David E. Ruiz Email and Phone Number
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David E. Ruiz personal email
Solutions-driven organizational leader with a 15+-year history of driving operational and service excellence for high-visibility companies in the insurance/retirement benefits industry.• Instrumental in delivering vital and timely information to clients, with unsurpassed expertise in key areas, from 401(k) defined contribution plans to government (ERISA, DOL and IRS) regulations.• Reputable for serving as a liaison between companies and their customers, providing guidance while ensuring partner offices adhere to all company and government standards.• Spearheaded projects implementing enhancements to improve product features and streamline processes resulting in client satisfaction and increased sales.Specialties: • Single Point of Contact Responsibility• Issue Resolution• Strong Partner Relationships• Partner Office Delegation• Vendor Relationship Management• Processes Analysis• Formulating and Streamlining Processes• Daily Production Report Monitoring• ERISA, DOL, IRS Regulations• Meetings and Events Organization• Internal Controls Review• Summarizing and Communicating Results• Product Implementation• Managing Deadlines• Team Coordination• One-on-One Discussion and Support• Form 5500
Kaiser Permanente
View- Website:
- kaiserpermanente.org
- Employees:
- 120876
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Business Process ConsultantKaiser Permanente Nov 2011 - PresentGreater Los Angeles Area
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Partner Operations ManagerTransamerica Retirement Services May 1998 - Oct 2010Monitored daily activities of offsite partner offices to ensure proper recordkeeping operations. Served as primary liaison for resolution of internal and client-escalated issues. Performed quarterly offsite audits to protect quality of operational/administrative functions (valuations, trust reconciliations, compliance testing, government Form 5500 filings and service standards). Prepared audit reports to communicate findings to management and partner offices. Ensure adherence to company and government regulations. Managed vendor relationships.• Mended key relationship with partner office requiring process changes and specific reports, restoring trust and $75M first year business opportunities in the Spanish speaking market. • Spearheaded project to update and improve design of quarterly statements, delighting clients and winning the coveted 2008 DALBAR Award in Communications.• Oversaw transition of 27 clients from payroll provider vendor to partner office. Implemented new processes to make transition seamless to clients, resulting in transitioning $33M in assets and creating new process for sales team bringing in 4 new clients.• Ensured partner office consolidation success by communicating processes and timelines to all internal and external parties, seamlessly transitioning 175 clients and $250M in assets. • Created and implemented process to extract data from record keeping system to populate required government filing of 600 investment funds, therefore reducing 15% of the financial reporting requirements by the partner offices.• Coordinated with four nationwide partner offices, each with different record keeping operations, in implementing enhancements to streamline and improve processes for customer satisfaction.• Expedited billing enhancing the collection or date for automated invoices accommodating client growth of 20% annually without adding personnel. -
Pension Consultant / AdministratorThe Entrust Group / California Pension Feb 1997 - May 1998Consulted daily with clients in administering company 401(k). Educated clients in fundamentals of retirement plans. Educated clients on IRS/DOL regulations and plan provisions. Communicated with all levels of company employees. Forwarded client requests for withdrawals, loans, and transfers to proper departments. Performed required annual discrimination test and IRS tax filing of Form 5500. Recorded transactions of withdrawals, loans, and transfers. Conducted year-end trust accounting to complete IRS tax filing of Form 5500. Selected Highlights• Achieved strong feedback from clients and upper management for consistently delivering exceptional service.• Recognized for exceptional customer service skills in resolving client inquiries.• Ensured clients were up-to-date on new IRS regulations by providing targeted updates for individual situations.
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Client Service RepresentativeAurora National Life Assurance Company Aug 1995 - Feb 1997Processed annuity claims and maintained daily/weekly production reports. Interacted with annuitants and corporate benefit departments to facilitate processing of claims. Processed death claims and beneficiary payments as well as annuity ownership changes. • Protected integrity of client assets through diligent processing of annuity and death claims, as well as beneficiary payments and ownership changes.• Drove continuous improvement efforts to boost resolution of issues – minimized time needed to resolve customer problems.
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General Office ManagerBroadstock Marketing Corporation Sep 1994 - Apr 1995• Directed daily operations, with a focus on ensuring maximum efficiency and productivity. • Hired additional personnel to effectively cover expanding sales needs.
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Client Service RepresentativeBankers Trust Company (Deutsche Bank) Dec 1991 - Aug 1994• Managed a variety of retirement plans, while communicating with and providing service to client employees at all levels, from executives to factory workers.• Ensured highest levels of service standards through review of representative calls and transactions standards.
David E. Ruiz Skills
David E. Ruiz Education Details
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Management
Frequently Asked Questions about David E. Ruiz
What company does David E. Ruiz work for?
David E. Ruiz works for Kaiser Permanente
What is David E. Ruiz's role at the current company?
David E. Ruiz's current role is Accomplished Fortune 500 Finance & Benefits Operations Leader.
What is David E. Ruiz's email address?
David E. Ruiz's email address is dr****@****nte.org
What schools did David E. Ruiz attend?
David E. Ruiz attended Pepperdine University.
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David E. Ruiz has interest in Exercise, Investing, Electronics, Home Improvement, Reading, Cats, Dogs, Home Decoration.
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David E. Ruiz has skills like Auditing, .net, Protecting, Public Speaking, Workflow, Insurance, Vendors, Irs, Consideration, Driving Efficiency, Administering, Communication.
Who are David E. Ruiz's colleagues?
David E. Ruiz's colleagues are Lynn Kim, William Fulayter, Michelle Phan, Kenneth Skotnicki, Mary Helen Diego, Brian Seiki, Jeltje Macgowan.
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David E. Ruiz Mendieta
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3aol.com, georgetowncollege.edu, georgetowncollege.edu -
David E. Ruiz Durán
Administrativo En Gobierno Del Estado De Tabasco | Licenciado En Negocios Internacionales Con Maestría En Responsabilidad Social CorporativaVillahermosa, Tab
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