KATY KENNEDY

• Manage company health and welfare benefits programs including retirement investment accounts for 6,000+ employees across 60+ locations/FEINs in 16+ states and 12+ different benefit guides.
• Execute wellness program for organization
• Ensure FMLA and LOA programs are administered in compliance with regulations
• Liaison between associates and benefit vendors to provide Sage associates with excellent customer service
• Manage all stages of the enrollment process: New Hire, Open Enrollment, and Life Events as well as Transition Ins/Outs of hotel properties
• Develop and maintain all benefits communications
• Coordinate with Payroll to ensure accurate benefits deductions
• Administer COBRA and ensure compliance regulations are satisfied
• Update and maintain data in the HRIS and insurance vendor EDI files/databases to ensure accurate and timely data transmittal
• Coordinate annual open enrollment including participating in renewal meetings with broker, develop and delivery of communication materials, and partner with UKG for online enrollment process
• Audit and reconcile invoices; work closely with accounting team to ensure all benefit billing is completed and carriers are paid timely
• Conduct and participate in benefits surveys to benchmark against external best practices
• Coordinate health/401k audits in conjunction with 5500 filings as well as Non-Discrimination Testing
• Provide benefits orientations for new People & Culture team members
• Ensures compliance with ACA, HIPAA, ERISA, and other government regulations including processing all 1095Cs

• Manage all employee benefits programs, including group medical, dental, vision, ancillary, HSA/FSAs, life/disability,k), and wellness benefits for Dispatch as well as acquired entities, PPX and DMI who maintain separate benefit offerings (2000+ employees and over 20+ benefits)
• Answer all benefits-related inquiries within the same day with top-notch service and follow-up
• Implemented requirement of Domestic Partner Affidavit to ensure qualified individuals are enrolled in plan coverage(s)
• Ensures the accuracy of all benefits enrollments in the HRIS (UKG) to provide vendors with accurate eligibility information; troubleshoot and resolve all issues with carrier partners
• Process and administer all LOA requests and disability paperwork including FMLA and submitting Workers Comp claims
• Manually enter employee 401k/Roth contribution changes daily into payroll system
• Own entire Open Enrollment process for various benefit offerings for multiple employee groups from renewals, communications, system setups, presentations, email reminders, and 1:1 employee consultations
• Assist accounts payable team with coordination and tracking of all monthly carrier payments
• Promote Wellness programs and implement additional Wellness plan offerings

• Accountable for benefit administration for 60+ clients with unique benefit offerings for over 2000 employees while maintaining top notch customer service to clients, employees, and broker partners Assist with the annual benefits renewal process including insurance renewals for assigned clients
• Conduct benefits orientation for new employees as well as annual benefits enrollment meetings
• Develop good client and broker relationships
• Provide outstanding customer service to both internal and external customers
• Interface with vendors and carriers to investigate discrepancies to address routine and non-routine situations

• Transfer benefits for small businesses from their current broker over to Gusto platform (including but not limited to
• Medical, Dental, Vision, LTD, STD, Basic Life, HSA, FSA)
• Process broker of record transfer and provide any required documentation to carrier(s)
• Build/implement all policies, upload individual employee enrollments, and ensure accurate deductions are setup in Gusto platform while ensuring carrier underwriting guidelines (i.e
• Waiting period, contribution scheme, etc.) are being followed and ACA compliant
• Manually manage all qualifying events, new hire enrollments, terminations, and COBRA administration during the transfer process
• Work closely with carriers directly to gather and confirm small group benefits
• Communicate daily with Gustomers via email and team phone queue to answer all concerns and questions in regards to the transfer process, benefits, compliance, etc
• Understand customer pain points and partner with cross-functional teams to simplify and automate existing processes

• Provide information to retired and active members regarding PERA's Medicare and Pre-Medicare insurance offerings, including health care, prescription drug, dental, vision, and life insurance both in person and via telephone
• Research and resolve elevated retiree and member issues such as prescription drug or claim related questions, advocate with carriers on behalf of members, maintain enrollment and eligibility records, payment of premiums to carriers, and premium billings for plan participants
• Audit weekly files from carriers for discrepancies and process any changes indicated by Medicare through TRR reporting.

• Assist with preparing and editing all Open Enrollment materials including maintaining DPS Benefits online website pages and Benefits Guide
• Meet with employees in-person and via telephone to discuss any questions or concerns regarding insurance and benefits
• Attend Open Enrollment Fairs and assist all faculty and vendors with enrollment labs and setup of events
• Evaluate current benefit offerings and make suggestions for improvement

• Serve as initial point of contact for staff, management, customers, and volunteers
• Maintain knowledge of organizational and departmental policies and procedures
• Direct inquiries and concerns regarding employment, benefits, LOAs, policy interpretation, employment verification, employee relations, and general questions; responds to basic questions on corporate policies, HR practices and standards
• Provide effective and courteous service by providing support to candidates applying for positions online
• Verify and maintain I-9 documentation as well as manage personnel files from new hire to termination
• Manage onboarding process set in place by talent acquisition (i.e
• Testing, background check clearance, etc.)
• Manage Badge Process and distribution
• Process all voluntary separations and unemployment claims

• Monitor monthly newly eligible associates and manually send all benefits communications
• Compile and coordinate with printing company to distribute benefits packets to over 300 stores and corporate locations across the U.S
• Create, edit, and revise open enrollment materials, information flyers, and instructional guides
• Track qualifying events as they occur and obtain necessary documentation (created log for improved organization/tracking)
• Responsible for all monthly carrier billing payments (created billing log for improved monthly tracking)
• Audit over-age dependent reports and follow up with insurance carriers and employees accordingly
• Process and monitor medical support orders weekly
• Upload weekly address update files on Fidelity 401k website
• Monitor completion of EOI forms and follow-up with associates as needed
• Answer all benefits-related calls and emails regarding health insurance and retirement plan inquiries daily
• Analyze ACA eligibility status for all part-time benefit eligible associates
• Calculate monthly expenditures for San Francisco Health Care Security Ordinance (HCSO) and upload roster