Customer Service Human Resources
Resume:
Andrea D. Carr
**** ******* *** #*, *** Angeles, CA 90034
Email: *************@***.***
323-***-****-Home
April 3, 2013
Dear Hiring Manager,
I read with interest your posting for a Human Resources Specialist. I believe I possess the necessary skills
and experience you are seeking and would love to speak with you directly regarding this
opportunity.
Although upon first glance I may not seem like the obvious choice for this position, but I know that my skills
and willingness to learn will allow me to be an asset to your organization. I have more than a decade of
experience dealing and interacting with employees.
I have successfully worked with employees and beneficiaries on qualified and non-qualified plans. I have
worked with Third-Party Administrators and Funding Companies offering ideas to improve their product and
enhance the client and participant experience.
Finally, you will find that I am patient, eager to learn, energetic, and I have a talent for relating to employees.
These skills will allow me to find success with other aspects this position requires.
Thank you for your time and consideration and I look forward to speaking with you.
Sincerely,
Andrea D. Carr
Andrea Denise Carr
5924 Dauphin Avenue #4
Los Angeles, CA 90034
*************@***.***
PROFESSIONAL PROFILE
Goal-oriented professional with over 10 years of employee benefit experience with a record of solid organizational and
analytical skills. I succeeded in educating participants on plan benefits and demonstrating strong problem-solving
abilities when needed. Successful in diffusing difficult situations, identify solutions, implement courses of action, and
maintain a high level of participant satisfaction. I work well under pressure and adapt to change by finding innovative
ways to perform tasks. Demonstrated a multitude of strengths that transfer into any administrative setting to create and
maintain high levels of efficiency and productivity. I have an advanced understanding of Client needs with diligent
attention to detail resulting in superior customer service and high levels of client satisfaction.
AREAS OF EXPERTISE
* Client Relations * Leadership * Relationship Building
* Excellent Strategist * Problem Solver * Exceptional Organizational Skills
* Communication * Insightful and Articulate * Strong Sense of Responsibility
* Regulatory Compliance
PROFESSIONAL EXPERIENCE
MullinTBG, El Segundo, CA
Senior Benefits Administrator 04/2003-7/2012
Managing administration of non-qualified deferred compensation and/or life insurance plans on a proprietary
database, including the implementation of basic system configurations in accordance with the plan document
specifications.
Perform audits of participant contributions, distributions and benefit statements.
Generate and confirm accuracy of a variety of spreadsheets, reports and correspondence as required.
Ensure compliance with plan rules and regulations.
Assist participants with a variety of inquiries (i.e. accessing on line accounts, account inquiries, investment
allocation changes and impacts, educating on Plan rules and design).
Provide exceptional customer service to internal and external customers via phone, mail and electronic media.
Coordinate activities of client, plan participants, trustee insurance companies and other affiliates. Respond
proactively to ad hoc requests from clients and management.
Formulate and maintain valued relationships with clients, carriers, peers and associates
Manage client specific task and project calendar.
Draft, review and implement client specific transaction procedures.
Actuarial Consultants Inc., Torrance, CA
Plan Administrator 06/2000-03/2003
Responsible for all contact with clients regarding 401(k) Retirement and Profit Sharing Plans.
Assure all participant loans and distributions request are processed timely and accurately.
Perform plan testing such as ADP/ACP tests, nondiscrimination testing, and top-heavy plan status.
Complete IRS Form 5500 and required Schedules.
Union Bank of California, Panorama City, CA
Trust Officer 08/1998-6/2000
Responsible for all contact with clients regarding 401(K) Retirement and Profit Sharing Plans.
Run and review Quarterly Allocation Reports and participant statements.
Prepare audit packages for timely filing and responds to all auditors request.
Accountable for allocation of contributions and forfeitures.
Responsible for monthly internal reporting (i.e. Loan delinquency reports, management account logs)
Process employee plan distributions, loans and hardship request received from clients.
Towers Perrin, Inc., Los Angeles, CA
Benefits Administrator 07/1996 – 08/1998
Serviced major 401(K) Retirement and Profit Sharing accounts, reconciliation of client accounts, and preparation
of monthly financial reports, processing of participant transfers, processing of related loans and distributions,
maintaining records, client relations in addition to handling a wide variety of special projects.
Prepared annual 5500 and relevant governmental filings for nondiscrimination and compliance testing for 401(K)
Retirement and Profit Sharing plans.
Obtained extensive professional development in plan administration, account trouble-shooting, processing of
account loans and adjustments, database management, report preparation and client development.
Developed business relationships and enhanced client relations by providing and exceeding customer service
performance levels.
TPAC, Encino, CA
Plan Administrator 11/1995-07/1996
Reviewed and approved trades for 401(K) Retirement and Profit Sharing contributions and transfers.
Point person for processing trades with the Mutual Fund companies for 401(K) Retirement and Profit Sharing
Plans.
Database system and account troubleshooting for clients.
Banker Trust, CA
Call Center Representative Supervisor 12/1987-10/1995
Transform culture and team effectiveness to be more innovative and support career development of associates.
Develops and directs the management of the Customer Call Center to ensure customer satisfaction, improved call
efficiency, low abandonment.
Interacts regularly with executive team and individual department heads to ensure that operational priorities are
aligned with total company direction
Due to large call volume, twice a month took an average of 75-150 calls, processing loan and distribution
request
Performs other duties as assigned.
EDUCATION:
West Los Angeles College, Culver City, CA
Majored in Business Marketing
COMPUTER:
TrustMark
Microsoft Windows,
Excel
Lotus 1-2-3
LICENSES:
Accident and Health Agent
Life-Only Agent
Series 63
REFERENCES:
Furnished upon request.
Contact this candidate