Zachary P.
About Zachary P.
Zachary P. is the Team Lead for Client Offboarding at Guideline, with a background in commercial insurance processing and a degree in Business Administration from the University of Southern Maine.
Company
Zachary P. currently works at Guideline, a company that provides retirement plan solutions. He has been part of the team since October 2019. Guideline focuses on helping small businesses offer 401(k) plans to their employees with simplicity and transparency.
Title
Zachary holds the title of Team Lead - Client Offboarding at Guideline. In this role, he oversees the process of exiting clients, ensuring smooth and efficient transitions.
Education and Expertise
Zachary studied at the University of Southern Maine, earning a Bachelor of Business Administration in Business Administration and Management. He also attended Southern Maine Community College for three years prior. His expertise lies in processing commercial insurance documents across various business lines, such as workers compensation and commercial general liability.
Background
Zachary's career began at Demoulas Super Markets, Inc., where he served as a Merchandising Clerk for six years. He then gained experience at Cross Insurance as a Commercial Lines Processing Analyst, assisting Account Managers and Executives in preparing insurance programs until 2019. Subsequently, Zachary transitioned to Guideline, where he currently leads the Client Offboarding team.