Results-driven Plan Analyst with over 28 years of experience in employer-sponsored benefit plans. Skilled in critical thinking, team collaboration, and information gathering, contributing to compliance assurance and operational efficiency. Seeking to leverage analytical strengths for impactful decision-making.
Overview
28
28
years of professional experience
Work History
Plan Analyst
Key Benefit Administrators
12.1997 - 04.2026
Designed plans for self-funded employers, including traditional self-funded, limited medical, level-funded, and ACA MVP plans, to meet client-specific needs and enhance benefit offerings.
Administered compliance and conducted technical analysis of employer-sponsored health, dental, vision, and short-term disability benefit plans to ensure regulatory adherence and optimal plan performance.
Oversaw compliance to verify that plans followed legal regulations, including ERISA and state-mandated laws for Non-ERISA clients.
Analyzed and interpreted federal regulations, including ACA mandates, preventive mandates, No Surprises Act, COBRA, HIPAA, and special enrollment, to support organizational compliance efforts.
Streamlined documentation processes for benefit coverage summaries and verification of benefits, ensuring adherence to regulatory standards for new and renewing groups.
Collaborated with brokers and plan sponsors to ensure effective communication and service delivery.
Conducted annual reviews of employer's benefit plan.
Managed approximately 30 incoming calls, emails and instant messages from customers both internally and externally.
Southport High School Booster Club -President
Southport High School
09.2014 - 06.2023
Coordinated volunteer scheduling of 27 athletic teams and events including Forum Tip-off, State Championships, and Kentucky/Indiana High School All-Star game.
Managed inventory for football stadium, historic Southport Fieldhouse, and the Atrium.
Collaborated with Southport Athletic Department and coaches.
Fundraised over $100,000 per year to donate back to the athletic teams and athletes.
Organized events that fostered collaboration among diverse groups, strengthening community relationships.
Streamlined communication processes within teams to improve response times and operational effectiveness.