Michael Ardito Email & Phone Number

Colchester, Ct, Us

In this role, I oversee and optimize the client experience for 401k retirement plans at John Hancock. Managing a substantial book of business valued at nearly $2 billion, I am responsible for 30 key clients and the overall satisfaction of almost 30,000 plan participants.Key Responsibilities:Proactively manage client relationships, ensuring their needs are met and exceeded.Implement and maintain effective communication channels to address client inquiries, concerns, and requests promptly and efficiently.Collaborate closely with internal teams to streamline processes, enhance operational efficiency, and drive overall client satisfaction.Spearhead process improvement initiatives, identifying areas for optimization and implementing innovative solutions to increase productivity and effectiveness.Proactively monitor and assess client satisfaction levels, conducting regular reviews and identifying opportunities for improvement.Act as a strategic partner to clients, providing expert guidance on retirement plan design, participant education, and regulatory compliance.Consistently deliver results that contribute to business growth and profitability.Achievements:Recognized frequently for exceptional performance and dedication to delivering outstanding client experiences.Led the implementation of process improvements that resulted in significant time and cost savings for both clients and the organization.Successfully managed complex client transitions, ensuring a smooth and seamless experience for all parties involved.Through my role as a Client Experience Manager at John Hancock, I am committed to providing exceptional service, driving operational excellence, and advancing the success of both the clients and the organization. I am passionate about continuously improving processes and making a positive impact in the retirement planning space.

Enfield, Connecticut, United States

Primarily servicing 457b, 401a, ERISA 403b, Non-ERISA 403b, and Non-Qualified plan types. Full book of business size just over 460 clients totaling nearly $850 Million in assets. Accountable for delivery of services to plan sponsors, advisors, partners, and third party administrators. Managed daily communications with internal and external parties regarding retirement plans. Ensured issues are being resolved timely and thoroughly with a mind of empowering the client to self service what they can. Handled complex issues relating to plan administrator and or regulatory concerns. Strong focus on recognizing, strategizing, and improving operational procedures to increase efficiency when handling work. Assisted teammates with their own workloads frequently.Dozens of client shout-outs and recognition internally for fast response times and accurate guidance.Due to experience on multiple systems from multiple roles. Lead on many recordkeeping system migration projects after MassMutual retirement acquisition by Empower.

Primarily servicing 401k, 457b, and 403b plan types. Administrative task completion with an emphasis on meeting service level agreements for internal client management partners spanning various areas and teams. Most time spent as a lead regarding procedure drafting, training, coaching, and mentoring. Subject matter expert relating to the three recordkeeping systems the team utilized in day to day operations. These tasks spanned from investment changes to new plan builds.Workstream owner on participant retention. Worked with multiple project owners from data aggregation to assist enhancements further in the end goal of retaining more AUM post participant separation.Multiple achievements on the Client Management Specialist team; being recognized for process improvement, teamwork, efficiency, and leadership.

Primarily servicing 401k and ERISA 403b plan types. Full book of business size of just over 70 clients totaling nearly $550M in assets. Supported day to day administrative tasks with clients. Provided in depth knowledge of plan year regulatory responsibilities. Provided training with new plan administrators and advisors on websites and processes. Assisted in any corrective action needed through plan administration errors found. As the team did not have an assigned Relationship Manager, I took on those responsibilities for these clients in addition to Client Service Manager responsibilities. Inclusive of setting up participant meetings, investment changes, fee structure discussions, and advisor changes. Proactively assisted in automated services discussions with clients as applicable.Successfully covered a $1.5 Billion dollar relationship while a colleague was out for 3 months. So well that the CEO of the TPA firm requested me to be their primary contact at MassMutual.Led a process improvement on workflows which saved nearly 750 hours annually through a new routing path for incoming work.

Enfield, Connecticut, United States

Primarily servicing 401k, 457b, and 403b plan types. Task completion with emphasis on meeting Service Level Agreements. Ensuring a positive and friendly experience with Account Managers I supported as well as other internal partners and teams. Able to accomplish work in nearly half the time as the roles average. Skilled usage of multiple recordkeeping systems inclusive of tertiary programs for both platforms. Additional role of recognizing and problem solving opportunities, in order to create more efficient and time-oriented processes.Recognized and led efforts to update multiple processes to create more efficiencies resulting in better experiences for internal clients.

Enfield, Ct

Primarily servicing 457b, 401, ERISA 403b, and Non-ERISA 403b plan types. Participant level customer service and support. Answered a broad array of inquiries regarding participant retirement accounts. Customer education on their retirement accounts and options is a strong focus. System navigation & transaction processing for participants within their retirement accounts.Was series 6 certified for this role. Passing with an 86 on the first try. Was in charge of the Team Incentive Committee which revolved around employee recognition, team events, and moral improvements.

Manchester, Connecticut

Achieved aggressive sales goals spanning a wide array of products and services.Managed over 200 employees in day to day tasks within one of the largest stores in Connecticut with an annual revenue of over $65 million..Executed operational duties to ensure compliance with Store Operating Procedures. Created multiple processes that became district and then state standards to drive sales and client growth. Directly responsible for the growth and development of over 40 direct reports including project specialists, custom designers, and vendor relations associates spanning a diverse array of goods and services.Chosen on multiple occasions to represent the district of 9 stores in company executive meetings with top-level managers within The Home Depot organization. Awarded multiple times at The Home Depot for innovative business development and expanding services within Connecticut. Was part of a Home Depot team that remodeled a West Hartford Residents home after a destructive burglary which was featured on the Channel 3 News in 2014.