Mark Gelios
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Mark Gelios Email & Phone Number

Pension Client Services Manager | Leader of Pension Risk Transfer (PRT) Onboarding Efforts | Achieved Over $2B in PRT Sales | Expertise in Client Relationship Management & Multi-Project Leadership at OneAmerica Financial
Location: Toledo, Ohio, United States 7 work roles 2 schools
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Role
Pension Client Services Manager | Leader of Pension Risk Transfer (PRT) Onboarding Efforts | Achieved Over $2B in PRT Sales | Expertise in Client Relationship Management & Multi-Project Leadership
Location
Toledo, Ohio, United States
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Mark Gelios is listed as Pension Client Services Manager | Leader of Pension Risk Transfer (PRT) Onboarding Efforts | Achieved Over $2B in PRT Sales | Expertise in Client Relationship Management & Multi-Project Leadership at OneAmerica Financial, a company with 1880 employees, based in Toledo, Ohio, United States. AeroLeads shows a matched LinkedIn profile for Mark Gelios.

Mark Gelios previously worked as Pension Client Services Manager at Oneamerica Financial and Actuarial Client Services Consultant at Oneamerica. Mark Gelios holds Bachelor, Public Relations, Labor Relations from Bowling Green State University.

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Email format at OneAmerica Financial

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OneAmerica Financial

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Profile bio

About Mark Gelios

As a seasoned Pension Client Services Manager at OneAmerica Financial, I specialize in managing pension risk transfer (PRT) opportunities, with a focus on fostering strong client relationships and ensuring seamless transitions. With over a decade of experience in the financial services industry, I’ve played a key role in helping my team achieve major milestones, including $1B in PRT sales in 2022 and $2B in 2023.Throughout my career, I have honed my skills in client consulting, data analysis, project management, and stakeholder communication. I have successfully guided intricate deal transitions while mentoring new team members to excel in their roles. My expertise in multi-project management, problem-solving, and contract negotiation allows me to navigate the complexities of pension plan administration and deliver exceptional results.Previously, I held leadership roles in actuarial consulting and defined benefit administration, contributing to the successful re-entry of OneAmerica into the PRT marketplace in 2014. I excel in collaborating across internal and external teams to deliver tailored solutions that meet both client needs and regulatory standards.Key Skills:Interpersonal CommunicationContract NegotiationProblem SolvingMulti-Project ManagementPresentationsMicrosoft Office Suite (Excel, Outlook, Access, PowerPoint)Customized Employee Benefit SoftwareOnboardingI am always looking for new challenges and opportunities to leverage my expertise in pension plan administration and client services. Let’s connect!

Current workplace

Mark Gelios's current company

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OneAmerica Financial
Oneamerica Financial
Pension Client Services Manager | Leader of Pension Risk Transfer (PRT) Onboarding Efforts | Achieved Over $2B in PRT Sales | Expertise in Client Relationship Management & Multi-Project Leadership
indianapolis, indiana, united states
Website
Employees
1880
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7 roles · 30 years

Mark Gelios work experience

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Pension Client Services Manager

Current

Toledo, Ohio Metropolitan Area

*Manage daily interactions for all pension risk transfer (PRT) opportunities encompassing both new and existing relationships.*Part of the PRT team that achieved 1B in total sales in 2022 and 2B in 2023.*Responsible for guiding and managing a series of intricate conversion activities involved in new PRT deal transitions.*Responsible for training and.

Mar 2019 - Present

Actuarial Client Services Consultant

Current

Indianapolis, Indiana Area

*Provided leadership for client interaction, consulting, reporting, documentation, project management, technical expertise, compliance, and quality assurance.*Utilized actuarial software, maintained client relationships, and ensured compliance with contractual, regulatory, and legal requirements.

Oct 2015 - Present

Manager, Defined Benefit Administration

Indianapolis, Indiana Area

*Managed a team of 5 defined benefit administrators including training, mentoring, and the ongoing assessment of capabilities.*Partnered with other internal partners to create the framework that enabled OneAmerica to re-enter the PRT marketplace in 2014.*Oversaw pension plan administration, managed clients, stakeholder communication, maintained accurate.

Oct 2014 - Oct 2015

Owner / Operator

A Dj For All Occasions

Professional Disc Jockey

2006 - May 2024

Senior Associate

Buck Consultants

All Aspects of DB Plan Administration

Jun 2011 - Oct 2014

Administrative Manager

Ufcw Unions And Employers Benefit Plans Of Central Ohio

Responsible for day to day operation of three multi-employer benefit plans. One is a health and welfare plan providing medical, dental, vision, and rx benefits to unionized workforce in retail industry. The other two plans are defined benefit retirement plans also covering unionized workforce in retail industry.

Nov 2001 - Jul 2009

Vice President

National Employee Benefits Administrators Inc. Of Ohio

Third Party Administrator of Multiemployer Healthcare and Retirement Plans

1996 - 2001 ~5 yrs
Team & coworkers

Colleagues at OneAmerica Financial

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2 education records

Mark Gelios education

Education record

Archbold High School
FAQ

Frequently asked questions about Mark Gelios

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What company does Mark Gelios work for?

Mark Gelios works for OneAmerica Financial.

What is Mark Gelios's role at OneAmerica Financial?

Mark Gelios is listed as Pension Client Services Manager | Leader of Pension Risk Transfer (PRT) Onboarding Efforts | Achieved Over $2B in PRT Sales | Expertise in Client Relationship Management & Multi-Project Leadership at OneAmerica Financial.

Where is Mark Gelios based?

Mark Gelios is based in Toledo, Ohio, United States while working with OneAmerica Financial.

What companies has Mark Gelios worked for?

Mark Gelios has worked for Oneamerica Financial, Oneamerica, A Dj For All Occasions, Buck Consultants, and Ufcw Unions And Employers Benefit Plans Of Central Ohio.

Who are Mark Gelios's colleagues at OneAmerica Financial?

Mark Gelios's colleagues at OneAmerica Financial include Alicia Girt, Tina Quintana, Phil Corrao, Regan Koehler, and Stacee Windle.

How can I contact Mark Gelios?

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What schools did Mark Gelios attend?

Mark Gelios holds Bachelor, Public Relations, Labor Relations from Bowling Green State University.

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