I am a customer service professional and Licensed Professional Teacher (LPT) with over 12 years of experience in financial services. I worked as a Fraud Prevention and Claims Specialist at Teleperformance from 2014 to 2022 and currently serve as a Client Service Manager at Manulife, supporting John Hancock Retirement Services since 2022. I am proficient in Microsoft Excel and enterprise business systems such as Salesforce. I support over 300 401(k) retirement plans and work closely with business owners, executives, third-party administrators (TPAs), brokers, payroll administrators, and auditors, assisting with administrative functions, account servicing, and resolving complex inquiries.
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