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.

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.
• 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.

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)..

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.

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.

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.

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.

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.

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.

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.

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.

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