Lisa Kelley
Savannah,GA
Summary
With 30 years of experience as a Human Resource Manager and Vice President of Employee Benefits, I now own a consulting firm specializing in Employee Benefits, Human Resource, Wellness, and Vendor Management. My expertise allows me to assist employers in achieving their strategic goals by assessing the long-term viability of their current benefits program and identifying the necessary services to achieve desired outcomes. These services include creating HR guidelines aligned with your mission and vision, developing and reviewing employee policies and handbooks, conducting compliance audits to ensure adherence to State and Federal requirements, analyzing employee benefit programs with a focus on long-term viability and contribution splits, reviewing vendors to ensure appropriate selection, and conducting contract reviews for favorable terms and pricing. My objective is to form a partnership with your organization, offering diverse services and solutions tailored to your unique needs and desired level of support.
Overview
37
37
years of professional experience
Work History
Consultant
Creative Benefits Consulting
02.2019 - Current
- Owner of a Consulting Firm that focuses on helping employers with high level specialized projects in the Employee Benefits, Human Resource, Wellness and Vendor Management areas
- I tap into the 30 years of experience as a Human Resource Manager and Vice President of Employee Benefits and work with employers to determine their strategic goals, discuss the long term viability of the current benefits program and identify the services needed to achieve the desired outcomes
- Services include creating HR guidelines that align with your mission and vision
- Developing employee policies and handbook development and review
- Compliance audits to ensure adherence to various State and Federal requirements
- Analysis of employee benefit programs with an emphasis on long term viability of benefit plans and contribution splits
- Vendor review to determine if the most appropriate vendors are in place as well a vendor contract reviews to ensure favorable contract terms and pricing
- The main goal is to partner with your organization to offer diverse services and solutions dependent on your unique needs and desired level of support
Vice President - Employee Benefits Consulting
USI Insurance Services
05.2008 - 02.2019
- Provided employee benefits consulting to employers with employees ranging from 50 to over 10,000
- Worked hand in hand with employers in developing long-term strategic goals aimed at creating a healthier workforce while controlling healthcare costs
- Assisted employers in finding the most appropriate health plan, health insurance carrier and funding arrangement that best fit their long-term goals
- Negotiated rates and premiums on behalf of the employer with their various health plan vendors
- Performed audits to ensure employers were compliant with all ACA, ADA and EEOC laws
- Traveled around the Southeastern United States as a subject matter expert providing guidance and continuing education on The Affordable Care Act
Employee Benefits Account Executive
Hilb, Rogal and Hamilton now Willis Insurance Services
04.1998 - 05.2008
- Worked with a variety of employers on day-to-day insurance activities
- Served as a liaison between the employer and their various insurance carriers
- Provided assistance to employees experiencing problems with the processing of their claims, working on approvals for pre-authorizations for various services and overall education on how best to utilize their insurance plans
71 Lima – Administrative Specialist
United States Army
09.1988 - 09.1998
- Honorable Discharge
- Supervised various administrative functions at the company, headquarter and battalion level
- Provided technical training and instructions to subordinates
- Conducted inspections on subordinate units and made recommendations for elimination of deficiencies or improvement of administrative operations.
- Made recommendations to the commander and staff on all matters pertaining to enlisted soldiers and their families
- Responsible for quality, control and training of noncommissioned officer evaluation reports (NCOER) while ensuring timely submissions; reviews evaluation reports to determine compliance with policies and procedures and recommended corrective actions on deficiencies to commanders
Human Resource Manager
Progressive Restaurants Inc. d.b.a Taco Bell
05.1993 - 03.1998
- Human Resource support provided to approximately 350 employees working in 11 different Taco Bell restaurants
- Responsibilities included: Payroll Oversight, Onboarding Paperwork and Orientation, Exit interviews, Maintained employee personnel files, Compliance Audit of each restaurant to ensure adherence to rules and regulations of I9's, W4 paperwork, ADA and EEOC, Training of Managers on Human Resource laws and regulations, Team Building and Motivational activities, Developed an Employee Appreciation Program for employees at all levels, Oversight of Workers Comp program, Maintained employee uniform inventory, Created sales reports, Assisted in employee performance evaluations, Worked with insurance broker on health insurance program and premium negotiations, Provided assistance to employees for issues and education with various insurance programs
Education
AA - Paralegal Studies
The University of Louisville
01.1993
Skills
- Talent Acquisition
- Employee Onboarding
- Experienced in Financial Analysis Reports
- HR Strategy Development
- Payroll Administration
- Workers' Compensation
- Microsoft Office
- Accounts Payable/Receivable
- Event Planning
- Office Management
Additional Information
Licensed Health Insurance Broker - 2-20 license, Certified Employee Benefits Consultant, Certified Self-Funding Specialist, Certified Affordable Care Act Specialist, SHRM SPHR Certified
Timeline
Consultant
Creative Benefits Consulting
02.2019 - Current
Vice President - Employee Benefits Consulting
USI Insurance Services
05.2008 - 02.2019
Employee Benefits Account Executive
Hilb, Rogal and Hamilton now Willis Insurance Services
04.1998 - 05.2008
Human Resource Manager
Progressive Restaurants Inc. d.b.a Taco Bell
05.1993 - 03.1998
71 Lima – Administrative Specialist
United States Army
09.1988 - 09.1998
AA - Paralegal Studies
The University of Louisville
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