Summary
Overview
Work History
Education
Skills
Timeline
Natalie Macri

Natalie Macri

Southern Pines,USA

Summary

Experienced benefits specialist with expertise in HR operations, compliance, budget management, and process improvement. Skilled at leading teams, managing vendors, administering benefits, ensuring regulatory compliance, and aligning communications with organizational objectives. Benefits Manager with experience overseeing and wide range of plans, including retirement, medical, dental, vision, life and disability.

Overview

28
28
years of professional experience

Work History

Wellbeing Benefits Manager / Director

UBS
07.2019 - Current
  • Develop and manage effective health and wellbeing programs, overseeing strategic planning and daily operations for five on-site health centers serving a diverse workforce.
  • Forge partnerships with HR leadership, finance, and external vendors to streamline benefits administration and launch new wellbeing initiatives aligned with corporate values.
  • Orchestrate large-scale health events—including screenings, flu shots, and educational webinars—serving over 20,000 US employees.
  • Develop communications and engagement campaigns, resulting in measurable improvements in benefits literacy and employee utilization of programs.
  • Serve Employee Benefits Committee Secretary, ensuring transparent governance, efficient review of appeals and amendments, and accurate record-keeping.
  • Conducted comprehensive analysis to facilitate the transition of over 1,500 retired and inactive participants to new benefit plans. Deliver ongoing enrollment assistance and manage daily operations for this population.
  • Facilitated live benefits focus groups and surveys for 11,000+ employees, turning feedback into executive recommendations aligned with strategic goals.

Benefits Manager, Credit Suisse / VP

Credit Suisse
07.2019 - 10.2024
  • Oversaw all employee benefits programs—including health, retirement, leave, and supplemental offerings—with a focus on regulatory compliance and strategic alignment to organizational objectives.
  • Ensured benefits processes and documentation met SOX internal controls and reporting standards.
  • Managed $100m benefits budget, overseeing quarterly reports, expense reviews, and invoicing.
  • Led benefits integration and facilitated seamless mid-year transitions for over 4,000 employees following a merger and acquisition, successfully aligning them with new UBS Benefits programs.
  • Worked with Benefits Consultants to assess and select vendors, negotiate contracts, and achieve cost savings and better service for our benefits programs.
  • Acted as the primary point of contact for vendor-related issues, resolving conflicts and ensuring continuous service delivery.
  • Supported the Employee Benefits Committee by organizing meetings, maintaining documents, preparing and presenting materials, and recorded minutes.
  • Led, supported, and developed direct reports to encourage knowledge sharing and teamwork.
  • Analyzed benefits data and trends to identify areas for possible program improvements and cost efficiencies and provided comprehensive feedback on findings to the executive management team.
  • Oversaw annual enrollment initiatives, including the development and testing of enrollment platforms, employee communications and management of third-party operations. These efforts ensured that employees received strong support throughout the enrollment period, resulting in increased engagement, smooth transitions during benefits updates, and higher overall satisfaction with the process.
  • Worked with risk and compliance teams to audit benefit plans and developed processes to maintain compliance with legal standards and organizational objectives.

Benefits Operations Manager

ABB
06.2009 - 07.2019
  • Provide guidance and support for the administration and operations of benefit programs—including medical, dental, vision, retirement, and leave options—to ensure consistency with organizational policies and address employee needs.
  • Reviewed and approved annual renewals for self-insured and fully insured group medical, dental, vision, life and disability insurance and voluntary benefit programs.
  • Led a team of benefits coordinators, supporting cross functional collaboration and development.
  • Championed annual open enrollment processes, overseeing communication strategy, employee education sessions, user acceptance testing and providing hands-on support to employees.
  • Leveraged data analytics to track program outcomes and assess trends to re-design and successfully implement a new wellbeing incentive program.
  • Managed relationships with multiple vendors, ensuring the delivery of high-quality benefits services and programs to employees and ensuring all vendor activities complied with regulatory requirements.
  • Led the benefits team through the successful transition of benefits administration from an external third party to an in-house platform via SAP.
  • Presented benefits options and updates through online webinars and in-person sessions at major US locations, using educational materials to help employees make informed healthcare decisions.
  • Managed Tier 3 escalations and appeals, ensuring prompt resolution. Trained and supported offshore teams and HR colleagues to handle Tier 1 and Tier 2 benefits cases.
  • Led negotiations on benefit packages and cost structures with internal legal and union leaders, achieving mutually beneficial agreements that aligned with organizational objectives and the needs of our employees.
  • Directed the transition of all transactional leave tasks to the offshore HR services team by designing comprehensive workflows and documentation, delivering training and providing sustained support throughout the process handover.

HR Generalist, Excerpta Medica

Reed Elsevier
11.1997 - 06.2009
  • Oversee all HR functions: recruitment, onboarding, performance management, and employee development.
  • Established and clearly communicated employee relations policies and procedures to promote a positive and collaborative workplace environment. Effectively managed employee relations issues providing guidance and support to managers and employees to resolve conflicts.
  • Developed and implemented HR policies and procedures that align with company goals and legal requirements.
  • Promoted positive workplace culture by organizing team-building activities and recognition programs.
  • Assisted in managing layoff processes, including conducting exit interviews, providing support to affected employees, and ensuring compliance with company policies and legal requirements.

Benefits Specialist

Elsevier Science
11.1997 - 01.2000
  • Managed the enrollment processes ensuring that all eligible employees were enrolled in the appropriate benefits programs. Maintained accurate and up-to-date records of all employee benefits transactions and documentation ensuring that all records are stored securely and in compliance with privacy regulations.
  • Provided guidance and support to employees regarding their benefits options, enrollment processes, and claims issues.
  • Coordinated with leave administrator to track leave requests, ensure compliance and to provide continuous support to employees throughout their leave.
  • Planned and executed annual open enrollment processes, including communication strategies and employee education sessions.
  • Developed and distributed benefits communication materials, such as newsletters, brochures, and presentations.

Education

Bachelor’s - HR Management

Strayer University, Raleigh, NC
05.2012

Skills

  • Design and execution of benefits strategy
  • Health and Welfare Program Administration
  • 401(k) Plan Administration
  • Leaves and Absence Management
  • Employee Relations and Engagement Initiatives
  • Employee Communication & Education Programs
  • Regulatory Compliance & Risk Mitigation
  • Wellbeing Program Management and Design
  • Work-life Balance Initiatives
  • Open Enrollment Strategy & Execution
  • Vendor & Third-Party Administrator Collaboration

Timeline

Wellbeing Benefits Manager / Director - UBS
07.2019 - Current
Benefits Manager, Credit Suisse / VP - Credit Suisse
07.2019 - 10.2024
Benefits Operations Manager - ABB
06.2009 - 07.2019
HR Generalist, Excerpta Medica - Reed Elsevier
11.1997 - 06.2009
Benefits Specialist - Elsevier Science
11.1997 - 01.2000
Strayer University - Bachelor’s, HR Management

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