RAELYNN ADAMSON

Dallas, Texas raelynnada@yahoo.com 214-957-2844 http://www.linkedin.com/in/raelynnadamson

CLIENT MANAGEMENT
Defined Benefits Benefits Administration Operations Management Results oriented client services professional with 10 plus years of experience in managing high networth non-qualified employee benefit plans, benefit administration, account management, insurance and financial products, relationship management, and compliance. Use of superior interpersonal skills to establish strong business relationships and long-term customer loyalty. Adept at assessing customer needs, providing excellent service and effectively managing client solutions. Able to build trusting relationships with clients, networking with key personnel to influence account retention decisions. CORE COMPETENCIES Executive Benefits Account Management Defined Benefits Admin Client Management Financial Operations Client Consultation Benefits Implementation Regulatory Compliance Relationship Development

PROFESSIONAL EXPERIENCE:
Clark Consulting - Dallas, TX 1998 2011 Senior Account Manager Managed non-qualified employee benefit plans and served as account liaison for servicing issues related to client insurance and non-qualified benefit plans. Served as the primary client contact for day to day issues regarding client reporting, participant statements, plan changes, and other general servicing related items. Resolved complex client issues, interpret benefits and enhancements requiring expertise knowledge. Maintained thorough knowledge of business life insurance products and structure. Handled 35+ client case loads, which were inclusive of managing relationships and providing consultative recommendations on financial products. Handled updates on accounts and processing of high-level financial benefit transactions requiring knowledge of laws and compliance. Actively participated in the preparation and analysis of financial projects of insurance benefit plans, including auditing prior to presentation to client. Managed the client implementation process to completion with various stakeholders throughout the organization. Key Achievements: Successfully managed high networth clients financial benefits portfolio of accounts, while retaining business relationships which resulted in retention of accounts and additional services. Served as main point of contact for CFOs, human resources, accounting managers and compensation committee members, by offering recommendations regarding benefit plan strategy and structure. Provided guidance and communication to clients regarding taxation, accounting, regulatory compliance, and other legislation impacting benefit and insurance plan designs.

Raelynn Adamson (Contd)

Page 2

Administered Non-Qualified Benefit Plans with cumulative values in excess of $900MM. Served as member of cross-functional internal auditing committee; ensuring SOX compliance, proper reporting practices and standards are upheld. Managed large-scale multi-million dollar client implementations for multiple enforce policies, resulting in transition and retention of accounts. Created and maintain process documentation for improvement of departmental procedures and guidelines. Wiedemann & Johnson Dallas, TX Account Supervisor, Client Management Services 1985- acquired by Clark Consulting in 1998

Prepared and maintained accurate records of all assigned client accounts for high volume accounts. Directed new business through the issue process and administered account changes and updates. Prepared and maintained accurate billing records. Assisted client companies and agents with questions related to defined-benefit plans and operational procedures. Handled routine special customized report requests. Oversaw supervisory aspects of account issue resolution. Strategized with senior management on account analysis, reporting and implementation. Developed relationships with clients and kept abreast of market trends. Assisted in the training and development of coordinator level personnel.
Key Achievements: Served as subject matter expert on clients plans and administrative procedures; served as

a key resource for day-to-day issues.

Managed client business process and identified areas for continuous improvement. Successfully exceeded client expectations by conducting analysis of accounts and offering recommendations. Collaborated with design and analysis team for special customized reports and illustrations. Served as primary resource to client, client team and shared service in supporting services in the translation of plan requirements.

EDUCATION AND LICENSE Roosevelt High School - Dallas, TX Series 6 and 63 - (Active) Group 1 License - (Active) Life Insurance Product Training Computer Skills
MS Outlook, MS Word, Excel, Data Entry, 10-Key By Touch