Financial Representative – Retirements, December 2008 – November 2017• Enrolled, educated and resolved retirement issues for customers in the Tax Exempt market (colleges, universities, hospitals) on a daily basis over the phone.• Interacted with customer benefits and internal business groups for issue resolution.• Provided support for Emeriti (retiree healthcare) and Registered Investment Advisors.• Identified guidance and evaluated roll-in opportunities. Connected customers to… Show more Financial Representative – Retirements, December 2008 – November 2017• Enrolled, educated and resolved retirement issues for customers in the Tax Exempt market (colleges, universities, hospitals) on a daily basis over the phone.• Interacted with customer benefits and internal business groups for issue resolution.• Provided support for Emeriti (retiree healthcare) and Registered Investment Advisors.• Identified guidance and evaluated roll-in opportunities. Connected customers to the appropriate teams when applicable.• Trained new associates.• Met or exceeded business metrics while adhering to customer’s SPDs and industry regulations.Retirement Team Manager, May 2007 – November 2008• Managed a team of 15 to 20 retirement associates.• Provided daily coaching to align with established business metrics. • Interacted with customers and internal business groups for issue resolution. Team Lead, October 2006 – December 2006 • Led team of 20 new hires and 2 supervisors during Health Insurance annual enrollment from October 2006 to December 2006. Benefits Supervisor, August 2005 – April 2007• Provided daily coaching, help desk support, customer escalation resolution, call reviews and scheduling for a Health Insurance/Payroll team of 12-18 associates. Customer Service Associate, May 2004 - July 2005• Responsible for responding to Health Insurance benefits and enrollment inquiries from a diverse customer base including employees, dependents, retirees and human resources. • Met or exceeded business metrics while adhering to customer’s SPDs and industry regulations. Show less