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SUMMARY OF QUALIFICATIONS
Seasoned benefits professional with 10+ years of experience in management of health & welfare and retirement plan administration. Solid knowledge of benefit laws and regulations including COBRA, HIPAA, ERISA, FMLA, EGTRRA and IRS code. Superior communication and presentation skills. Accustomed to maintaining the high level of confidentiality required of a Human Resources professional. Demonstrated ability to work well with all levels of employees. Areas of knowledge/experience include:
Health & Welfare Plan Management
Retirement Plan Management
Benefits Plan Design & Implementation
Benefits Administration
Global Benefits Management
Mergers & Acquisitions
Project Management
Supervisory Experience
PROFESSIONAL EXPERIENCE
PERKINS+WILL, Chicago, Illinois Employed August 2006 to Present
A premier architecture and interior design firm with over 1,200 employees worldwide.
Benefits Manger
Oversee the administration of the company’s Health & Welfare and Retirement plans for 1,300 domestic and international employees. Responsible for plan design of cafeteria benefits programs, outsourcing compliance related obligations, plan/coordinate benefits annual enrollment, 401(k) non-discrimination testing, 5500 filing, and management of brokers and vendors. Following are key accomplishments:
ü Consolidated disability, life and stop loss vendor, resulting in $150,000 in annual savings
ü Implemented annual “health & wealth” (wellness) fair
ü Outsourced COBRA and FMLA and disability administration
ü Outsourced commuter transit and parking reimbursement programs
ü Implemented consumer-driven HSA medical plan for additional competitive advantage
ü Conducted search and managed transition of health & welfare consultants
ü Implemented Benefits Plan Committee and 401(k) Committee
SIRVA, Westmont, Illinois Employed September 2002 to August 2006
A relocation and moving services company with over 6,000 employees worldwide. NYSE SIR
Benefits Manger, 2005 to 2006
Sr. Benefits Specialist, 2002 to 2004
Oversaw the administration of the company’s Health & Welfare and Retirement plans for 2,000 domestic employees. Responsible for plan design of cafeteria benefits programs, implementation of online benefits enrollment module, re-design of company’s leave of absence policies, plan/coordinate benefits annual enrollment, non-qualified retirement plan administration, 401(k) non-discrimination testing, 5500 filing, annual valuation and management of brokers and vendors. Following are key accomplishments:
ü Revised company’s disability policy, which resulted in $650,000 in annual savings
ü Conducted a search and managed the transition of 401(k) recordkeepers (asset transfer of $56M)
ü Outsourced leave of absence administration (STD, LTD, FMLA)
ü Implemented new life insurance vendor, resulting in $125,000 cost avoidance
ü Implemented new COBRA vendor, which resulted in $30,000 in annual savings
ü Managed medical plan audit, that resulted in $300,000 refund to the company
ü Implemented total replacement consumer-driven HDHP and HSA medical plan, resulted in $1.9M cost avoidance
Aon Consulting, Rolling Meadows, Illinois Employed November 1998 to September 2002
An employee benefits outsourcing firm. A subsidiary of Aon Corporation. NYSE AOC
Project Manger, 2001 to 2002
Benefits Administrator, 1998 to 2001
Acted as the primary liaison between the client and vendors on all corporate benefit plans. Managed client’s Health & Welfare and Defined Benefit/Contribution benefit plans, which include; medical, dental, vision, prescription, employee assistance plan, flexible spending accounts, COBRA, FMLA, disability, Leave of Absence, life insurance plans and 401(k). Planned and led annual enrollment meetings and preparation to effectively market and communicate the client’s health & welfare benefit programs for their 6,500-employee population. Facilitated training initiatives for preparation of annual enrollment for administration and call center teams. Managed daily responsibilities of Health and Welfare and Defined Benefit/Contribution Outsourcing teams. Acted as a resource for technical questions from clients, programmers, and Benefit Management staff. Wrote/edited all benefits-related communications including enrollment materials with a focus on clarity and compliance with client’s policy and state and federal regulations. Conducted weekly meetings with the administration and call center teams. Evaluated and reviewed documentation required for acceptable benefit changes as well as communicate those changes to the implementation, administration, and call center teams. Acted as an expert resource on web based enrollment tools.
Towers Perrin, Chicago, Illinois Employed July 1997 to November 1998
A leading global human resources and consulting firm.
Benefits Specialist, 1997 to 1998
Responded to telephone inquiries regarding health & welfare plans. Resolved health & welfare eligibility discrepancies within 48 hours. Processed inactive billing plans including monthly premium, late payment, and termination notices. Researched and resolved billing eligibility discrepancies. Administered educational and adoption reimbursement programs. Reconciled inactive participant billing reports (COBRA and HIPAA). Processed beneficiary designation forms. Responded to Human Resources telephone “hotline.” Compiled call center’s telephone statistics. Facilitated call monitoring for Benefits teams. Provided consultation on health & welfare benefits including medical, dental, life insurance, short- term and long-term disabilities, health and dependent reimbursement accounts.
Bally Total Fitness, Chicago, Illinois Employed July 1996 to February 1997
Program Director
Women’s Workout World, Chicago Illinois Employed June 1993 to July 1996
Assistant Manager
PROFESSIONAL AFFILIATIONS
Society for Human Resource Management
Attained Professional in Human Resources (PHR) designation January 2007.
International Foundation of Employee Benefits Plans
Certificate in Global Benefits Management
World at Work
Currently pursuing Certified Benefits Professional (CBP) and Certified Compensation Professional (CCP) designations.
COMPUTER SKILLS
Microsoft Office, Outlook, Lotus Notes, Ceridian Source and Empowerment, ADP, Ulti Pro, Impromptu (report writing program) Report Writer, PeopleSoft.
EDUCATION
Southern Illinois University, Carbondale, Illinois
Bachelor of Science, Psychology |