Mike Stein Email & Phone Number

· Oversee all aspects of clients’ programs including the annual plan reporting for nonqualified deferred compensation plans, supplemental executive retirement plans (SERPs), asset value reporting, financial budget projections, and historical decisions.· Develop and cultivate relationships with key decision makers (CEO, CFO, HR, etc.).· Accountable for the retention of multi-million dollars of renewal revenue for 90 corporate clients ranging from $150 million to $2.5 billion in asset… Show more · Oversee all aspects of clients’ programs including the annual plan reporting for nonqualified deferred compensation plans, supplemental executive retirement plans (SERPs), asset value reporting, financial budget projections, and historical decisions.· Develop and cultivate relationships with key decision makers (CEO, CFO, HR, etc.).· Accountable for the retention of multi-million dollars of renewal revenue for 90 corporate clients ranging from $150 million to $2.5 billion in asset size.· Facilitate the implementation process of new offerings for existing and new clients which generated over $1.4 million in new revenue during the past year.· Perform strategic review of client accounts including 29 annual presentations for clients’ regulatory compliance documentation to their Boards of Directors. Show less

Senior technical resource for the Community Bank division of Clark Consulting for the design/marketing of new business proposals.· Execute advanced knowledge of tax, accounting, and regulatory impacts on plan design.· Advise clients, sales consultants, and senior leadership regarding plan design.· Utilize multiple insurance carrier illustration systems and analyze product performance.· Mentor Design Analysts within the home and regional offices.

* Oversee processes, procedures, workflows and quality control used by the analyst team.* Perform all personnel management functions for a team of 10 Plan Analysts including directing and monitoring workflow, coaching and performance reviews.* Maintain close inter-departmental relationships to ensure cohesiveness in service.* Lead team meetings in addition to group and individual training seminars.

· Manage client plans for the eastern territory of the United States.· Analyze and compile monthly reporting figures for corporate clients.· Support the National Sales Directors for Prudential’s COLI department.

• Analyze and evaluate productivity and efficiency performance measures for 20-person unit to meet corporate business standards.• Act as liaison between internal business units and information systems to research and prioritize system enhancements.• Train business unit associates on new life insurance products and admin platforms.