- Manage caseload effectively to meet or exceed service goals for quality and timeliness with limited supervision.- Coordinates with the clients, record keepers, and advisors to review all onboarding 401(k) documents to facilitate the transfer and installation of new retirement plans.- Consistently updates system and status report to keep all parties informed of onboarding activities and progress.- Ensures internal completion of tasks by the scheduled due date- Provide hand-off to the appropriate relationship manager to ensure a smooth transition for the client.

Guided clients through the conversion process, ensuring seamless transitions of retirement plans byleveraging your expertise in data analysis, project management, and client communication. * Orchestrated and executed the seamless conversion of 403(b) and 401(k) Plans, encompassing diverse entities such as Churches, Schools, and Non-Profits, into larger corporations with 250 or more employees. * Spearheaded the end-to-end conversion process, from the initial Welcome Call to the smooth transition to an Account Specialist, ensuring a cohesive and client-centric experience. * Conducted a comprehensive review and enhancement of all communication materials, including skillful drafting and editing of Blackout emails, meticulous handling of signed funding documents, precise mapping of plans, and efficient coordination with Third-Party Administrators (TPA) and Financial Advisors (FA). * Demonstrated adept multitasking and management skills by overseeing a portfolio of 20-25 assigned plans, ensuring efficient and organized handling of diverse tasks within a dynamic work environment.

Provided exceptional customer service, resolved inquiries, and facilitated account-relatedtransactions, ensuring a positive experience for clients in the realm of retirement planadministration. * Conducted meticulous research to ascertain vested benefits, demonstrating a keen eye for detail and precision in reconciling trust assets, including participant loans and contributions. * Orchestrated seamless coordination with Plan Sponsors, adeptly handling standard requests, resolving intra-departmental inquiries, and efficiently managing recurring projects to ensure streamlined operations. * Played an integral role in the remote new hire training program initiated in May 2020, contributing to the successful onboarding and integration of new team members. * Utilized daily collaboration platforms such as Teams and Zoom for client presentations and training sessions, showcasing adaptability and proficiency in leveraging digital tools to enhance communication and client engagement.

Delivered comprehensive support to clients, offered expertise in healthcare revenue cycle solutions,addressed inquiries, and ensured optimal utilization of the company's services to enhance clientsatisfaction and operational efficiency. * Answered questions for healthcare providers regarding SSI claims management products. * Provided problem analysis, resolution, and statuses for client issues. * Worked to complete incoming client calls in a timely manner, reducing callbacks from clients by 50%. * Prioritized call queue and assisted with assigning calls to other team members.

Guided clients through the seamless integration of financial solutions, providing strategicconsultation, and ensuring the successful implementation and optimization of TruBridge's software tomeet the unique needs of healthcare organizations. * Oversaw the onsite implementation of CPSI's Health Care Information and Patient Care System. * Served as primary contact for onsite implementation. * Worked with hospital CFOs to reduce AR days by an average of 10%, increasing cash flow. * Trained in Patient Accounting, HIM, Insurance Billing, General Ledger, Accounts Payable, Fixed Assets and Materials Management. * Performed follow-up visits to hospitals to ensure seamless integration.

Delivered On-site demonstrations and classroom sessions of Irwin Industrial Tool Products while partnering with the local sales distributor to drive sales on the Irwin Tools product line. * Accelerated brand awareness & sales conversions through an intense focus on selectdistribution partners.* Established and maintained a link between the end users and the distributors to drive product sales.* Worked hand in hand with Marketing Research and Development to collect user feedback on new Irwin products.* Generated on site sales of over 3 million in Irwin Products in conjunction with the area distributor across the United States.