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yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000

tel: 0000 xxxxxx xxxx , xxxx , xxxxx


eager to contribute extensive client relationship management and analytical talents toward supporting a dynamic pension/health insurance company in optimizing bottom-line performance.




         proven skills in preparing, reviewing, analyzing and administering pension plans with strict adherence to government compliance.

         exceptional abilities in interpreting and processing 401(k) contributions and associated files.

         outstanding blend of organizational, decision-making, prioritization, communication, and consultative skills.

         display a cooperative work ethic and a superior level of adaptability, initiative and diligence.

         thorough and focused problem solver with track record of executing innovative solutions to meet business goals and needs.   

         well-honed administrative and multi-tasking abilities; effectively balance competing priorities.

         reputation for professionalism, sound judgment, and attention to quality, efficiency and accuracy.

         excel in synthesizing, manipulating and clarifying data, and coordinating projects in accordance to strict timelines.


professional experience


mercer, norwood, ma, 2007 to present

pension client analyst

         apply dynamic communication and interpersonal skills toward establishing and maintaining strong client relationships as primary point of contact for inquiries and requests.

         administer defined benefit plans for clients through accurate benefit calculations, correspondence review,  and data maintenance.

         collaborate with health and insurance client team to process files involving medicare reimbursement or deductions.

         proactively participate in reporting and assist peers in completing deadline-driven assignments.


fidelity investments, marlborough, ma,  2003 to  2007

senior retirement associate        (2006 to 2007)

         steadily advanced through a series of promotions to most recent role as senior retirement associate and relied upon as site s primary point of contact for customer support services.

         steered and supported compliance for site comprised of more than 100 associates.

         demonstrated polished leadership talents in providing training, coaching, and mentoring to underperforming associates.





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professional experience continued


         spearheaded critical customer satisfaction index project by meticulously recording and analyzing survey results and devising action plan to tackle and resolve site deficiencies.


retirement benefits coordinator       (2005 to 2006)

         assisted and advised caseload of approximately 170 participants by explaining medical plans, enrollment options, and medicare insurance aspects, policies and eligibility requirements.

         explored, clarified and interpreted customers retirement profile to assist them in determining and selecting payment options which precisely align with retirement goals.

         provided informative guidance to participants regarding options available for pension plan, 401(k) and medical coverage.

         capably explained calculation formulas to participants at a detailed level of an actuarial specialist and relied upon to handle sensitive or challenging clients and escalated cases.


defined benefits associate       (2004 to 2005)

         exercised strong critical thinking abilities to scrutinize customer accounts, instrumental to rapid problem solving and ensuring satisfaction.

         performed calculations and provided accurate pension estimates as requested.

         leveraged an exemplary team player work ethic in training, supporting, and coaching new hires.


defined contribution associate         (2003 to 2004)  

  • knowledgably responded to broad-based inquiries regarding investment options and 401(k) contributions.
  • expeditiously applied and processed customer-requested account transactions.
  • coached and mentored new department employees, consistently emphasizing product/plan knowledge and customer satisfaction.  




b.a. in international business, minor in spanish

assumption college, worchester, ma, graduated cum laude 2003


licensure & certifications  


nasd series 6


series 63 - massachusetts


nasd series 26


hippa certified  



yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000

tel: 0000 xxxxxx xxxx , xxxx , xxxxx









hiring agent name


company name


city/state/zip code




i am currently seeking a challenging career opportunity in a <insert job title/position> capacity and am submitting my resume for your review.  in advance, thank you for your time and consideration.


as indicated in the accompanying resume, i bring to you outstanding skills as an analyst within pension and retirement arenas, and proficiency in interpreting and administering 401(k) contributions, pension plans and health care insurance. to complement these qualifications, i offer solid critical thinking, client relations, organizational, multi-tasking, and communication skills which are essential as a <insert job title/position>.


as a proactive contributor to your organization, you will find me to be a driven professional and stellar leader committed to supporting you in achieving your objectives through superior performance and initiative. i am confident that i could be a valuable asset to <insert name of organization>, and look forward to interviewing with you in the near future.






yyyyyy x. yyyyyy





yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000

tel: 0000 xxxxxx xxxx , xxxx , xxxxx










interviewer s name


company name


city/state/zip code




it was a pleasure (speaking with you/meeting with you) on [insert date here]. i would like to take this opportunity to thank you for the time you spent with me, as well as to express my appreciation for the information you offered. i am still very interested in the [insert name of position] position, and i am convinced now, more than ever, that it is the right job for me. i feel my background and qualifications prepare me well for the challenges and responsibilities we discussed.


the position as you described it to me would combine my strong skills in [insert two skills or qualities here].  this would allow me to make a valuable contribution to your company.


(choose one of the two paragraphs below, depending on whether or not you have, or have not yet, interviewed with the person)


(i am eager to meet with you in person to further discuss my background and qualifications. please feel free to contact me at the above phone number so we can continue the discussion we began over the telephone.)


(again, thank you for considering my qualifications. i enjoyed our talk, and am available at any time to provide you with any more information you may need. i look forward to hearing your decision.)






yyyyyy x. yyyyyy

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