Rose Espana
Los Angeles,CA
Summary
I am a detailed-oriented, organized Benefits Manager excellent analytical skills and more than 10 years of experience in Benefits Administration, compensation, leave of absence and workers compensation. I am seeking an opportunity conductive to my professional growth, where my experience, knowledge and professional skills will contribute to the continued success and prosperity of the company.
Overview
8
8
years of professional experience
Work History
Global Benefits Manager
OpenX Technologies
Pasadena, CA
05.2018 - 05.2020
- Oversee global benefits plans, benefit eligibility, enrollments, leave of absences and employee inquiries. Review, evaluate, and implement new benefit and engagement projects.
- Developed process and procedures for new leave of absence rules and regulations due to Covid-19.
- Programmed HRIS system (Workday) for employees to be able to request a leave of absence through HRIS system.
- Ensure accurate and timely processing of data for benefit enrollments, changes and termination information from HRIS systems to carrier systems.
- Manage company retirement plan including ongoing administration, compliance, testing, and plan review
- Manage and oversee workers compensation program
- Ensure our plans are competitive and cost effective in marketplace by analyzing current benefits compared to trends and legislated requirements, and present recommendations for changes and enhancements
- Lead annual health and welfare benefits renewal process and open enrollment
- Manage administration of Global leave of absence
- Project manage implementation of a third-party administrator
- Ensure compliance with FMLA, PDL, CFRA, ADA, and any other applicable Federal and State mandated laws
- Review and assess efficiency of internal/external policies and processes and recommend appropriate changes
- Evaluate and recommend updates to Plan Documents and Summary Plan Descriptions, benefit summaries, new hire orientation and open enrollment materials, and ongoing marketing/educational materials
- Apply functional knowledge of current ERISA, IRS, DOL, COBRA, ACA and HIPAA regulations to ensure compliance of retirement, health and welfare plans
- Balance global consistency with local wellness/engagement programs
- Design and execute a range of innovative employee engagement projects.
- Maintain and attract top talent trends related to industry and local best practices by designing and supporting global compensation programs and policies.
Compensation and Benefits Manager
Platinum HR Management
Los Angeles, CA
10.2017 - 05.2018
- Design, coordinate, implement and oversee Benefit Administration for 89 union and non-union nursing homes.
- Supervise Benefits Assistant and Benefits Coordinators including: managing workload, coaching, developing their skills and managing performance while providing significant input on hiring, salary and performance decisions.
- Oversee benefits enrollment process to ensure accuracy and timeliness. Produces and audits reports to ensure that all eligible employees receive enrollment information. Creates open enrollment communication materials for associates.
- Develop and manage compensation management functions, such as job evaluation, external market pricing, internal benchmarking, and policy interpretation
- Monitors and reviews effectiveness of existing compensation policies and benefit programs
- Administer employee benefits programs such as retirement plans, section 125 health care plans, life insurance plans and disability programs.
- Evaluate and compare existing company benefits with those of other employers by analyzing other plans, surveys, and other sources of information. Plans, develops, and/or participates in surveys. Analyzes results of surveys and develops specific recommendations for review by management.
- Monitor monthly costs of plans. Prepare annual cost analysis of benefits as a percent of payroll. Develop specifications for new plans or modify existing plans. Develop company cost information for new plans and makes recommendations to management concerning sharing of cost between employer and employee.
- Coordinate with HR Systems, vendors and payroll for implementation of new and changed plans. Prepare and coordinate new plans and changes by preparing announcement material, booklets, and other media for communicating new plans to employees. Conduct employee meetings and arrange for enrollment of employees.
- Assure that existing and new benefit programs are adaptable to standardized computer and reporting systems. Develop benefit information and statistical and census data for actuaries, insurance carriers, and management.
- Design benefit programs that are market competitive and align with business strategy, including health and welfare, retirement, disability, leaves of absence, life insurance, company car, and stock option programs.
- Ensure benefit programs are properly administered and legally compliant. Conduct analysis to evaluate rate structure and work with benefits vendor to recommend changes to benefit plans to improve coverage and/or deliver benefits more cost effectively
- Provide recommendations on improving benefits based on detailed competitive analysis with peer organizations to address employee concerns and ensure company is fully competitive.
- Develop and conduct training sessions for both Clinic Managers and Corporate staff to communicate benefit options available as basis for their making appropriate benefit selections.
Benefits Manager
Alliance College-Ready Public Schools (Non-Profit)
Los Angeles, CA
10.2015 - 10.2017
- Plan, implement, communicate and oversee administration of all corporate employee benefit programs for 1,300 employees.
- Manage workers' compensation claims, working in tandem with insurance carriers and brokers to reduce financial liability and resolve claims in timely manner.
- Develop and execute employee safety plans relevant to companies industry and according to legal guidelines, and enforce policies to establish culture of health and safety.
- Evaluate practices and procedures to assess and minimize risk.
- Monitor compliance to policies and laws by inspecting operations and design training on benefit legal compliance for staff and managers.
- Investigate accidents and near-miss incidents to discover causes and recommend solutions to issues, improvement opportunities or new prevention measures.
- In conjunction with VP of HR, design and develop benefit programs and policies aligned with organizational goals and objectives.
- Recommend benefit programs by identifying employee requirements and industry trends.
- Manage administration of employee benefits programs, including health and welfare plans, ancillary plans, and retirement savings programs.
- Oversee Annual Benefits Open Enrollment process, including employee and vendor communications and informational meetings.
- Prepare 5500s, Summary Plan Descriptions, Summary Annual Reports, and audit documents.
- Manage LOA/FMLA administration and ensure compliance with federal, state, and local legal requirements by studying existing and new legislation, obtaining qualified opinions, enforcing compliance, and advising management on needed actions.
- Build and manage relationships with third-party benefits providers, brokers, and administrators
- Reconcile benefits invoices by auditing and approving billing statements.
- Organize, implement and conduct new hire orientation in regards to benefit education for headquarters staff to ensure their understanding of benefit plans and enrollment provisions.
- Prepare and analyze reports as needed.
Pension Benefits Analyst
Producer-Writers Guild Of America Pension Plan
Burbank, CA
10.2012 - 09.2015
- Processed death benefits relative to the death of Pensioners, including notification and payment or recovery.
- Calculated retirement benefits and death benefits as well as, over payments or underpayments for a variety of reasons, including audits by Employer Compliance Department.
- Approved credits and processed debits for Employer Compliance Department.
- Located beneficiaries, processed documents, and notified of benefits for entitlement to pre-retirement death benefits.
- Processed death benefit application materials relating to pre-retirement death benefits and follow up with any pending items.
- Determined eligibility for Certified Retiree Health Fund coverage.
- Prepared and processed retirement applications and benefit estimate requests.
- Reviewed power of attorney documents and determine acceptability as an authorized third party.
- Determined vested status of Participants. Prepared annual statements.
- Planned and prepared monthly departmental task calendar.
- Processed requests for Electronic Funds Transfer and ACH reject and return reports.
- Approve SSN merges and changes, done by IT and Data Processing departments.
- Calculated and applied Second Retirement benefits as applicable.
- Processed monthly pension payables, including balance of cash requirements.
Education
CEBS
CEBS
CEBSAbsence Management Module
Workday
Pleasanton, Ca06.2019
Benefits Fundamentals Module
Workday
Pleasanton, Ca03.2019
Skills
- Employee Benefits Implementation
- Bilingual (Spanish)
- Proficient in Word, Excel, Power Point
- Management of Retirement Plans (403(b), 401K, STRS, PERS)
- Yearly Benefit Audits
- Workers Compensation
- Wellness Programs/Health Fairs
- FMLA, PDL, CFRA and COBRA
- Monthly Invoice Reconciliations
- Benefits Analysis
- Unions and CBA's
- New Hire and Open Enrollment Meetings
- Market Survey Data
- Policy Development and Implementation
- UltiPro, ADP Workforce, Kronos, Bswift and Workday Experience
Timeline
Global Benefits Manager
OpenX Technologies
05.2018 - 05.2020
Compensation and Benefits Manager
Platinum HR Management
10.2017 - 05.2018
Benefits Manager
Alliance College-Ready Public Schools (Non-Profit)
10.2015 - 10.2017
Pension Benefits Analyst
Producer-Writers Guild Of America Pension Plan
10.2012 - 09.2015
CEBS
CEBS
Absence Management Module
Workday
Benefits Fundamentals Module
Workday