Brad Lamb
Nashville
Summary
An Employee Benefits Account Manager specializing in benefits administration and compliance. Utilizes nearly 20 years of business, relationship building, communication, and detail-oriented analysis to provide tailored excellent service and support to Employee Group Clients. Experienced in handling intricate financial environments and executing cost-efficient benefits solutions. Noted for strong decision-making and multitasking capabilities that enhance client service and operational effectiveness.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Employee Benefits Account Manager
Miller Loughry Beach Insurance and Services, Inc.
Murfreesboro
04.2024 - Current
- Resolved discrepancies between vendor invoices and purchase orders from HR records.
- Evaluated competitor, legislative, and collective bargaining trends to inform benefits and compensation decisions.
- Collaborated with payroll staff to ensure timely premium payments for all benefit plans.
- Provided technical guidance on employee benefits policies and regulations to internal departments.
- Coordinated annual open enrollment periods for comprehensive benefit plans.
- Reduced health care costs by supporting low-rate insurance programs.
- Reviewed employee requests for modifications to existing benefits packages based on individual circumstances.
- Developed communication materials, such as brochures, regarding changes in company benefits.
Mortgage Advisor
Pinnacle Financial Partners
Nashville
09.2018 - 04.2024
- Identified effective solutions for customers facing credit issues.
- Prepared tailored presentations on mortgage options based on individual client needs.
- Analyzed applicants' financial and credit profiles to assess loan feasibility.
- Educated clients about mortgage risks to facilitate informed decision-making.
- Reviewed financial histories and employment status to determine loan approval feasibility.
- Informed clients of application requirements and deadlines for timely processing.
- Suggested appropriate loan packages aligned with client priorities and requirements.
- Collaborated with underwriters to ensure prompt loan application approvals.
Consumer Loan Officer
First Tennessee Bank
Nashville
08.2014 - 09.2018
- Completed the entire Real Estate and Non-Real Estate application process in a call-center environment and received referrals via call queue or directly
- Maintained strong relationships with Branch Managers, Financial Service Representatives, Universal Bankers, and Private Client Relationship Managers to become a trusted advisor for their clients
- Originated Conventional, FHA, USDA, and VA Mortgages, Home Equity Lines of Credit, Home Equity Loans, Secured and Unsecured Non-Real Estate Loans
- Responded promptly to sales and service related emails, voicemails, and letters from customers
- Utilized Salesforce Relationship Management System's tools to track referrals for internal centers of influence
- Processed website loan application inquiries
- Became proficient with a standardized follow-up process to communicate application status to referral sources
Financial Services Representative II
First Tennessee Bank
Murfreesboro
07.2012 - 08.2014
- Maintained comprehensive knowledge of banking products, services, and regulations.
- Opened and serviced new deposit accounts, Safe Deposit Boxes, New Loan Origination and servicing, and processed operations, maintenance, and correspondence for account management.
- Life Insurance licensed to write fixed annuities, whole and term life insurance, referred other investment opportunities to Brokerage as needed.
- Identified customer needs and presented suitable banking products and services.
- Managed client relationships by delivering hometown service and customized financial advice and solutions.
- Participated in training new associates, enhancing onboarding processes.
- Active in several networking organizations
Personal Banker Officer
Bank of America
Murfreesboro
07.2007 - 07.2012
- Served as a Teller, Lead Teller, Customer Service Department, and as a Personal Banking Officer
- Managed and enhanced customer relationships with hometown old-fashioned service
- Opened and serviced all new deposit relationships-personal and small business, safe deposit box management, assisted customers with any need in person, by phone, or e-mail.
- As a Teller, experience included daily cash drawer reconciliation, assisting with audits, researching and correcting outages, served as the Bond and American Express Travelers Check teller. Processed cash advances, Cashiers' Checks, and Money Orders.
- Serviced mortgage loans originated by Bank of America Home Loans, as well as loans acquired from Countrywide; originated and serviced Home Equity Lines of Credit and Home Equity Loans
- Being a true fiduciary to customers and always doing right by them and their best interests.
- Conducted risk assessments to ensure compliance with bank policies and procedures.
- Maintained accurate records of customer interactions in accordance with regulations.
Financial Aid Student Worker
Middle Tennessee State University
Murfreesboro
01.2007 - 07.2007
- Responded to application status and inquiries from students and parents in a timely manner.
- Reviewed files, records and other documents to obtain information or respond to requests.
- Provided customer service support via phone or email.
- Maintained and updated financial databases.
- Opened, sorted and routed incoming mail and prepared outgoing mail, and ran errands as needed.
- Provided guidance to students regarding eligibility requirements for various types of financial aid.
- Assisted students with the completion of their financial aid applications.
- Operated photocopiers and scanners, facsimile machines and personal computers.
- Reviewed student applications before submission.
- Maintained and updated filing, inventory and database systems, manually or using computer.
- Answered calls as a switchboard operator with friendly and polite approach to engage callers and deliver exceptional customer service.
- Handled confidential information with discretion and professionalism.
- Assisted customers with account updates, balance inquiries and other related issues.
Cashier
Kroger
Murfreesboro
06.2003 - 01.2007
- Maintained organized work area and cash drawer for operational efficiency.
- Processed cash, check, debit, and credit card payments accurately using Point-of-Sale system.
- Monitored store promotions to effectively highlight sales to customers.
- Adhered to company security procedures for managing large sums of money.
- Executed additional tasks as assigned by management.
- Scanned items and verified pricing on cash register for accuracy.
- Greeted customers promptly and addressed inquiries.
Education
Bachelor of Science - Public Administration
Middle Tennessee State University
Murfreesboro, TN12-2009
Skills
- Relationship management
- Employee benefits administration
- Data analysis
- Attention to detail
- Financial analysis
- Benefits program management
- ACA compliance
- Benefits package design
- Life insurance administration
- Collaboration
- Multitasking skills
- Written communication
- Document preparation
- Problem solving
Certification
- State of Tennessee Life and Health Insurance License-Expires 09/30/2026
- Completed the TRUE Network of Advisors Account Manager Learning Academy
References
References available upon request.
Timeline
Employee Benefits Account Manager
Miller Loughry Beach Insurance and Services, Inc.
04.2024 - Current
Mortgage Advisor
Pinnacle Financial Partners
09.2018 - 04.2024
Consumer Loan Officer
First Tennessee Bank
08.2014 - 09.2018
Financial Services Representative II
First Tennessee Bank
07.2012 - 08.2014
Personal Banker Officer
Bank of America
07.2007 - 07.2012
Financial Aid Student Worker
Middle Tennessee State University
01.2007 - 07.2007
Cashier
Kroger
06.2003 - 01.2007
Bachelor of Science - Public Administration
Middle Tennessee State University
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