Dallas

Point of contact for day-to-day servicing issues related to client insurance and non-qualified benefit plans. Maintained and enhanced relationships with retirement plan clients and key intermediaries. Ensured client satisfaction with periodic client meetings and provided practical solutions for service levels and plan utilization. • Worked with multiple departments to manage client’s request for an internal conversion of multiple plans to streamline reporting. Used opportunity to implement other improvements that increased profitability for the client and improved system wide processing times. • Managed daily administration of multiple clients including two top five non-qualified clients with over $1.7 million in assets and consistent on-time delivery of 95% or better.

Point of contact for day-to-day servicing issues related to client insurance and non-qualified benefit plans. Discussed and resolved issues with the understanding of various benefit plans and knowledge of life insurance. Satisfied contractual obligations for client reporting and supported ad hoc requests.• Analyzed client reports and identified funding issues resulting in possible modifications and/or new sales of insurance to satisfy client funding strategies and directives.• Controlled daily administration of multiple clients including the Clark Consulting company plan with over $536 million in assets and consistent on-time delivery of 98% or better.

Point of contact for day-to-day servicing issues related to client insurance and non-qualified benefit plans. Discussed and resolved issues with the understanding of various benefit plans and knowledge of life insurance. Satisfied contractual obligations for client reporting and supported ad hoc requests.• Coordinated communications and information with consultant, internal departments and client during multi-year funding analysis which led to a $673 million insurance purchase with an initial year premium of $45 million.• Managed 409A transition relief special election process for a top five, Fortune 500 client including an expedited turn around on distributions of $73.6 million for approximately 300 participants.• Created one of two methods used across the department for recombining benefits plans that streamlined auditing and monthly reporting by 50% or more with an associated reduction in turn-around time for eligible clients.

Point of contact for day-to-day servicing issues related to client insurance and non-qualified benefit plans. Satisfied contractual obligations for client reporting and supported ad hoc requests.• Identified opportunity for increased systems efficiency for a specific client. Implemented changes with 100% accuracy and no participant or client website black out. Reduced system resources required for said client by 75% leading to faster processing times for all clients.• Assisted with development of new programming to meet previously unsupported client needs which improved reporting accuracy for the specific client and allowed further system flexibility for all clients.

Point of contact for daily administration of benefit plans. • Converted client with eligible population of 650+ employees from paper to on-line enrollment; managed the enrollment process, handled participant communications, reviewed compliance and provided summary of results.• Served as committee member for project developing the next generation plan administration system.• Volunteered, prepared and presented insurance training sessions for peers and subordinates.

Generated and audited monthly reports. Responded to client and participant questions. Handled daily transaction processing. Maintained client reporting calendars utilized by team.

Small property and casualty insurance company specializing in credit insurance. Office manager, liaison with state insurance department, data base management, claims settlement.