Summary
Overview
Work History
Education
Skills
Timeline
Generic

Caisey Heaton

Sioux Falls,SD

Summary

Collaborative individual with expertise in providing exemplary service regarding benefits support. Multitasking Benefits Specialist knowledgeable in state and federal regulations and maintaining employee confidentiality. Self-motivated Benefits Specialist demonstrating superior understanding of employee benefits laws and human resource software systems. Astute professional providing benefits support in fast-paced corporate settings. Dedicated professional eager to create and implement successful strategies to improve organizational efficiency. Adept at utilizing data analysis to provide insights into HR initiatives. Strong communication and interpersonal skills and committed to pursuing best practices related to employee development and retention. Successful human resource candidate with expertise in employee recruitment, training and payroll management. Adept at building and maintaining positive relationships with employees and management. Strong organizational skills and committed to adhering to relevant laws and regulations. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

9
9
years of professional experience

Work History

Benefits Specialist

Trinity Health
03.2022 - Current
  • Explained benefits to plan participants in easy to understand terms in order to educate each on available options.
  • Resolved issues and inquiries from plan participants regarding health and welfare benefits and deductions through telephone, email, and in-person interactions.
  • Observed strict procedures to maintain data and plan participant confidentiality.
  • Checked employees' benefits enrollment for accuracy and inputted all data into PrismHR.
  • Built relationships with vendors to foster quality service delivery.
  • Trained new team members in policies and procedures and offered insight into best ways to manage job tasks and duties.
  • Researched and evaluated new benefits programs to select cost-effective providers and coverage levels.
  • Collaborated with HR to develop and maintain up-to-date benefits manual.
  • Reduced employee turnover by creating welcoming, inclusive and employee-centered work culture.
  • Negotiated and managed contracts with health insurance providers to secure cost-effective employee coverage.
  • Gathered information about each position and related occupation with employee interviews, field observations, and industry research.
  • Researched and analyzed wage, salary and other industry trends.

Accounts Receivable Specialist

APIS Management Services
07.2021 - 03.2022
  • Prepared and mailed invoices to customers, processed payments, and documented account updates.
  • Followed up overdue payments and payment plans from clients to establish good cash flow.
  • Monitored accounts to verify compliance with payment terms and schedules.
  • Utilized Microsoft Excel, QuickBooks and Oracle software to manage invoices and payments.
  • Reviewed accounts on monthly basis to assess aging and pursue collection of funds.
  • Developed and maintained positive relationships with clients to maximize collections.
  • Generated monthly accounts receivable reports to submit developments for management review.
  • Reconciled accounts receivable ledger to verify payments and resolve variances.
  • Negotiated payment arrangements with customers to establish timely receipt of payments.
  • Identified, researched, and resolved billing variances to maintain system accuracy and currency.
  • Safeguarded documents of accounts receivable and payments to enable tracking history and maintain accurate records.
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Generated invoices upon receipt of billing information and tracked collection progress.
  • Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
  • Streamlined daily reporting information entry for efficient record keeping purposes.
  • Recorded deposits, reconciled monthly bank accounts and tracked expenses.
  • Reconciled company bank, credit card and line of credit accounts, investigating and resolving discrepancies to keep accounts audit-ready.
  • Reduced financial discrepancies, effectively reconciling bank accounts and organizing information into accounting software.
  • Developed monthly, quarterly and annual profit and loss statements and balance sheets.
  • Maintained excellent financial standings by working closely with bookkeeper to process business transactions.
  • Presented audit findings to accounting manager after reviewing results and paperwork.
  • Managed complex problem-solving for upper management in order to complete projects on-time and within budget.
  • Tracked financial progress by creating quarterly and yearly balance sheets.

Human Resources Assistant

Rochester Regional Health System
11.2019 - 07.2021
  • Filed paperwork, sorted, and delivered mail and maintained office organization.
  • Conducted new hire orientation to verify completion of appropriate paperwork, recording information on human resources database.
  • Answered and redirected incoming phone calls for office.
  • Screened applicant resumes and coordinated both phone and in-person interviews.
  • Delivered friendly assistance with new hires throughout interviewing and hiring process.
  • Organized new employee orientation schedules for new hires.
  • Monitored employee attendance and performance to verify punctuality and absences, addressing issues in accordance with company policies and procedures.
  • Created and completed personnel action forms for hires, terminations, title changes and terminations.
  • Administered compensation, benefits, and performance management systems at direction of supervisor.
  • Processed employee termination paperwork at direction of supervisory staff.
  • Coordinated itineraries and scheduled appointments for human resources staff.
  • Applied mediation and collaboration to successfully resolve employee complaints and grievances.
  • Analyzed and reported on employee turnover rates to assess reasons and make recommendations for improvement.
  • Responded to employee inquiries regarding benefits and other HR topics.
  • Scheduled and coordinated interviews between hiring managers and potential candidates.
  • Set up orientations and initial training for new employees.
  • Participated in recruitment and selection process for new hires.
  • Processed documentation for employee actions such as new hires, grievance resolutions and terminations.
  • Compiled employee records from individual departments to maintain central files.
  • Helped employees register for benefits programs using online portals.
  • Created job descriptions on boards for vacant jobs.
  • Checked references for potential candidates.
  • Assisted with creating employee handbooks and manuals.
  • Conducted exit interviews with terminated employees.
  • Aided staff with employee performance review paperwork and documentation.
  • Participated in job fairs to recruit new talent.
  • Converted employee status from temporary to permanent.
  • Studied research and trends on best practices in HR field.
  • Monitored and analyzed employee satisfaction survey results.

Sales Executive

Affordable Dumpsters
10.2020 - 01.2021
  • Achieved sales goals and service targets by cultivating and securing new customer relationships.
  • Negotiated and closed profitable sales contracts with new and existing customers to increase loyalty and retention.
  • Developed and presented valuable sales presentations to potential customers to highlight features and benefits of products.
  • Researched sales opportunities and possible leads to exceed sales goals and increase profits.
  • Drove team revenue totals by bringing in top sales numbers.
  • Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
  • Built relationships with customers and community to promote long term business growth.
  • Contributed to team objectives in fast-paced environment.
  • Informed customers of promotions to increase sales productivity and volume.
  • Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
  • Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
  • Set and achieved company defined sales goals.
  • Selected correct products based on customer needs, product specifications and applicable regulations.
  • Trained new employees on customer service, money handling and organizing strategies.
  • Presented professional image consistent with company's brand values.
  • Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
  • Fielded customer complaints and facilitated negotiations, resolving issues and reaching mutual conclusions.
  • Achieved or exceeded company-defined sales quotas.
  • Developed and maintained strong working relationships with professionals within assigned territory.
  • Promoted conversion of casual shoppers into customers through product knowledge and product solutions to meet customer needs.
  • Stayed current on company offerings and industry trends.
  • Negotiated prices, terms of sales and service agreements.
  • Attended monthly sales meetings and quarterly sales trainings.
  • Contributed to event marketing, sales and brand promotion.
  • Increased sales with execution of full sales cycle processing from initial lead processing through conversion and closing.
  • Met existing customers to review current services and expand sales opportunities.
  • Monitored service after sale and implemented quick and effective problem resolutions.
  • Recorded accurate and efficient records in customer database.
  • Quoted prices, credit terms and other bid specifications.
  • Kept detailed records of daily activities through online customer database.
  • Consulted with businesses to supply accurate product and service information.
  • Built diverse and consistent sales portfolio.

Human Resources Generalist

Millennium Physicians Group
08.2014 - 11.2016
  • Updated HR database with new employee information, changes in benefits, and other details.
  • Handled on-boarding process for newly hired employees, which included distribution of all paperwork.
  • Managed payroll and timekeeping to track hours and accurately pay employees.
  • Managed employee data and privacy to keep employee data confidential per organizational privacy policies.
  • Prepared new hire letters, employee contracts, and corporate policies.
  • Streamlined HR efficiencies, coordinated new hire orientations and provided onboarding and training for new employees.
  • Addressed employee conflicts with appropriate urgency, following all corporate procedures.
  • Oversaw hiring, staffing, and labor law compliance.
  • Answered employee inquiries regarding health benefits and 401k options.
  • Developed and implemented HR policies and procedures to promote clear and consistent approach to managing employees.
  • Monitored labor laws and regulations compliance to protect employers from litigations and employees from discrimination and harassment.
  • Coordinated technical training and personal development classes for staff members.
  • Monitored safety and health practices to protect employees from hazards and promote healthy work habits.
  • Administered performance evaluations to provide constructive feedback and identify ideal candidates for promotion.
  • Negotiated HR-related vendor contracts to maintain agreements with necessary vendors to support HR operations.
  • Developed and implemented onboarding and orientation programs for new employees.
  • Administered employee benefits programs and assisted with open enrollment.
  • Collaborated with managers to identify and address employee relations issues.
  • Assisted with writing job postings and job descriptions for boards.
  • Improved organizational filing systems for confidential employee records, resulting in improved accessibility and efficiency.
  • Improved office efficiency by effectively managing internal communications and correspondence.
  • Advocated for staff members, helping to identify and resolve conflicts.
  • Partnered with departmental managers to ascertain hiring needs and subsequently provide candidate recommendations.
  • Pre-screened resumes prior to sending to corporate hiring managers for consideration.
  • Generated and analyzed reports to monitor employee engagement and attrition trends.
  • Conducted performance reviews and provided feedback to managers on employee performance.
  • Completed human resource operational requirements by scheduling and assigning employees.
  • Collected and analyzed information to monitor compliance outcomes and identify and address trends of non-compliant behavior.
  • Reduced expenses by analyzing compensation policies and implementing competitive programs while ensuring adherence to legal requirements.
  • Planned, monitored and appraised employee work results by training managers to coach and discipline employees.
  • Developed and monitored employee recognition programs.
  • Developed disaster and recovery strategy to prepare company for hazardous weather conditions, nuclear accidents and terrorist attacks.

Education

No Degree - Applied Psychology

State College of Florida
Venice, FL

High School Diploma -

North Port High
North Port, FL
06.2011

Skills

  • Employee Benefits Laws
  • Human Resources Management
  • Benefits Administration
  • New Employee Orientations
  • Interpersonal Communication
  • Organizational Skills
  • Regulatory Compliance
  • Employee Relations
  • Payroll Coordination
  • FMLA Comprehension
  • Regulatory Monitoring
  • Conflict Resolution
  • Benefits Strategy Development
  • Attention to Detail
  • Adaptability
  • Open Enrollment
  • Problem Solving
  • Decision Making
  • Onboarding Assistance
  • Compliance Reporting
  • Talent Recruitment

Timeline

Benefits Specialist

Trinity Health
03.2022 - Current

Accounts Receivable Specialist

APIS Management Services
07.2021 - 03.2022

Sales Executive

Affordable Dumpsters
10.2020 - 01.2021

Human Resources Assistant

Rochester Regional Health System
11.2019 - 07.2021

Human Resources Generalist

Millennium Physicians Group
08.2014 - 11.2016

No Degree - Applied Psychology

State College of Florida

High School Diploma -

North Port High

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Caisey Heaton