Mary A. Taylor
Glenshaw,PA
Summary
Highly motivated Employee Benefits Professional with 25 years experience in leadership, strategic planning, design and administration in all areas of employee benefit plans. Financial analysis and problem-solving ability, project management skills and excellent written and verbal communication.
Overview
33
33
years of professional experience
1
1
Certification
Work History
Manager of Employee Benefits
The Verland Foundation Inc
Sewickley, PA
02.2018 - Current
- Provides Strategic Planning and Design of Health & Welfare & 403(b) Retirement Plans.
- Develops RFPs and evaluates different vendors and provider's range of services, coverages and plan options that meet organizational goals.
- Proficient knowledge and administration of COBRA, ACA, ERISA, HIPAA, FMLA and ADA and various other federal, state, and local regulations.
- Lead for day-to-day activities related to benefit programs including medical, retirement, time off plans (leave of absence), dental, wellness, life insurance, disability and FMLA. Ensures that programs are aligned with current regulations and support organization's strategic objectives.
- Implemented and tested employee benefits portion of Paylocity HR/Payroll/Benefits system.
- Manages renewal/annual open enrollment process to include annual benefits pricing, plan design, open enrollment videos and communications via the Community package in Paylocity.
- Closely works with benefits broker to build resources for employees to understand how their benefits work and value of their total compensation package.
- Trains and supervises employee benefits staff.
Sr. Account Manager
A. J. Gallagher
Pittsburgh, PA
07.2010 - 02.2018
- Managed and advises clients on all matter of health & welfare benefits and compliance on $1M book of business.
- Presented talks and recommendations to human resources professionals and C-level executives about available services and strategies.
- Prepared Request for Proposal (RFP) for presentation to carriers including analysis of census, current and/or proposed benefit plan designs, market comparison data, and contribution strategies. Analyzes insurance proposals to prepare renewal options, meet with clients to strategize, and advise on best alternatives.
- Provided technical consultation by maintaining and preparing resource information for clients to continually keep then informed of benefit trends, State and Federal legislation, rules and regulations regarding COBRA, HIPAA, FSA, FMLA, Section 125, etc.
- Meeting format development (communications, presentations, group meetings, etc.), facilitating employee meetings, as well as providing personal attendance during key customer events.
- Heavy client contact in response to client inquiries and requests for information and assistance in regard to employee benefit plans.
Employee Benefits Consultant
Quality Management Systems
Pittsburgh, PA
08.2009 - 07.2010
- Developed and managed personal book of business (small businesses).
Babb, Inc.
Account Manager
Pittsburgh, PA
10.2007 - 08.2009
- Prepared Request for Proposal (RFP) for presentation to carriers including analysis of census, current and/or proposed benefit plan designs, market comparison data, and contribution strategies. Analyzed insurance proposals to prepare renewal options, meet with clients to strategize, and advise on best alternatives.
- Developed sound insurance recommendations based upon clients and prospects needs. Saved one key client $280,000.
- Provided technical consultation by maintaining and preparing resource information for clients to continually keep then informed of benefit trends, State and Federal legislation, rules and regulations regarding COBRA, HIPAA, FSA, FMLA, Section 125, etc. Played integral part of implementing new ARRA requirements.
- Provided meeting format development (communications, presentations, group meetings, etc.), facilitating employee meetings, as well as providing personal attendance during key customer events.
- Coordinated and prepared necessary documents for client companies' open enrollment including benefit plan descriptions, election forms, and confirmation statements.
- Maintained databases for client companies pertaining to eligibility, census data, insurance coverage levels, contracts and general client activity.
- Heavy client contact in response to client inquiries and requests for information and assistance in regard to employee benefit plan administration and insurance. Resolved insurance claim problems for client companies' employees. Documented clearly all communications and tasks performed for each company using BenefitPoint and enrollment databases.
- Established and maintained rapport with executives, clients and clients' employees.
Employee Benefits Specialist/Manager
Jacobson & Co./Wagner Agency
Pittsburgh, PA
10.2007 - 10.2008
- Prepared Request for Proposal (RFP) for clients.
- Developed sound insurance recommendations based upon clients and prospects needs. Saved one of my key clients $30,000 on ancillary benefits.
- Provided technical consultation on state and federal regulations including. COBRA, HIPAA, FSA, FMLA, Section 125, etc.
- Facilitating employee meetings, as well as providing personal attendance during key customer events.
- Heavy client contact in response to client inquiries and requests for information and assistance in regard to employee benefit plan administration and insurance. Resolved insurance claim problems for client companies' employees. Documented clearly all communications and tasks performed for each company using AFW software.
Support Services Representative
Atkinson & Company DBA Benefit Partners
Oakmont, PA
09.1999 - 07.2007
- Maintained databases for client companies pertaining to eligibility, census data, insurance coverage levels, contracts and general client activity.
- Heavy phone and email contact in response to clients and their employees questions regarding their health & welfare and retirement plans.
- Audited billing statements from insurance carriers for accuracy for client companies.
- Established and maintained rapport with executives, clients and clients' employees.
Sales Assistant
Temp Agency, Assigned At Allegheny Ludlum
Pittsburgh, PA
06.1997 - 09.1998
- Assisted Sales Managers by preparing reports and providing general clerical support,
Administrative Assistant to VP of Bus Development
Eichleay Engineers, Inc.
Pittsburgh, PA
03.1989 - 05.1997
- Supported the Vice President of Business Development, including attending meeting with high level clients.
- Typed proposals and prepared call reports using Sales Manager & EMMIS software.
- Special event coordination - Managed Golf Outings at South Hills Country Club, Valley Brook Country Club and Fox Chapel Country Club.
- Managed and purchased promotional giveaways by meeting with vendors and ordering and maintaining inventory.
Education
Advanced Certification - Corporate Communications
Duquesne University
Pittsburgh, PA05.1998
Bachelor of Science - Business Administration And Management
Robert Morris University
Coraopolis, PA06.1988
Associate of Science - Word Processing
Community College of Allegheny County
Pittsburgh, PA06.1985
Skills
- Interpersonal Skills
- Calm and Professional Under Pressure
- Conflict Resolution Methods
- Employee benefits administration
- Oversees onboarding of new employees
Certification
Certified Employee Benefit Specialist - 2010
Group Benefits Associate - 2006
Licensed Producer in PA - Fixed Annuities, Life & Health -
2003
Timeline
Manager of Employee Benefits
The Verland Foundation Inc
02.2018 - Current
Sr. Account Manager
A. J. Gallagher
07.2010 - 02.2018
Employee Benefits Consultant
Quality Management Systems
08.2009 - 07.2010
Babb, Inc.
Account Manager
10.2007 - 08.2009
Employee Benefits Specialist/Manager
Jacobson & Co./Wagner Agency
10.2007 - 10.2008
Support Services Representative
Atkinson & Company DBA Benefit Partners
09.1999 - 07.2007
Sales Assistant
Temp Agency, Assigned At Allegheny Ludlum
06.1997 - 09.1998
Administrative Assistant to VP of Bus Development
Eichleay Engineers, Inc.
03.1989 - 05.1997
Advanced Certification - Corporate Communications
Duquesne University
Bachelor of Science - Business Administration And Management
Robert Morris University
Associate of Science - Word Processing
Community College of Allegheny County
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