Develop and maintain benefit project timelines to ensure alignment with client expectations and deliverables.
Facilitate training sessions for end users, improving system adoption rates and user proficiency.
Analyze project performance data to identify areas of improvement, enhancing efficiency in implementation processes.
Present project updates to senior leadership, highlighting successes and addressing challenges with proposed solutions, ensuring ongoing support for the implementation team's efforts.
Manage and set up a complex book of business with various funding methods and structures.
Prepare materials for client meetings. Including but not limited to agendas, reports, calendars, custom reports, etc.
Act as the main point of contact for over 30 clients for all Health & Welfare to improve brand awareness/visibility in the market.
Manage client & product processes and re-designs to ensure alignment by all client & product teams, leaders, product owners, and constituents
Identify, escalate, document & drive resolution of project risks when needed to ensure program delivery.
Assist in meeting operational, financial, and client goals expected by the program
Manage the project requirements and scope, effectively controlling all aspects of the project throughout the benefits renewal lifecycle.
Conduct data and cost analysis for requests submitted by insurance carriers or clients; prepared summary reports of job analysis, compensation analysis, and budget impact information as needed.
Create client-facing compensation-related communications including plan documents, statements, and policies.
Identify opportunities for upselling, cross-selling, and expanding services within existing client accounts; support new business development efforts as needed.
Contribute to uncovering and resolving data discrepancies and inaccuracies within the benefits administration system and carrier database.
Update the Human Resources Information System (HRIS) database, maintain data accuracy, and assist with system changes.
Coordinate implementation of people-related services, policies, and programs through departmental staff.
Manage client onboarding, ensuring seamless transitions from sales to implementation phase.
Facilitate meetings with internal partners to provide updates and track the client service cycle year-round.
Benefits Service Specialist II
ADP
05.2019 - 11.2022
Developed and analyzed models to support employee benefit plan rollout successfully and efficiently.
Guided employees and managers on leave policies and procedures, resolving inquiries and issues promptly and professionally.
Implemented benefits to plan participants in easy-to-understand terms to educate each on available options.
Proactively managed employee relations issues, fostering a positive work culture and reducing workplace conflicts.
Served as the primary point of contact for TotalSource clients and internal service regarding processing, guidance, and governance of all TotalSource Health and Welfare plan administration services and benefit programs.
Facilitated workshops to enhance employee skills and knowledge, improving job performance and employee satisfaction.
Trained team members and offshore teams in policies and procedures and offered insight into the best ways to manage job tasks and duties.
Assisted with internal and external audits to confirm compliance with applicable labor laws and regulations.
Resolved complex issues and inquiries from plan participants regarding health and welfare benefits and deductions through telephone, email, and in-person interactions.
Presented reports highlighted proposed changes regarding offshore team performance and efficiency enhancement.
Conducted presentations on research findings for clients or at research meetings.
Provided regular updates and strategies to team leadership on quality metrics by communicating consistency problems or production deficiencies.
Mentored new hires, resulting in stronger staff development and increased productivity.
Maximized team knowledge and productivity by training, monitoring, and directing employees in applying best practices and regulatory protocols.
Reviewed existing policies and procedures to make recommendations for enhancing work productivity and internal systems.
Provided guidance, advice, and training to improve business understanding of ACA, COBRA, HIPAA, Section 125, and other regulatory requirements.
Marketing Coordinator
Assurant
10.2018 - 05.2019
Boosted brand awareness with target customer demographics with social, print, and email campaigns.
Answered general marketing department inquiries by email, phone, and mail.
Coordinated meetings between project members and clients to develop ideas, discuss progress and set goals.
Managed team calendars and scheduled events for multiple staff members.
Assembled and coordinated marketing materials preparation, printing, binding, shipping and delivery.
Associate Accountant
12.2016 - 10.2018
Assisted with the preparation of monthly financial statements.
Submitted weekly cash flow report that showed inflows, outflows, and projections to the controller.
Reconciled month-end totals for timely and accurate reporting of financial information.
Reviewed financial documents to verify accounting data and mathematical accuracy.