Suzanne Sjogren Email and Phone Number

• Oversee and submit weekly status reports on projects for upper-management and Trustees• Prepare documentation for yearly external audit of the Pension Service Department• Review various legal documents for validity of use by the Trust, which include, Estates, Will and Trusts, Reciprocal Retirement Benefits, and Qualified Domestic Relations Orders• Review all participants entering the Plan for eligibility credit, and assist analysts in the initial review of estimates, death letters, options, claims (age, disability, and death), and recalculation of benefits• Train Analysts to review Military appeals and supplemental billings

• Supervised 16 analysts to meet the production requirements of the Trust. • Conducted annual and semi-annual reviews, and submitted weekly production reports to upper-management• Successfully hired and trained all new Pension Claims Analysts (levels I, II, III) in Plan and system review on or ahead of schedule, which eliminated the need for second review audits of their work• Second reviewed all cases that required manual calculations• Maintained accuracy of payroll timesheets using Ceridian operating system• Attended management meetings to suggest, review, and implement strategies that improved productivity in the Pension Service Department.

• Exceeded productivity requirements by 130% on average each month including periods of training, which decreased lag time between submitted claims and payment of benefits, saving the company from paying interest.• Identified a way to improve the process of quoting eligibility for benefits for extremely young participants. As a result, plan rules were updated, which eliminated backlog of files and inaccurate eligibility dates.• Assisted in implementation of additional accuracy audit during the retirement process, thus improving productivity and eliminated errors.• Created and implemented a detailed military service credit manual for Western Conference of Teamsters Pension Trust Fund.• Reorganized existing historical data and developed a spreadsheet that maintains information online for accessibility to all pension service employees; also responsible for updating applicable laws, regulations, and amendments.