Dawn Ballantyne-Wild Email and Phone Number
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With a deep-seated commitment to excellence in pension consulting, my tenure at Aetna has been marked by fostering robust client relationships and delivering precise benefit calculations. Our team consistently ensures compliance with regulatory standards while administering and distributing pension benefits efficiently. My approach combines attention to detail and process improvement with a focus on client education and technical problem resolution. This dedication has empowered us to maintain high service quality and support the intricate needs of our clients and their annuitants.
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Pension ConsultantAetna, A Cvs Health Company Oct 2017 - PresentHartford, CtAetna, Hartford CT (Hybrid)Sr Analyst / Associate Manager (108)Senior role with expertise as a Defined Benefit Retirement Plan subject matter expert on department projects. Demonstrated leadership skills and serves as a mentor for co-workers. Perform audits on work completed by other Analysts and other colleagues. Solid pension/LTC or technical knowledge, demonstrated analytical ability and strong understanding of Microsoft desktop products and key LCP/LTC systems. Identifies and addresses complex issues with minimal supervision. Proactively delivers cost-effective superior service to internal and external clients to maximize Aetna's relationship with the client and their contribution to our revenue and earnings. Work includes many tasks that are not routine, works independently and applies discretion.• Reviews all Qualified Domestic Relations orders, Subpoena’s and Levies received within the department. Consults with Legal Department and provides support to colleagues.• Consults, review and modifies plan and contractual documents. • Prepares calculations and Benefit packages, annuity certificates for participants and beneficiaries.• Review and process benefit applications for retirement commencement ensuring all documentation is submitted and compliant. Communicate with appropriate parties as needed to resolve any outstanding issues. • Manage 20 Defined Benefit Retirement Plans and provide secondary support for additional plans. Serving as primary or secondary point of contact for plan administrators, participants, and beneficiaries. Conducting monthly reconciliations for plans with bulk annuity payment arrangements.• Respond to general inquiries and resolve complex issues.• Experienced with ERISA, DoL and Tax Code.• Create, review, and edit department policies and procedures for Large Case Pensions with .department team. -
Usig - Product Filing Consultant,Massmutual Financial Group Jan 2015 - Jul 2017Springfield, MassachusettsPrepare, complete, and document complex regulatory filings and/or performance reports. Draft moderately complex regulatory forms & communications. Manage small scale projects. Serve as department resource for essential projects or tasks. Work with guidance to respond to regulatory issues or concerns.• Develop and write product language to prepare basic and complex filing documentation.• Maintain administrative documentation• Conduct regulatory research. • Answer insurance department objections and negotiate with state regulators. • Work with production units to moved approved filed language into production. • Participate in business acceptance testing, troubleshoot and resolve defects. -
Research & Resolution Rep IvMetlife Feb 2010 - Mar 2014Bloomfield, CtPoint-of-contact for escalated customer service and retirement plan related issues. Responsibilities include but not limited to: coordination of customer service issues with compliance/legal and sales, documenting incoming phone calls, assisting with written responses to customer complaints, assisting operations and sales departments with questions related to compliance issues, maintaining SEC required records, as well as, other compliance related functions.• Liaison for post issue operations and customer relations to facilitate research of legal and compliance issues and consult with such departments to determine and ensure that business transactions were conducted within statutory, regulatory and company standards.• Obtained, reviewed, organized and indexed all pertinent financial records in response to discovery and subpoena requests for legal department.• Served as expert witness for company in civil cases. Provided testimony regarding company transactions, procedures and documentation. • Drafted written correspondence to attorneys, regulatory agencies, clients and adverse parties in regards to separation of marital assets.• Reviewed for completion and legality Power of Attorney, appointment of Conservator/Guardian and bankruptcy and other legal documents.• Researched and provided written and verbal responses to complaints and inquiries. Completed referrals to internal and external partners to expedite resolution to services, marketing and sales issues.• Audited group retirement plans to ensure compliance with plan documents and ERISA requirements. Conducted research and provided resolution in regards to the application of salary reduction and employer contributions applied to the individual participant’s annuity contracts.• Prepared monthly complaint reports using MS Excel and Access. -
Sr Post Issue RepresentativeMetlife Sep 2001 - Mar 2014
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Senior Annuity Service ConsultantMetlife Jun 2004 - Feb 2010Bloomfield, Ct• Reviewed and processed ownership and beneficiary change requests.• Completed manual calculations of annuity products and contractual benefits for corrective adjustments.• Drafted correspondence to customers and sales force in response to procedural and contractual inquiries.• Reviewed all out going correspondence and drafted standard responses for non-financial service team.• Led special projects in coordination with IT to ensure smooth transition on system projects.• Completed Quality Assurance testing on transactions processed by the financial services team to ensure accuracy and compliance with regulatory and company procedures.• Prepared monthly Quality Assurance reports and initiated discussions of training issues to target recurring issues.
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Service ConsultantMetlife Sep 2001 - Jun 2004Respond to written complaints from clients, sales force and regulators. Investigate andresolve sales and service complaints for Variable and Fixed Annuities. * Prepare monthly complaint report for NASD 3070 (presently FINRA 4530) reporting.* Assist Legal and Compliance departments with research and documentation. AssistTechnical Correspondence with legal inquiries, Qualified Domestic Relations Orders.
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Senior Customer Relations SpecialistPrudential Jan 1988 - Jan 2001Maintain strong knowledge of annuity products, pension plans, Internal Revenue Codesand Regulatory issues.* Investigate and resolve sales and service complaints of Variable and Fixed Annuities,and Qualified Life products. * Compile reports and documentation for Agent Disciplinary Review.* Write and review Standard Operation Procedures for Annuity Customer Relations Team. Marketing Practices Examiner* Review Book of Business information of sales force to insure compliance with state,industry and company regulations and policies.* Prepare documentation and compile reports illustrating trends of any irregularities orquestionable sales practices for Market Conduct Exams. * Initiate and complete preliminary client interviews. * Interview and obtain statements from sales force regarding any complaints orirregularities. Special Training and Qualifications
Dawn Ballantyne-Wild Skills
Dawn Ballantyne-Wild Education Details
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Paralegal Studies -
Paralegal Studies
Frequently Asked Questions about Dawn Ballantyne-Wild
What company does Dawn Ballantyne-Wild work for?
Dawn Ballantyne-Wild works for Aetna, A Cvs Health Company
What is Dawn Ballantyne-Wild's role at the current company?
Dawn Ballantyne-Wild's current role is Pension Consultant @ Aetna | Employee Benefits.
What is Dawn Ballantyne-Wild's email address?
Dawn Ballantyne-Wild's email address is db****@****ife.com
What is Dawn Ballantyne-Wild's direct phone number?
Dawn Ballantyne-Wild's direct phone number is +186020*****
What schools did Dawn Ballantyne-Wild attend?
Dawn Ballantyne-Wild attended Manchester Community College, Manchester Community College, University Of Hartford.
What are some of Dawn Ballantyne-Wild's interests?
Dawn Ballantyne-Wild has interest in Asa And Ciac Softball Umpire.
What skills is Dawn Ballantyne-Wild known for?
Dawn Ballantyne-Wild has skills like Insurance, Legal Writing, Software Documentation, Training, Customer Service, Fixed Annuities, Policy, Employee Benefits, Interviews, Research, Sales, Microsoft Excel.
Who are Dawn Ballantyne-Wild's colleagues?
Dawn Ballantyne-Wild's colleagues are Chris Pierce, Rennie Newland, Kristina Hanson, Matthew Looney, Dominique Kelley, Judy M Sanders, Tracy Brown.
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