Dana D. Davis

Manage benefit programs and processes to support over 11k benefit eligible employees. Establish the organization's benefits offering strategy by identifying budgetary limitations and proposing innovative methods to cut costs for four regional hospitals, ambulatory, surgical and urgent care centers. Provide expert oversight to full suite of benefit offerings, including health and welfare, retirement and well-being programs.

• Manage the development, implementation, and administration of all employee benefit plans, policies, and procedures.
• Drive operational efficiencies and continued process improvement through the effective design, implementation, and administration of key benefits systems and technology.
• Manage vendor and third-party administration relationships, including quality delivery, compliance with processes, requirements, and service expectations.
• Lead cross-functional teams to achieve project goals, fostering collaboration and innovation.
• Coordinates, executes and organizes Annual Open enrollment.
• Create and develop, ongoing communications and benefits education content.
• Oversee Paid Time Off and other types of leave and disability programs.
• Ensure benefit plan compliance with federal and state regulations, including but not limited to ERISA, HIPAA, FMLA, ADA and COBRA.
• Serve as the point of contact for escalated employee inquiries, while developing ways to streamline operational processes and day-to-day inquiries.
• Maximized performance by monitoring daily activities and mentoring Benefit Administrators (4).

Manage in-house administration of employee benefit programs for multi-state organization. Benefit plans include medical, dental, vision, life insurance, short- and long-term disability, flexible spending accounts and 401k Retirement.

• Initiate, plan, execute, monitor and close benefit plan projects and processes.
• Lead change initiatives and serve as the primary point of contact for benefit inquiries and status reporting.
• Input benefit enrollments, terminations and changes in HRIS and ADP WFN payroll systems.
• Ensure timeliness and accuracy of reporting, and other documentation required by federal, state, and provider regulations/policies (ERISA, COBRA, ACA, FMLA, etc.).
• Manage vendor relationships and identify potential risks, constraints and process improvements.
• Verify, document and process Qualifying Life Events, 401k hardship determinations, medical plan Spousal carve-out, dependent eligibility audits and funding Flexible Spending Accounts.
• Attest the accuracy of carrier files and substantiate error reports.
• Process Disability, Life and Unemployment insurance claims.
• Own responsibility for plan implementations and Open Enrollment process.
• Prepare budget reports to assist Senior Leadership with forecasting and financing.
• Development, review, and update of benefit communications.

Manage, analyze, design and administer employee benefits programs such as medical, dental, life and disability insurance plans and 401(k), pensions for over 46k Associates (union and non-union).

• Design, implement and oversee day-to-day management of benefit programs including health, wellness, welfare, retirement, supplemental and voluntary benefits programs.
• Influence negotiations with management, providers, brokers, and consultants while maintaining cost effective plans (insured and self-funded models).
• Assist with the development of the long-term strategy for company programs and maintain strong vendor relationships while project-managing programs.
• Collaborate with internal counsel to ensure compliance with ERISA, federal, state and local laws that includes required notice distribution, audits of benefit plans & deductions and ensuring reporting requirements are met in a timely manner (SARs, SMMs, 5500 filings, ACA-employer reporting).
• Responsible for the daily administration of programs and handling escalated issues (including Leave of Absence, ADA, FMLA, HR policy, employer relations, and appeals).
• Responsible for all Annual Enrollment activity (workflows, HRIS, communications).

Responsible for the client satisfaction, service delivery, creating program requirements, providing scalable, efficient, high-quality solutions for complex business problems and integration with system development team for the Health and Welfare service team.

• Manage all aspects of the project management life cycle for multiple projects.
• Provide creative and collaborative problem-solving initiatives.
• Lead and facilitate updates for requirement documents related to plan provisions, administrative events, interface documentation, and deliver enhancement documentation efforts in ongoing client delivery.
• Change Control and Client Management by engaging in consultative business strategy and project proposals.
• Record and review project scoping, budgeting and change order records.
• Main point of contact with client as it relates to service delivery issues and resolution.
• Oversee all service delivery to provide quality service to clients.

Overall responsible for evaluating and analyzing US Benefits program offerings relative to the marketplace and organization objectives for over 10,000 benefit eligible employees. Hands on subject matter expert on Health, Welfare and Retirement benefits programs.

• Manage US Benefits Team including coaching, sourcing, employee relations and performance management.
• Ensure plans remain in compliance with ERISA, HIPAA, ACA, COBRA, FMLA and other leave federal, state and/or local laws, as needed.
• Develop, implement, and manage the Wellness and Leave programs.
• Oversee implementations, integrations, and delivery of benefits by outsourced benefits administrator.
• Manage overall documentation, workflows, process improvements and technical specifications of plan provisions.
• Ensure vendors and carriers are providing excellent levels of service, competitive pricing, and relevant results.
• Develop and deliver communications utilizing various channels and messaging to foster engagement.
• Forecast costs, analyze budget and develop monthly reporting.
• Manage all aspects of Annual Enrollment.
• Oversee deliverables related to Health & Welfare Mergers & Acquisitions due diligence and applicable integrations, divestitures and transfers.
• Assist and oversee Retirement plans (funding, filings and notices).
• Research, recommend, create, and direct best practices and trends to influence effective organizational design solutions.
• Facilitate and influence leaders in the development of effective organizational design, socialize proposed benefit changes, negotiate with carriers, ensure design strategies, communication and stakeholder engagement.

Manage plan performance and communications of Health, Welfare Benefit Plans (including union, non-union and Global) for 25,000 active employees and 50,000 retirees.

• Day-to-day administration and servicing of the health and welfare benefit plans with an outsourced Benefits Center.
• Serve as primary liaison between employees and vendors in regards to policy interpretation and resolution of problems.
• Develop and maintain ongoing relationships with employees and Business Facing HR representatives.
• Assist in the development and execution of a national and global benefits strategy, including union negotiations.
• Coordinate internal/external stakeholder communications and deliverables with program project planning and implementations.
• Assist in benefit plan request for proposals (RFP). Review collected data and contribute a recommended course of action.
• Lead and plan the annual open enrollment period.
• Ensure an efficient process, answer employee questions, and communicate with carriers and vendors in regards to changes and/or issues.
• Serve as the primary liaison for implementation and ongoing administration of Benefits Enrollment system.
• Collaborate with counsel on developing and maintaining plan documents, vendor contracts, summary plan descriptions, summary of material modification notifications, plan amendments, etc.

• Responsible for the on-going administration of Health, Welfare and Retirement Plans.
• Manage vendor relationships and performance.
• Assist in the development/design of employee benefit programs, policies and procedures.
• Responsible for the timely, accurate preparation and submission of all government required reports, i.e., 5500’s, Summary Annual Reports, Summary Plan Descriptions.
• Coordinate and oversee external and internal employee benefit plan audits.
• Compile data files for 403(b) and 401(k) plan savings plans and conduct annual compliance testing.
• Responsible for HR systems development (i.e., new plans, automation, design, queries, reports etc.).
• Effectively co-manage Benefits Staff including ongoing coaching, development and performance management. Works with counsel on developing and maintaining plan documents, vendor contracts, etc.
• Prepare annual budget; monitor and analyze company benefits cost trends and recommends cost control methods. Develops/designs training manuals and facilitate sessions.
• Develop, execute and maintain wellness program strategies and initiatives.
• Develop and execute employee benefits communication strategies.
• Plan and manage the annual open enrollment process.