Oversee department responsible for the administration of 6,000 micro, small and middle market qualified retirement plans with assets of approximately $12 Billion. Provide leadership for 6 managers and a total organization of 85 team members.
- Successfully managed transition of organization from a “one size fits all” model to segmentation of business by asset size resulting in a 20% reduction in unit costs for the department while maintaining outstanding service to clients and brokers.
- Increased adoption and utilization of electronic services through contests, conference calls, speaking at divisional sales conferences and integration of initiative goals into performance metrics for all staff.Initiative also included a $1.9 million systems build that resulted in 600% increase in utilization of electronic enrollment services and a reduction in blended unit cost from $11.71 per enrollment to $5.26.
- Dramatically improved effectiveness of ERISA Compliance Testing in department.Created new focus groups, action committees and a clear business plan resulting in a 18% increase in clients completing their testing by the March 15th deadline, increasing client satisfaction.
- Speaker at internal sales and service conferences to promote departmental changes and to educate business partners on how to leverage new technologies and processes to increase sales.