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A versatile professional with over ten years of experience in serving both clients and business partners in Retirement Planning and Financial Products and Services and making significant contributions towards relationship building and asset retention. Experienced in educating others in all phases of the Financial Industry, including Stock Market, Annuity and Insurance. Proven results in streamlining processes, driving results and positive growth. A self-motivated leader who enjoys working collaboratively within teams to achieve company revenue and client satisfaction goals.
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Mutual Fund Operations SpecialistMassmutual Financial Group Apr 2015 - Feb 2016 Direct responsibility for cash and trading and/or valuation production for registered and non-registered funds and variable separate accounts, reconciliations and reporting. Provided internal and external client support by creating daily production reports, survey requests, financial statements, performance data, fees and revenue as needed. Provided large trade pre-notifications for registered product and separate accounts. Supported product development through review of test output, assisting with data gathering and feedback on process changes. Delivered timely and accurate unit value calculations through production processing. -
Fund Operations Trading SpecialistMassmutual Financial Group Apr 2015 - Feb 2016Enfield, Ct Direct responsibility for cash and trading and/or valuation production for registered and non-registered funds and variable separate accounts, reconciliations and reporting. Provided internal and external client support by creating daily production reports, survey requests, financial statements, performance data, fees and revenue as needed. Provided large trade pre-notifications for registered product and separate accounts. Supported product development through review of test output, assisting with data gathering and feedback on process changes. Delivered timely and accurate unit value calculations through production processing.
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Customer Service RepresentativeMassmutual Financial Group Feb 2013 - Apr 2015Enfield, Ct Provided outstanding customer service to participants, clients, producers and home office employees via high volume 800# lines. Offered general investment education related to Retirement Services Products. Educated participants on the benefit options such as consolidating investment accounts through the roll-in process, or increasing individual deferral percentages. Motivated callers to take retirement planning action following needs-based approach. Involved in outbound campaigns focused on generating increased assets.
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Annuity Customer Service RepMetlife Nov 2008 - Oct 2012Bloomfield, Ct Counseled 401(k) participants on retirement options, including annuities and cash rollovers. Delivered world class customer service building satisfaction and long-term loyalty. Provided effective and timely resolution of a range of customer inquiries, striving for on-call resolution. Participated in ongoing training to stay up-to-date on product, service and policy changes. Developed best judgment in the disbursement of adjustments and credits. -
Internal WholesalerMassmutual Financial Group Aug 2005 - Nov 2008Bloomfield, Ct Built effective relationships with brokers and agents through outbound prospecting calls. Handled inbound calls to address product questions and to discuss sales ideas. Conducted web-based training teleconferences to expand broker’s knowledge base. Partnered with external wholesaler to manage sales territory and achieve sales goals.
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Sales Support Associate/Retirement ServicesPrudential Financial Feb 1999 - Aug 2005Hartford, Connecticut Area Obtained extensive knowledge of Defined Contribution Plan rules and regulations. Counseled 401(k) participants on retirement options, including annuities and cash rollovers. Supported 15 Sales Representatives in daily operations with regard to service and sales retention. Compiled and circulated sales reporting data to appropriate teams and individuals. Utilized financial markets knowledge and FINRA license to educate clients on Prudential products, general marketing insights and in performing mutual fund trades. Developed and implemented refined processes to streamline workflows, encourage team interaction and improve timing standards. Liaison for Prudential Retirement Service with clients, external vendors, internal operations and other prudential related divisions (i.e., Retirement, Bank & Trust).
Lloyd Benjamin Skills
Lloyd Benjamin Education Details
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Central Connecticut State UniversityEconomics
Frequently Asked Questions about Lloyd Benjamin
What is Lloyd Benjamin's role at the current company?
Lloyd Benjamin's current role is Fund Operations Trading Specialist at MassMutual Financial Group.
What is Lloyd Benjamin's email address?
Lloyd Benjamin's email address is lb****@****ual.com
What is Lloyd Benjamin's direct phone number?
Lloyd Benjamin's direct phone number is +186021*****
What schools did Lloyd Benjamin attend?
Lloyd Benjamin attended Central Connecticut State University.
What skills is Lloyd Benjamin known for?
Lloyd Benjamin has skills like Customer Service, Leadership, Microsoft Office, Sales, Project Management, Risk Management, Financial Analysis, Finance, Microsoft Word, Process Improvement.
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