Annie Thomas
Norton
Summary
Accomplished professional with experience in benefits administration, retirement plan administration, vendor relations, and account management. Proficient in technical skills for reporting and analysis, with a focus on compliance and process improvement. Skilled in Microsoft Office, Excel, and Workday.
Overview
13
13
years of professional experience
Work History
Benefits Analyst
CSG
01.2023 - Current
- Responsible for maintaining the day-to-day administration of 401k/retirement plans and all health and welfare benefit plans for United States, Puerto Rico and Canada employees
- Developed Process Guides for the Benefits Team and identified areas for improvement
- Managed compliance activities for retirement plans as well as contribution reconciliation and funding
- As part of the Global Benefits team, led communication company wide Benefits Communication plans, Global Wellbeing initiatives, and 'Workday Help' Implementation
- Utilizing technical skills to perform reporting and analysis related to the reconciliation and integrity of data, testing of processes and systems design, identifying and implementing process improvement, and conducting audits to ensure all plans are consistently administered and in compliance with the Plan documents and government regulations
- Manage broker relationship relationships, vendor relationships , and set up of new benefit plans
- Act as an expert resource for employees with any benefit questions and concerns
Benefits Coordinator, Human Resources
Crystal Clinic Orthopaedic Center
01.2021 - 01.2023
- Responsible for day to day management of employee benefit plan activity including enrollment, termination, and changes for employees
- Manage monthly billing and reconciliation process with vendors
- Open enrollment implementation and communication management
- Assisted employees with benefit questions
- Plan renewal and review management
- Coordinated LOA and FMLA tracking and management
- Manage 401k enrollment and changes
- Assist with audits and compliance
Group Benefits Account Administrator
Medical Mutual of Ohio
07.2019 - 01.2021
- Interacted with internal departments, clients, brokers or consultants for timely resolution of inquiries related to claims, benefits, billing, enrollment interpretation or other administrative or technical services
- Developed and sustained productive customer relationships
- Provided timely response with Account Executive to Plan Sponsors for inquires
- Performed preliminary review and editing of Summary Plan Description, Amendments, Schedule of Benefits, and Summary of Benefits and Coverage
- Facilitated the completion of sales and service administrative tasks including worksheet entry, benefit audit, ID card issuance and mailings
Personal Lines Risk Assistant
The O'Neill Group
01.2018 - 07.2019
- Prepared proposals for presentation to new and renewal clients
- Made changes to auto and home policies, quoted new auto and home policies, and quoted changes in premium to current clients
- Maintained electronic files in the Epic agency system
- Prepared policy binders for delivery to client Assisted Personal Lines Account Executives as needed
Benefits Account Manager, FSA/HRA
Basic NEO
08.2012 - 01.2018
- Primary contact for 100+ clients for FSA (Flexible Spending) and HRA (Health Reimbursement) account services
- Conferred with the HR managers of assigned clients by telephone or in person in order to provide information about FSA/HRA benefits and services, open enrollment and plan design
- Handled any escalated customer service issues from the call center staff related to assigned clients
- Processed enrollments and terminations for client's participants
- Maintained confidential and accurate participant records; managed the online filing system for enrollments
- Consulted with HR managers of assigned clients on complex benefit related issues such as general compliance, leave management, and qualifying events
- Assisted HR managers of assigned clients with developing appropriate policies and procedures that are fully compliant with regulations/guidelines
- Assisted in the production and amendment of applicable benefit plan documents and summary plan descriptions
- Administered the design an online reporting tool for clients to report new hires and benefit changes
- Responsible for onboarding new clients, developing checklists for new client set ups, and handling open enrollment for 100+ companies each year
- Developed and managed complex Health Reimbursement Account arrangements to assist clients, including claim review and approval of payments
- Assisted with new hire orientation and training processes for internal employees
- Assisted with internal staff development and performance initiatives
- Conducted audits of plan enrollment data and records on an ongoing basis; 5500 filing; and nondiscrimination testing
- Managed the company's Medicare Secondary Payer reporting filing and activity
- Managed claims payment processing for clients, and internal banking /claims funding activities for the company
Education
Master's - Human Resources- Organizational Management
Ashford University
05.2013
Bachelor of Arts -
University of Akron
01.2003
Skills
- Strong communication skills
- Benefits administration expertise
- Researching issues
- Continuous improvement mindset
- Data analysis
- Regulatory compliance
- Retirement plan management
- Plan administration
- Health and welfare plans
- Benefit plan audits
- Benefits program design
- Open enrollment procedures
- Employee benefits strategy
Timeline
Benefits Analyst
CSG
01.2023 - Current
Benefits Coordinator, Human Resources
Crystal Clinic Orthopaedic Center
01.2021 - 01.2023
Group Benefits Account Administrator
Medical Mutual of Ohio
07.2019 - 01.2021
Personal Lines Risk Assistant
The O'Neill Group
01.2018 - 07.2019
Benefits Account Manager, FSA/HRA
Basic NEO
08.2012 - 01.2018
Master's - Human Resources- Organizational Management
Ashford University
Bachelor of Arts -
University of Akron
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