Kristin (Kris) Gilliland Email & Phone Number

Mason, Ohio

NAR, OAR, CABR

Covington, Kentucky

Provided project management leadership and support to deliver excellent customer service, identify risk reduction initiatives and cost savings opportunities. Influenced and served as a consultant to internal business partners through the analysis of data and process design review and improvements.

Assisted internal plan stakeholders with all aspects of the financial account statement process. Participated in initiative to increase online statement utilization for improved delivery options for customers and overall cost savings.

Provided operational leadership for 25-30 mid-sized client retirement plans, overseeing the operational process responsible for up to $900M in assets. Served as the clients' direct point of contact, consistently delivering exceptional customer service and relationship building expertise. Presented clients with new technology and product offerings and provided them with ongoing training and support. Identified process improvement opportunities and from analysis and feedback and worked with internal and external stakeholders to make changes as warranted.Prepared and presented clients with annual operational plan administration reviews detailing performance and initiative ideas. Teamed with relationship management to ensure that plans followed ERISA guidelines and plan document requirements. Member of multipractice client service management team providing support for clients with multiple services (i.e. retirement plans, payroll, pension, heathcare benefits).

Provided operational leadership for 25-30 mid-sized client retirement plans, overseeing the operational process responsible for up to $900M in assets. Served as the clients' direct point of contact, consistently delivering exceptional customer service and relationship building expertise. Presented clients with new technology and product offerings and provided them with ongoing training and support. Identified process improvement opportunities and from analysis and feedback and worked with internal and external stakeholders to make changes as warranted.Prepared and presented clients with annual operational plan administration reviews detailing performance and initiative ideas. Teamed with relationship management to ensure that plans followed ERISA guidelines and plan document requirements.

Served as a liaison between internal plan contacts and phone representatives to resolve customer issues and deliver information on plan changes and trends. Member of the plan profile project team that standardized plan information databases for phone representatives to assist them in finding needed information efficiently while on calls with customers.

Administered customer support as a phone representative assisting plan customers with their retirement plan needs. Operating in a fast paced trading environment dependent on stock market fluctuation and news events, assisting customers in understanding their options and plan level guidelines. Processed exchanges, loans, withdrawals, and provided online support for plan customers by request.

English, Journalism

Education record

Education record