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
About Anna Babbitt
Experienced Retirement Plan Administrator and Human Resources professional with a…
Experience
Client Relationship Manager
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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