Phyllis R. Email and Phone Number
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Client Relationship Manager specializing in customer relationship management, project management, strategic planning and business growth of defined contribution, non-qualified plans and defined benefit plans. Qualified by 26+ years of sales, stratgetic consulting and plan admin experience,CLIENT MANAGEMENT & CONSULTING- Single point of contact delivering premier account service to an array of requests from basic to complex, such as plan level changes and reconciliations from plan sponsors and financial advisers. Partners with internal teams to deliver timely and accurate information in response to client inquires and service issues.WORKFLOW PROCESS MANAGEMENT - Led clients through varied projects and processes, including compliance, reporting, audits, terminations and all applicable local, state and federal guidelines.STRATEGIC ACUMEN - Provides oversight for long-term strategies and organizational objectives. Ability to work in a matrix structure, partnering with multi-disciplinary team members to enhance processes and procedures. CHANGE MANAGEMENT - Demonstrates flexibility and adaptability while evolving with the marketplace including offering varied training, driving quality control and providing go-live technical support. BOOK OF BUSINESS - Managed designated book of large/mega specialty plans across multiple business lines: 401(k), 403(b), 457(b) and non-qualified plans. Plan Assets range $100 - $660 Mil.Competencies and Skills:Financial Planning | Client Relationship Management | Strategic Planning | Business Growth | Project Management | Project Leadership | Problem Solving | Data Gathering and Analysis | Stakeholder Partnerships | Process Enhancements | Collaboration Abilities | Cross-Functional Team Leadership | Critical Decision-Making | Transformation Leadership | Organizational Change | Budget Management / Cost Savings
Nreca
View- Website:
- nreca.coop
- Employees:
- 1064
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Planner, Investment And Retirement ServicesNrecaArlington, Va, Us
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Planner, Investment & Retirement ServicesNreca Feb 2022 - PresentVirginia, United States• Conducts standardized NRECA-sponsored PIRC presentations for employees and executives of member organizations. Presents and leads the formal program, answer attendee inquiries and provide one-on-one consulting with program participants as required. Provides onsite coordination with local benefit administrators, field staff, meeting facility personnel and speakers.•Responds to requests generated through planners, seminars and member contact services (toll-free # and general email box).•Assesses the need for and refers appropriate participants to PIRC services for written retirement plans. •Assesses the need for and creates individualized written asset allocation plans for participants.•Gathers and shares intelligence concerning competitive 401(k) plan administrator service providers and investment offerings. Participates in employer-and board-level discussions and presentations regarding PIRC services available through NRECA to fulfill co-op needs.•Executes ongoing relationship management strategy to maintain a high level of engagement, satisfaction and assists in the retention/conversion of pension assets. This strategy includes documenting conversations with participants and using tools & procedures to ensure follow-up and service.•Maintains an extensive knowledge base on a broad range of financial planning and pension topics, including: the latest legal and business developments in the areas of retirement/investment planning, education funding, personal portfolio management, securities, life insurance/annuities, tax laws and estate planning, Social Security and Medicare.•Builds comprehensive knowledge of NRECA’s policies, procedures and detailed knowledge of NRECA’s pension, health and welfare plans. Exhibits understanding of how policy's affect a participant’s financial situation.
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Sr Plan Account Manager - Large Corp Market - RetirementVoya Financial Jan 2021 - Oct 2021Services as primary customer contact for specific sponsored plans; Handles more complex and sensitive casesResolves service and communication issues through direct contact with sponsors, other customers and internal functional units (money in, money out, technical services)Participates in relationship management with plan sponsors and customers.Collaborates with sales, record keeping and operations staff to ensure plan alignmentContributes to product development and process improvement efforts; promotes all feasible products, services and automation based on client assetsDirectly resolves complex service and communications issues with customers; manages highly sensitive and key at risk clientsIdentifies and assists with plan retention opportunities, sponsors, distribution and TPAs.Supports supervisor in training and mentoring to new employeesOther duties as assigned -
Plan Account Manager - Large/Mega Specialty Plans - RetirementEmpower Retirement Mar 2015 - Mar 2019Greater Denver AreaResolved issues with varied assets levels of plan sponsor and adviser clients, including inquiries on compliance, plan administrator website content, reporting, audits, re-pricing of contracts, broker commissions, investment options, plan and contract terminations, and related SEC and IRS guidelines. Key Achievements:• Streamlined workflows guiding NFP segment through the statement review process. Provided final release notice to move segment statements to production quarterly.• Developed unique job aid to document the process of assessing plan fees to make payment to adviser and Empowers record-keeper fees. Enhanced workflows to provide efficiently processed deliverable's.• Delivered high-caliber client service; provided daily and monthly customized reconciliation reports which detailed plan and participant transactions.• Coordinated operational enhancements, researched historical transactions, and collaborated with clients.• Consulted with financial advisers and plan sponsors to coordinate participant required notices.• Enhanced value-added offerings by providing solutions to increase operational efficiencies for the client and their retirement plan operations. -
Implementation Tech Trainer | Project Manager | Instructional Design | Life AgentRogers Consulting Enterprise Llc Sep 2009 - Mar 2015Dallas/Fort Worth AreaManaged tech implementations across brokerage financial center: TTA formerly The Training Associates | Contract Tech Trainer | Instructional Design Aegis Communications LLC | UHC Medicare Advantage Plans Sales, Licensed Agent TransAmerica Life & Insurance Company | Licensed Life Agent Acceleration Retirement | Account Executive Connections | Licensed Agent Key AchievementsDrove US Healthcare Medicare Solution plan sales for Open Enrollment Period FY 2013 & 2014.Generated quality sales leads through telephone sales of life insurance (Term, Whole, ADD, Dental).Generated quality retirement plan leads through telephone sales for financial advisors and providers from coast to coast, focused on small, medium and large sized companies.Drove sales performance of the largest brokerage joint venture on Wall Street. Delivered comprehensive investment systems training. Facilitated pre-conversion, provided post-implementation go-live technical support after migration from legacy systems to web-based trading platform.
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Relationship ManagerFidelity Investments Jun 2007 - Feb 2009Westlake TxCollaborated with clients on overall plan design, product and service offerings, plan administration, and investment opportunities. Identified unique client challenges, utilized Fidelity value proposition and practices to resolve client problems, improve plan administrative processes, and overall financial performance.• Managed adviser 401(k) market book of business comprised of 50 mid-tier plans with asset volumes ranging from $50 mil to $100 mil. • Led strategic client meetings providing fiduciary guidance at client corporate office and via conference calls.• Played a key role as a champion of Fidelity product and services to increase plan sponsor satisfaction and to create profitable growth within the existing client base. -
Retirement ConsultantTiaa Feb 2006 - Jun 2007Charlotte, North CarolinaMarketed defined contribution plans, IRAs, and Keogh's. Educated participants on administrative guidelines pertaining to the distribution of accumulation plans. Provided tax deferred annuity, required minimum distribution, and retirement illustrations. Successfully worked in a matrix organizational structure, developing relationships with all levels of management while meeting operational goals.Counseled participants on income options such as savings and investments plans, lump sum vs. systematic withdrawals, transfer of assets, RMD's and retirement income illustrations.Provided high quality retirement and financial counseling services with an emphasis on sales and participant retention objections. -
Financial Relationship ManagerCountrywide Bank N.A. 2003 - 2004Dallas/Fort Worth AreaConsultative sales of investment products; variable annuities, mutual funds, IRA's, 529 plans and certificates of deposit. Functioning bank representative at community associations, networking events and participated in local charitable functions to expand market presence.
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Account ExecutiveCitistreet Associaties Llc Jan 1992 - Dec 2002Waltham MaMarketed Defined Contribution plans, IRA’s, 529 plans, managed asset allocation plans, life insurance and long-term care.Managed book of business comprised of state and local governmental employees throughout Massachusetts townships. Partnered with HR personnel to deliver educational presentations, group meetings, benefits fairs and 1:1 employee meetings to educate and enroll participants.Produced annual $2 Million in new sales and renewal revenue for 20,000+ employees enrolled in the Massachusetts Deferred Compensation Plan. Conducted ERISA 403(b) non-discrimination compliance testing in the City of Boston Public School Department.
Phyllis R. Skills
Phyllis R. Education Details
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Project Management -
Business/Corporate Communications
Frequently Asked Questions about Phyllis R.
What company does Phyllis R. work for?
Phyllis R. works for Nreca
What is Phyllis R.'s role at the current company?
Phyllis R.'s current role is Planner, Investment and Retirement Services.
What is Phyllis R.'s email address?
Phyllis R.'s email address is pr****@****ail.com
What is Phyllis R.'s direct phone number?
Phyllis R.'s direct phone number is +120789*****
What schools did Phyllis R. attend?
Phyllis R. attended Boston University - Metropolitan College, Walden University.
What are some of Phyllis R.'s interests?
Phyllis R. has interest in Football, Exercise, Nascar, Home Improvement, Donor, Reading, Gourmet Cooking, Watching Auto Racing, Sports, Food.
What skills is Phyllis R. known for?
Phyllis R. has skills like Facilitation, Presentations, Qualfied Retirement Plans, Member Of Toastmasters, Compliance, Instructor Led Training, Classroom Delivery, Adult Education, Implemtation Tech Trainer, Client Relationship Management, Financial Services, Licensed Life Insurance Agent.
Who are Phyllis R.'s colleagues?
Phyllis R.'s colleagues are Mike Sassman, Bob Saint, Scott Levy, Cfp®, Edward L. White, Iv, Daniel Lopez ☁️, Ramendra Sahu, Turkan H..
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Phyllis Bennett
Director, Women'S Center For Ministry, Coordinator, Women'S Transformational Leadershp Concentration At Western SeminaryWashougal, Wa2gmail.com, westernseminary.edu -
Phyllis Scott
Speech Language Pathologist At Cypress Fairbanks Independent School District ꟾ Social Psychologist ꟾ Consultant At Thrival Communication Plus, LlcCypress, Tx1cfisd.net -
Phyllis Joss R.T. (R) (ARRT)
Ceo @ Healthco Search/Harmony Medical Recruiting | Healthcare Recruiting ExpertFort Lauderdale, Fl
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