Jo Anne Elling
Wyoming,MN
Summary
Methodical director with several years of comprehensive experience overseeing daily operations of company or organization. Hardworking and versatile professional well-versed in executing business strategies, preparing and implementing business plans and overseeing financial performance. Thorough knowledge of market changes and trends paired with strong grasp of corporate finance and performance measures.
Overview
36
36
years of professional experience
1
1
Certification
Work History
Director of Retirement Services and Benefits
90 Degree Benefits
St. Paul , MN
2024.03 - Current
- Developed and implemented comprehensive strategies to improve operational processes and organizational efficiency.
- Directed the organization's daily operations, ensuring compliance with applicable laws and regulations.
- Managed budgeting and financial planning processes for the organization.
- Identified opportunities for improvement in operational performance metrics.
- Recruited, trained, supervised, evaluated and mentored staff members.
- Conducted regular meetings with department heads to review progress on strategic initiatives.
- Developed policies and procedures to ensure compliance with corporate standards.
- Created detailed plans outlining timelines, goals, budgets, staffing needs and other requirements for projects.
- Guided and motivated staff to drive maximum performance.
- Developed and presented new ideas and conceptualized new approaches and solutions.
- Planned and implemented strategies to grow revenue.
- Implemented successful business strategies to increase revenue and target new markets.
- Structured HR consulting services to support clients during organizational developments and changes.
Retirement & Benefits Manager
90 Degree Benefits
St. Paul , MN
1990.01 - 2024.03
- Developed and administered employee benefit programs, including health insurance, 401 plans, vacation and sick leave policies, and disability benefits.
- Conducted periodic audits of employee benefit records to ensure accuracy.
- Provided guidance and support to employees regarding their benefits packages.
- Collaborated with Human Resources staff to develop strategies to ensure compliance with federal and state laws related to employee benefits.
- Coordinated open enrollment periods by creating timelines, developing materials, scheduling meetings.
- Responded promptly to inquiries from employees regarding their benefit plans or eligibility status.
- Prepared paperwork required for termination of employment related benefit coverage.
- Ensured that all documents pertaining to employee benefits were properly maintained according to legal guidelines.
FSA Manager
90 Degree Benefits
St. Paul , MN
1988.07 - 1990.01
- Audited claims processes for accuracy and compliance with regulations.
- Documented all claims activities clearly and concisely in the claims management system.
- Coordinated insurance verification and claims processing.
- Monitored customer feedback regarding claims resolution outcomes.
- Investigated and documented claims to determine eligibility for coverage.
- Communicated effectively with policyholders to explain claims decisions.
- Signed payment approvals accepted claims.
- Supervised and monitored daily activities of the medical claims department staff to ensure accurate and timely processing of all claims.
- Processed payments for approved claims promptly and accurately.
- Organized paperwork for insurance claims purposes.
Education
Some College (No Degree) -
Normandale Community College
Minneapolis, MNSkills
- Business Administration
- Project Management
- Staff Development
- Staff Management
- Business Development
- Business Planning
Certification
- MN Health & Life License
- LTD & Accident License
- Securities, Variable Life & Annuities License
Timeline
Director of Retirement Services and Benefits
90 Degree Benefits
2024.03 - Current
Retirement & Benefits Manager
90 Degree Benefits
1990.01 - 2024.03
FSA Manager
90 Degree Benefits
1988.07 - 1990.01
- MN Health & Life License
- LTD & Accident License
- Securities, Variable Life & Annuities License
Some College (No Degree) -
Normandale Community College
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