Rene Maynard, Mpa, Apa Email & Phone Number

Cleveland/Akron, Ohio Area

• Served as primary service contact, managing client activities. Interacted with several departments in completing activities for assigned clients, developed relationships and ensured client satisfaction. Carried out.
• Developed and maintained strong and trusting relationship with clients, sales managers, advisors and consultants, improving client retention.
• Conducted annual plan reviews with each client and their advisor, bringing consultative element to the relationship, enhancing client services and satisfaction.
• Responded to client inquiries and acted as the escalation point for resolution of non-routine issues related to service, including researching and identifying the issue, determining strategy for resolution and managing.
• Consulted with clients and advisors on plan and service enhancements and recommended process improvements to improve operational efficiency.
• Maintained high service levels by keeping clients and advisors apprised of product enhancements, including timely changes in investment options and assisting clients with necessary forms to implement fund changes.

Cleveland/Akron, Ohio Area

• Promoted and marketed Pension Resource Center by providing technical support and plan design illustrations to Enterprise Advisors, generating growth of new and takeover retirement plans.
• Prepared various plan design illustrations meeting client’s objectives, providing investment options from various vendors using Plan Investigator software, reviewing results with the financial advisor/client via WebEx.
• Improved product knowledge by conducting training and education on pension products including life insurance, pension plan design, administrative services and Pension 101 sessions.
• Provided consulting services for advisors regarding all types of tax-qualified plans, supporting sales.
• Established good communication and cultivated strong relationships with advisors, brokers, internal and external customers, in support of company objectives.
• Contributed feature article, “Why a Defined Benefit Plan is Good for the Business Owner, Company and Employees,” supporting inaugural eNewsletter.

Cleveland, OH

• Managed staff of pension professionals in day-to-day administration of qualified plans in regional office. Focused on timely and accurate services, providing quality and exceptional customer service to clients.
• Held bi-weekly staff meetings ensuring all client and regulatory filing deadlines were met.
• Monitored internal turnaround standards, fostered education and team building and assisted in prioritizing the workload, increasing productivity.
• Created marketing materials for advisors, increasing sales in small plan market.
• Sought out for opinions by agency Managing Partners and advisors.
• Conducted agency visits, promoting services and providing Pension 101 education to the field, supporting sales.

Masters, Public Administration

Bachelor Of Art, Political Science