Anna Babbitt

Experienced Client Relationship Manager with experience in retirement administration, including 401(k), 403(b), Defined Benefit, and non-qualified plans.

Role
Client Relationship Manager at Ascensus
Location
Charlotte, NC, US
LinkedIn followers
500 followers
Customer/Client ServiceView LinkedIn profile

About Anna Babbitt

Experienced Retirement Plan Administrator and Human Resources professional with a…

Experience

  1. Client Relationship Manager

    Ascensus

    Mar 2013 — Present · NC, US

    Provide proactive service to clients regarding their retirement benefit plans, including annual compliance testing and 5500 filing.Execute strategic planning to ensure client satisfaction, retention, and organic growth.Provide annual service reviews with clients, ensuring service experience is superior to others, solicit feedback on a regular basis, and offer solutions to increase Plan Sponsor capacity by reducing their involvement in day to day processing. Consult with Plan Sponsors regarding plan compliance and corrections as required.

Education

  • University of Phoenix

    MBA, Master of Business Adminstration

    2006 — 2007

  • University of Phoenix

    BS/BM, Business Management

    2001 — 2005

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Anna Babbitt — Client Relationship Manager at Ascensus in Charlotte, NC, US | Unifers