Heather Hunter Email & Phone Number

Canton, Massachusetts, United States

Natick, Massachusetts

Monitor service level agreements for 5 junior and senior pension analysts while mentoring associates on unique, complex defined benefit concepts. Support 16 clients by completing benefit calculations, answering client and participant questions, and ensuring service level agreements are met.

Natick, Massachusetts

Prepare and analyze actuarial calculations for 20 different defined benefit plans. Assess calculations completed by junior associates for inconsistencies with legal plan text. Train new defined benefit analysts on calculation tools, processes, and client-specific pension calculations. Enhanced annual mandatory project by creating a step by step user guide for future associates to ensure consistency among clients. Lead a training committee to determine areas in which office-wide training needs… Show more Prepare and analyze actuarial calculations for 20 different defined benefit plans. Assess calculations completed by junior associates for inconsistencies with legal plan text. Train new defined benefit analysts on calculation tools, processes, and client-specific pension calculations. Enhanced annual mandatory project by creating a step by step user guide for future associates to ensure consistency among clients. Lead a training committee to determine areas in which office-wide training needs improvement. Organized data collected by the training committee to create two new hire training documents. Show less

Marlborough, Ma

Responsible for monitoring and triaging associate work queues. Assembled teams to support the completion of escalated benefit statements. Developed basic spreadsheets for unique populations to assist associates and reduce errors.

Marlborough, Ma

Resource to all associates across 4 sites. Adapted new hire training program for current associates and traveled to North Carolina to facilitate training program to further their development. Adapted North Carolina training program to fit the developmental needs of the India calculation team.

Marlborough, Ma

Appointed as subject matter expert in AT&T Pension plan, Fidelity's pension systems and applications, and internal processes and procedures. Participated in a large scale project to reduce manual intervention and increase automation. Initiated new hire training program for all future associates.

Marlborough, Ma

Performed and analyzed complex defined benefit calculations. Advised others of correct calculation methodology by taking time to explain difficult plan text documentation.