Jason Fredericks Email & Phone Number

Springfield, Massachusetts, United States

Springfield, Massachusetts, United States

Hartford, Connecticut, United States

Investigate, analyze, respond to and resolve written customer and regulatory complaints

Springfield, Massachusetts

In a team environment, I reviewed, investigated and provided a written substantive response to customer complaints. Complaints are received from the customers directly, attorneys, regulatory authorities, or states department of insurance. To effectively resolve more complex or high risk matters, I would seek advice from in house legal counsel, senior leadership and/or a network of subject matter experts throughout the company across numerous campuses.

Springfield, Massachusetts

In an inbound contact center, assisted my director in leading a team of 10-20 employees. I was responsible for tracking attendance, adherence to daily schedules, quality assurance reviews and training.

Springfield, Ma

In an inbound contact center, I responded to incoming calls and emails from MML Investors Services registered representatives and their support staff with respect to matters supporting their book of business. These inquires would range from, but not limited to, general paperwork questions, transfer of assets, gifting of shares, opening brokerage and/or managed accounts, and the representatives commission payments. In this role, I obtained by FINRA Series 7.

Vernon Rockville, Connecticut

Enfield, Ct

In an inbound contact center, I provided support to retirement plan participants from phone and email inquiries. This roles responsibilities ranged from processing trades from plan participants and/or their registered representative, providing retirement benefit illustrations to general plan questions. Plans included 401k, 403b, 401a and 457.

Windsor, Connecticut

In an inbound contact center, I provided support to retirement plan participants from phone and email inquiries. This roles responsibilities ranged from processing trades from plan participants and/or their registered representative, providing retirement benefit illustrations to general plan questions. Plans included 401k, 403b, 401a and 457. While employed in this role, The Hartford sold their Retirement Plans Group to MassMutual, at which I continued employment in the same role.