Beverly Zimmerman
Castle Rock,CO
Summary
Experienced Benefits Administrator with a proven track record of effectively managing employee benefits programs. Skilled in analyzing and implementing comprehensive benefit packages that align with company goals and meet the needs of diverse workforces. Adept at navigating complex benefit regulations and ensuring compliance with legal requirements. Strong attention to detail and ability to communicate complex benefit information clearly and concisely. Committed to providing exceptional customer service and fostering positive relationships with employees, vendors, and insurance providers.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Benefits Administrator
Colorado Coalition for the Homeless
06.2023 - 08.2023
- Directed and controlled all medical, dental, vision, flexible spending accounts (FSA), life (EE/ER paid) voluntary benefits and 403B plans
- Conducted monthly bill reconciliation for all benefit vendors
- Conducted ad-hoc audits to compare payroll deductions match invoices
- 403B duties included; managing loan start dates to ending payroll deductions in HRIS system
- Oversaw 403B audit and annual non-discrimination (NDT) audit
- Served on HRIS committee for identifying any process improvements that could assist company and employee experience
- FMLA , FAMLI Leave and ADA administrative duties
- Administered Flexible Spending Accounts (FSA) accounts and COBRA notices
- Managed continuous enrollment processes for new hires, life events, as well as yearly open enrollment periods
- Reviewed benefits enrollments in HRIS system for accuracy and completeness
- Point of contact for various benefit carriers
- Managed request for proposal (RFP) to select new benefit broker
- Ensured timely processing of life event changes, diligently updating employee records as needed
- Assisted employees with benefits-related inquiries, ensuring prompt resolutions and increased satisfaction levels
- Collaborated with HR team members and broker to design competitive benefits packages, attracting high-quality talent.
- Supported payroll department by verifying accuracy of deduction amounts for various benefit plans prior to each pay period processing cycle.
- Managed benefits renewal process, assessing proposals and making recommendations for plan changes
- Managed annual open enrollment process, coordinating efforts across departments to ensure a smooth experience for all employees.
- Facilitated seamless onboarding experiences for new hires by providing comprehensive benefits orientation sessions.
- Maintained compliance with federal and state regulations
- Coordinated wellness initiatives, fostering a healthy work environment and promoting employee engagement in personal wellbeing.
Benefits Manager
Peak Utility Services group
01.2022 - 05.2023
- Responsible for overseeing all medical, voluntary benefits and 401k plans
- Approved self-funded claims billing
- Approved qualified life events and supporting documentation
- Managed benefit compliance deadlines
- Led open enrollment execution
- Managed data in HRIS system (UKG)
Benefits Manager
American Furniture Warehouse
01.2019 - 01.2022
- Responsible for overseeing all medical and voluntary benefits
- Acted as both fiduciary and committee member for 401k Savings Plan
- Managed Request for Proposals (RFP) for potential brokers as needed
- Responsible for benefit compliance (Form 5500, NDT, Notices, SPD, 1095C, etc.)
- Reconciled benefit bills for accounting for fully insured and self-insured plans
- Managed costs analysis for self-insured and fully insured plans
- Managed family medical leave administrator and benefit analyst
- Resource for employees for benefit questions and life events
- Processed life events, medical support orders, Medicare and coordination of benefit forms
- Managed open enrollment for 15 locations in Colorado, Arizona and Texas
- Worked with Oracle (HRIS) consultants for system improvements, reports or to resolve problems
- Served as point of contact for benefit vendors to resolve employee issues or billing matters
- Managed benefit communication tools
- Claims management for voluntary benefits products
- Worked closely with payroll to ensure accuracy of deductions for benefits and 401K plans
- Created checks and balances to ensure new hires met deadlines for enrolling in benefits
- Implemented bilingual materials for benefits
- Managed intranet to ensure benefit information was accurate
HR Consultant
Appliance Factory Outlet, Dba A&A QUALITY
01.2018 - 01.2019
- Provided HR support for managers and employees
- Managed and processed payroll
- Managed and administered employee benefits plans
- Processed STD/LTD/FSA claims
- Processed FMLA and managed leaves
- Managed and administered 401K plan
- Managed life events for all benefit offerings
- Managed 1095C and Form 5500 compliance
- Managed benefit and year-end compliance
- Monitored team building events to ensure were completed
- Maintained employee files
- Managed legal matters (terminations, unemployment, non-competes, ACA compliance, etc.)
Human Resources & Benefits Manager
Penrose Hospital/Vascular Center of Colorado Springs
01.2018 - 07.2018
- Provided HR support for Leads as well as Clinical staff
- Managed timesheets and payroll entries
- Processed payroll
- Managed and administered benefits plans, enrollment, requests, and employee questions
- Managed employee relations matters
- Administered and managed FMLA
- Administered 401K from enrolling to responding to employee needs (hardships, loans, rollovers)
- Updated policies and procedures
- Recruitment, onboarding for nursing and administrative positions
- Adhered to hospital compliance that required keeping training documents current for all employees.
Human Resources and Benefits Manager
J. HERZOG & SONS
01.2007 - 01.2017
- Managed payroll and compensation programs
- Administered benefits plans from including going to market, open enrollment to performing cost analysis to meet financial targets
- Presented plan options and costs to senior management
- Managed benefits questions from EE, COBRA and entered updates into HRIS/Payroll
- Primary contact for TPA and benefit vendors
- Administered 401K and managed employee enrollment and needs (loans, hardships, contributions)
- Sent out all compliance notification for 401K (fund changes, QDIA)
- Filed Form 5500
- Managed 1094/1095C year-end notifications
- Ensured monthly vendor billing was audited monthly to reflect current enrollment and exits
- Organized SPD and all benefit plan materials to be easily accessible for employees and HR department to field questions
- Provided oversight for company team building events, implement morale initiatives to reduce turnover
- Oversaw safety programs, workers compensation, insurance coverage policies, emergency plans, and OSHA compliance to mitigate risk
- Collaborated with business partners and executive management to create HR strategies for field and corporate office
- Managed unemployment claims, EEOC complaints, hearings, mediations, and legal matters in multiple states
- Optimized performance plans, merit increases, and bonuses for 3 business units through salary benchmarking
- Provided guidance for employee relations matters to leadership team and location managers.
Education
Bachelor of Science - Business Management
University of Phoenix
Phoenix, AZ05.1999
Skills
- Benefits Administration Expertise
- Enrollment procedures
- Continuous Improvement Mindset
- Payroll Processing Experience
- Cost controls
- Human resources background
- Employee Benefits Knowledge
- Provider relationship management
Certification
- SPHR, Senior Professional Human Resources
- SHRM-SCP, Senior Certified Professional
Affiliations
- Mile High SHRM,
- SHRM
- Colorado SHRM
- National SHRM
HRIS Systems
UKG, Oracle, Mosaic, ADP
Timeline
Benefits Administrator
Colorado Coalition for the Homeless
06.2023 - 08.2023
Benefits Manager
Peak Utility Services group
01.2022 - 05.2023
Benefits Manager
American Furniture Warehouse
01.2019 - 01.2022
HR Consultant
Appliance Factory Outlet, Dba A&A QUALITY
01.2018 - 01.2019
Human Resources & Benefits Manager
Penrose Hospital/Vascular Center of Colorado Springs
01.2018 - 07.2018
Human Resources and Benefits Manager
J. HERZOG & SONS
01.2007 - 01.2017
Bachelor of Science - Business Management
University of Phoenix
- SPHR, Senior Professional Human Resources
- SHRM-SCP, Senior Certified Professional
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