Thomas Boyle Email & Phone Number

Responsible for day-to-day relationship management and ultra pro-active, consultative servicing of employer sponsored retirement plans with upper tier clients. Responsibilities include: legislative-technical support; communication of the application of legislative issues affecting clients; ensuring that client needs and requests are timely addressed; and taking initiative to anticipate client needs. Coordinates resource to consistently exceed expectations where possible for plan life-cycle events; documentation; and special projects delivered by supporting areas within the organization.Currently managing a book of business worth $200M.

Indianapolis

Accountable for the overall quality of service provided by the team for internal partners and external customers; Responsible for the core activities of the team and for participant/client service, administrative record keeping including accuracy, timeliness, documentation, and communication; Sharing/collaborating with internal partners and bringing decision-making issues/problems to the Vice President; Responsible for employee staff development, training, and performance plan; Advocate and initiator for change and enhancements to ensure organization’s market competitiveness; Ensure process uniformity within the team and among others in the department; Define team objectives for prioritizing workload to meet departmental goals; Oversight of high transaction multi-function operations department with significant success in execution through creation and management of high performing teams; Trained on process improvement identification, implementation, and execution - Lean Six Sigma principles, OneAmerica Process Excellence discipline; Constructed staffing models, designed production reports, and implemented process mapping to create high functioning/high performance teams; Creating/developing 2014-2016 Strategic Plan.Currently leading several key initiatives, including:- Strategic lead for 2016 Service Segmentation project.- Process Owner for 2015 File Transfer Protocol (FTP) project

Indianapolis

Managed a team of Plan Services/Plan Analyst Consultants to continuously meet and exceed client expectations; Strategic staffing model in order to meet department and client needs; Worked with upper management to ensure department/division goals were met; Maintained team performance standards; Maintained continuous learning environment with staff through advocating Hot Topics, conducting Customer1st sessions, and facilitating team training; Strategic planning and forward thinking focused in a team environment; Led several key initiatives in Client Management Services and Operations (listed below):-Unit goals met/exceeded each month, annual Asset Retention goals met each year-Client segmentation model pilot and implementation-Conducted census seminars each year from 2006-2010-Year-End Committee member and co-lead-Vesting Overhaul II/III project member-Leadership in Action Coach – 2010 and 2011-Completed Plan Analyst Consultant Merger in 2010-Multiple Projects as a result of Process Ownership initiatives-Increased execution scores in key areas of Team Trust, Individual Goals, and Collaboration-Designed and implemented IRS/DOL Corrections and All About Documents Hot Topics courses

Indianapolis

Provided high-touch consultative service to plan participants and plan sponsors via “The Customer” Interaction Process and the Consultative Call Campaign; Stayed current with regulatory/industry updates via internal and external learning opportunities; Mentor/trainer for newly hired PSC reps and Plan Services Consultants; Successful completion of census seminars to train clients on census submission process:Key Results included:-Attainment of Series 6 designation-Successful completion of the Development Unit-Maintained 90+% asset retention of existing book of business-Primary Special Pricing representative-Conducted 3 census seminars in 2004-2005-Multiple recognition/service awards from peers and management for providing outstanding customer experience

Carmel, In

Provided high-touch consultative service to policy owners and agents. Processed new insurance applications and proactively informed agents of application status. Mentor/trainer for newly hired representatives:Key Results included:-Completed Manhattan National Life (Cincinnati) merger and on-boarding of new systems.-One of two employees selected to complete MNL merger in Denver, CO.-Cross trained in Policyowner Services for Mass. General and Philadephia Life products.-Completed LOMA 280, 290 exams.

Bachelor Of Business Administration (B.B.A.), Business Administration And Management, General

Education record