Nathan Krumrei Email & Phone Number

Cedar Rapids, Iowa Area

• Manage the daily administration of retirement plans• Serve as the day to day contact for Plan Administrators on 10-15 retirement plans• Coordinate with internal departments to research issues and negotiate problem resolution• Develop and grow relationships with clients and internal partners• Provide prompt, accurate, and consistent information that meets or exceeds quality metrics• Identify areas of improvement and make recommendations to management • Serve as a liaison between clients, advisors, client executives, and project managers

Provide outstanding customer services to Transamerica clients by processing within company standards and IRS regulatory guidelines - withdrawals, hardships, retirements, terminations, annuities, loans, QDRO's, fund transfers, and indicative data changes. Knowledge of Pension and Investment fundamentals and the ability to apply this knowledge to the transaction processing function. Assigned to be primary processor for multiple high profile clients. Exceed company processing goals and maintain low error rates that are above company expectations.

Successfully manage large revenue portfolio.Responsible for selling full suite of marketing products. Build relationships with clients to help them efficiently and effectively market their businesses.Ranked within the top three for the presidents club award. Consistently exceeded goals in multiple categories every month.

Manage four different store locations and oversee fifteen employees and two salesmanagers.Reconstructed all locations into successful work environments.Have a proven track record of breaking company records across multiple categories.Train new hires, lead employee reviews, motivate staff, lead team meetings.Complete payroll, complete inventory, and other reports daily/weekly/monthly.

Associate'S, Business Administration

Education record