Patrick Wayne Email & Phone Number

United States

Memphis, Tennessee

Relationship Manager/ Account Executive for company benefit plans.

Cordova, TN

• Collaborated with sales, customer service departments, and account executives to ensure that operations are running smoothly, clients are satisfied, and funds are being spent properly. Scheduled to see projects to a.
• Administered merger project plans for institutional ($100M+), government, and mid-size ($25M to $100M) clients expanding managed assets and strengthening client relationships.
• Designed and enacted process improvements increasing the department’s efficiency and capacity.
• Worked with clients to direct the transition of outside retirement programs to existing plans at MassMutual while maintaining a quality score of 97 out of 100.
• Created and coordinated participant communications for mergers leading to improved participant involvement and increased participation rates.
• Conferred with clients regularly in order to answer questions, inquire on needs, and review the status of the account.

Cordova, Tennessee

Cordova, TN

• Assisted plan administrators, employers, and affected parties with benefits-related divorce proceedings and asset division.
• Supported participants, alternate payees, and their legal representatives in completing court-ordered divisions of assets.
• Researched and resolved operational and regulatory compliance issues arising from both client questions and from internal activities. Prepared for and participated in client related meetings.