Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Kathy Schultz

Brighton,MI

Summary

Dynamic Employee Benefits Account Manager drawing from extensive experience as an HR Manager addressing clients needs. Devoted to giving every customer a positive and memorable experience. Highly effective at applying solid leadership skills and strong communication abilities. Creative thinker taking a hands-on approach to fostering a safe, healthy and productive workplace environment Hardworking employee with customer service, multitasking, and time management abilities.

Overview

27
27
years of professional experience
1
1
Certification

Work History

Employee Benefits Account Manager

Hub International
08.2022 - Current
  • Maintains client relationships, supports client retention, maintains strong carrier relationships, and understands client needs
  • Collaborates on delivering multi-year strategic plan
  • Manages projects in concert with the client including, but not limited to, all vendor implementation
  • Manages claims and coverage issue resolution for clients’ employees when elevated from HR
  • Facilitates 5500 preparation
  • Manages new carrier, plan or vendor implementation including benefits administration system build-out and project management
  • Handles Renewal Prep
  • Assists in the RFP process as needed, such as proposal development including preparing census, entering and updating pivotal information as needed, on-line quoting, and marketing a group when requested
  • Provide mentorship with Account Administrator/Assistant Plan Analyst.

Director of Accounting

Financial Designs, Inc / FDI Group
Novi, MI
05.2021 - 08.2022
  • Process all aspects for month-end closing, reporting, reconciliations, month end journal entries
  • Manage a staff of six Accounting / Administration staff
  • Support the organization’s values, goals and objectives through HR practices and policies
  • Maintain current knowledge of employment legislation and trends to ensure implementation of best practices and compliance with employment laws and regulations
  • Develop, revise, and communicate company policies, procedures and company handbook
  • Provide exceptional human resource consultation and support to all levels of employees regarding company policy interpretation, on-going supervisory coaching, employee development and employee relations issues that affect performance and business relationships
  • Cultivate internal customer relationships and coordinate employee engagement activities
  • Manage full cycle recruitment and develop a functional recruiting process as well as build relationships with professional recruiters
  • Develop job descriptions for recruiting and as a measuring tool for employee performance
  • Develop and conduct employee orientation for all new hires
  • Manage exit process including exit interviews
  • Drive performance management by partnering with managers for goal setting, performance improvement plans and annual review process
  • Coordinate progressive discipline and termination processes
  • Manage benefits programs including medical, dental, vision, FSA, disability, 401k
  • Coordinate the open enrollment process
  • Act as liaison to insurance and financial brokers
  • Calculate and process bi-weekly payroll for 7 companies within the FDI Group of Companies.

Manager of HR and Accounting

Financial Designs, Inc / FDI Group
Novi, MI
03.2012 - 04.2021
  • Process all aspects for month-end closing, reporting, reconciliations, month end journal entries
  • Manage a staff of six Accounting / Administration staff
  • Support the organization’s values, goals and objectives through HR practices and policies
  • Maintain current knowledge of employment legislation and trends to ensure implementation of best practices and compliance with employment laws and regulations
  • Develop, revise, and communicate company policies, procedures and company handbook
  • Provide exceptional human resource consultation and support to all levels of employees regarding company policy interpretation, on-going supervisory coaching, employee development and employee relations issues that affect performance and business relationships
  • Cultivate internal customer relationships and coordinate employee engagement activities
  • Manage full cycle recruitment and develop a functional recruiting process as well as build relationships with professional recruiters
  • Develop job descriptions for recruiting and as a measuring tool for employee performance
  • Develop and conduct employee orientation for all new hires
  • Manage exit process including exit interviews
  • Drive performance management by partnering with managers for goal setting, performance improvement plans and annual review process
  • Coordinate progressive discipline and termination processes
  • Manage benefits programs including medical, dental, vision, FSA, disability, 401k
  • Coordinate the open enrollment process
  • Act as liaison to insurance and financial brokers
  • Calculate and process bi-weekly payroll for 7 companies within the FDI Group of Companies.

Human Resource Generalist

Financial Designs, Inc / FDI Group
Novi, MI
05.2009 - 03.2012
  • Process all aspects for month-end closing, reporting, reconciliations, month end journal entries
  • Manage a staff of six Accounting / Administration staff
  • Support the organization’s values, goals and objectives through HR practices and policies
  • Maintain current knowledge of employment legislation and trends to ensure implementation of best practices and compliance with employment laws and regulations
  • Develop, revise, and communicate company policies, procedures and company handbook
  • Provide exceptional human resource consultation and support to all levels of employees regarding company policy interpretation, on-going supervisory coaching, employee development and employee relations issues that affect performance and business relationships
  • Cultivate internal customer relationships and coordinate employee engagement activities
  • Manage full cycle recruitment and develop a functional recruiting process as well as build relationships with professional recruiters
  • Develop job descriptions for recruiting and as a measuring tool for employee performance
  • Develop and conduct employee orientation for all new hires
  • Manage exit process including exit interviews
  • Drive performance management by partnering with managers for goal setting, performance improvement plans and annual review process
  • Coordinate progressive discipline and termination processes
  • Manage benefits programs including medical, dental, vision, FSA, disability, 401k
  • Coordinate the open enrollment process
  • Act as liaison to insurance and financial brokers
  • Calculate and process bi-weekly payroll for 7 companies within the FDI Group of Companies.

Payroll and Benefits Assistant

FinCor Holdings, Inc
Lansing, MI
08.2007 - 05.2009
  • Calculate and process the bi-weekly, multi-state payroll for over 200 exempt and non-exempt employees
  • Process all benefits enrollment for health, dental, vision and life insurance; as well as S-125 flexible spending / dependent care and 401K
  • Maintain all confidential employee files
  • Reconcile 401K quarterly reports
  • Process all benefit / payroll invoicing
  • Handle all employee related questions/problems
  • Maintain several management monthly spreadsheets
  • Conduct employee orientations
  • Member of several company committees.

Employee Benefits Coordinator

Morrell Inc
Auburn Hills, MI
10.1997 - 05.2004
  • Handled all Human Resource responsibilities for 150 Morrell Inc
  • Employees as well as sister company Stegner Controls LLC
  • Processed the bi-weekly, multi-state payroll for all salaried and hourly employees
  • Processed bi-weekly employee deferrals to 401K plan
  • Completed yearly enrollment for 401K, health insurance, life insurance, etc
  • Maintained all confidential employee files
  • Reconciled monthly bank reconciliations
  • Posted monthly general ledger postings using Tribute software
  • Processed all HR related accounts payable
  • Calculated all monthly salesmen commissions, reviewed and paid employee’s monthly expense reports.

Education

Associates Degree - Business Accounting

St. Clair College

Skills

  • Management
  • Employee Benefits
  • Accounting
  • Payroll
  • Microsoft Office
  • QuickBooks
  • Sage
  • Concur
  • Paycor
  • Paychex
  • Benefits Administration
  • Compliance knowledge
  • Employee communication
  • HR information systems
  • Performance Management
  • Medical insurance understanding
  • HR program development
  • Attention to Detail
  • Written Communication
  • Account servicing abilities
  • Manager coaching and training
  • Employee Relations
  • Problem-Solving

Certification

  • Health & Life Resident Producer

Timeline

Employee Benefits Account Manager

Hub International
08.2022 - Current

Director of Accounting

Financial Designs, Inc / FDI Group
05.2021 - 08.2022

Manager of HR and Accounting

Financial Designs, Inc / FDI Group
03.2012 - 04.2021

Human Resource Generalist

Financial Designs, Inc / FDI Group
05.2009 - 03.2012

Payroll and Benefits Assistant

FinCor Holdings, Inc
08.2007 - 05.2009

Employee Benefits Coordinator

Morrell Inc
10.1997 - 05.2004

Associates Degree - Business Accounting

St. Clair College

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Kathy Schultz