• Direct daily team activities to complete assigned operations functions, with accountability to meet company objectives.• Work with leadership to create and maintain department budget.• In collaboration with management, set team goals, objectives, and priorities in alignment with department goals.• Partner with department management on projects as assigned.• Evaluate staff performance and complete appraisals. Coach and counsel team members individually and together toward improved performance. • Participate in the interview and selection of new employees. • Oversee training and development of new team members. • Build positive proactive relationships with internal and external customers. • Serve as a subject matter expert for assigned functions; seek opportunities for improvement. • Resolve escalated issues in the absence of management.

• Serve as the out-of-office contact for assigned client executives, and assist with client and advisor inquiries.• Work with Client Executives to identify and implement strategies to expand client relationships through the sale of products in Stable Value, Managed Advice, etc.• Produce presentations and reports for use by client executives.• Handle client and advisor requests for custom enrollment kits, meeting prep materials, and other initiatives.• Review system generated notices for accuracy, and make necessary updates prior to release (e.g. annual notices, 408(b) (2) disclosures, QDIA).• Assist Client Executives with post meeting follow-up activities.• Handle pricing, fund change, and plan design requests from client executives; coordinate with internal teams to meet deadlines and ensure the accuracy of information prior to release.• Organize and plan enrollment meetings; determine materials and communications, actions plans, scheduling, participant invitations, supplies, and preparation/review of meeting materials.• Review multiple reports and analyze data to make recommendations on RFP and benchmarking requests.• Work with Client Executives to update and monitor client profiles in Salesforce, and archive client communications and documents as needed

• Initiate the transition process for assigned accounts immediately after the sale. Coordinate delivery of commitments made during the sales process. • Working within a team environment, assume project ownership for Plan, Data and Transition Consultant responsibilities. • Maintains detailed project plan/timeline for use as a project management tool throughout the transition process. • Coordinates and facilitates periodic conference calls to update all appropriate parties on the status of the transition project. • Work with Sales on new prospect situations by playing a lead role in team selling sales presentations. • Work with various departments within the organization to improve service and efficiency.Coordinate special projects, as necessary.

• Provide consultative support and guidance for Plan Administrators regarding company’s pension plan. Plans range from $45 million to $350 million in assets.• Build/Develop and foster proactive, positive relationships with Plan Administrators, Regional Offices, Brokers and Internal Partners on a daily basis. • Promote a positive attitude throughout the team and among peers and other functional departments. • Provide prompt, accurate and consistent information that meets or exceeds quality standards.• Recognize and communicate possible improvements to direct supervisor. • Address client needs, develop action plans, and consult on Diversified products, services, and policies resulting in added value for our clients. • Coordinate outsourcing capabilities. • Identifies opportunities to improve customer service and exceed client expectations by conducting proactive analysis and developing and implementing customized solutions.

• Work with customers to complete financial transactions. • Provide exceptional customer service to develop relationships with customers.• Cross sell US Bank products and refer customers to correct department.• Work under US Bank regulations in order to provide professional service and maintain a professional work environment.• Make calls to customers to upgrade packages, sell bank products, and thank them for their business

• Successfully obtained Health, Life, Property, and Casualty licenses• Graduated from State Farm Honor Camp• Head of marketing for our agency• Assisted with client requests; helped clients in reporting claims, adding vehicles, and help with bills• Met with prospective clients to explain coverage that would best cover them in the event of an accident• Listened to clients and proposed solutions to help them achieve their goals and assist them in any change of life events• Made cold calls to leads in order to obtain new business