Robert St. Germain Email & Phone Number

Salem Nh

Salem, New Hampshire, United States

Salem, New Hampshire, United States

Home Office

• Provide operational support to the client, internal and external business partners as well as the service team in regard to the health and welfare program • Perform weekly Quality Assurance of Direct Pay billing file(s) to ensure accurate billing of medical premiums for 6,000+ members• Provide weekly/monthly reports to the client after completion of data review, error resolution, and event processing for Direct Pay billing, carrier errors, and retiree premium deductions

Norwood, Ma

• Provided operational support to Client Services Team Lead and client contacts by serving as a subject matter expert and as a technical systems resource for the medical benefit plans and employee populations of assigned client• Implemented, tested and analyzed system configurations against client-specific requirements documentation to execute the client’s healthcare and group benefits database and online portal for Annual Enrolment

Moravia, San Jose, Costa Rica

* Taught Science for grades 7-11* Taught Global Affairs for grades 9 and 10* Taught World Geography for grade 8

Norwood, Ma

* Balanced plan cash and asset balances and reconciled variances on a daily basis* Responsible for the coordination and completion of: annual 5500 filings, non-discrimination testing, minimum required distributions, returns of excess, quarterly statements and both internal and external audits * Acted as a resource for other team members and assisted in completion of adjustments, client requests, payroll processing, and special projects * Performed peer review of team members’ processed transactions* Processed death beneficiary transfers

Norwood, Ma

* Responsible for a team of four Client Services Analysts servicing the qualified and non-qualified plans of a Fortune 500 Company* Main client contact for problem resolution and technical support* Conducted periodic staff and one on one meetings with direct reports* Monitored daily and periodic processes as well as assigned workflow within team to ensure client expectations and service standards are met* Ensured plan was administered in compliance with plan document and IRS and DOL regulations governing defined contribution plans* Coordinated with Defined Benefit and Health & Benefits teams on issues and projects that applied to all three lines of business* Participated as project team member and liaison for pilot team throughout upgrade of internal imaging system to Appian BPM and designated as a BPM system Subject Matter Expert

Norwood, Ma

* Oversaw plan administration activities for two institutional clients* Interfaced with management and internal support groups to research issues and coordinate responses to clients* Balanced plan cash and asset balances and reconciled variances on a daily basis* Processed participant transactions daily and coordinated and completed periodic processes including: payrolls, quarterly statements, 5500, non-discrimination testing, and internal and external plan audits* Conducted weekly conference calls with clients to review and resolve plan projects and issues

Andover, Ma

* Processed participant transactions in accordance with plan guidelines and quality standards* Responded to and resolved participant inquiries and issues* Performed peer review of team members’ processed transactions* Balanced plan cash and asset balances and reconciled variances on a daily basis

Andover, Ma

* Provided phone support for incoming calls from 401(k) participants* Effectively and efficiently communicated information to participants on 401(k) investments, guidelines, and plan parameters for custom plans while providing quality service* Performed participant account transactions* Maximized the earning potential of Putnam Investments through asset retention efforts and attainment of “Hot Leads”* Licensed with Series 6 and Series 63

Panama

* Trained six teachers, grades one through six, in the use of didactic environmental education guides* Served as national coordinator for the 16 chapters of Panama Verde, Peace Corp Panama’s environmental youth conservation corps.* Coordinated and planned Panama Verde’s leadership and ecological summer camps which were attended by more than 150 teenagers* Coordinated two Panama Verde ecology groups in the local community* Collaborated with local Parent’s Association to procure a $2,000 grant for the construction of a kindergarten classroom* Taught two English classes: one for adults and one for children

Bachelor'S Degree, Environment Science/Wildlife

Education record

* Peace Corps Training, Republic of Panama, 1/97-4/97. Intense training in environmental education, Spanish, and cross-culture.

Environmental Science