Project Manager Sales

CHRISTINA JAMIESON

**** ********* ***** #***

Maitland, FL, 32751 407-***-****

*****************@**.***

CAREER SUMMARY

Progressive and diverse experience in the areas of training and employee education for

defined contribution plans and non-qualified plans. Excellent communication,

interpersonal, presentation and sales skills with the proven ability to present complex,

technical or theoretical material in a relevant and simplified manner. Demonstrated

expertise in addressing, organizing and managing multi-task activities with different

department heads for client education and communication campaigns while simultaneously

managing multiple clients with numerous locations and diverse needs. Willing to travel and

relocate.

.As senior team member acted as overall project manager of all elements of assigned

client s education campaigns for plan conversion, annual enrollment, plan & fund changes

and asset allocation strategies.

.Coordinated with multiple departments on the development of client education campaigns,

plan design recommendations, changes in investment options, conversion or de-conversion

and resolution of plan sponsor administrative issues.

.Provided retirement education to plan participants through various venues: group

meetings, ongoing individual sessions, seminars, and live/recorded online webinars.

.Served as a trusted and strategic advisor by assisting plan participants with their

retirement needs in all phases of their pre-retirement planning including participant

referrals to other lines of business.

.A proven ability to present material in a relevant and simplified manner and to motivate

employees to take actionby getting enrolled, increasing salary deferrals and better

utilization of plan investment options while increasing meeting attendance and plan

sponsor satisfaction.

.Thorough understanding of compliance and regulatory issues.

PROFESSIONAL WORK EXPERIENCE

SUNTRUST BANK, Orlando, FL 20012012

Assistant Vice President, Retirement Specialist, Employee Benefits Education(2008-

2012

)

Assistant Vice President, Pre-Retirement Specialist (2007-2008

)

Trust Officer, Education Specialist (2001-2007)

Within SunTrust Employee Benefits Solutions division I had the opportunity to work with

companies across the country setting up employee group meetings and/or individual sessions

to promote the benefits of their retirement plans. Coordinated with Client Managers and

Investment Managers, conversion and sales teams to ensure common understanding of the

achievement and deliverables of specific plan education goals. Designed

education/communication strategies and assembled and managed additional Education

Specialists for the achievement of those goals to ensure client and participant

satisfaction.

Designed and implemented education/communication strategies for prospective clients and

consultants that provided value added services and strengthened proposals being submitted

during the RFP process.

As a senior team member, met with at risk clients to identify client objections,

establish client expectations, develop and implement client retention strategies, which

provided more effective communication, enhanced client relationships and retained

accounts.

Analyzed internal record-keeping reports and company demographics to assist plan sponsors

in establishing achievable and measurable annual education and communication goals.

Recommended plan design enhancements to Client Managers and Plan Sponsors and ensured the

accuracy of plan provisions in client/participant materials and presentations.

Served as a trusted and strategic advisor by assisting plan participants with their

retirement needs in all phases of their pre-retirement planningvia financial forecasting

software applications.

Mentored and coached team members and new team managers on internal processes,

procedures, applications, customer relations and client presentations which expedited

field productivity.

Recipient of the 2010 Education Team Closed Business Achievement award for over

$2,500,000 in closed business referrals and a consistent top producer in referrals for

other lines of business.

SUNTRUST BANK(Continued)

Implemented Train-the-Trainer programs for client s HR and management staff to assist in

the promotion of the company sponsored benefit and improve plan utilization and annual

enrollment outcomes that allowed us to focus on more comprehensive or targeted education

topics.

Piloted a program to conduct Pre-Retirement and Women & Investment seminars for SunTrust

Investment Service s Financial Advisors and community-based organizations.

E. J. Phelps & Company, San Diego, CA 2000 - 2001Client Manager

Responsible for the solicitation of healthcare bids, creation of client presentations,

employee benefit seminars, enrollment materials and actual enrollment of individuals in

client s health & welfare plans. Acted as the liaison between health insurers, clients and

their plan participants. As Client Manager was responsible for supporting daily operations

of large employer plans and resolved plan issues between insurer, client and plan

participants.

Solicited, secured and presented health insurance bids for clients or prospective clients

for their health care plans or self funded plans and negotiated client fee structure and

services.

Managed the daily operations including client bill reconciliation, COBRA administration

associated with being the agent of record for assigned clients.

Acted as administrator for a consortium of 13 schools with a self-funded health plan.

Provided an interpretation on the rules of the agreement for the adjudicated claims.

Created client enrollment presentations and materials for annual benefit meetings.

Conducted group and individual enrollment meetings for client s annual health and welfare

benefits.

Flex Comp of America, Inc., Orlando, FL 19901999V.P. Sales & Benefit Education,

Administration Manager

Responsible for the creation of client presentations, employee benefit seminars,

enrollment materials and individual enrollments of Section 125 benefit plans and

supplemental insurances for large government and private sector employers. Coordinated up

to 30 agents to help with the facilitation of client enrollment meetings. Responsible for

Human Resource functions, employment, benefit administration and accounting.

Developed a strategic plan for the soliciting of licensed agents, providing them with

client retention, increased profitability of the agent compensation through cross selling

of additional products.

Negotiated client fee structure and services provided.

Introduced and assisted agents in the selling of supplemental benefits to employer

groups.

Conducted annual benefit seminars and managed the enrollment and sales of Flexible

Spending Accounts and supplemental benefits. Created presentations and provided employee

benefit materials.

Managed five office staff and human resources functions.

Oversaw Flex Comp of America s health and benefit plans.

Education & Licenses

Completed 98% B.A Degree in Behavioral Science, National University, San Diego, CA

FINRA Series 7 & Series 66

Florida Life, Health & Annuity Insurance licenses

Contact this candidate