Nicholas Snow Email & Phone Number

Cincinnati, OH, US

Cincinnati, Ohio

Handle the day to day operations of retirement plans for Plan Trustees, Third Party Administrators and Financial Professions.Build and maintain professional relationships with clients.

5053 Glenway Ave., Cincinnati, OH, 45238

• Attained top status as a delivery driver technician
• Called upon to handle challenging assignments where customer satisfaction is top priority
• Nominated to work one-on-one with OSHA representative to reach the goal of company accreditation
• Developed extensive knowledge of all DME Bernens Convalescent Pharmacy Inc. offers
• Mastered all seven delivery routes of the tri-state area
• Acquired detailed trouble shooting skills when dealing with complex issues involving DME in the field while maintaining excellent customer service and quality repair work

10260 Alliance Rd., Cincinnati, OH 45242

• Generate and proof retirement plan documents, Summary Plan Descriptions, amendments, Summary Material Modifications and other compliance-related items, under deadline and in accordance with department service.
• Verify the accuracy of compliance related documents produced by fellow compliance associates.
• Develop and update procedures related to primary job functions.
• Coordinate the preparation and mailing of the SIMPLE and Safe Harbor employee notices to clients to allow for distribution within the appropriate regulatory timeline.
• Assist in the training of peers concerning the Ohio National plan documents (content, preparation, maintenance and software).
• Coordinate the preparation and mailing of the annual invoice for Document Only and Investment Only/Document Maintenance Program clients.

1 Financial Way, Montgomery, OH, 45242

• Became part of a customer-focused team working to build and enhance relationships with our agents
• Ordered underwriting requirements and managed pending cases in an accurate and timely manner.
• Researched and responded to emails, while meeting commission-based deadlines.
• Worked collaboratively with agents and underwriters to continually provide quality service and meet expectations
• April, 2015, became part of a smaller, more regional-focused divisional team within case management in order to provide a greater, more personalized service to the agents in that region.
• Excelled in learning the necessary procedures within case management in order to provide the quality service desired by our agents and clients