Peter July Email & Phone Number

Milwaukee, Wisconsin, United States

•Promote client retention and identified opportunities to build existing relationships through exceptional customer service.•Surpass annual client retention goals and quarterly customer service ratings for the past two years• Proactively communicate with employers and financial advisors to educate them on annual compliance requirements and government reporting. • Consult clients regarding retirement plan design. Clarify technical concepts in clear and concise language and make recommendations to accomplish employer goals.• Design and present annual reviews to improve client understanding of retirement plans.• Utilize video conferencing platforms including Ring Central, Zoom, and Microsoft Teams. • Prepared training materials using Microsoft Office, PowerPoint, and Adobe Acrobat.• Lead research projects for uncommon or complex administrative or consultative topics and deliver findings to plan sponsors• Participate in continuing education concerning laws, regulations, and policies governing retirement plans• Serve as Subject Matter Expert on a wide range of complicated topics• Participate in mentor program to train, review, and assess the educational needs of new hires

Milwaukee, Wisconsin, United States

• Performed as SME to educate the client service team and to address specific questions in conjunction with the conversion of the 403(b) retirement plan documents• Achieved company standard of 98% document accuracy while prioritizing multiple projects in a period of 20% year over year growth• Spearheaded the conversion of over 120 client 403(b) retirement plan documents to be in compliance with new IRS standards two months ahead of the governmental deadline• Evaluated retirement plan legal documents to ensure that they were in compliance with the most recent IRS guidelines• Collaborated with clients to revise their retirement plan documents to encourage greater employee participation and increase plan assets to reduce fees and expenses through economies of scale

Milwaukee, Wisconsin, United States

• Designed presentations and job aids for the client services team to implement a new internal resolution system that reduced overall turnaround times by 50% going forward• Exceeded an annual client retention goal and quarterly customer service rating of 90% for 12 straight years• Coordinated new hire training with the Human Resources Team to introduce the client management system, internal database, and proprietary web site• Organized training sessions with management for existing employees to rollout enhancements internal and client facing systems• Continually evaluated and updated presentation and materials with other trainers in response to employee surveys and in collaboration with management• Addressed client inquiries about complex legal concepts via phone, email, and internet resources• Trained new and existing clients via the phone and web-based presentations on how to administer their retirement plan via the evolving tools on a proprietary website and to educate them on new issues in a constantly changing regulatory environment• Facilitated the resolution of financial and compliance issues in collaboration with clients and internal resolution departments• Educated employees and clients in a fast paced, ever-changing environment to maintain legal compliance and increase efficiencies

Milwaukee County, Wisconsin, United States

• Provided accurate, courteous and professional answers in a call center to retirement plan participants about their accounts • Mentored new employees in person and via an assist line per management request.• Developed and standardized presentations for classroom based training of newly hired employees with colleagues from multiple locations

Master Of Arts - Ma, History

Bachelor Of Arts - Ba, History