Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
LNGG
Timeline
Generic

Manveen Kaur

Halifax,Nova Scotia

Summary

Customer service Representative with experience in USA Group Pensions Defined Contribution and Defined Benefit plans. 15+ years’ experience providing over the phone and face to face service in both office and retail settings. Skilled in providing friendly and accurate service, solving customer issues and responding calmly and professionally to time-sensitive or delicate situations. Quickly learns, various computer systems to complete business processing. Works well independently and/or with others. Fluent English, Hindi & Punjabi (spoken and written.)

Qualified Plan administrator with comprehensive background in managing retirement plans and employee benefits. Demonstrated ability to streamline administrative processes and ensure compliance with regulations. Proven track record of utilizing strong organizational and analytical skills to enhance plan efficiency and participant satisfaction.

Results-driven administrative professional with robust background in managing employee benefits and retirement plans. Recognized for ensuring regulatory compliance and optimizing administrative processes. Valued for collaborative approach, adaptability, and reliable performance, with focus on detail and precision in all tasks.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Plan Administrator

Manulife Financial/John Hancock
03.2021 - Current
  • Reporting to the Supervisor, TRS Participant Services, excels at providing accurate, timely and customer focused service over the phone to customers requiring changes to their pension plans such as confirming values, applying for loans and withdrawals, evaluating the tax impact of various transactions, assisting with technical support to participants, etc.
  • Accomplishments:
  • Handle dedicated clients that requires special handling.
  • Performing, monitoring and analyzing ongoing financial reports.
  • Processing financial transactions as per client needs.
  • Known as a problem solver who will look for solutions that are win-win for the client and also John Hancock.
  • Performing year-end accounting support functions for the financial services branch and other related duties.
  • Maintains composure and shows good judgement when dealing with upset customers. Typically, able to work through a customers’ frustration and resolve their inquiry using strong listening skills.
  • Creates well-organized and thorough requests for research on complex cases then uses Salesforce to provide accurate and timely reminders for tracking and follow-up.
  • Completed 401K administration Certification.
  • Upskill training completed for specialty 401 k plans and can even handle defined pension plan, profit sharing, Taft Hartley and money purchase plans also.
  • Consistently meeting and exceeding metrics.
  • Strong technical knowledge of PSC applications.
  • Reliable and dependable through attendance and availability.
  • Highly organized and detail oriented and analytical.
  • Intermediate analytical, research, investigation and problem- solving skills.

Customer Service Representative

Sydney Call Centre
10.2020 - 03.2021
  • Managed at least 40-45 inbound and outbound calls and emails in a courteous, timely, and professional manner
  • Follow the processes of the Client program and perform all tasks in a courteous and professional manner
  • Utilize systems and technology to complete account management tasks
  • Accurately documenting and process customer claims in appropriate systems.
  • Consistently meeting and exceeding metrics.
  • Working as a senior representative, handling escalations and providing resolution.
  • Performing admin assistant duties like scheduling for the support team, preparing work orders, custom statements, and mail requests.
  • Assisting new hire trainings and helping trainer with schedule planning.

Corporate Travel Counselor

American Express Global Business Travel
01.2020 - 10.2020
  • Prepare international and domestic travel arrangements for corporate customers inclusive of air, rail, hotel and ground transportation by using Sabre 360.
  • Verifying entitlement for travel by reviewing authorizations in claimant file.
  • Performing admin assistant duties like coordinating seminars and conferences etc.
  • Researching and coordinating the most appropriate and cost-effective mode of transportation and accommodation on-line, including taxi, independent rail, airline carriers, hotel and car rental
  • Issuing itinerary for confirmation of reservations to workers and staff travelers within a specific timeframe.
  • Got promoted within 3 months of joining as a senior representative and was handling supervisor queues plus assisting new hire training facilitation.

Education

Bachelor of Commerce - Business Administration

Guru Nanak Dev University
Amritsar, Punjab
04.2005

Skills

  • Knowledge of various programs and applications used in financial transactions and administration for example, One Note, TS Prod, Sales Force, ZENDESK, IBM notes , AWD and Service Now
  • Proficient in the use of Microsoft Office (Excel, Word and power point)
  • Typing speed of 35 wpm
  • Pension plan management
  • Retirement plan expertise
  • Benefits administration
  • Employee relations

Accomplishments

  • Achieved promotion through effectively helping with efficient and timely execution of tasks assigned.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Documented and efficiently resolved client grievances which led to improving rapport of the organization .
  • Collaborated with team of plan administrators in the development and introduction of new procedures to handle fresh assignments.
  • Providing training to new hires and member's added to the team.

Certification

  • First Aid Certification/ CPR completed on 2019-09-24 from Red Cross Society, Halifax, Nova Scotia, Canada
  • International Air Transport Association (IATA) certification from IATA International training and Development Institute, Montreal, Canada
  • Completed 401K administration Certification

LNGG

Fluent English, Hindi & Punjabi (spoken and written.)

Timeline

Plan Administrator

Manulife Financial/John Hancock
03.2021 - Current

Customer Service Representative

Sydney Call Centre
10.2020 - 03.2021

Corporate Travel Counselor

American Express Global Business Travel
01.2020 - 10.2020

Bachelor of Commerce - Business Administration

Guru Nanak Dev University
Manveen Kaur