jonathan rose

associate plan specialist

About

TAG Resources, LLC (“TAG”) is a leading U.S. retirement services company based in Knoxville, TN. Our management team has serviced the retirement plan industry for more than 100 years, collectively. Our mission is to provide all employees the opportunity to retire—this means constructing better programs and tools to achieve a fully-funded retirement.

Country

united states

City

knoxville

Industry

financial services

Skill

customer service, employee benefits, leadership, retirement planning, business analysis, strategy

Experience

information manager

tag resources, llc

2014-6 - 2015-8 · 1 yr 3 mos

Add value to the audit experiance for the client by managing the information needed by Colter & Justice for the audit plans and completing Form 5500 as required by the IRS/DOL. Build relationships with all Influencers (any contact I am speaking with) in order to receive timely and correct information required. This process is to save the clients the price of a full scope plan audit and to relieve them of the time and manpower of such an audit.

print sales leader

copy express

2011-2 - 2014-3 · 3 yrs 2 mos

Responsible for area sales of commercial and small business printing. Coached and trained employees to behaviors and processes. Pre-set apointments and attended community events to keep company brand and name in the community area. Bid and quoted jobs while working with different vendors. Customer service was primary focus with all clients.

associate plan specialist

tag resources, llc

2015-6 - Present · 11 yrs 4 mos

A professional who works to improve a firms relationships with both partner firms and customers. Associate Plan Specialist facilitates good relationships such that the business maximizes the value of its relationships and maintains a good reputation overall.