Jonathon Smith Email & Phone Number

Cincinnati, Oh, Us

Cincinnati, Oh, Us

• Evaluated retirement benefit plans and bylaws to maximize client savings while ensuring regulatory compliance• Adapted to recent regulation changes from the American Rescue Plan Act by drafting special financial assistance applications and modifying reports• Completed annual valuations for 40+ corporate and multi-employer clients with trust assets ranging from $700K to $815M• Reviewed census data for completeness and consistency to ensure accurate valuation inputs while protecting sensitive client information• Assisted in 3 Plan Terminations worth up to $25 million in liabilities• Developed actuarial assumption studies and implemented results for valuations and forecasts• Built projection models with adjustable assumptions that automatically update forecasts for client use• Programmed liability calculations and analyzed results to explain gains and/or losses from year to year• Collaborated directly with consultants and actuarial managers to best prioritize deadlines and deliver results for an average of 10-15 clients at any given time• Delivered final reports and provided time to interpret results with client and auditors

• Designed and updated customer relationship management (CRM) database for firm in salesforce• Analyzed activity within CRM to uncover new business development opportunities• Created metrics and reports to highlight highest priority clients for outreach

Dayton, Oh, Us

• Processed and successfully resolved trouble tickets via phone, remote, or on-site technical support • Mentored new hires to deal with troubleshooting computers and properly documenting customer tickets• Created and updated articles in a knowledge base on how to resolve recurring issues with clients• Using critical thinking and research skills, analyze and solved real time hardware and software technical issues