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Lauren Restrepo
Providing Competitive Intelligence on the Retirement Industry
Summary
Working professional with over 10 years of experience in the Financial Services Industry with a focus on Retirement Services. Experience includes customer and client service, marketing, sales support and profitability & financial analysis.
Specialties: 401(k) administration, defined contribution & defined benefit plans, marketing/sales support, finance
Specialties: 401(k) administration, defined contribution & defined benefit plans, marketing/sales support, finance
Education
University of Massachusetts Boston
MBA Finance
2008-2011
Skidmore College
BA Art History, English
1997-2001
MBA Finance
2008-2011
Skidmore College
BA Art History, English
1997-2001
Experience
Benchmarking & Data Services Analyst
John Hancock Life Insurance Company (U.S.A.)
11/2012
Retirement Plan Benchmarking:
Convert data from industry benchmarks and market research into business intelligence. Serve as a liaison between internal relationship managers & sales teams and external benchmarking partners. In conjunction with National Accounts, work with third party benchmarking firms to ensure John Hancock is well positioned and able to support the growing benchmarking needs of business intermediaries.
Data Services:
Work closely with systems teams to create an infrastructure to support various plan data requests from our business partners various third party benchmarking firms. Oversees quarterly investment feeds and other data requested by designated benchmarking firms
Qvidian RFP Database Content Manager & Administrator:
Work closely with the RFP writers and compliance to maintain and update the RFP proposal generation database. Provide ongoing training to RFP Team on database features. Design reports to assist the Sales & RFP team manager to track proposal volume and productivity.
Financial Analyst
ING
5/2010-11/2012
Execute pricing and profitability analysis for 60 Mid-Market 401(k) ($10 million - $250 million) and 5 Large Market 401(k) (over $250 million) plans. Price new business as part of the sales process. Maintain and update pricings models to reflect current unit costs. Participate in quarterly client profitability analysis that is distributed to plan managers and department heads. Compile monthly financial results into a presentation that is distributed to business leaders. Conduct ad hoc financial analysis as requested.
Sr. Sales Support Specialist & RFP Coordinator
ING
4/2007-5/2010
Collaborated with sales team and subject matter experts in areas such as Plan Administration, Communications, Plan Implementation, Legal and Investments to provide accurate and timely answers to client questions. Managed RFP process to ensure team members provided timely, high quality results. Supported team members with their individual projects as needed. Subject Matter Expert on our Mid-Market product, collaborated in product enhancement meetings and later ensured smooth transition of product RFP process to another team.
Retirement Plan Manager
The Hartford
9/2004-4/2007
Responsible for the management and client relations of approximately 20 Full Service Defined Benefit, 40 Investment Only Corporate and 20 Investment Only Government plans. Created training materials for, trained and mentored employee. Helped achieve 98% through a continued focus on quality and excellence. Initiated learning and managing Products such as Funding Agreements and Guaranteed Income Contracts (GICs).
Sr. Participant Service Representative
Prudential Financial
2/2003-9/2004
Educated callers about the benefits of participating in their employer's Defined Contribution and Defined Benefit retirement plans. Obtained my Series 6 and 63 licenses. Monitored and coached customer service representatives on their calls.
Marketing Assistant
Software Marketing Associates Inc
7/2001-2/2003
Acted as Marketing Generalist for a small company by handling all aspects of marketing plan such as updating corporate website, writing sales letters and press releases, and organizing involvement in industry trade shows.
John Hancock Life Insurance Company (U.S.A.)
11/2012
Retirement Plan Benchmarking:
Convert data from industry benchmarks and market research into business intelligence. Serve as a liaison between internal relationship managers & sales teams and external benchmarking partners. In conjunction with National Accounts, work with third party benchmarking firms to ensure John Hancock is well positioned and able to support the growing benchmarking needs of business intermediaries.
Data Services:
Work closely with systems teams to create an infrastructure to support various plan data requests from our business partners various third party benchmarking firms. Oversees quarterly investment feeds and other data requested by designated benchmarking firms
Qvidian RFP Database Content Manager & Administrator:
Work closely with the RFP writers and compliance to maintain and update the RFP proposal generation database. Provide ongoing training to RFP Team on database features. Design reports to assist the Sales & RFP team manager to track proposal volume and productivity.
Financial Analyst
ING
5/2010-11/2012
Execute pricing and profitability analysis for 60 Mid-Market 401(k) ($10 million - $250 million) and 5 Large Market 401(k) (over $250 million) plans. Price new business as part of the sales process. Maintain and update pricings models to reflect current unit costs. Participate in quarterly client profitability analysis that is distributed to plan managers and department heads. Compile monthly financial results into a presentation that is distributed to business leaders. Conduct ad hoc financial analysis as requested.
Sr. Sales Support Specialist & RFP Coordinator
ING
4/2007-5/2010
Collaborated with sales team and subject matter experts in areas such as Plan Administration, Communications, Plan Implementation, Legal and Investments to provide accurate and timely answers to client questions. Managed RFP process to ensure team members provided timely, high quality results. Supported team members with their individual projects as needed. Subject Matter Expert on our Mid-Market product, collaborated in product enhancement meetings and later ensured smooth transition of product RFP process to another team.
Retirement Plan Manager
The Hartford
9/2004-4/2007
Responsible for the management and client relations of approximately 20 Full Service Defined Benefit, 40 Investment Only Corporate and 20 Investment Only Government plans. Created training materials for, trained and mentored employee. Helped achieve 98% through a continued focus on quality and excellence. Initiated learning and managing Products such as Funding Agreements and Guaranteed Income Contracts (GICs).
Sr. Participant Service Representative
Prudential Financial
2/2003-9/2004
Educated callers about the benefits of participating in their employer's Defined Contribution and Defined Benefit retirement plans. Obtained my Series 6 and 63 licenses. Monitored and coached customer service representatives on their calls.
Marketing Assistant
Software Marketing Associates Inc
7/2001-2/2003
Acted as Marketing Generalist for a small company by handling all aspects of marketing plan such as updating corporate website, writing sales letters and press releases, and organizing involvement in industry trade shows.
Interests
marketing, finance, 401(k) administration, volunteering, non-profit, knitting, travel, art
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