Project Manager

Tiffany Guy

*******.******.***@*****.*** **** Cottonwood Village Drive

469-***-**** Fort Worth, TX 76120

EDUCATION - Texas A&M University - College Station, TX

August 2001 to May 2005

B.A. History, German minor

LICENSES HELD - Texas Insurance License; Series 6/63

EXPERIENCE

Clark Consulting July 2008 to February 2011

Design Analyst - Bank Owned Life Insurance and Executive Benefits

. Design BOLI plans to fit individual needs of Community Banks -

determining product, carrier, premium amounts, and census details

. Design defined contribution, defined benefit, or split dollar plans for

executives in the Community Banking market, and provide BOLI analysis for

possible benefit cost offset

. Training of New Employees on day to day job requirements, as well as

leading any necessary Ad hoc trainings

. Analysis of Inforce BOLI and preparing possible alternative options

(1035 Exchanges/Surrenders)

. Responsible for each case in full, and management of task queue in

amounts of as much as 40+ cases at any given time

. Part of a tiered review process for any proposals presented to a client

. Work with various carriers to negotiate commissions/trails structure

and pricing, as well as designs that are looking to obtain Guaranteed

Issue as opposed to Full Underwriting

Benefit Partners, Inc. June 2007 to July 2008

Actuarial Consultant - Defined Benefits

. Prepared and reviewed Actuarial Training Manual for client training

. Trained new consultants on defined benefits and benefit certifications

. Worked with Operations Manager to ensure and maintain a fully functioning

actuarial department

. Contacted outside companies gathering survey information for Replacement

Ratio project and prepare grid analysis

. Prepared project timelines and updated project task list as needed

. Prepared and reviewed benefit calculations

. Implemented Plan Design studies for potential clients or current clients

wanting to create or modify a defined benefit plan

Mercer HR Services September 2005 to April 2007

Client Services Analyst - Health and Welfare and Defined Benefits

. Acted as lead trainer for new team analysts and administrative

assistants

. Led web-based training for Client Siebel Case Management using

MeetingPlace

. Created tracking system for any pending calculations due to data

questions

. Created calendar to track team tasks, individual responsibilities, and

client deadlines

. Led internal team meetings as well as client conference calls

. Kept day to day client communication of project status and updates on

recurring work

. Processed and reviewed benefit calculations and projections for

participants and executives; qualified and non-qualified

Mercer HR Services June 2005 to December 2005

Participant Services Representative - Health and Welfare

. Worked with local HR and carrier offices to assist client with new hire

enrollment/benefit elections/annual enrollment via phone elections or

website walk through

. Worked with carriers to process immediate updates for client and

confirm electronic files are accurate

. Volunteered for extended hours for specific Mercer client effected by

Hurricane Katrina in 2005

. Trained new call center representatives (PSRs) in Health & Welfare

basics and phone training/documentation

. Monitored and assisted in resolution of other representatives' task

issues

. Assisted client employees in benefit questions and issues

ADDITIONAL SKILLS

. MS Outlook, MS Word, MS Excel, MS PowerPoint, MS Access

. Siebel CRM Software

. SQL query language exposure

. Very detail oriented and analytical, with strong English and Math

background

REFERENCES - Available upon request

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