Monique Bryan

Detail-oriented operations professional with 3+ years of experience managing high-volume caseloads, resolving account discrepancies, and coordinating cross-functional workflows in regulated environments. Skilled in transaction processing, case management, problem resolution, and maintaining accuracy under strict deadlines. Proven ability to manage competing priorities while delivering consistent, high-quality service. MBA with a concentration in Managing People & Change.

Customer Service Representative - Ameritas Life Insurance Company - Remote

(2023-07)

• Process and manage 100+ weekly retirement plan transactions and account requests, consistently meeting productivity, quality, and service benchmarks.
• Research and resolve account discrepancies by analyzing participant records, transaction history, and supporting documentation.
• Respond to participant inquiries regarding eligibility, distributions, loans, and account activity, delivering timely and accurate resolution.
• Manage a high-volume, multi-case workload under strict deadlines while maintaining confidentiality of sensitive information.
• Collaborate with internal departments and Salesforce CRM to track case progress, document activity, and drive requests to resolution.
• Serve as a go-to resource for teammates on case handling and process questions, supporting team-wide efficiency.

Personal Assistant - Family Financial Management Group - Savannah, GA

(2022-08 - 2023-07)

• Reviewed and processed client retirement plan documentation, identifying and resolving missing or incomplete information.
• Coordinated with advisors and clients to gather required documentation and keep requests moving efficiently.
• Maintained organized, accurate records supporting daily office operations and client service goals.
• Managed confidential client information with consistent accuracy and discretion.

Master of Business Administration - Managing People & Change - Mercer University (2026-05)

Bachelor of Science - Psychology - Georgia Southern University (2022-05)