Life Insurance Customer Service

Terri Boehm

**** ********** *****

Cincinnati, Oh 45224

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

Objective To secure a postion managing client retirement accounts.

Work Experience

Ohio National Life Insurance Company Retirement Plans Account Manager

September 1999 to April 2014. Responsible for 60 + plans, including quarterly and annual

reporting. Completing series 5500 Government Filings. Processing participant

distributions. Processing Plan terminations. Aiding clients in Compliance and maintaining

their plan dcouments. Completing Annual Compliance testing.

Pension Administration and Consulting Services, Inc. August 1994 to September

1999. responsibilites including adminsitratin of retirement plans including several plans

with over 5000 employees. Also responsible for office management duties including

company banking, ordering supplies adn postage. responsible fror overseeing the ruinning

of the office and other employees when the owner was away.

Roeding Insurance Company July 1990 to August 1994 Responsible for all aspects

of Retirment Plan Administration.

Pension Corp. of America March 1989 to July 1991 Retirment Plans Administrator.

Including client visits.

Union Central Life Insurance Company October 1988 to July 1990 Manager of the

retirement Plans New Business unit. Responsible for overseeing the implementation of

new 401(k) plans through the first year of adminsitration. Worked with the Compliance unit

to complete the plan document and initial set up of plans. Supervised 3 employees.

Union Central Life Insurance Company October 1986 to Ocotber 1988 Completed

proposals for agents for the Pension Sales Department.

Union Central Life Insurance Company March 1985 to October 1986 Assistant to

Account Manager in Retirement Plans Unit.

Union Central Life Insurance Company September 1979 to March 1985 Cancelled

files Division responsible for all aspects of filing and completing requests from all

departments regarding cancelled files.

Education Ongoing Education

Graduate of Northwest High School Class of 1979.

Completed the first DC1 course from ASPPA.

Attend the ASPPA Conference every November.

Skills

Proficient with the Sungard Relius Pension Administration recordkeeping system.

Proficient in the Sungard Relius Governemnt Forms system. Experience with Microsoft

Excel and Microsoft Word. Excellent customer service skills and attention to detail.

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