Highlights

Yuisa brings more than a decade of retirement plans experience with leading providers. She has extensive experience with customers in bundled and unbundled service models, all asset sizes and is knowledgeable in Corporate, Healthcare, Government, Non-Profit, K-12/Higher Education and Individual products.

Specialties

Customer Service, Customer Service Center Management, Operations Management, Six Sigma, Process Improvement and Redesign, Project Management

Relevant Experience

  • Led several departmental projects focused on enhancing and improving the customer experience while also improving department metrics
  • Lead for customer service center in a division-wide process reengineering team focused on reviewing existing processes and developing new client-centric methods. As a result of this work, Yuisa coordinated the development of procedures and technology changes needed to support a new retirement plan distribution process
  • Represented the customer service center in a variety of interdepartmental and Six Sigma initiatives and projects focused on improving service, processes, and customer retention
  • Developed and improved tools to train, mentor, and support new and cross-training customer service representatives

Prior Positions Held

  • Operations Manager – ING
  • Project Manager – ING
  • Project Management Coordinator – ING

•••••