Kadeem Joseph Email and Phone Number

• Implement and manage new group benefit corporate clients and provide support to plan administrators during the transitional stage, by addressing project inquiries, keeping timelines on schedule and being the subject matter expert in all relevant areas, resulting in a smooth insurance provider transition.• Establish and build effective demographic plan designs by hosting client meetings and collaborating with third-party specialists to ensure eligibility file specifications are met, resulting in effectively onboarding of new corporate clients.• Build and maintain healthy relationships during and after the implementation stage, by maintaining a high level of respect for both my team and clients and utilizing strong organizational and problem-solving skills to respond promptly to project issues, resulting in business continuity and positive client satisfaction. • Provide technical support to clients regarding eligibility files and system issues by troubleshooting CRM and HRIS systems, demonstrating effective Excel, SQL and Ultra Edit skills.Selected Accomplishments:• Within the first 3 months of employment, I volunteered to facilitate the implementation of a new corporate client with 1500+ members, resulting in reducing the workload for tenured team members.• Identified a need for training documentation by creating a detailed step by step eligibility file walkthrough to support new hires during the onboarding stage, resulting in establishing a new resource for knowledge continuity within the department.

• Effectively manage and administer multiple retirement contracts, by being a single point of contact and responding effectively to inquiries, issues and problems resulting in high quality service.• Maintain and process financial and investment related documents, forms, and applications on client management systems (Apollo, SharePoint, Mainframe) and process large financial transactions, resulting in the proper upkeep of plan sponsor and participant sensitive information.• Investigate and research complex operational errors and inquiries, with sound judgement, listening keenly to clients’ issues and upholding group annuity department’s policies and guidelines, resulting in the reduction of fraudulent activity.• Conduct detailed needs assessment sessions with clients, to address outstanding inquiries and tasks, and by facilitating third party communication to ensure contract provisions and compliance regulations are upheld.• Effectively assist clients’ daily, by providing technical expertise on group benefits and retirement products, resulting in proper maintenance of plan information, and improving clients’ product knowledge. • Successfully mentor and job shadow new hires daily and participate in departmental pilots and projects on a regular basis.

• Conducted and compose literature reviews, by analyzing and organizing the academic findings of research papers/articles, making it easier to assess its validity.• Prepared and conducted interview sessions with research participants, by identifying the main issues surrounding the population of interest, adding new information to scarce literature.• Created weekly written communication and reports related to research findings, making relevant information concise and accessible for later use.• Analyze participant data and assessed its usefulness in relation to topic of interest, which was effectively stored in Zotero and Microsoft Excel, making it possible for chief researchers to access information efficiently.• Contacted research publications to access new research data related to topic of interest, adding to the growing literature, and reducing the amount of time researchers spent acquiring access to new data.

• Successfully graded, reviewed, and evaluated over 75 test papers, according to assigned layout, ensuring student’s responses were aligned with course material. • Created study material for students by utilizing Microsoft PowerPoint and Excel on a weekly basis, making it easy for students to understand and interpret course material. Structure and design of course material was selected based on students’ weaknesses in certain topics

• Designed and developed social media content, templates, and infographics for Instagram, Twitter, and Facebook, in order to recruit new research participants, ensuring that the research topic was fully understood• Managed and updated multiple social media accounts and presented project updates for supervisor, by maintaining a schedule for each platform, making it easier to prioritize each account.

• Facilitated the distribution and organization of information and documents within the office, with great precision and accuracy, by learning and applying office procedures, reducing the workload for employees.• Maintained computer, printer, and photocopier supplies, by repacking empty trays and checking for issues, resulted in increased efficiency within the workplace