Gerald D. Anderson Email & Phone Number

Charlotte, Nc, Us

Woonsocket, Ri, Us

Design and manage CRM and human resource management systems and processes for small to mid-sized businesses. Advocate to businesses looking to improve and enhance their long-term customer relationships, increase sales and sales forecasting, and improve point-of-sale interactions.

Eden Prairie , Mn, Us

Greenwood Village, Colorado, Us

Columbia, Sc, Us

Chicago, Illinois, Us

Stamford, Connecticut, Us

Provides excellent customer responsiveness to communications received from Human Resources (HR), HR Center of Excellence (COE) staff and employees. Demonstrates the highest degree of accuracy, courtesy and professionalism to resolve issues; subjects include but not limited to: Leave of Absence, Workers Compensation, Benefits Plan options, Benefits eligibility, Enrollment, Onboarding administration including background checks, and routine HR questions. Updates the case management system with call/transaction specific information and supporting documentation. Achieves and maintains expertise to navigate and accurately record information with several business systems/applications including HR data (PeopleSoft), applicant tracking system (BrassRing), case management tracking (HR Helpdesk), and vendor websites.Applies knowledge of HR programs, policies, and benefit plans, to quickly resolve customer issues or concerns. Responsible for escalation of issues in a timely manner to ensure an effective end user experience while remaining engaged in resolving the issue. Manages time effectively to ensure Employee Services Center meets required service levels for customer satisfaction results and adheres to Service Level Agreements (SLAs).

London, Gb

• Provide comprehensive Medicare education, conduct personal needs analyses, and assist with the selection and enrollment of Medicare-eligible retirees and Federal Disability recipients into appropriate Medicare health and prescription drug plans• Research complex participant benefit issues and formulate resolutions & recommendations by analyzing fact patterns and applying plan provisions and best practices• Provide resolution in accordance with client due dates and documents processes• Conduct system edit clean up including researching and determining reasons for errors and resolve errors which may include working directly with client or third party vendors to obtain correct data/information• Perform manual benefit processes and complex calculations that are not automated, requiring plan knowledge, analysis, and interpretation

London, Gb

Responsible for researching complex participant benefit issues and formulating resolutions & recommendations by analyzing fact patterns and applying plan provisions and best practices, which provides resolution in accordance with due dates and documents processes. Also conducts system edit clean up including researching and determining reasons for errors and resolving errors which may include working directly with client or third party vendor to obtain correct data/information. Manually performs benefit processes and complex calculations that are not automated, requiring plan knowledge, analysis, and interpretation. BOA Identifies and recommends a methodology for completing calculations by referencing guidelines and develops and documents benefit related processes and guidelines.

New York, Ny, Us

Provide high quality health insurance, retirement, and financial counseling services to a dedicated group of exclusive institutions that use TIAA-CREF as its third party benefits administrator (State University of New York, City University of New York, Minnesota State Colleges and Universities, Johns Hopkins, University of Michigan, and Emory University). Communicate details of TIAA-CREF retirement and pension plans, after tax investments and insurance products, payment flexibility, investment choices, health insurance choices, and overall retirement and financial issues to individual, institutional and prospective participants, with strong emphasis on sales and retention objectives and new product placement.

Northbrook, Il, Us

Licensed representative responsible for initiating and successfully closing sales opportunities and supporting all corporate marketing campaigns. Responsible for providing an exceptional sales experience to customers in order to meet sales targets and performance goals and gathering information and preparing rate quotes for potential policyholders. Through consultative sales approach, proactively identify and close on all cross-sale and multi-product opportunities.

Bloomington, Illinois, Us

Responsible for daily operations of agency office and the overall supervision of sales and service associates, as well as the tracking and management of all internal and corporate goals and corporate sales promotions, including the daily and monthly analysis of all production and goal reports. Responsible for submittal of proposed annual operating budget, analysis of all cost and revenue streams, and the alignment of sales goals with the overall budget. Charged to manage the creation and implementation of all marketing and advertising strategies and all tracking of related sales, the selection of all appropriate marketing and sales materials, and the formation and management of strategic alliances with non-profit, charitable, and religious organizations in the community. Responsible for general human resources functions, including all customer quality reviews and sales performance feedback, employee time management, and the training and development of all new sales and service personnel.

Basking Ridge, Nj, Us

Responsible for the daily review, analysis, and reporting of customer purchasing and wireless usage trends to determine and critique sales techniques and marketing trends, as well as the monthly review and compilation of competitor trends, advertising techniques and technology changes. This is accomplished through database analysis and activity reporting; comparing previous sales forecasts to current trends and making recommendations on adjustments; researching competitor advertising and marketing techniques and compiling findings into Competitor Intelligence Database for use and review by internal Alltel employees. Also required to perform inside sales duties on an as-needed basis, depending on call volumes in the inside sales queue.

San Diego, Ca, Us

Charged to manage all aspects of the transition of new bank investment programs and/or mergers and acquisitions onto the LPL broker-dealer operating platform from inception to completion. This involves handling all securities registration issues for new and existing investment professionals within the bank program, as well as managing all other details of marketing and advertising; insurance carrier appointments; compliance issues; block transfers; tape-to-tape transfers and commission-related issues. This is accomplished through the use of project management methodology and advanced change management consulting techniques. Also required to provide business and technical support for all bank program personnel during and immediately after transition period.

Valley Forge, Pa, Us

Challenged to work with mainly high net worth clients (assets totaling $1 million or more), placing unsolicited equity and mutual fund trades and responding to information and account requests. Topics included Vanguard fund and account information, legal requirements, processing procedures, and general investment needs. This high level of servicing requires a strong working knowledge of Vanguard funds and fund performance; various financial markets; domestic economic policy; relevant legal, tax, and regulatory issues; asset allocation models; and retirement programs.

San Francisco, California, Us

Primary responsibility was to provide retail banking account sales and internal servicing to Wachovia employees, including mortgage and personal lending services, brokerage and Evergreen mutual fund accounts, retirement and education savings accounts, and CAP Asset Management accounts. Also offered investment advice based on Wachovia’s asset allocations models and referral services on additional Wachovia lending and credit services.

Dallas, Tx, Us

Responsibility to manage $3 million product inventory and 3 inventory staff members, dispensing products to order-responsible salespeople as orders were processed. Developed new commercial customer prospects and serviced existing clients through on-site meetings and service follow-ups. Provided comprehensive training of new and existing field employees on sales techniques, product information, and internal system issues, the goal being to increase service speed and efficiency.

Dallas, Tx, Us

Performed administration of the BellSouth credit bureau reporting program to all individual retail applications, assessing all potential credit exposures through equipment credit limits, if needed. Supported business sales by reviewing financial statements, credit reports, accounts receivables, and reference calls of commercial account applicants to determine the financial status of prospective customers. Approved corporate accounts, sales limits, and monitored activity during business account probationary periods.

Hanover, Maryland, Us

Recruited and screened professional engineers, designers and software service and support personnel for various contract and permanent job assignments throughout Charlotte and the Midlands of South Carolina.

Bachelor Of Science (Bs), Finance And Financial Management Services

Academic And High School Diplomas, High School/Secondary Diploma Programs