Tawnya Neighbor
Troy,MO
Summary
Accomplished senior representative with a proven track record in departmental leadership and specialized expertise in relationship management. Renowned for delivering exemplary client service, fostering long-term partnerships, and driving client satisfaction. Skilled in collaborating with teams to effectively manage and retain retirement plan assets, ensuring optimal outcomes for stakeholders. Offers 20 years of dedicated experience in the retirement industry, consistently exceeding performance benchmarks and contributing to organizational success.
Overview
20
20
years of professional experience
Work History
Senior Client On-Boarding Manager
Transamerica Life Insurance Company
11.2024 - Current
- Directed team through comprehensive client onboarding process in large market.
- Developed and upheld strong connections to enhance collaboration and communication.
- Provided comprehensive support to clients, brokers, and payroll companies to ensure seamless transitions.
- Created and established tracking mechanisms that fostered consistent and efficient team operations.
- Assessed client needs and provided tailored consulting on qualified, non-qualified, and PEP plans.
- Developed and distributed all ERISA-required notices for compliance with regulatory standards.
- Facilitated training sessions to equip new employees with essential skills and knowledge.
- Assessed onboarding feedback to identify areas for improvement and implement effective solutions.
Field Relationship Manager
Mutual of Omaha
02.2020 - 07.2024
- Defined and implemented service enhancements to improve customer experience and foster satisfaction.
- Gained solid knowledge of competitors and market trends to stay ahead and facilitate opportunities.
- Managed an existing book of business in 5 states
- Maintained and serviced a book of business with approx. 80 plans
- Enhanced relationships with key service providers, vendors and customers. Resulting in a personal retention rate of 98%
- Developed and maintained key relationships with plan sponsors & brokers
- Volunteered for internal projects designed to enhance the 401(k) product and service model
Sr. New Business Consultant
Mutual of Omaha
07.2009 - 02.2020
- Establish and maintain effective relationships with sales personnel, agents, Group Reps, brokers, consultants, and other sales personnel
- Provide consulting of qualified & non-qualified retirement plans to field sales, service representatives, producers & plan sponsors
- Coordinate installation and conversion of qualified and non-qualified retirement plans
- Worked heavily with payroll processes to ensure a smooth transition for plan sponsors
- Created & provided all mandatory notices for plans during the transition
- Work effectively with service areas (internal and external) to develop joint processes to ensure seamless installation and conversion
- Develop and monitor processes related to all assigned areas, establish goals, and track progress toward the attainment of such goals
- Created, managed & maintained process improvement of procedures for the on-boarding team
Internal Wholesaler
Peritus Benefits & Investments, Inc.
01.2006 - 07.2009
- Assisted the internal sales team with sales of new plans & takeover plans to various providers
- Worked with our TPA team in assisting with plan design review, loan & distribution requests & payroll submissions
- Responsible for supporting a 7 man sales team and ensuring all documents were provided to clients to ensure the start up or transition of their plan was smooth and successful & ERISA deadlines were met
- Built & maintained relationships with brokers & plan sponsors in an effort to acquire & maintain business
- Cultivated relationships with financial advisors to promote investment products and services.
- Provided detailed product knowledge and support to clients, enhancing their understanding of offerings.
- Collaborated with sales team to develop strategies for market penetration and client engagement.
Skills
- Relationship Management
- On-Boarding Management
- Consultative Sales
- Sales support
- Fiduciary Responsibility
- Plan Design
- Product Recommendations
- Issue Resolution
- Project Management
- Implementation Knowledge
Timeline
Senior Client On-Boarding Manager
Transamerica Life Insurance Company
11.2024 - Current
Field Relationship Manager
Mutual of Omaha
02.2020 - 07.2024
Sr. New Business Consultant
Mutual of Omaha
07.2009 - 02.2020
Internal Wholesaler
Peritus Benefits & Investments, Inc.
01.2006 - 07.2009