Dennis Bryan Email & Phone Number

Connecticut, United States

Provide day to day contact with the clients. Manage client expectation regarding service requests, resolve service, processing and administrative issues, deliverables and time frames. Provide explanation of agreements and regulations. Has strong client and project management skills and may participate in projects to obtain or ensure the retention of business. May make decisions based on established operating procedures to ensure objectives are met. Serves as key (or one of key) day-to-day client contacts for assigned plans. Handle most service requests from clients, plan sponsors, policy holders, internal and/or external constituents. Execute established strategic action plan to improve customer satisfaction and improve overall retention. Directly accountable for overall administrative service results including customer data transmission, participant transactions, ERISA advisory service, Plan Year End services etc. Matrix manage Analysts, Consultants, Help Desk and others to ensure desirable service results are achieved. May work on business transitions, installations and data conversions while ensuring their integrity. May identify, recommend, and implement conservation approaches to enhance asset retention and improve persistency.

Connecticut, United States

Helped make informed decisions to meet insurance, investment, and income needsby explaining the planning process, creating a customized approach, and providingthe means to accomplish their goals through the sale of investment and insuranceproducts.