Customer Service Management
Resume:
Erica L. Johnson
Green Bay, WI 54303 *****@*******.***
Objective: To obtain a role in which I can use my current knowledge of retirement, relationship management, banking and human resources as well as work toward flattening the world with consistent knowledge and understanding.
Education: St. Norbert College, De Pere, WI
Bachelor of Business Administration
Major: Business Administration (Finance Emphasis)
Work Experience:
Compensation Analyst: Schreiber Foods Inc., Green Bay, WI
October 2009-Present
• Provide analytical support for the organizations compensation function
• Administer compensation process development and administration
• Perform research, data collection, advise partners and leaders throughout the company and complete involved analysis to assist in developing, instituting, communicating and measuring the effectiveness of compensation programs
• Develop recommendations for annual compensation planning processes and determine cost impact to the organization for domestic and international locations
• Assist in contract negotiations for international labor agreements
• Provide training and assistance to local HR in international locations in regard to Performance Assessment process, headcount and hierarchy, salary increase projections, cost estimates in regard to labor contract and salary and benefit increases
Retirement Plan Administrator: Associated Wealth Management, Green Bay, WI
June 2007-October 2009
• Review Plan Documents and determine optimal provisions based on clients’ needs
• Determination of plan eligibility and contribution calculations
• All facets of administration and annual compliance of qualified plans for designated clients.
• Prepare administrative reports, statements and completion of annual IRS/DOL Form 5500 reports and related schedules
• Direct management and interaction with all assigned client cases, prompt response and resolution to all client calls and inquiries, proactive anticipation of client needs and assurance of full client satisfaction
• Lead employee meetings, i.e. enrollment, investment review
• Review and processing of participant loan and distribution requests
Retirement Plan Specialist: Associated Wealth Management, Green Bay, WI
June 2003 – June 2007
• Interact with customers and coworkers to ensure superior customer service
• Work as a team to identify and target new clients
• Prepare financial statements and compliance testing for profit sharing,
money purchase and 401(k) plans
• Coordinate information with departments within organization to solve simple
to moderate problems concerning assigned accounts
• Review and process incoming distribution documents for completeness and accuracy
Technical Retirement: Metavante, Trust Desk, Schwab RK, Scicom, Capital Base
Knowledge: Microsoft Office: Extensive knowledge of Microsoft Word, Excel, PowerPoint and Outlook
Other: Minitab, BPCS, PeopleSoft, Baseline, Bloomberg, Morningstar, Oracle, Kronos, Noetix
Involvement: Salvation Army 2006 - Present
Big Brothers Big Sisters – Big Sister 2007-2010
Green Bay Area School Board Enrollment Task Force 2007-08
Schreiber Foods Global Inclusion Team 2010 – Present
Junior Achievement – 2011 - Present
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