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Kelsey Moore - MBA, QKA, CLU, AIF, FSRI, FLMI

Kelsey Moore - MBA, QKA, CLU, AIF, FSRI, FLMI

TPA and Client Strategist

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location of Kelsey Moore - MBA, QKA, CLU, AIF, FSRI, FLMILincoln, Nebraska, United States

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  • Timeline

  • About me

    Helping you grow your retirement plans business | Ameritas Retirement Plans

  • Education

    • University of Nebraska-Lincoln

      2009 - 2012
      Bachelor of Business Administration (BBA) Business Administration and Finance

      Activities and Societies: Phi Sigma Pi National Honors Fraternity Delta Sigma Pi Business Fraternity

    • University of Nebraska-Lincoln

      -
      Master of Business Administration - MBA

  • Experience

    • Ameritas

      Apr 2021 - now
      TPA and Client Strategist

      I cultivate relationships between the Ameritas Home Office and Third Party Administrators (TPAs) with the goal of retaining and growing plan assets. I proactively manage TPA expectations to focus on the value-added services provided to the small plan marketplace. I incorporate TPA feedback into projects and initiatives aimed at enhancing our systems and procedures. Relationship-building is a key purpose of the position.

  • Licenses & Certifications

    • Qualified 401(k) Administrator (QKA)

      American Society of Pension Professionals and Actuaries
      Jun 2019

    • Fellow, Secure Retirement Institute (FSRI)

      LOMA
      Mar 2018

    • Fellow, Life Management Institute (FLMI)

      LOMA
      Dec 2013

    • Chartered Life Underwriter Designation

      The American College of Financial Services
      Apr 2015

    • Accredited Investment Fiduciary

      Fi360
      Nov 2017