Sheray O.
Advocate of Retirement Savings, Benefits Education and Financial Wellness
- Role
- 401(K) Benefit Educator (Contractor) - Total Benefit Communications at Ascensus
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Sheray O.
I absolutely LOVE the Employee Benefits industry. Over the last 30 years I\'ve done a…
Experience
401(K) Benefit Educator (Contractor) - Total Benefit Communications
Apr 2016 — Present
Conduct open enrollment, conversion, and education meetings on behalf of Total Benefit Communications, LLC, and their clients.Benefit events include:•401(k) retirement plans•403(b) retirement plans•457 retirement plans•Medicare plans•Group Benefits [Medical, Dental, Voluntary Insurance]Establish and maintain good working relationships with employer and client contacts.Educate potential members on all aspects of the plan(s) including answering questions regarding the plan’s features and benefits.Assist current members with issue resolution and re-enrollment (as applicable).Complete paperwork and expense report post-event in a timely manner.Remain knowledgeable of the industry and recent updates/legislation/changes.
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