Third Party Customer Service
Resume:
Genevieve M. Placencio
El Paso, Texas 79924
*******@*****.***
Skills
● Strong mathematics/statistical/analytical skills.
● Minimum 40 WPM
● Solid expertise in MS Excel & MS Word
● Exceptional attention to detail.
● Professional, client-focused approach to colleagues and assignments.
● Strong oral and written communication skills.
● Strong dedication to follow-through on all tasks and assignments.
● Ability to sit for long periods of time operating a computer keyboard.
● Ability to organize, set priorities, work independently and complete multiple projects within established deadlines.
● knowledge of the fundamentals of defined benefit, defined contributions and Taft Hartley Strong reconciliation of individual retirement accounts. EXPERIENCE
(September 2010 thru March 2020)
Benefit Specialist - RPA
El Paso Firemen and Policemen’s Pension Fund El Paso Texas Responsible for coordinating retirement services, processing and serving as a liaison to the Pension Funds member group. Assist members with inquiries made regarding member and/or survivor benefits information, involving communicating Fund policies and procedures; processing related letters forms, checklists, and estimates; calculating vested service and payout information for benefit distributions; and, advising members on payout options upon termination or retirement. Responsible to maintain a variety of records related to members demographic and enrollment information, creditable service, contributions made, and benefit plan provisions.
2
(2005 thru 2010)
Southwest Service Administrators, Inc. Phoenix Arizona
(Third Party Administrator (“TPA”) to provide unique and specialized services to labor-management, Taft-Hartley Trust Funds)
Benefit Specialist :
ARIZONA SHEET METAL and PHOENIX PAINTERS PENSION FUND Responsible for high quality customer service to all Fund & Pension members. Respond to and resolve complex issues, serve as primary, daily contact to clients. Resolve complex plan questions and issues. Use professional excellence tools and concepts to ensure efficient and quality output.
Plan Administration by performing routine and recurring plan administration tasks for clients' defined benefit plans (benefit calculations, retiree and death admin processing, annual data updates, assist with preparation of benefit statements). Perform technical review for straight forward pension calculations, correspondence and payment entry/trust instructions as they arise.Follow and update documentation materials as directed.Review QDRO and survivor set ups. Adhere to plan documents and government regulations in administering plans. Maintain complete and accurate processing.
EDUCATION
Retirement Plans Associate (RPA)-
El Paso Firemen & Policemen’s Pension Fund
International Foundation of Employee Benefit Plans (IFEBP) Issued November 2018
Series 6 and 63 FINRA securities licenses in 1999 (no longer active) Bilingual (English and Spanish)
AWARD : WHO’s WHO AMONG BUSINESS PROFESSIONALS
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