Retirement Services Professional Seeking New Opportunity
1.
Camille Collie
4311 Sunset Rose Drive
Fort Mill, SC 29708
camcol99@gmail.com
803-984-3511
OBJECTIVE
To further my financial career in the retirement services industry with a world class organization.
PROFILE
● 7 years at Duke Energy of proven award winning customer service
● 3 years of retirement services experience
● detailed HR knowledge at a Fortune 500
● Positive team player
● superb verbal and written communication
PROFESSIONAL EXPERIENCE
November 2012 - Current
Newport Group, Charlotte, NC
Client Service Manager (Aug 2013 – current)
● Provide client support and customer service on day to day issues with clients.
● Act in a proactive manner with assigned clients and build relationships to ensure retention.
● Work with plan sponsors, brokers, registered investment advisers, trust companies, and
other third party vendors including, auditors.
● Provide plan level calculations, communicate fun actions, communicate and consult on
client inquires, research, and resolve issues.
● Provide legal updates and respond to requests for specialized reports. Prepare and facilitate
annual client meetings for select clients.
● Travel to key accounts, facilitate meeting to ensure goals met
Operations Specialist (Nov 2012 – Aug 2013)
● Communicate with plan or relationship contacts to identify and prioritize issues that need
immediate attention
● gather payroll information needed to process payroll contributions to participant accounts;
verify, balance and match cash deposits to the file and process trades
● provide assistance to management and departmental teams for all projects as needed
● coordinate details, create records, track assignments, and follow up on replies relating to
special projects as directed
August 2009 – November 2012
Palisades Episcopal School- Charlotte, NC
Teacher assistant
• Discuss assigned duties with classroom teachers in order to coordinate instructional
efforts.
2.
• Prepare lesson materials, bulletin boards displays, equipment, and demonstrations.
• Tutor and assist children individually or in small groups in order to help them master
assignments and to reinforce learning concepts presented by teachers.
• Enforce administration policies and rules governing students.
• Grade homework and tests, compute and record results, using answer sheets or electronic
devices.
• Observe students performance and record relevant data to assess progress.
• Participate in parent-teacher conferences regarding students’ progress or problems.
• Plan, prepare, and develop various teaching aides such as bibliographies, charts, and
graphs.
• Attend staff meetings and serve on committees as required.
September 2005 – 2009
Good Shepherd United Methodist Church- Charlotte, NC
Preschool Teacher
Provide fundamental and academic education to young children ages 3-5 encouraging their growth
and preparing them for elementary school.
1999-2005
Stay at home mom of 2
1997-1999
Sonic Automotive- Charlotte, NC
Human Resources Specialist
Oversaw Human Resource administration for 75 car dealerships within the southeast market -
including but not limited to:
● Open Enrollment
● 401K
● New hire paper work
● Conducted telephone interviews with potential hires
● Coordinated all new hire as well exit interviews
● Coordinated company events
● Processed all acquisition paperwork when company would acquire a new dealership
1990-1997
Duke Energy- Charlotte, NC
Customer Service - Team Leader
Responsible for the daily inbound calls to support customer needs such as:
● First point of contact for Duke Power customers during outages
● Connect and disconnect services, including street lighting
● Billing
● Account research and resolution
● Research protection regarding fraud for the Energy Protection Department
● Scheduling for appliance service calls
3.
● Worked with Businesses large and small to establish their service
● Provided quality assurance call screening to ensure customer service representatives were
relaying the correct information and that the customers were satisfied with their service.
● Skilled in handling irate callers and various account challenges
● Won multiple awards for speed, accuracy, and call volumn
EDUCATION
Winthrop University
Early Childhood Education 1987-1991
UNC Charlotte
1995 communication focus
REFERENCES AVAILABLE UPON REQUEST