Dan Beaver Email & Phone Number

Mason City, IA, US

Des Moines, Iowa, United States

Independently deliver accurate and timely retirement plan administrative and marketing services. Conduct weekly meetings with customers, retirement plan service representatives, marketers, CPAs, and attorneys to discuss plan design, regulatory items, and administration activities. Currently handling over a billion in assets under management. Focus on.

Des Moines, Iowa, United States

Utilize my retirement knowledge in Defined Benefit (DB) to answer questions, creatively solve problems, and proactively offer solutions. Identify areas of opportunities and development for plan sponsors to grow their plan effectiveness and participant engagement. Consult on plan related activities such as plan design, regulatory items, and administration.

Des Moines, Iowa, United States

Collaborate with internal and external Defined Benefit (DB) clients regarding complex record keeping issues, employee data, rushed timing requests, while providing exceptional customer service and communication to meet our clients needs. Research and recognize complex situations and provide timely resolutions to business partners and clients.

Mason City, Iowa

Interpret requests from clients, advisors, and internal partners for investment changes to prepare documents needed to implement changes. Assisted with helpline coverage which answers questions from internal partners to assist the client with the understanding of fees, investments, and documents associated with an investment change request.

Mason City, IA

Took ownership of client, financial advisor, and TPA communications as part of a service team assisting them with managing their companies 401(K) plans. I managed over 1000 retirement plans accumulating to over 900 million dollars in assets. Mentored, trained, and continuously assisted newly hired team members.

Mason City, IA

Established and maintained relationships with clients to be part of a panel that consists of 1500 farmers across the country. Consistently met deadlines ahead of time and assisted other team members with their work as well.

Mason City, IA

Assisted in onboarding and the development of 70 part-time employees by ensuring they received adequate amounts of coaching and training. Ensured quality control by constantly seeking new ways to improve interviewer's customer service skills, calls per hour, and shorten the overall length of time spent on the phone without effecting data.