Sales Customer Service
Resume:
Frank Platas
Freehold, NJ *****
Home: 732-***-**** Mobile: 732-***-****
************@*********.***
SUMMARY
Former pension plan liability management specialist with experience in
organizational development, strategic planning, financial forecasting and
reporting, customer relations management and human resources. Strengths
include analytical, auditing and actuarial aptitude with the ability to
analyze operational and organizational structures, business processes and
implement strategic plans; lead, champion and facilitate change;
communicate effectively across organizational lines; problem solve; and
make decisions.
AREAS OF EXPERTISE
Actuarial Analysis
. Managed several hundred in-force participating and non-participating
annuity contacts with liabilities in excess of $15 billion.
. Authored "rules of thumb" manual for reasonableness of results testing.
. Developed and implemented procedures for final pricing of annuity
contracts.
. Created quarterly income statement report to clearly summarize revenue
and expenses on participating annuity contracts.
. Managed the liability valuations and asset testing on participating
annuity contracts to appropriately evaluate funding levels.
. Prepared presentations for clients on contract cost changes and/or
addendums to the original bid.
. Wrote and presented argument to PBGC on how "same desk theory"
retirements financially effects contracts particularly when contractual
early retirement factors are much more generous that pricing actuarial
equivalent early retirement factors.
Operations
. Developed standardized annuity misstatement pricing procedures to limit
financial risk. Successfully implemented procedures and saved MetLife
over $600,000 in the first year.
. Designed and taught defined benefit annuity training program for the
benefit of the administrative department to effectively manage annuity
contracts and reduce risk of financial error.
. Developed and implemented a warehousing plan for the accurate recording
of incoming and outgoing goods as well as the safe and efficient storage
of such goods.
. Established procedures and designed paper work for the accurate
processing, pricing and distribution of products.
. Developed inventory coding methodology to enhance the distribution of
product to stores and allow for the effect management of individualized
store merchandising plans.
. Created and designed store management training materials and store
operational manuals.
. Developed individualized store plans and managed their implementation.
. Established and implemented procedures for the accurate recording and
timely pack-up of seasonal merchandise allowing for the efficient
transition of seasonal product lines.
Organizational Development
. Created expectations and managerial accountability for final pricing and
contract closure of annuity business.
. Re-engineered the annuity misstatement request process.
. Developed Home Office and warehouse organizational structure and internal
operating methodology.
. Established sales goals and performance standards at all levels of an
organization.
Financial Forecasting & Reporting
. Developed guidelines and time frames for actuarial valuation reports and
recording product revenues.
. Managed daily, monthly and yearly regulatory reporting process of
participating annuity contracts.
. Developed daily sales reporting and inventory process to monitor sales
trends and track high end product sales.
. Created and extensively used sales forecasting model to identify trends,
allocate merchandise and budget sales hours.
. Established daily and weekly sales goals.
. Developed sales tax reporting matrix to ensure timely sales tax
remittance.
. Created adhoc reports to measure profitability and analyze margins on a
periodic basis.
Strategic Planning
. Developed and implemented plans to finalize annuity contracts on a large
block of annuity business. Stringent time lines were developed and
managed to and closure was obtained within one year.
. Developed goals and plans that grew sales to over $3 million.
. Established goals to support companies mission statement to become the
highest quality provider and preferred seasonal retail store choice.
. Developed company brand and name recognition to become synonymous with
quality, presentation, merchandise selection, store operations and
customer service.
. Designed and imported product line furthering brand and strengthening
margins.
. Managed relationships with property managers and temporary leasing
executives in developing leasing and bidding strategies.
Customer Relations
. Created and developed reporting matrix tacking key customer indices for
Guaranteed Products area at Prudential in the role as quality champion.
. Created a visually appealing and festive environment for customers to
shop, further enhanced by a properly trained, motivated and excited sales
force.
. Developed customer service policies and implemented training procedures
to ensure proper policy management.
Human Resources
. Managed, developed, mentored and provided performance feedback to key
personnel.
. Standardized performance feedback system by job category to provide a
more relevant comparison of employee ratings.
. Developed organizational levels, job descriptions, wage scales, hiring
practices and employee benefits package for home office personnel.
. Created hiring guidelines and strategies to ensure the effective hiring
of up to 30 store management personnel and a seasonal sales staff of over
200 associates.
EDUCATION
BA, Accounting -Rutgers University, Newark, NJ - May 1984 - Dean's List
OTHER SKILLS
Semi-fluent Spanish
MILITARY SERVICE
Sergeant, NJ Army National Guard (1981 to 1987)
EMPLOYMENT HISTORY
Modern Magic, Inc (May 1999 to Present)
50% Owner and COO - Seasonal specialty stores
MetLife (May, 1995 - May, 1999)
Manager, Annuity Product Development and Management
Prudential Financial (August, 1984 - May, 1995)
Manager, Participating Annuity Management
Associate Manager, Alternative Markets
Associate Manager, Annuity Pricing and Rates
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