|
OBJECTIVE
10 years experience in managing benefits processes: open enrollment, benefits communication, data entry, customer service, research and analysis, compliance, and vendor relations, assisting employers in attracting and retaining talent by establishing and supporting quality benefits programs.
QUALIFICATIONS SUMMARY
- Benefits Administration: Administered a variety of multi-state health, welfare, and retirement plans.
- Administered all benefits for active employees, COBRA, HIPAA, FMLA/CFRA/other time off policies, retirement plan estimates, and retirement plan distributions and qualified withdrawals.
- Worked closely with unions, attorneys, TPAs, consultants, and auditors.
- Customer Service: Improved response time to questions about health, welfare, and retirement plan benefits and increased satisfaction with service and teams.
- Shared knowledge of benefits and best possible steps to resolve benefits issues with service team, management, and communicated information to participants.
- Research and Analysis: Managed process for escalated compliance, claims, eligibility, and customer service issues, improving resolution time and customer satisfaction.
- Education, coaching, and training: Managed benefits training process for a variety of audiences: employees and candidates at all levels, sales professionals, prospective clients, and human resources professionals.
- Compliance: Assured compliance with ERISA, HIPAA, FMLA/CFRA/other leave of absence policies, other IRS and DOL regulations, SPDs and other benefit plan documents, preventing assessment of fines and fees.
EXPERIENCE
SOI Inc.
Client Services Specialist September 2007 – Ongoing
• Added value by setting up benefits for clients.
• Managed health, welfare, and retirement plan benefits process for west coast region.
• Presented health, welfare, and 401(k) plans to prospective and current clients.
• As key person for resolving issues, successfully resolved eligibility, employee/employer payroll, contribution/premium, and claims issues.
• Provided sales and service teams with information on and tools for our benefits plans and programs.
Gevity Inc.
Benefits Consultant November 2005 – July 2007
• Added value to internal teams and clients by managing the delivery of benefits services for several offices of the west coast region.
• Provided clients and internal sales and service personnel with benefits updates on plan/carrier changes, underwriting, plan rules, and other information – customized training for audience, with better results.
• As key person for resolving issues, successfully resolved eligibility, employee/employer payroll, contribution/premium, and claims issues.
• Developed tools for team members to better understand and communicate benefits.
Administaff, Inc.
Client Liaison/Sr. Benefits Specialist/Benefits Supervisor April 2002 – November 2005
• Provided excellent customer service to clients resulting in increased satisfaction, retention, and referrals from existing clients to new clients.
• Managed benefits in west coast region and backup for Houston, Dallas, and Atlanta service centers.
• Identified and implemented areas for improvement in customer service.
• As key person for resolving issues, successfully resolved eligibility, employee/employer payroll, contribution/premium, and claims issues.
• Presented information on benefits plans to team members, new employees, and prospective clients and candidates.
• Increased department size from 2 to 5 benefits specialists in 6 months.
Human Resources International
Consultant May 2001 – December 2001
• Completed various projects: Merit pay data, calculated defined benefit plan participant statements of benefits, audited all benefits statements, reviewed form 5500 filings, and researched details of supplemental executive retirement plan.
• Administered 401(k), life insurance, and disability plans.
USC/Norris Cancer and USC/University Hospital
Benefits Coordinator (Temporary) November 2000 – May 2001
• Managed successfully change-over to a new investment management company for 403(b) plan.
• Resolved claims, eligibility, and billing issues during open enrollment due to system-wide disruptions.
• Supervised health, welfare, 403(b), and money purchase pension retirement plans for employees/participants.
Alta Bates (Alta Bates Summit) Medical Center
Senior Benefits Representative July 1999 - September 2000
• Implemented solutions to complicated health, welfare, and retirement plan eligibility and claims issues by researching and recommending solutions; Supervised union and non-union defined benefit and defined contribution retirement plans and disability plans for employees/participants.
National Information Group
(Temporary) April 1999 - July 1999
• Coordinated nation-wide recruitment activities; successfully completed special projects, such as auditing retention bonuses, implementing new pre-employment test for data entry and keyboarding skills, and data entry.
Cardima, Inc.
Human Resources Generalist June 1997 - January 1999
• Implemented positive changes in 401(k) Plan vendors.
• Prevented increase in dental premiums during open enrollment.
• Effectively used Employee Assistance Programs and worker’s compensation insurance company’s programs for employee training, liability management, and preventing injuries/cost reduction.
• Supervised health, welfare, and 401(k) retirement plans for employees/participants.
Automatic Data Processing – The Application Group, Inc.
Sr. Human Resources Assistant (Temporary) December 1996 - April 1997
• Provided benefits customer service to associates throughout the U.S. and internationally for consultants and participants; Administered worker’s compensation, leave of absence, termination process: COBRA, recovering cost of training and immigration visas.
Morrison’s Health Care, Inc.
Assistant Director, Risk Management/QI October 1991- June 1996
• Managed successfully worker’s compensation/OSHA, safety, other compliance, training and new-hire orientation process for 150-300 employees, resulting in significant improvements and/or cost savings.
EDUCATION
BS, North Dakota State University - Fargo, N.D.
PROFESSIONAL DEVELOPMENT
• California Life & Health License.
• Candidate for CEBS certification.
• Other training in benefits and human resources: worker’s compensation, recruitment and selection, compensation, leave of absence administration.
• Good working knowledge of and experience with internet, Lotus Notes, MS Office, and HRIS: Oracle, ABRA, ADP, PeopleSoft, HR2000, and AS400.
SCHOLARSHIP/AWARDS
• Numerous kudos from Administaff service providers, Special Team Award Recipient twice, and West Coast Employee of the Month for September 2003.
• Alta Bates Medical Center Team Spirit of the Year (1999) Award.
• North Dakota State Board of Higher Education Scholarship Recipient.
Please respond via e-mail referencing resume #1040. |