Angela Larson
Brainerd
Summary
Experienced retirement industry professional with nearly 20 years of expertise seeking a company that shares beliefs and core values. Dedicated to utilizing extensive knowledge to assist clients to the best of ability. Committed to finding a company that aligns with passion for providing exceptional service and helping individuals achieve retirement goals.
Overview
13
13
years of professional experience
Work History
Implementation Specialist
Definiti LLC
04.2023 - Current
- Provided ongoing support to clients pre, during and post-implementation, addressing any concerns or issues promptly and professionally.
- Work daily to create a working relationship with both Financial Advisors and Recordkeeper/Vendors (i.e Vanguard, John Hancock, American Funds, Empower, Fidelity, etc.) to ensure we are meeting our clients needs to the best of our abilities.
- Contributed to the continuous improvement of implementation processes through regular feedback sessions and lessons learned discussions.
- Developed clear documentation for all implementation processes and procedures, enabling easy knowledge transfer among team members.
- Streamlined implementation processes by effectively collaborating with cross-functional teams.
- Conducted detailed requirements analysis for each project, creating customized solutions based on client needs.
- Assisted account executives with strengthening client relationships through targeted solutions.
- Served as a subject matter expert for both internal teams and clients during the implementation process, providing guidance and clarification when needed.
- Collaborated closely with sales teams to ensure smooth hand-off of new projects from pre-sales to implementation stages.
- Accelerated resolution of implementation challenges by establishing responsive communication plan that kept all parties informed and engaged.
- Improved project outcomes, conducting detailed requirement analysis sessions with stakeholders to align expectations and deliverables.
Implementation Specialist
Leading Retirement Solutions
11.2023 - 04.2024
- Managed multiple implementation projects concurrently, maintaining strict deadlines without compromising quality or scope.
- Developed strong relationships with clients, fostering trust and confidence in the implementation process.
- Delivered exceptionally high level of professionalism and support to each client, upholding company's commitment to service.
- Maintained up-to-date knowledge of industry trends and best practices in order to provide the most relevant solutions for clients'' businesses.
- Enhanced customer satisfaction with timely resolution of issues during project implementations.
Deconversion Specialist
Ascensus
04.2015 - 11.2023
- Oversee off boarding of 401 K plans from our company either due to the company closing or they go to a new recordkeeper for their 401K services.
- I handled 8 million dollars in asset just last year alone with no financial loss to our organization.
- I have off boarded over 500 plans in just a year as well.
- Followed all company policies and procedures to deliver quality work.
- Improved customer satisfaction rates through proactive problem-solving and efficient complaint resolution.
- Implemented new training programs for staff, leading to higher employee retention rates and better overall performance.
- Championed the adoption of new software tools that streamlined workflows across multiple departments.
Participant Services Associate
Ascensus
04.2012 - 04.2015
- I was in an incoming call queue environment that took over 60 calls a day answering participants in their 401 k Plan questions, web access, distributions of their assets, trading their assets in the stock market and training new associates what all we need to know about 401 k’s, the rules and regulation of the IRS processes on 401k.
- How to handle calls, route calls and deescalate calls.
- Managed a diverse team of professionals, fostering an inclusive work environment that encouraged collaboration and innovation.
- Improved team collaboration by initiating regular coordination meetings.
Education
HIgh School Diploma - General High School Diploma
Brainerd Senior High School
Brainerd, MN06.1993
Skills
- Verbal communication
- Customer service
- Written communication
- Organizational skills
- Attention to detail
- Time management
- Task prioritization
- Issue resolution
- Call queue management
- Telephone and email etiquette
- Onboarding
- Implementation management
- High-performance in stressful environments
- Client management
Leadership Experience
Assisted in making necessary changes to both my wage job and self-employment business with new processes and procedures to improve proficiency.
Communication Skills
- Managed significant other's 14 rentals for the last 10 years.
- Performed background checks on new tenants and ensured understanding of rental agreements.
- Organized assistance for tenants with organizations to help pay rent.
- Assisted with trucking business maintenance reporting and safety classes.
- Oversaw financial books and performed expense reports.
Timeline
Implementation Specialist
Leading Retirement Solutions
11.2023 - 04.2024
Implementation Specialist
Definiti LLC
04.2023 - Current
Deconversion Specialist
Ascensus
04.2015 - 11.2023
Participant Services Associate
Ascensus
04.2012 - 04.2015
HIgh School Diploma - General High School Diploma
Brainerd Senior High School
Similar Profiles
Tara ColeTara Cole
Loan and Distribution Administration Manager at Definiti, LLCLoan and Distribution Administration Manager at Definiti, LLC
Josh TompkinsJosh Tompkins
Sr. Data Entry Clerk at Robert Half (Definiti,ActiveNav)Sr. Data Entry Clerk at Robert Half (Definiti,ActiveNav)
Lynn VossLynn Voss
Retirement Plan Consultant at DefinitiRetirement Plan Consultant at Definiti
Eric JohnsonEric Johnson
Head Cashier at The Home DepotHead Cashier at The Home Depot
Lora ThiesseLora Thiesse
Registered Nurse, Emergency Department at Lakewood Health SystemRegistered Nurse, Emergency Department at Lakewood Health System