John Belanger Email & Phone Number

United States

Responsible for all aspect of branch operations, including staffing, inventory management, warehouse operations and overall resource utilization. Assist in financial forecasting, budget development and staffing modeling. Strong focus on staff development and process optimization.

Farmington, Connecticut

The Logic Melon team continues to personalize recruitment technology, with a relentless focus on making the staffing process streamlined and simplistic. Let's face it, the recruitment industry is highly competitive, so gaining an advantage is in everyone's best interest. We will partner with you to ensure we understand your business, identify your challenges and develop easy to use solutions. Its never a one and done. We continue to monitor your business as well as the recruitment industry, to ensure we are always delivering the right solution.My role?- Partner- Listener- Innovator- Problem solver

• Provide process owner support for the New Business, Compliance and Client Services organizationso Implement proper measurements to ensure optimal performance of the processo Meet with organizational leaders to discuss process performance and potential opportunitieso Manage process optimization projects targeted at efficiencies and enhanced customer experienceo Utilize Six Sigma and Lean methodology• Named business lead for the New Business Process Optimization project, targeted to deliver $800K in savingso Established transition coordinator as the single point of contact for financial advisors, TPAs and sponsorso Transitioned portions of the plan data collection process from the sales organization to the New Business team• Named the business lead for the New Business Process Outsourcing efforto Coordinated with external organization to outsource new business functions overseaso Coordinated change management efforts for impacted staff• Named business lead for Tax Cost Basis Projecto Worked with operations and legal teams to identify impacted accountso Developed new workflows and implemented a correction strategy which impacted 600+ accounts• Developed Financial Advisor survey for New Business team to collect voice of the customer data• Developed metrics dashboard for New Business organization• Assigned as business lead for the close, separation and integration efforts associated with the sale of the RPG organization to Mass Mutual

• Lead both client facing and back office teams within the New Business organization• Teams were responsible for the transition of 3,000 – 4,000 plans a year• Assigned as the Operations lead for the integration of three acquired businesseso Developed organization design recommendationso Provided input on staffing requirementso Determined optimal workflows and procedureso Provided change management support for senior leaders• Assisted with the conversion of 700+ plans onto a new recordkeeping platform for one of the acquired businesses• Named interim head of the New Business organization for a 4 month periodo Developed new business budget for 2011 (included a 15% reduction from prior year)o Provided strategic direction to prepare for the 4th quarter volumes• Developed metrics and reporting dashboards for the new business organization• Developed a “Swing Team” of nine resources to support the entire service center organization

• Managed multiple teams within the new business organization responsible for various functions• Developed a mid-market servicing strategy for the New Business team• Integrated 457, 403(b) and 401(a) transition team, into the New Business organization• Facilitated training sessions for newly hired Sales Representatives across all tax codes• Presented at multiple National Sales Conferences on behalf of the Operations organization• Presented at multiple Divisional Sales meetings• Attended several finals presentations for 401(k) and 457 plans

• Managed team of 15, responsible for the on-boarding of new plans in the Eastern territory• Responsible for coaching and engagement of team members• Performed annual reviews• Managed teams staffing model• Managed caseload distribution across team• Developed new functionalized organization structure to handle high plan volumes

• Managed 6-16 client services representatives that supported the unbundled book of business• Responsible for coaching and engagement of team members• Performed annual reviews• Managed caseload distribution across team• Assisted in developing the unbundled servicing platform• Developed and facilitated training seminars for TPA partners• Facilitated on-line training sessions for TPA partners• Managed yearly budget for the department• Assisted in the development of on-line processing capabilities for TPA partners

• Managed a book of business for a $100M + client• Managed daily activities for the plans including contribution processing and reconciliation, participant level transactions, 5500 filings, compliance testing and plan document review• Main point of contact for the HR benefits administrator and location contacts• Provided occasional on-site support for benefit administrators• Facilitated on site yearly plan reviews • Managed the conversion of the book of business onto a new recordkeeping platform

• Responsible for the daily processing of the following transactions:o Participant Enrollment formso Participant contributionso Participant investment transfers