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740.243.7922 | roberp12@nationwide.com | 53 Scott Ct., Westerville, OH 43081


Highly skilled and experienced financial service and operations professional. Eager to expand
commendable abilities in organizational support and client service, within an advanced role.


Attentive to Detail Quality Customer Support Individual and Team Performer
Strong Organizational Skills Transactional Processing Problem Solving
High-Energy, Multi-Tasker Technical Knowledge Relationship Management


Nationwide Financial Columbus, OH
Pension Analyst - Enrollment Team 12/11 - Present

Provide exceptional service to TPA, PPA, and internal partners; supporting new and existing
retirement plans business.
Create, distribute and confirm comprehension of educational materials and resources, including
enrollment and managed account services booklets, fiscal calculators, and targeted folders.
Perform daily quality checks, complying with Nationwide policies, in effort to avoid errors.
Assist with onboarding activities; train new team members on systems use and processes.

Nationwide Financial Columbus, OH
Financial Services Analyst 1/07 - 12/11

Promptly and accurately processed participant distribution requests and various money-in and
money-out transactions.
Interfaced effectively with internal and external partners to reconcile client suspense items.

Risch Home Health Care, Inc. Lancaster, OH
Customer Service Representative 9/03 - 8/05

Conducted the initial assessment of client patient needs regarding wheelchairs and durable
medical equipment (DME). In addition, coordinated client evaluations and equipment repair
appointments, for existing client patients.

Responsible for new patient registration, assisting guests, maintaining multi-level files and
receiving company phone calls.
Verified insurance eligibility and counseled clients regarding their benefit options.
Communicated with external medical vendors, physicians offices, nursing homes, the VA and
rehabilitation facilities.
Maintained monthly reports of all open orders to ensure timely processing and follow-up.
Consistently advocated for clients, remaining knowledgeable of Medicare and Medicaid

Ohio Laborers Pension & Insurance Fund Worthington, OH
Enrollment Processor 9/00 - 7/03

Managed all aspects of large volume pension and insurance funds for union highway and
construction workers.
Counseled members and contractors regarding benefits and rights under the current rules and
regulations in the fund office.
Generated and reviewed reporting records to make adjustments to accounts on a weekly basis.
Responsible for producing mass mailings pertaining to billings, quarterly statements, information
requests, policy changes and general updates.
Maintained PC database containing confidential member and contractor information.
Participated in a weekly rotation manning a ten-line telephone system.
Researched inquiries and grievances for members, resolving contractual issues in a timely


OHIO UNIVERSITY, Athens, OH (1989)
Bachelors Degree


Microsoft Excel, PowerPoint, Word, Business & Internet Applications

Patricia A. Roberts -2-