Service Delivery Case Manager

A n d r e y Irger

Worcester, MA ***** 508-***-**** ******@*******.***

Summary of Qualifications:

To obtain a position within financial industry in the progressive, reputable company, where my experience in business, analytical and problem solving skills would be utilized to the highest degree.

Computer Skills:

Computer Languages: HTML/Visual Basic/Visual Java++.

Operation Systems: DOS-3.x+/Windows 3.x+/Unix/Norton Commander 3.x+ Complete.

Database applications: MS Office Enterprise, SQL, QuickBooks, Max (ATX), DBCS, DBRK, PCTS, XTRAC, PeopleSoft, DBconnect/Conduent, OnBase, FocusPoint, PSW, OmniPay, ImageSilo, BWS, ServiceNow.

Certifications:

Six Sigma, Defined Benefits I, II, and Defined Contributions certified. (Fidelity Investments Service Delivery University).

Work Experience:

Sr. Calculation Analyst at MetLife Retirement Income Solutions Tampa, FL (remote) 02/2022 -- 03/2024

Calculated pension benefits for Traditional/Legacy, Cash Balance Plan`s retired and active participants.

Benefit Calculation Analyst at Prudential/Morneau Shepell Hartford, CT 09/2018 – 02/2020

Performed complex-level calculations for the state employees (Fire/Police in multiple states).

Managed Traditional/Legacy, Cash Balance Plans.

Defined Benefits Pension Consultant at Partners HealthCare Systems Boston, MA (contract) 2018

Performed modeling projections and final calculations (including Required Minimum Distributions (RMD), QDROs, and PIA.

Overseen retirement initiations, data accuracy, disbursements, and Death-related procedures for Traditional/Legacy, Cash Balance, 401 (a), 403 (b), 457 Plans, Medicare Part A & B.

Ensured accuracy of compliance and taxation of benefits per IRS/ERISA/Secure ACT guidelines.

Pension Team Lead/Case Manager at Fidelity Investments Ops & Implementations 04/2005 – 02/2018

Performed mid and high complexity Pension Calculations.

Coordinated projects with peers related to data components, Plan Rules and Plan Admin Manuals.

Managed the timeline to get the information needed, partnered with Legal, Retirement Initiations, Disbursements, and Customer Service Support Teams and ensured that deliverables met on time.

Addressed and resolved issues related to DB/DC/H&I pensions.

Education:

Master of Business Administration (MBA) at Anna Maria College

Emphasis in Entrepreneurship/Finance.

Advance studies in Accounting and Economics.

Bachelor of Business Administration (MIS) at Anna Maria College

Emphasis in Business/Management Information Systems.

Contact this candidate