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Synopsis on customer relationship management
Synopsis on customer relationship management
Synopsis on customer relationship management
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In my position as a pension benefit specialist with Towers Watson, I have gained invaluable experience working with plan administrators to process participant request, address inquiries, and resolve disputes. Through this experience I have learned a great deal about pension law, pension plan design, processes, and policies. This experience has allowed me to exercise my skills in time management in adhering to client service level agreements to ensure participant’s request are handled in a timely fashion. In addition have had the chance to hone my research and analytical skills in reviewing and relaying retirement plan information to participants.
As a help desk analyst with Bank of America, I provided technical support to internal customers located throughout the world. In this capacity I learned the importance of recognizing and respecting cultural differences. This helped in
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overcoming an assortment of barriers related to customs or practices observed in cultures outside of my own. This experience also helped to make me mindful of details such as time zones to ensure that request were processed accordingly and responses, such as phone calls, were placed at a respectable hour per banker’s location. As a pension benefit specialist for Towers Watson I worked daily with teams members that are located throughout the United States As a result of my strong organizational, leadership, and interpersonal skills I was promoted to client lead.
In this capacity I serve as a liaison between my local tem members, administration teams, and management. This includes coordinating schedules, delegating tasks, and monitoring workflows.
Some of my key strength’s in dealing with others include my ability to teach others, deescalate situations by recognizing and acknowledging the perspectives of others, and my willingness to be of assistance.
As a client lead whose project team are constantly changing it is imperative that my team learns quickly and understands the details of project and retirement plans. To reinforce the information learned in training, I use the client knowledge base to design weekly crossword puzzles for my team. This assist me with retaining details and serves to ensure that my team is learning not only the information, but how to conduct research by navigating available
resources. As a client lead, my responsibilities include handling supervisor requests and coaching fellow pension specialist on techniques to use to de-escalate a given situation. Through these coaching session and application of these techniques the escalation rate in our office has been reduced by 30% so far this year. My skills in this area have proven so effective that I lead the new hire de-escalation trainings for two classes hired in August of 2015. My willingness to help others has made me an asset to my colleagues, direct reports, managers and participants. Whether the issue involves ensuring overnight delivery to a participant to comply with deadline restrictions, running reports to identify trends to be presented by management to the client, or assisting a benefit specialist with locating process information, I am there to help. By recognizing the importance of every step in the process I know that no job is too big or too small and should always be addressed professionally, accurately, and timely. I am currently in the process of obtaining my designation as a Certified Employee Benefits Specialist. I am scheduled to take the test for the first set of courses, Retirement Plan design on September 30, 2015. I am also already enrolled for the second stage Retirement Plan Management beginning in October 2015.
Can We Keep Our Promises? The purpose of this paper is to provide a summary of the article called “Can We Keep Our Promises?” by Robert D. Arnott, and to help better understand the three key risks facing each investor. Robert Arnott describes risk and return as “having two sides of the same coin” meaning risk is inseparable from return. Arnott points out the most important risks that are faced by managers of company pension plans: underperforming other corporate pension funds (their peers), losing money (mostly associated with portfolio standard deviation or volatility), and underperforming the values of pension obligations and therefore losing actuarial ground.
You have received a variety of key features documents to help you decide which pension product to have. If you have any queries regarding the key features documents, or anything about this suitability report then please do not hesitate to contact us. This document should be kept with your client agreement, and these documents were given to you at your last meeting.
The push for Congress to pass legislation protecting the rights of employees and their retirement was inevitable. Retirement plans are extremely important for all working individuals. Having funds to keep or exceed ones current standard of living and to enjoy one’s life beyond expectations after retire...
Investment opportunities with pension plan members to offer them additional services (cross-over), as well as to reinvest their pension plan earnings after they retire (roll-over);
Wells Fargo believes in the importance of obtaining all of the customers business and strives to provide them with choices. Consumers living in a foreign country can work closely with international personal bankers who have been trained and are available for helping with worldwide needs. Services offered are traditional Wells Fargo products as well as those specifically designed for those living abroad. Wells Fargo also accommodates foreign companies doing business in the United States. There are also many foreign banks and their customers who benefit from what the international business products that Wells Fargo has to offer. Special products have been designed for international business use for both consumer and business customers. Top level executives and store managers collaborate regularly to promote product ideas to help make accommodate any financial needs to the international customers.
Unless someone is on my bad side, I have respect for them and will always treat them exactly how they treat me so it works both ways. My greatest personal strength that passes through into my life is determination, determination to be good at whatever I do. I set high values for myself, I believe in doing things well in order to be successful with what I do or the commitment I make. For my career pathway, I want to do something related to kids such as being a kindergarten
Another strength that I have is being an active listener. I listened to my clients and utilized a lot of micro skills. Insuring confidentiality was also a strength that I developed closer to the end of field placement. Conducting assessments and making sure I tracked and exhausted the topics was also a strength that I identified throughout field. Practicing from a strengths perspective was also another area I excelled at when working with my clients. A skill that I could work on is being more conscious of self in terms of body language during interviews, because at times I find myself with my arms cross which may give an indication that I’m closed off or
Prior to this course I had no knowledge of the strength theory nor did I look at people with the intention of identifying and building upon their strengths. Like many others, I focused on weaknesses and how I could improve them; my inner drive for perfection left me with no other choice. However, in light of my new found knowledge, I am excited to not only continue my own work as a student and professional, but to also use this insight as a lens for how I view those I work with and those that work under me. The strengths theory and strengths psychology are an incredible and radical way of approaching work and relationships. It is an exciting, inspiring, and forgiving approach to humanity and life. Donald Clifton and Chip Anderson’s StrengthsQuest (2004) revolutionized the way I view myself and the way I look at others. I am confident that I have not only developed a deeper understanding of what I am good at, but also why I am good at it. I feel an increased sense of confidence that I can tackle any challenges that come my way because I know how to apply what I am good at and I need not wallow in what I am not good at it. Similarly, it facilitated a deeper understanding of how to relate to my coworkers and the staff I supervise by seeking out what they are good at and asking them to do that. It has been a morale booster in my work place and has undeniably increased the outcomes of my employee’s performance. In the following, I will identify my top five strengths and describe the ways in which they present themselves in both my academic and professional lives. I will share the ways in which I anticipate that I wi...
Although there are several flaws with my model, it was acknowledged as an innovative insight in pension funds analysis by several professors from the college of public administration since it is the first attempt for students to quantify the pension gap. My attempt is not limited to social science, during my research internship at University of Dalhousie, under the supervision of professor Hong Gu, I constructed a statistical model to minimize the expected cost in drug discovery process and used MATLAB to quantify the exact cut-off
Executive assessment findings regarding my strengths as scored by others include the following: interpersonal competence, supportive leadership, assertive leadership, professional competence, conceptual competence, and socio-political awareness. The highest scores were never self-serving, never inaccessible, and assertive leadership. My strengths as determined by superiors, peers, and subordinates indicate that I possess effective leadership, professional competence, and an even keel
Developed and implemented a five-year strategic plan focusing on high-growth worldwide insurance, annuities, and investment products focusing on growing and protecting client income through retirement. Successfully implemented Human resource programs, which ensured consistency throughout the region and provided managers with critical tools to enhance productivity. Established performance management system, progressive discipline policy, and recruitment process guidelines. Made recommendations and assisted the Financial Advisor in the development of solicitation specifications for client retirement programs. Ensured insurance and annuity investments were being administered per State and Federal
Understand and heed cultural differences - cultural variables in transacting international business. (1991, January 28). Business America. FindArticles.com., Retrieved March 20, 2009, from http://findarticles.com/p/articles/mi_m1052/is_n2_v112/ai_10412261/pg_4?tag=content;col1
A well-managed bi-cultural team is proven to be a success because when people from different backgrounds bring their own unique cultural experiences to the situations they face in their companies and this broader perspective of viewpoints tends to allow for a better ultimate resolution, however if those teams are not managed properly, and if the size of those teams are not managed, and the individuals are not catered to, the cons may outweigh the
My first strength is kindness. Since I am mostly around children, kindness allows them to like me and be comfortable around me. The last strength is listening, I listen to all of my friends if they need someone to talk to. Listening allows me to be their support system. Even though I have different strengths, there are also some challenges. Some of these challenges are similar to the life of St. Francis and St. Clare. Some of my challenges are deciding whether I picked the right choice and ability to handle change. There are many events in my life where I wasn’t sure if I made the right decision or not. For example, I recently switched my major and I wasn’t sure if I made the right choice and if my parents would agree with it. This is similar to St. Francis’s life because he kept changing what he wanted to do with his life and wanted his parents approval. Francis was still his father’s son, unconsciously pursuing what his father valued reputation, status and wealth (Sweeney, 2014, p.34). Francis wanted to this in order to make his father proud but as time went on he knew what he wanted to do even though his parents might not agree to it. Francis always questioned himself in the decisions that he made frequently ( Egler, October 2015). Another challenge is the ability to handle change. I have a difficult time trying to accept change because I usually like the way things are. I don’t like change when I have no control over
In my Learning team, my personal strength is having good people skills. I meet and get involved with new people everyday whether it be work or school related. I enjoy speaking, listening and giving input to my team members so that they are aware that they can count on me to participate as a team player in our Learning Team. Good people skills are very important in a group setting because of all the di...