Tanner Henderson
Acworth
Summary
Accomplished Senior Account Analyst with a proven track record at Lockton Companies, enhancing data analysis and compliance processes. Skilled in Microsoft Office Suite and adept at building strong client relationships. Demonstrated success in improving operational efficiency, with a focus on strategic planning and results. Expertise in blending analytical skills with interpersonal abilities to exceed client expectations.
Overview
3
3
years of professional experience
Work History
Senior Account Analyst
Lockton Companies
06.2024 - Current
- Manage a complex book of clients ranging in size from 50 - 5000+ eligible employees.
- Deliver on-site open enrollment presentations for clients to effectively convey benefit offerings.
- Track and analyze claims data to make recommendations for optimizing client benefit programs.
- Tailor benchmarking to make plan design and contribution recommendations specific to client needs.
Account Analyst
Lockton Companies
06.2022 - 06.2024
- Maintained up-to-date knowledge of industry trends, changes in regulations, and new product offerings to provide accurate advice to clients at all times.
- Create Open Enrollment communications material to provide employees with sufficient information to make benefit elections.
- Schedule A collection for 5500 filings to ensure clients remain compliant with the Department of Labor.
- Conducted policy reviews for existing clients and recommending appropriate solutions.
Retirement Planning Consultant Intern
AIG Retirement Services
01.2022 - 05.2022
- Assisted clients in understanding maximizing retirement benefits available to them.
- Collaborated to build client's portfolios to help reach their personal goals.
- Explain differentiation in various retirement accounts such as 401(k), IRA, 403(b), and annuities.
- Monitor current trends, markets, interest rates, and government regulation to make effective recommendations to clients.
Education
BBA - Risk Management And Insurance
University of Georgia
Athens, GA05-2022
Skills
- Data Analysis
- Microsoft Office Suite
- Compliance
- Relationship building
Timeline
Senior Account Analyst
Lockton Companies
06.2024 - Current
Account Analyst
Lockton Companies
06.2022 - 06.2024
Retirement Planning Consultant Intern
AIG Retirement Services
01.2022 - 05.2022
BBA - Risk Management And Insurance
University of Georgia
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