Sarah Kozelsky Email & Phone Number

Sarah Kozelsky is a Client Engagement Resource Team Manager at Transamerica at Transamerica Retirement Solutions.

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  Client Engagement Resource Team Manager

  Transamerica Retirement Solutions

  Mar 2006 - Present

  Work as a partner with the Client Executives to support Mid and Large Market Clients ranging from $25M exceeding $500M in assets. I work with all plan types such as 401(k), 403(b), and Non-Qualified plans, and supply product and plan support to Relationship Mangers, Clients, and Advisor Relationships. I have been promoted in this role twice.Manager of the Resource Team of 13 Attend Client Meetings as neededResponsible for implementing many cost savings and quality controlsWork closely with Client Executives to create new reporting and proceduresProject Manager of the Pricing and Fund Change process for ClientsProject Manager of the internal plan conversions - Add On, Spin-Off, and Internal Merger ProcessManage workflow by reviewing emails, re-directing, and assigning tasks to the Team.Manage special projectsCreate and edit Annual/Quarterly Plan Deliverables for the Client and AdvisorsCreate and maintain reports for Relationship Managers & AdvisorsOrdering of Marketing Materials, Annual Notices, and special mailingsMonitor the Plan Service Document Changes (Document Reading) Create, maintain, and teach all training for the Department.Create and maintain Department Reporting for ManagementPerformance Review writing and administering.Continually looking for efficiencies and work with internal teams to work towards solutions.

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  Mount Mercy University

  Business Administration And Management, General