Kaylee Umholtz

• Partner with the HR Outsourcing team in managing and servicing client accounts
• Assist in the administration of various benefits plans for various clients including medical, prescription drug, dental, vision, life insurance, short and long-term disability, flexible spending accounts, wellness plans, and retirement plans
• Process and audit benefits billing
• Manage the maintenance and storage of employee benefit records, accurate employee data entry in HRIS/BenAdmin system and appropriate administration of benefits enrollment, retirement and other transactions
• Prepare benefit deductions for payroll and perform payroll reconciliation
• Provide research, reporting and analytical support as required
• Coordinate and correspond with various internal and external contacts, such as benefit carriers, employees and HR department
• Write and structure internal communications, including proposals, reports and presentations
• Assist in preparation for executive meetings
• Collect and assist with analyzing and interpreting health care data using utilization reports from vendors/carriers.

• Assist in the administration of various benefits plans for various clients including medical, prescription drug, dental, vision, life insurance, short and long-term disability, flexible spending accounts, wellness plans, and retirement plans
• Process and audit benefits billing
• Manage the maintenance and storage of employee benefit records, accurate employee data entry in HRIS/BenAdmin system and appropriate administration of benefits enrollment, retirement and other transactions
• Prepare benefit deductions for payroll and perform payroll reconciliation
• Provide research, reporting and analytical support as required
• Coordinate and correspond with various internal and external contacts, such as benefit carriers, employees and HR department
• Write and structure internal communications, including proposals, reports and presentations
• Assist in preparation for executive meetings
• Collect and assist with analyzing and interpreting health care data using utilization reports from vendors/carriers
• Develop communications on new plans and policies and communicate new plans, policies, as required to employees and HR
• Assist with designing new benefit plans
• Supporting the development of policies related to health and welfare benefits
• Assist with financial reporting related to the benefits programs
• Coordinates annual open enrollment activities; schedules and conducts open enrollment and change meetings; oversees preparation and assembly of all materials; supervises the input, audit, company notification, and employee confirmation of changes
• Answers questions and provides information and general assistance regarding benefits and related human resources programs, plans, policies, procedures, rules, and regulations
• Provides staff assistance to the Benefits Director; completes and prepares various reports, surveys, and tables; prepares, maintains, and disseminates information and documents as appropriate and necessary
• Attends and participates in professional group meetings; stays abreast of new trends and innovations in the field of benefit administration
• Prepare correspondence, memos and presentations as they relate to benefit programs
• Maintain benefit files and Benefits email inbox for clients
• Provide timely response to employee’s benefit questions
• Exercise judgment and discretion in seeking advice to ensure compliance with federal laws such as ERISA, HIPAA, COBRA and state laws in regard to the multiple states in which our clients do business
• Resolve benefit and claims issues
• Assist with a comprehensive wellness strategy with a benefits-integrated approach

• Participated in ongoing training and compliance activities.
• Coordinated with other departments to ensure efficient workflow processes.
• Exercised versatility in fast-paced, agile work environments.
• Coordinated and managed various programs or projects to achieve established objectives.
• Managed and resolved incidents according to service agreements.
• Leveraged specialized knowledge to act as subject matter expert within organization.
• Identified opportunities to enhance specialization resulting in increased efficiency.
• Assisted in developing strategies to increase customer satisfaction levels.
• Worked closely with human resources to support employee management and organizational planning.

• Assist with designing new benefit plans
• Supporting the development of policies related to health and welfare benefits
• Assist with financial reporting related to the benefits programs
• Coordinates annual open enrollment activities; schedules and conducts open enrollment and change meetings; oversees preparation and assembly of all materials; supervises the input, audit, company notification, and employee confirmation of changes
• Answers questions and provides information and general assistance regarding benefits and related human resources programs, plans, policies, procedures, rules, and regulations
• Attends and participates in professional group meetings; stays abreast of new trends and innovations in the field of benefit administration
• Prepare correspondence, memos and presentations as they relate to benefit programs
• Exercise judgment and discretion in seeking advice to ensure compliance with federal laws such as ERISA, HIPAA, COBRA and state laws in regard to the multiple states in which our clients do business.
• Resolved customer service inquiries from employees concerning their benefits packages.
• Conducted new hire orientations to explain various benefit programs available to them.
• Assisted with open enrollment processes by providing information about coverage options and helping employees make informed decisions.
• Responded promptly to requests from government agencies regarding filing status or changes in personnel records relating to employee benefits.
• Collaborated with Human Resources department on recruitment activities such as job postings, interviewing candidates and making offers of employment.
• Provided guidance to staff regarding eligibility requirements, enrollment procedures and other related issues.
• Coordinated the implementation of new technology solutions designed to streamline the administration of employee benefits programs.
• Developed and implemented policies and procedures for administering employee benefits programs.
• Audited invoices from vendors providing services related to employee benefits programs.
• Developed communication materials such as newsletters, brochures, emails and presentations about employee benefits programs.
• Conducted randomized feedback surveys.
• Delegated work to staff, setting priorities and goals.
• Conducted scheduled audits of benefit plans and SLAs in order to identify areas in need of improvement.
• Managed [Number] quarter open enrollment each year.
• Led classes for new and existing employees to outline benefits choices.
• Reviewed claims to ensure accuracy of information submitted by employees or vendors.
• Monitored compliance with applicable state laws governing employee benefits administration.
• Managed relationships with brokers and consultants who provide advice on best practices when it comes to implementing new or revised benefit plans.
• Maintained records of employee enrollments in benefit plans and updated information as needed.

• Document and maintain administrative procedures for assigned benefits processes
• Advise staff on procedure, system and policy changes as required
• First level escalation to help resolve technical questions for Specialist teams
• Help to identify knowledge gaps across teams to escalate them to supervisor as needed
• Assist and advise with onboarding clients
• Process benefit task as needed
• Developed and analyzed models to support employee benefit plan rollout both successfully and efficiently
• Trained new team members in policies and procedures and offered insight into best ways to manage job tasks and duties
• Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
• Processed paperwork for terminations, retirements, leaves of absence, and disability claims, ensuring compliance with applicable laws and regulations.
• Created training materials for staff members on topics such as FMLA administration or COBRA continuation rights.
• Managed the annual open enrollment process including communication of available coverage options.
• Conducted audits of payroll deductions to verify accuracy of billing from insurance carriers.
• Maintained accurate data records of employee benefit files and updated systems as needed.
• Assisted employees with questions related to their benefits packages or enrollments.
• Communicated regularly with employees regarding changes in their plans or eligibility status.
• Reviewed claims for accuracy and processed payments in a timely manner.
• Checked accuracy and completeness of benefits applications and documents.
• Reviewed employee enrollments to verify accuracy, inputting information into company database.
• Coordinated benefits processing, including enrollments, terminations and claims.
• Oversaw enrollment of new employees and company-wide yearly enrollment period.

• Coordinate daily processing of benefits deductions through payroll cycle
• Document and maintain administrative procedures for assigned benefits processes
• Ensure timeliness and accuracy of required reporting
• Submit employee contributions withheld through payroll deduction for 401(k), HSA, and FSA plans to vendor
• Respond to benefit and other general inquiries from vendors, managers, and employees on plan provisions, benefits enrollments, and status changes
• Completing annual ACA 1095 template review
• Process and administer all leave-of-absence and FMLA requests and coordinate premium collection
• Manage employee arrears reporting and payments
• Reconcile monthly vendor invoices and submit request for payment
• Manage annual 401(k) catch-up contribution enrollment
• Distribute enrollment materials to employees, and complete employee plan enrollments, life event changes, and terminations within payroll and vendor systems as needed
• Process and maintain documentation for proof of life event changes with employees, vendors, and clients
• Determine employee eligibility for entry into benefit plans per ACA and plan rules, and make appropriate employee notifications
• Perform audits of benefit elections in HR System post open enrollment
• Review and interpret benefit plan documents
• Assist HRIS Project Manager with open enrollment projects using HR System.

• Improved electronic processing and data maintenance
• Processed Employment Verifications
• Completed on average more than 60 verifications per week
• Assured verification returned timely.

• Collections
• Process payments
• Scheduled serviced calls
• Answered central telephone system and directed calls accordingly
• Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.

• Truck unloads
• Pricing floor sets
• Floor sets and planning.

• Open/ Close store
• Acting manager on duty when needed
• Customer Services
• Floor sets and planning
• Assist team members
• Prepared detailed reports on updates to project specifications, progress, identified conflicts and team activities.

• Customer Services
• Cashier handling cash
• Layaway
• Floor set/ resets
• Floor pricing
• Assisting team members.