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10+ years of experience
Serve as primary resource to field staff on various benefit issues including individual health plans and state and federal laws/mandates for the largest union affiliate of the American Federation of State, County, and Municipal Employees (AFSCME). Conduct in-depth health plan research and determine effective plans to consistently meet specific bargaining unit needs for both cost and benefit levels. Deliver presentations and conduct workshops for union members and labor/management groups on new health benefit programs and health insurance issues. Represent organization on statewide advisory councils for retirees and active municipal employees to the NYS Health Insurance Program Administration.
- Selected to work as first Health Benefits Specialist for newly created department; played integral role in creating the CSEA Strategic Benefit Trust.
- Collaborated with Strategic Benefit Fund to offer health insurance package to City of Beacon projected to save $500K in first year of implementation without diminishing member benefits.
- Pioneered innovative benefit programs to assist field staff in negotiations and introduce all benefit options.
0-5 years of experience
Obtained and responsible to maintain Texas Health Information Counseling and Advocacy Program (HICAP) certification as Benefits Counselor I
- Provided client-specific advice, counseling and representation on matters involving insurance issues, public/private benefits and other legal issues to Medicare beneficiaries and/or their caregivers
- Assisted potentially eligible Medicare beneficiaries and/or their caregivers to apply for entitlement programs and ensured that benefits were understood by applicants
- Carried out educational and outreach activities on matters involving insurance issues, public/private benefits and other legal issues
- Maintained and established indispensable relationships with community social service agencies and providers
- Participated in professional trainings pertaining to Medicare beneficiaries age 60 and over and people with disabilities
- Underwent and obtained initial certification from the U.S. Department of Health and Human Services as a Marketplace Navigator.
0-5 years of experience
Responsible for administering and processing medical, dental, vision, COBRA, long-term disability and pension benefits for two accounts totaling over 5,800 participants: the Association for Los Angeles Deputy Sheriffs (ALADS) and Ventura County Professional Firefighters Association (VCPFA).
- Reconciled health insurance invoices for both accounts ensuring payments reflected current monthly activity.
- Created administrative procedures for long-term disability benefits to appropriately service participants and claims.
- Collaborated with insurance carriers and consultants on benefit policy content and language ensuring clarity and consistency.
- Selected by the company President to represent ALADS in the L.A. County Wellness Fair Committee and participate in the L.A. County health fairs.
0-5 years of experience
Sold various types of insurance policies to individuals on behalf of insurance companies
- Interviewed prospective clients to obtain data about their financial resources and needs, the physical condition of the person to be insured, and discussed any existing coverage
- Explained features, advantages and disadvantages of various policies to promote sale of insurance plans
- Calculated premiums and established payment method.
- Performed administrative tasks, such as maintaining records and handling policy renewals
6-10 years of experience
Hired as a Pension Specialist and promoted to Senior Benefits Specialist for this provider of benefits outsourcing and financial services. Defined Benefits Subject Matter Expert on up to 100 client plans. Serve as case team process owner tasked with validating that company processes, procedures, and resources promote scale and efficiency.
- Established and maintain strong working relationships with internal business partners to balance and prioritize multiple projects based on knowledge of qualified and non-qualified retirement plans, ERISA, Internal Revenue Code regulations, and best practices.
- Simplified plan rules allowing a process change to be completed in a one-month time frame supporting a seamless migration of 10+ clients from the base unit to a new site.
- Improved escalation service request features/functionality for Pfizer, Wyeth, Warner Lambert and Pharmacia. Established user interface enhancements saving Fidelity $70,000.
- Chosen to be 1 of 5 out of 100 defined benefit subject matter experts to develop a literature tool to ensure accuracy of letters preventing privacy issues for up to 50 clients including Barnabas Health, Bimbo Bakeries, Owens Corning, and Neiman Marcus Group Inc.
- Coached and trained new hire Defined Benefits representatives to accurately handle the resolution of up to 10 cases daily for clients including Medstar, Holcim, and Chevron Phillips.
0-5 years of experience
Successfully worked closely with over 18 different companies to build their benefits strategy specific to each company’s needs. While ensuring basic benefits administration and assistance for the HR departments
- Established and coordinated procedures for using HSA accounts for employees.
- Sought quotes from carriers to negotiate the best terms for the companies.
- Redesigned the layout of proposals given to the companies, including a template complete with macro designs.
- Coordinated meetings with carriers for lunch and learns with the staff.
- Hosted meetings, completed presentations, organized open enrollment materials with over 200 employees.
- Managed and organized data with company specific details to better understand the companies needs
- Over saw Committee meetings for the Corporate Social Responsibility (CSR) as well as developing the company’s first social media outreach.
0-5 years of experience
Responsible for providing benefit administration services to Human Resources and Benefits Administration Clients with 1,000+ employees.
- Processed all benefit enrollments, qualifying life events, employee changes submitted by employees.
- Processed Evidence of Insurability (EOI) forms in accordance with Client policies and procedures.
- Established and maintained effective professional relationships with Clients by gaining their trust, confidence and respect.
- Provided Tier 2 support to clients and their employees who contact the HR Service Center.
- Worked closely with benefits providers to resolve eligibility errors. Served as an employee advocate to benefit providers for claims issues.
- Responsible for administration of HR/Benefit Administration Services Client’s benefit programs during their annual open enrollment and throughout the year.
0-5 years of experience
Processed qualifying life events and enrolled clients in health benefits over the phone
- Researched and resolved client questions and problems regarding health insurance, life insurance, and employee benefits with an average between 20 and 40 clients daily
- Passed national life insurance producer and health insurance producer exams
- Served as a troubleshooter and navigated technical issues for clients over the phone
- Trained and monitored calls for temporary employees in preparation for open enrollment
0-5 years of experience
Provided exceptional customer service while responding to diverse and sensitive situations
- Received incoming calls and provided detailed information to callers about Part A and B claims, and answered general questions about benefits, cost, and coverage
- Compared and submitted enrollment for Medicare health and prescriptions drug plans
- Researched outside resources and programs and assisted with applicable referrals
- Reviewed current policies, procedures, and other metrics within the business and the Center for Medicare and Medicaid Services (CMS) to remain compliant with applicable laws and regulations
- Adhered to Privacy Act, HIPAA regulations, quality guidelines, Call Management Framework and Company Policies
0-5 years of experience
Primary point of contact for health and welfare benefit plan administration and issues for 1200 eligible employees at more than 100 locations.
- Developed and implemented plan for compliance with HIPAA Privacy regulations. Wrote organization’s policies and trained affected employees including senior management.
- Developed FMLA policies and procedures for employees at headquarters. Provided guidance on FMLA administration and issue resolution to remote sites.
- Managed short and long term disability programs. Initiated and tracked claims and was point of contact with insurance carrier. Coordinated extended absences and return-to-duty issues with employees and work sites. Created internal tracking system for disability claims.
- Participated in benefit plan selection processed and annual renewal discussions.
- Managed carrier change for life and disability plans including producing all notices and correspondence, coordinated actions on new enrollment forms, beneficiary designations and supplemental life underwriting, and distributed plan documents to insured employees.
- Entered and maintained employee data in HRIS platform
0-5 years of experience
Responsible for providing oversight for the agency’s portfolio of benefits to include, but not limited to medical and dental coverage, life insurance, supplemental insurance, retirement, and 403(b) plans
- Handled all inquiries from active and retired employees regarding plan eligibility/enrollment, distribution of benefit payments, and retirement plan requirements
- Served as the key point of contact for plan vendors and third-party administrators
- Facilitated and coordinated annual benefit workshops with employees to discuss benefit plan enrollment requirements/updates, cost changes, and open enrollment timelines
- Developed and distributed employee communication materials regarding plan requirements, changes, and benefit summary plan descriptions
- Responsible for analyzing and forecasting benefit trends to aid in future benefit plan designs and cost containment strategies
6-10 years of experience
Answered applicants’ questions about benefits and claim procedures.
- Interviewed benefits recipients at specified intervals to certify their eligibility for continuing benefits.
- Kept records of assigned cases, and prepared required reports.
- Prepared applications and forms for applicants for such purposes as school enrollment, employment, and medical services.
- Interpreted and explained information such as eligibility requirements, application details, payment methods, and applicants’ legal rights.
- Received inbound calls and assisted clients with questions and issues.
0-5 years of experience
Implemented HRIS (ADP) and Employee Processes for rapidly growing start-up
- Repackaged full employee benefit offerings, taking company from small company offering to industry
- Managed benefits administration and FMLA
- Designed and implemented New Employee Orientation program
- Executed all employee changes and tracking in HRIS and conducted employee departure interviews
- Managed Workers Compensation
0-5 years of experience
Managed employee benefits for 2900 employees nationwide handing diverse issues focusing on leave of absence process including FMLA, military, personal and intermission leave, short and long term disability, and worker’s compensation by working directly with third party administrator. Coordinated with payroll department, nine human resources professionals and community managers to ensure employees were paid properly and correctly coded in PeopleSoft HR and Kronos systems. Calculated benefit premiums of associates on leave and tracked proper payment in PeopleSoft HR.
- Processed COBRA benefits and family status changes. Completed monthly reports including vendor invoices and the San Francisco HCSO annual reporting. Worked with third party vendor to manage the company’s transportation benefits. Maintained PeopleSoft HR benefit processes including updating processes, and resolving system errors. Facilitated yearly open enrollment and the company’s wellness program. Ensured compliance with federal and state regulations in processing.
- Oversaw new hire benefit process including eligibility tracking, notifying new hires on benefit entitlement, and entering employee benefit data into PeopleSoft HR. Processed weekly 401(k), deferred compensation, ESPP contribution changes working directly with Fidelity, third party administrator. Worked on projects including updating job descriptions and creating EEO reports. Managed work related to PeopleSoft 9.1 upgrade by being the primary benefit representative. Responded to court orders regarding benefit matters and processed employment verification requests. Helped participants with benefit matters including explanation of benefits, eligibility, and benefit claims.
- Administered new hire benefit process. Handled quarterly associate recognition and service awards programs.
- Responded to requests for subpoenas, verification of employment, and wage requests. Completed reports requested by federal and state agencies such as the multi-work site report. Maintained personnel and payroll files to comply with federal and state record retention regulations.
6-10 years of experience
Researched and utilized financial information to complex pension calculations.
- Reviewed and approved team member’s projects for Quality Assurance.
- Coordinated quarterly term vesting project for clients.
- Documented procedures to assist team members.
- Consulted with clients, actuaries, and benefits service representative to indentify research and resolve issues.
0-5 years of experience
Maintained fund reallocations for 401 Customers
- Assisted with investment directions, such as contribution rates alteration
- Monitored and reported status of member payments, withdrawals and loans
- Resolved account issues reported by clients
- Verified insurance benefits and provided coverage details to participating employees
6-10 years of experience
Responded promptly and answered/resolved customer inquiries and complaints.
- Investigated and resolved service issues and/or benefit problems.
- Managed customers’ database accounts, performed customer verification and processed benefit enrollment for annual enrollment, new hire or life change events.
- Worked with administration: forwarded requests and unresolved issues to the designated resource by communicating and coordinating with internal departments.
- Kept records of customer interactions and actions taken, including – transactions, comments, inquiries and complaints.
- Supplied customers with follow call responses and information and followed up on customer communications.
- Learned about products and services and kept up to date with changes.
0-5 years of experience
Ensured all benefit plans were administered efficiently for the company while adhering to regulatory and corporate deadlines. Assist and support HR Director and the leadership team with handling and resolving Human Resource issues.
- Managed on boarding process for all salaried employees including recruitment, background and reference checks, and other preconditions of employment.
- Assisted HR Director by providing functional guidance and direction to employees and department managers at site location.
- Administered and served as primary contact for all benefits (ADP) for company including medical, dental, flexible spending, 401K and COBRA participants. Assisted employees with benefit related questions and resolved administrative problems as liaison to vendor and employee.
- Gathered and analyzed employee data and oversaw processing of monthly billing and preparation for vendor remittance.
- Managed all Leave of Absence (STD, LTD, FMLA, ADA and Workers Compensation).
- Created and maintained personnel files and maintained information in HRIS.
- Managed employee awards and quarterly compliance training.
- Completed weekly and monthly ad hoc reports.
10+ years of experience
Responded to associates benefit inquiries and issues through company’s corporate email box in a timely manner.
- Effectively interpreted and communicated company’s leave of absence programs, group health and welfare insurance, tuition reimbursement, wellness programs, 401(k) retirement plan, and pension benefits.
- Provided responses to inquiries of varying levels of complexity as received from management and legal team regarding company’s leave of absence programs.
- Processed tuition reimbursement, retirement and leave of absence paperwork.
- Supported annual open enrollment process.
- Conducted weekly new hire benefits orientation.
- Documented and maintained administrative procedures for assigned benefits processes.
- Acted as a liaison between the wellness vendor and employees.
- Filed and monitored payment processing on Death and Accidental Death and Dismemberment claims.
- Performed monitoring and reconciliation activities.
- Maintained working knowledge of federal and state rules and regulations, such as FMLA, HIPAA, COBRA, Section 125, and HSA and FSA administration.
0-5 years of experience
Responsible for company’s benefits plans including 401(k), Health and Welfare Plan, Disability and Stock Options.
- Processed all paperwork for Benefit Plans, including handling enrollments for all plans, 401(k) distributions, loans and hardship withdrawals, processing ESPP purchase periods, processing stock options sales for executives, daily stock trades, granting monthly stock options for new hires and yearly company grants.
- Managed 8-10 monthly Excel reports for all benefits plans. Handled all reporting for yearly 5500 and audits. These reports required a high level knowledge of excel, including Vlook Ups, Pivot Tables and creating different types of formulas.
- Handled Benefit Plans 5500’s, audits and discrimination testing.
- Completed several mergers for benefits plans as companies were acquired, as well as phasing several plans out.
- Performed yearly open enrollment meetings in all company locations and weekly new hire orientations.
- Managed 401(k) educational campaign, including writing educational materials and managing companywide mailings. Educational campaign increased participation by 10%.
- Completed monthly statistical reports via excel for benefit plans to track participation, cost and turnover/new hire information. Reports were reviewed once a month at executive/benefit committee meetings.
- Managed Wellness Program.
- Managed workers compensation program, including data entry, serving as contact and managing OSHA logs.
0-5 years of experience
Worked with Corporate Communications to create and review benefits communications
- Provided HIPAA training annually and to all newly hired colleagues
- Gathered documents for audit of our benefits plans
- Handled the day to day administration of Canadian Benefits
- Worked with vendors to resolve issues
- Assisted Internal Call Center as needed
- Served as mentor to new hires
0-5 years of experience
Developed astute multi-tasking capabilities due to the complexity of claims processing
- Educated employers and employees on short term claim policies and processes
- Managed multiple activities for case load, decided next steps and set up future plans
- Actively assisted other departments involved in the claims process
- Assisted team members with priority or high volume work loads
0-5 years of experience
Created process manuals for employees to enroll or make changes in benefit portal
- Created process manual for monthly benefits billing
- Processed monthly benefit invoices and tracked monthly expenses
- Researched and reconciled benefit issues with providers
- Ensured accuracy of employee benefit information in benefit portal
0-5 years of experience
Assisted card holders in understanding the benefits of their [company name] and routed them to the proper department to file claims.
- Assisted card holders in planning domestic and international air travel while booking and exchanging reservations for the leisure and corporate traveler on Worldspan GDS and ORXe.
- Answered phones professionally, courteously and promptly.
- Demonstrated excellent time management and problem/conflict resolution skills.
0-5 years of experience
Coordinated open enrollments. I presented, enrolled, pre-underwrote all through implementation
- Educated subscribers as to how their benefits can best utilized
- Reviewed for meticulousness and processed all received applications including: new enrollment/hires, change of coverage, and terminations/declinations
- Resolved all claim discrepancies while keeping customer advocacy and the companies well being
0-5 years of experience
Responsible for working with consultants to design a Benefits Dashboard
- Tracked and estimated Benefits Budget
- Updated, Reviewed and analyzed dashboard on a quarterly basis
- Conducted data analysis on over 20,000 Benefits eligible employees
- Managed relationships with healthcare vendors by participating and leading call/meetings
- Managed various portions of Wellness Strategy implementation and program
- Participated and coordinated Benefits survey submissions
- Analyzed and presented results of surveys and compare Benefits Plans across industries
- Reviewed and edited open enrollment materials
- Organized Open Enrollment fairs
- Assisted employees with Open Enrollment questions and concerns
0-5 years of experience
Interviewed and assessed carriers and vendors to ensure the best carriers were presented to the clients
- Obtained quotes from insurance carriers for both Healthcare and Ancillary lines of coverage
- Analyzed quotes to compare carriers
- Negotiated with carriers to obtain lower rates, move lines of coverage, bundle lines
- Created proposal for clients indicating results of all marketing to carriers.
- Made recommendations to clients as to what the best carrier/rates/benefits are
- Assisted clients with implementation of new plans, open enrollments, qualifying event enrollments, terminations of coverage, COBRA
- Served as a liaison between the client and carrier regarding billing discrepancies or service issues; resulting in saving one client $8,000 in premiums
- Provided support to clients with 2-2,000 employees whether new policies or renewals
0-5 years of experience
Contract assignment through Find Great People
- Administered benefits for salaried active employees and retirees
- Reconciled monthly pension payments of over $3.9 million and retiree medical accounts
- Conducted open enrollment packet preparation and processed approximately 2000 retirees medical coverage
- Responsible for active employee open enrollment preparation and on-going support
- Handled 401k funding and administrative functions for all active employees, including Death and QDRO Transfers
- Administered QDROs including tracking and served as liaison between law firm and litigants
- Provided pension administration support to pension specialist
0-5 years of experience
Responsible for managing and maintaining the pilot disability plan and Loss of License plan to include the processing of payments requiring interaction with claimants, internal departments and vendors.
- Created and maintained manual reports from COGNOS and ULTIPRO Human Resources database.
- Completed audits of employee benefits, enrollment systems and enrollment data to ensure the accuracy of benefits plan.
- Created and sent messages to employee groups advising of enrollment windows, deadlines, and any other pertinent
- Assisted in the training of new team members, refresher training and maintained departmental procedures manual.
- Assisted in creating Open Enrollment systems each year and managed testing; worked directly with IT to resolve any
- Maintained the benefits department email, ensuring that all employees’ submitted questions are answered in a timely manner.
- Created and ran mail merges as needed.
- Communicated with management on potential trends or areas of concern.
- Supported the team via phone, My Messages, Chat Line and walk-in with any benefit questions that arise at any time.
0-5 years of experience
- Answered incoming calls from employees and former employees concerning their benefits.
- Provided information and resolved any issues related to benefits administration.
- Performed transactions for 401(k) accounts and made changes to other benefits as needed.
- Maintained electronic benefits records.
0-5 years of experience
Enrolled members and dependents in healthcare benefits for the year 2015
- Educated members on all facets of healthcare including plan options for medical, dental, vision, life insurance, flexible spending, long /short term disability, and general information regarding enrollment
- Provided eligibility rules for employees and dependents
- Assisted with password resets and website usage for enrolling
0-5 years of experience
In an out-sourced environment, responsible for the management and administration of all health and welfare plans for Team Members in 100+ locations. Responsible for resolution of all escalated issues related to those health and welfare plans. Coordination of annual regulatory filings for health and welfare and defined contribution plans. Day to day communication with Team Members, vendors and benefits administrator relating to eligibility, enrollment and issue resolution.
- Management of annual renewal process, coordinating the talents of the benefits administration team in communication, enrollment and confirmation of benefits to Team Members.
- Project manager for implementation of dependent eligibility verification. Results of which reduced annual renewal increase by approximately 50%.
- Developed communication for firm’s Intranet site, allowing Team Member self-service for benefits information and processes.
- Implementation of automatic enrollment in 401(k) savings plan, designed to increase enrollment. Included monthly communications to newly eligible Team Members to enhance awareness and importance of the benefit.
- Consulted with location managers in scheduling annual enrollment ‘benefit fairs, ‘ bringing vendors to locations, providing additional education and awareness of benefits.
10+ years of experience
Notified all benefit eligible employees of enrollment appointments
- Processed invoices for monthly benefits billing and confirmed all accounts balanced
- Maintained insurance information and benefit files for all employees in Lawson System
- Provided notification of COBRA, FMLA and LOA for all eligible employees
- Acted as the Lead coordinator for Open Enrollment
- Counseled employees regarding termination of benefits
- Provided Human Resources and Department Directors due dates for performance evaluations
- Processed pay increases associated with employee performance evaluations
6-10 years of experience
Multinational 57 billion dollar pharmaceutical company.
- Liaison between outsourced vendors and various carriers and providers.
- Resolved employee issues regarding all health and welfare plans; programs including COBRA, payroll, 401K, pension and disability.
- Responsible for corporate wellness events rollout.
- Partnered with other business sectors to continually improve upon and analyze current practices and procedures.
- Conducted new hire orientation for campus and field employees.
- Managed of appeal process for staff from initiation to resolution.
10+ years of experience
Assisted customers effectively by identifying needs quickly, approaching complex situations and resolving problems to maximize efficiency.
- Responsible for accurately providing information during benefits enrollment.
- Ensured superior customer experience by addressing caller’s concerns, providing empathy, using listening and problem solving skills.
- Accurately processed 401K savings, retirement, and pension financial transactions.
- Educated customers about health, dental, vision, life insurance, short and long term disability benefit plans.
- Maintained a research caseload and followed up with the customer during the process.
- De-escalated customer issues by taking ownership of the call.
- Specialist phone line. Received survivor benefits and on floor supervisor calls.
0-5 years of experience
Oversaw HRIS system for over 500 employees in six locations. Managed all personnel action processing, including: employee new hires and terminations, increases, promotions and pay adjustments, transfers, benefit changes, leaves of absence and performance evaluations.
- Oversaw all benefits to employees from new hire to termination, including: Medical, STD, LTD, Life Insurances, AD&D, Employee Tuition Program, COBRA, and Unemployment Claims.
- Provided routine and specialized employee benefits information to, and responded to inquiries from, employees, carriers, physicians, attorneys and others for a variety of subjects, including, but not limited to: benefits coverage, eligibility, claims procedures, work-related injuries, medical leaves, and disability status.
- Provided HR guidance and counseling to managers and employees on performance issues.
- Processed and monitored unemployment insurance claims; prepared specialized reports and provided employee information to the DEO.
- Prepared COBRA packets for applicable employees and administered COBRA benefits.
- Prepared payments of insurance costs to vendors, reconciling monthly invoices, adding and deleting members and determining correct invoice totals.
- Conducted weekly audits of benefit system to ensure accuracy of employee eligibility and benefit information. Audited ADP’s HRB and Payroll modules using ADP Custom Reporting to ensure accuracy and compliance.
- Maintained all employee files and records, ensuring completeness of files and compliance with relevant federal, state and local laws.
- Maintained and audited Organizational Chart, Budget, and Staffing Report to ensure that company needs were being met. Managed annual performance appraisals to ensure uniformity and fair increases that aligned with budgetary goals.
- Assisted with various special projects related to assigned functions.
0-5 years of experience
Enrolled all newly hired employees from client companies in all applicable benefit plans including medical, dental, STD, LTD and life insurance plans
- Processed daily employee insurance updates from client companies
- Assisted clients and employees on details of benefit coverage
- Acted as liaison between client companies and all insurance providers
- Organized annual open enrollment process for client companies
0-5 years of experience
- Educated Kindred Healthcare employees on organizations provided benefits including medical, dental, vision, disability, FMLA and life insurance
- Answered general questions related to benefit and payroll deduction for new hires, re-hires and family status changes
- Navigated within multiple computer programs simultaneously to perform auto liability reports, inquiries and analysis research
0-5 years of experience
Point of contact for insurance benefit and general HR related questions for 5,000+ employees
- Managed the transition to a new benefit enrollment platform and built a comprehensive manual process for the interim
- Worked with the insurance broker to redefine health insurance eligibility to ensure consistency and legal compliance
- Worked with the Director of Total Rewards to evaluate current benefit offerings and practices to identify areas of improvement
- Restructured the Benefits Orientation element of the Onboarding process
- Transitioned the administration the 401(k) Retirement Plan as an HR function
0-5 years of experience
Manage investigations of allegations brought forth by internal and external customers.
- Developed standardized job description format for non-certified positions.
- Responsible for review and revisions of non-certified job descriptions.
- Review and process all requests for accommodations in accordance with the American with Disabilities Act (ADA), and the American with Disabilities Act Amendments Act (ADAAA).
- Partner with the Assistant Director of Administration and Human Services in the review, and revision of policies and procedures.
- Key contributor to design, development and implementation of health and welfare benefit plans and programs, related policies and procedures, and services.
- Implemented on-line benefit enrollment for over 1,200 active and retired employees.
- Initiated partnership with local insurance broker to provide alternative voluntary benefit options to part-time employees that did not qualify for “board” sponsored benefits. This resulted in an increased participation rate of 50% for voluntary benefits.
- Oversee and manage Workers Compensation claims, including “transitional” work assignments designed to reduce claim costs.
- Developed procedures to streamline processes, reduce redundancy and increase efficiencies between Finance and Human Resources by incorporating electronic methodologies.
0-5 years of experience
- Administered all assigned client company benefits for union and non-union employees: medical, dental, vision, life insurance, 401(k), and stock purchase plans.
- Prepared and maintained reports necessary for STD and LTD processing.
- Reviewed employee files and prepared notifications for benefit continuation while using FMLA or Workers Compensation Leave.
- Confirmed employee contributions were made in a timely manner by requesting verification of back deductions and reimbursements when applicable.
- Performed consistent, accurate, and timely processing of all requests and provided superior customer service to all clients.
- Ensured highly confidential files were handled in accordance with HIPPA regulations.
- Handled benefits inquiries and complaints, ensuring speedy, equitable, and courteous resolutions for employees.
- Assisted with related special and ad hoc projects as requested.
0-5 years of experience
Secures unprecedented levels of growth and successful project execution by meeting and exceeding deadlines while fostering innovative ideas and business practices
- Ensures team members are familiar with resource materials including manuals and systems
- Develops and implements strategic initiatives based on results of pharmacy quality management activities to relevant operations and other internal leadership as appropriate
- Reduced employee turnover rate and ensured thorough training of all employees
- Identifies and escalates problematic issues so that corrective actions can be pursued and expedited
0-5 years of experience
Orchestrated and established a profound knowledge of Defined Benefits such as detailed Health and Welfare Plans and pension for companies such as: Morgan Stanley, Schering Plough, Northwestern Memorial Hospital, Agway, ExxonMobil and H-Mobil.
- Assisted employees of contracted companies with the enrollment into qualified plans, such as pension and H&W.
- Responsible for the day-to-day administration of the Company benefit programs including medical, dental, vision, life, etc. to ensure consistency with plan documents and provider contracts; assist participants with resolving benefit issues and quality assurance for new hires and OE.
- Major duties include: Benefit enrollment, status changes, confirmation statements, stop and reissues, pension packages, processing of deaths, annual enrollment and other special projects.
- Form processing such as W4P, state withholdings, name changes and EFT.
- Facilitate training and assisted with new hire process.
- Manipulated and maintained client data in an IBM DB2 environment using mainframe tools such as, Integrator, OPCS, PASS, AIS, VRS and internet.
- Maintained, reconciled, and resolved issues pertaining to pension, H&W, severance, termination of H&W benefits and continuation of benefits through COBRA.
- Ensure the compliance of the clients plan rules, HIPPA, IRS and ERISA regulations.
0-5 years of experience
Processed payroll for approx. 400 employees (12 administrators, over 250 certified employees, over 100 non-certified employees)
- Processed child support orders and wage garnishments
- Processed payroll payables with over 20 vendors
- Processed monthly, quarterly and annual state and federal reporting (IDES, IL Dept of Revenue, IRS, WI Dept of Revenue, IL Dept of Labor, Social Security Administration)
- Processed year end, W-2 auditing, W2 state and federal reporting, W-2 printing and distribution
- Acted as the employer liaison between the employees and benefit vendors for medical, dental, FSA and 403(b)
- Scheduled and hosted medical and dental open enrollment meetings between schools
- Reconciled benefit deductions to payroll payables
0-5 years of experience
Joined as a contractor and quickly assumed more responsibility as a full time employee
- Point of contact for all benefits-related questions/issues, including 401k
- Manage all worker’s compensation and FMLA absences
- Manage open enrollment process and all communications for 21 separate business locations
- Work with 6 different TPAs to manage the reporting of the health & welfare portion of benefits for over 600 union members/employees
- Provide guidance to site management on employee-related issues
- Manage all OSHA, Vets-100 and EEOC reporting
0-5 years of experience
Process weekly/biweekly payroll for 300+ employees, inputting data from time sheets into payroll system.
- Process and maintain accruals for all full-time employees.
- Process liens and garnishments in timely manner as required by law.
- Review and assist in reconcilement of payroll reports and general ledger accounts.
- Work closely with Employees & Human Resources Manager to ensure all payroll related issues are addressed accordingly.
- Prepare all federal, state and local tax deposits as required by the various federal and state laws, and prepare all quarterly and year-end tax filings.
- Prepare annual W-2’s
- Processed, checked for accuracy/eligibility, and billed for monthly Medicaid clients, in varies counties. Worked closely with Medicaid providers to ensure payment was received, and resolve any denials of payments.
0-5 years of experience
Health and Group Benefits Specialist for a Fortune 500 Client.
- Assisted members with making benefit elections.
- Discussed benefit options to active employees and retirees.
- Resolved employee enrollment issues and followed up with insurance carriers as needed.
- Provided defined contribution plan requirements and basic IRS regulations related to 401(k) transactions.
- Researched requested information through a variety of channels.
- Identified and escalated priority concerns.
- Resolved basic and technical issues arising from inbound calls.
0-5 years of experience
Organized investment and financial planning such as 401A, 401B, 401K, IRA, and Annuities.
- Handled Cash Management for our high end clients such as Mutual Funds, stocks, and bonds.
- Implemented tax strategies, cash reserves, and CPA.
- Closed on 75% of all sales.
0-5 years of experience
- Oversaw all benefits administration for approximately 30 clients, including plan design, implementation, communication, enrollment and changes, invoice reconciliation, coordinate disability between clients and carriers.
- Researched and responded to employee and client questions regarding benefit plans, processes or issues
- Managed annual open enrollment for each client including renewal with carriers, development of communications, and implementation with employee groups.
- Extensive employee and employer support via in-person meetings, Internet webinars, other electronic media, and phone.
- Scripted and produced on-demand, online benefits orientation module for client companies.
0-5 years of experience
Key remittance reports received from employers reporting pension contributions
- Receive and enter remittance reports received from employers reporting 401k contributions
- Enter census data received from employers
- Answer participant phone calls to update information and answer questions and handle any participant issues
- Assist participants in completing paperwork such as Form W-4P and Form W-9 over the phone
- Complete various projects given by controller and/or CFO
- Complete bank reconciliation for pension account
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Benefits Specialist
Last edited by: Gabriela Barcenas, CONTENT STRATEGIST -
Gabriela Barcenas
CONTENT STRATEGISTGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
