Noel Phillips, Qka®, Cebs® Email & Phone Number

Carmel, Indiana

Associate of Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.lincolninvestment.com. Shepherd Financial, LLC and the above firm are independent and non-affiliated.

Indianapolis, Indiana Area

Partnered with management team for Small-Mid Corporate Markets retirement business in implementation of lean management system to improve processes, customer experience, and employee engagement. Overall results included higher uptake in clients using Voya’s education services and improved results from education meetings conducted by Voya staff. Improved results, included higher net cash flow, adoption of additional services, and increased client satisfaction• Coached managers on running team huddles, root-cause problem solving sessions, and performance dialogues around key business targets / metrics• Partnered with managers and front line employees on creation of standard work around core business processes

Indianapolis, Indiana Area

Managed, coached, and developed group of Client Relations Managers in addition to successfully managing book of business• Onboarded new client relationship managers, ensuring continuity of high quality client experience• Served on pilot team for introduction and implementation of lean management system, leading to system’s deployment across business groups.• Maintained 90%+ retention rate on assigned book of business, through prioritization of work schedule, effective multi-tasking, and responsiveness to customer requests

Indianapolis, Indiana Area

Assigned book of business with goals of retention, growth, and profitability. Required to prioritize multiple duties and work collaboratively with Sales staff, Operations, Third Party Administrators (TPA’s), and Financial Advisors.• Assisted plan sponsors with on-going educational needs of employees through development of education plans and delivery of education meetings / webinars• Kept plan sponsors current on regulatory updates and assisted with keeping retirement plan in compliance by partnering with TPA’s, advisors, and Voya’s operations team• Engaged sponsors proactively by adding new services offered by Voya through delivery of annual plan review meetings with plan sponsor’s retirement committee in partnership with financial advisor

Mba, Human Resources

B.S., Business Management/Finance

Activities and Societies: Member of the Cougar Marching band for 3 years.

Qka

Cebs