Patrick Shearin Email & Phone Number

Louisville, Kentucky, United States

 Established internal and external reporting, financing, service agreements, service delivery, and billing contracts; striving to meet and exceed defined goals while exploring opportunities for improvement. Served as point person for client and participant requests, escalations, and complex questions. Responded to special requests, inquiries, and reporting, for consulting and management teams. Researched issues and provided clear documentation to the team or client. Peered final deliverables and ensured team’s compliance with peer guidelines. Developed and implemented team goals and operating procedures, subject to regular internal and client reporting per service level agreements.

Louisville, Kentucky, United States

 Managed four Benefits Specialists providing feedback for professional growth. Coordinated with actuarial teams on historical clean-up projects enhancing revenue and protecting a major automobile client from liabilities. Led a number of accrued benefit projects that entailed calculating tens of thousands of accrued benefits, ensuring their accuracy and loading that data successfully. Served as point person for client interfacing including reporting, escalations, and special requests. Handled client facing pension platforms, ensuring accuracy, addressing client concerns, and making regular updates. Oversaw processing of non-standard pension calculations and their packages that could not be processed through the standard calculator. Served as the Subject Matter Expert, documenting answers to technical issues for internal teams. Monitored performance according to internal and external service level agreements.

Chesapeake, Virginia, United States

 Collaborated with actuarial teams to best advise clients on benefits plan. Liaised with Implementation Team, setting priorities and deadlines to ensure Benefit Services needs are met and client goals are reached. Acted as primary resource for technical issues and problem solving for the pension calculations. Implemented new plan formula coding system and enhancements. Worked closely with actuarial support to provide updated calculation tools to administration team.  Assessed system security ensuring team procedures meet our organization’s requirements.