Gary Bickham, Ricp® Email & Phone Number

Us

Valley Forge, Pa, Us

• Correspond with Education Savings Client via Incoming Call Center using both verbal and written communication skills.• Responsive to feedback and ability to be coached to improve job performance.• Professional and articulate presentation.• Ability to work will with others and participate in a team environment.

Alpharetta, Georgia (Ga), Us

• Correspond with Education Savings Client via Incoming Call Center using both verbal and written communication skills.• Responsive to feedback and ability to be coached to improve job performance.• Professional and articulate presentation.• Ability to work will with others and participate in a team environment.

Alpharetta, Georgia (Ga), Us

• Develops basic knowledge of funds, products and services, the overall financial services industry through classroom training, on-the-job training, and online study programs.• Provides high quality client service across Institutional Participant Services by responding to participant phone inquiries and providing account and plan information from various information systems.• Providing fund and investment performance information to participants by phone.• Responding to plan participant inquiries pertaining to certain legal, regulatory, and tax-related issues through verbal and written communication.• Identifying routine participant needs/problems with urgency, professionalism, and efficiency; determining alternative solutions; resolving the problem using current workflow procedures.• Initiating transactions for participants including loans and withdrawals.• Working with the various areas of the Institutional Investor Group Division to enhance overall quality and workflow efficiencies.• Providing industry knowledge to fund performance and retirement investing.• Performs other duties as assigned

Duluth, Georgia, Us

Mclean, Virginia, Us

Sunrise Advantage Plan Specialist-Member Advocate, Licensed Health Insurance Representative• Partnered with Ally Align Health, a long-term care provider of the Sunrise Medicare Advantage Plan. • Engaged, trained, and informed Community Leaders and other Non-Licensed Staff of Sunrise Senior Living Communities Best Practices on Approach Conversations with Residents and Responsible Parties of residents, Triggers that may initiate a conversation, and how to compliantly refer prospective enrollees. • Informed, enrolled, coordinated claims, initiated customer service, and escalated complaints on behalf of the Members and/or Responsible Party.Achievements:- Worked directly with Executive Directors & Community Leaders to achieve 20% market growth in 5 months.- Instrumental in helping Pennsylvania attain Highest Achievement of most enrollments in the Sunrise Advantage Plan.- Promoted to Sunrise Advantage Plan Specialist.

Exton, Pa, Us

The Business Development Officer is responsible for engaging and talking to small business needs within the community . Small Business growth is vital to the sustaining of wealth within the community. I also assist the Chief Retail Officer in performing various managerial functions of the department as directed, providing a superior level of customer relations and service; and ensuring compliance with Bank policies and procedures.

Pittsburgh, Pennsylvania, Us

• Developed relationships with Retail and Business clientele giving advice on both banking needs and investments.• Dedicated to giving the Human Sigma Six experience while acting as a Concierge to alternate advisory services, which includes financial advice, wealth services, insurance, trust and estate planning.

Buffalo, New York, Us

• Developed successful Sales force, increasing sales by 50%.• Managed and trained a staff of 50 employees within 7 branches.• Mentored 5 Bankers toward promotion.• Responded to customer requests via telephone and email.Achievements:- Finished in the top 3 for insurance sales revenue for Eastern Region - top 50 in company-2009.- Sold $1.5 million of Allstate Annuities 3years consecutively 2003-2006, Allstate Elite.- Created and realigned branch teams – awarded 7 out of 10 years as regional branch of the year.- Highest percentage of goal and insurance for Philadelphia – 7 out of 10 years.- Highest Insurance Revenue in Philadelphia. 2002, 2003, 2006, 2009 and 2011.

Advanced Microsoft Office Certification Program

Bachelor Of Science - Bs, Business Economics

Associate Of Arts And Sciences - Aas, Business Administration

Education record