Nancy determines eligibility for distributions, create and process participant benefit applications (hardships, in-service, force outs, loans, etc.) and provides customer service to customers and plan sponsors. At times, she will follow up with plan sponsors on obtaining census data or asset statements and assist the Account Manager in the reconciliation of these items. Nancy also inputs data to create enrollment kits and generate shipments to the plan sponsor and/or investment advisor.
Education: Associate’s degree in accounting, Western Iowa Tech, Sioux City, IA; bachelor’s degree in business, Bellevue University, Bellevue, NE.
Background: Nancy has lived in the Siouxland area the majority of her life. She loves baking sweet treats and traveling. Nancy has visited Mexico, Spain, Germany, Austria, Switzerland and Liechtenstein, and her goal is to vacation in a different country once a year. Learning about other cultures fascinates her and makes Nancy appreciate all of the blessings God has given her.
Contact Nancy at nancy.flores at billingsco dot com.