Angela Morgan
San Francisco,CA
Summary
Seasoned Senior Benefits Analyst with significant experience in managing and analyzing employee benefits programs. Strong skills in conducting comprehensive benefits audits, interpreting data, and advising on policy adjustments. Known for effectively liaising between employees and providers, ensuring optimal understanding of benefits offerings. Demonstrated impact through improved efficiency in benefits administration and increased employee satisfaction.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Benefits Administrator
The Pasha Group
San Rafael, USA
12.2024 - Current
- Oversee daily benefit program administration, including enrollments, status changes, and transitions for 5000 employees across the US.
- Executed and oversaw administration of employee benefits programs.
- Facilitated annual open enrollment, collaborating on meetings with benefits manager to enhance employee understanding of benefits options.
- Administered ACA compliance processes to ensure adherence to regulations.
- Spearheaded innovative programs and coordinated benefit communications initiatives to improve employee engagement.
- Manage vendor relationships and performance.
- Administer monthly billing processes for various self-insured benefit plans and oversee vendor invoice payments with accounts payable.
- Monthly reconciliation of benefit plan invoices (medical, dental, vision, life, STD/LTD etc.) and invoice review.
- Executed 5500 filings, conducted Non-Discrimination testing, and managed SARS processes.
- Conduct regular audits of benefit programs to ensure quality of carrier information remains current.
- Identified, recommended, and implemented process improvements to streamline benefits administration and enhance compliance.
- Propose innovative and enhanced employee benefit plans, processes, and cost management strategies that align with company reward strategy.
HR/ Benefits Clerk
AC Transit
Oakland, USA
03.2024 - 11.2024
- Coordinated annual Open Enrollment, including organizing meetings to inform and assist employees with the enrollment process.
- Managed enrollment adjustments and terminations for employee benefits encompassing health, dental, and life insurance plans.
- Maintained accurate records of employee benefits enrollment and modifications in HR system to support compliance and reporting.
- Addressed employee inquiries about benefits and provided support during the enrollment process.
- Entered data in PeopleSoft, processed benefit deductions, and performed audits to ensure accuracy of billing and enrollment information.
- Collaborated with insurance providers and benefit vendors to streamline benefit program administration.
Sr. Benefits Analyst
Swinerton Inc.
San Francisco, USA
02.2017 - 10.2023
- Lead the strategic design, implementation, and plan administration of the company's benefits offering.
- Manage vendor relationships and performance.
- Provide support in all aspects of the benefits retirement plan.
- Oversaw day-to-day benefit program administration, managing enrollment, change, and transition processes for 5,000 employees across the US.
- Oversee Leave of Absence and Time Off programs for administrative staff.
- Planned and managed all facets of annual Open Enrollment, facilitating open enrollment meetings with the Benefits Manager.
- Process status changes and the deductions. Manage the Non-union Craft Hourly Benefit Program.
- Lead and implement new programs and facilitate benefit communications efforts.
- Conducted regular audits of benefits data, ensuring accuracy and compliance with policies and regulations.
- Assist management, employees, and vendors to resolve benefit questions and issues.
- Oversee monthly reconciliation process and vendor payments.
- Ensure compliance with all applicable federal, state, and local laws (including but not limited to FMLA, CFRA, ADA, ACA, HIPAA, and COBRA), with company policies and procedures in all transactions.
- Conduct regular audits of benefit programs to ensure the quality of carrier information is up-to-date and in Workday.
- Identify, recommend and implement process improvements.
- Support and educate Company and Division HR Partners with benefit information.
- Assist with the implementation, design, set up and testing of Workday.
- Researched trends in the benefits field to ensure compliance and relevance.
- Recommend new and/or improved employee benefit plans, processes, and cost management measures that support the company's overall reward strategy.
- Coordinate and supervise the services of consulting firms, brokers, trustees, other outside resources to assure appropriate delivery of services, on time and within established budgets.
- Assist with completing all necessary compliance requirements for benefits data to ensure accuracy and compliance with company policies and regulations as it pertains to filing 5500 forms, Non-discrimination testing and reporting.
- Recruit, train, and oversee daily operation of assigned Benefits Staff team.
- Assist with managing group insurance contracts.
- Resolve administrative problems with carrier representatives and third-party administrators.
- Manage the Retiree Health Insurance Program.
- Assist administrative employees/retirees/covered dependents in resolving insurance questions and claim issues.
- Collaborate on benefits data management within Workday, including reporting.
- Assist with arranging and conducting employee information presentations and enrollments.
- Assist with educating Company/Division HR staff concerning benefit information.
- Collaborate on the development of statistical data relative to group plans and leave/time off programs.
- Supervised a staff of three.
- Fulfilled additional responsibilities to ensure smooth workflow within the department.
Sr. Benefits Analyst
City College of San Francisco
San Francisco, USA
01.2013 - 02.2017
- Manage and enroll health, dental, vision, life and disability insurance, and various cafeteria account information to about 5000 active employees and retirees.
- Established and managed annual open enrollment periods, ensuring timely availability of materials for participants.
- Reviewed benefit plans and recommended modifications.
- Executed benefits communications to provide employees with essential information about their options and changes.
- Handle 401k and 403B compliance and work with third party administrators.
- Provide COBRA information and process the enrollments.
- Process status changes and the deductions.
- Handle the retirement process for faculty & administrators.
- Process, monitor and track all leaves of absences.
- Monitored and tracked retirees and their benefits, ensuring compliance and addressing any inquiries.
- Analyze and resolve delinquency issues.
- Assisted with non-discrimination testing.
- Work with IT regarding HRIS issues and benefits.
- Supervised and trained the Benefits Coordinator.
Benefits Analyst
City College Of San Francisco
San Francisco, USA
01.2001 - 01.2013
- Manage and enroll health, dental, vision, life and disability insurance, and various cafeteria account information to about 5000 active employees and retirees.
- Coordinated annual open enrollment periods, ensuring timely availability of necessary materials.
- Advised on benefit plans and facilitated changes.
- Developed and distributed clear benefits communications to enhance employee understanding.
- Provide COBRA information and process the enrollments.
- Handle 401k and 403B compliance and work with third party administrators.
- Process and enter the enrollment forms in the various systems.
- Process status changes and the deductions.
- Monitor and track all retirees and their benefits.
- Analyze and resolve delinquency issues.
- Handle the retirement process for faculty & administrators.
- Process Worker's Comp Claims.
- Assisted with non-discrimination testing.
- Work with IT regarding HRIS issues and benefits.
- Oversaw the training and development of the benefits coordinator.
- Processed faculty Leave of absence.
- Processed Sabbatical leaves.
- Assisted in processing disabilities claims.
- Prepared part-time pool lists.
- Led a team of three staff members to ensure efficient operations.
Education
Some College (No Degree) - Human Resource Management
San Francisco State
San Francisco, CAAA - Business
City College of San Francisco
San Francisco, CASkills
- Benefits program management
- Benefits design
- Onboarding
- Enrollment management coordination
- Payroll support
- HRIS proficiency
- Regulatory compliance
- Employee relations
- Team collaboration
- Vendor relationship management
- Workers' Compensation
- Leaves of Absence Management
- Organizational skills
- Data analysis
- Strong analytical skills
- HR experience
- Time management proficiency
- Project management
- Office Management
- Communication strategies
- Excellent communication
- HRIS proficiency
- Problem-solving aptitude
- Project management
- Data management
- Employee wellness programs
- Decision making
- Open enrollment coordination
- Benefits administration
- Vendor management
- Invoicing audits
- Microsoft Office Suite
- Plan administration
- Workday
- UKG
- PeopleSoft
Certification
Senior Professional in Human Resources
Personal Information
- Title: Sr. Benefits Analyst
- Work Permit: Authorized to work in the US for any employer
Timeline
Benefits Administrator
The Pasha Group
12.2024 - Current
HR/ Benefits Clerk
AC Transit
03.2024 - 11.2024
Sr. Benefits Analyst
Swinerton Inc.
02.2017 - 10.2023
Sr. Benefits Analyst
City College of San Francisco
01.2013 - 02.2017
Benefits Analyst
City College Of San Francisco
01.2001 - 01.2013
Some College (No Degree) - Human Resource Management
San Francisco State
AA - Business
City College of San Francisco