Customer Service Management

Michael Landry

508-***-**** *** Edgebrook Drive

***********@*****.*** Boylston, MA 01505

PROFILE: Over 12 years' experience as a business professional, adept

at boosting efficiency and accuracy by improving paperwork

management. An upbeat, positive team player and resourceful team

builder.

Summary of Skills:

. Customer Service proficiency with an aptitude for establishing

excellent customer satisfaction.

. Skilled at organizing and streamlining large volumes of data to meet

challenging deadlines.

. Adept at quickly mastering new information, procedures and

requirements.

. Expertise in improving and/or developing new data management tools,

resulting in improved efficiency and increased accuracy.

Experience:

THE FEINGOLD COMPANIES Worcester, MA

Third Party Administrator 2007-2010

. Handled distributions for over 125 Retirement Plans, including

loans, hardship withdrawals, separation of service, and required

minimum distributions.

. Maintained up-to-date knowledge of investment companies contribution

procedures and distribution requirements resulting in efficient,

rapid and highly accurate response to clients and participants

requests.

. Collected and downloaded census information, reconciled participants

loans and contributions, and verified plan's income and expenses in

preparation for Annual Reviews.

. Prepared and submitted 1099's and 5500's to government agencies and

mailed 1099's to participants.

PFPC GLOBAL FUND SERVICES Westborough, MA

Senior Fund Accountant 1997-2006

. Responsible for daily activity of Equity, Bond, and Money Market

funds, including processing trades, posting expenses and verifying

income using IAS (Interactive Accounting System).

. Analyzed trade transactions from clients, financial websites and

system-generated reports.

. Provided closing prices to managers, clients and for public

notification.

. Proven ability to enhance the productivity of newly hired

accountants by contributing skillful orientation, training and

mentoring.

PAUL REVERE INSURANCE CO. Worcester, MA

Disability Claims Examiner 1996-1997

. Reviewed health-related claims and conferred with medical

specialists and investigators to determine issuance of benefits.

. Contacted claimants for additional information as needed, and

negotiated final settlements when applicable.

Military Service: U.S. Army, 2nd General Hospital; Rank: E-4.

Honorable Discharge

Education: B.S., Business Administration and Accounting, Fitchburg

State College

References Available upon Request

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