Jennifer Hayes
About Jennifer Hayes
Jennifer Hayes is a Senior Client Services Analyst at Transamerica Retirement Solutions, where she has worked since 2001. She holds a Bachelor of Science in Health Management and Policy from the University of New Hampshire and specializes in client service for large institutional clients.
Work at Transamerica
Jennifer Hayes has been employed at Transamerica Retirement Solutions since 2001, serving as a Senior Client Services Analyst for 23 years. In this role, she acts as a primary resource and point of contact for client contacts, addressing issues as they arise. Her responsibilities include managing daily tasks and projects to ensure consistent quality client service for large institutional clients. She collaborates with external auditors to provide necessary documentation and reconcile trust reporting, including a Master Trust.
Education and Expertise
Jennifer Hayes earned a Bachelor of Science (B.S.) degree in Health Management and Policy from the University of New Hampshire. Her educational background supports her expertise in client services and compliance within the retirement solutions sector. She stays informed about industry changes that may impact her clients, ensuring that she provides up-to-date information and guidance.
Client Services Responsibilities
In her role as Senior Client Services Analyst, Jennifer Hayes is responsible for preparing quarterly participant statements across all plans and ensuring timely mailing within the prescribed client deliverables. She assists with annual non-discrimination testing to maintain compliance with regulatory requirements. Additionally, she facilitates the completion of the annual audit for plans and aids in the preparation and filing of 5500 reporting.
Professional Experience
Jennifer Hayes has extensive experience in managing the day-to-day tasks associated with providing quality client service. Her role involves resolving client issues and ensuring that all service-related activities meet the standards expected by large institutional clients. This experience has equipped her with the skills necessary to navigate complex client needs and deliver effective solutions.