Shelia Jones
Desoto,Texas
Summary
Benefits Specialist expertise in Defined Benefit and Defined Contribution Retirement Plans, Health & Welfare Plans. Possess outstanding customer service competencies. Pension Administration Benefits Compliance Vendor Management Plan Design CDHP Implementation Health & Welfare Plane QDRO Administration Death Processing Invoice Processing Travel Coordinator
Overview
36
36
years of professional experience
Work History
Benefits Specialist Dallas Area Rapid Transit
Dallas Area Rapid Transit
Dallas, TX
12.2012 - Current
- Served as subject matter expert over the Defined Benefit, Defined Contribution Retirement and 457 Deferred Compensation Plans.
- Facilitated 401(k) educational meetings, retiree and active open enrollment meetings, retirement plan informational meetings, retirement planning workshops, and benefit orientations.
- Assisted with RFPs for investment advisors, actuarial services, and retirement plan trustees.
- Arranged 401(k) loan applications, loan payoffs, hardship withdrawals, and distributions.
- Calculated pension projections and distributions; counseled employees on all agency-related retirement benefits; organized monthly Retirement Plan Committee meetings; and processed all agency QDROs and death benefits.
Benefits Coordinator
Dallas Area Rapid Transit
Dallas, TX
02.2009 - 12.2012
- Dallas Area Rapid Transit.
- Act as liaison with carriers, vendors and employees regarding claims, invoice payments, and escalated employee/member issues.
- Responsible for eligibility reporting for various benefit programs.
- Educate employees regarding their health, welfare and retirement benefits and resolve claims, eligibility and payment issues.
- Assist employees in enrolling into the various benefit programs.
- Assist and help implement new medical, dental, vision and life insurance during open enrollment.
- Coordinates transitions and / or payments with the various vendors.
- Coordinates with supervisor on special projects.
- Provide input in developing standard operating procedures.
- Responsible for maintaining standard operating procedures for health, dental, life insurance, 457 retirement plan, and other benefits plans.
- Provide excellent customer service for over 3500 employees.
Client Service Advisor
Citi Group
Irving, TX
04.2006 - 12.2008
- Responsible for processing payroll-data input, research and problem resolution of payroll related issues.
- These Issues includes verification of time cards, processing new hires and rehires, terminations, transfers, salary adjustments, and status changes.
- Phone dedicated.
- Assistance to HR professionals for HR/Payroll related issues.
- Prioritizing and tracking all work including phone calls; ensuring all service levels are met timely.
- Communication (both written and verbal) with HR, managers and employees.
- Responsible for processing new hires, payroll-data input, research and problem resolution of payroll related issues, such as timecards, hire and rehires, terminations, transfers, salary adjustments and status changes, state tax withholding, direct deposit, W-2 changes, federal withholding allowances, assisted with on boarding and salary continuations for over 40,000.
Benefits Coordinator
Delta Air Lines
Dallas, TX
12.1987 - 04.2006
- Responsible for 1200 employees in Dallas and Tampa Successfully Implemented and trained management staff on Management Self Service System.
- Facilitated new hire orientations.
- Resolved management/employee issues that involved policy and procedure.
- Administered FML, ADA, and OJI's (on the job injuries).
- Liaison with payroll, benefits shared services and HRIS.
- Coached and support management in employee's communications efforts.
Education
Bachelor of Science - Business Management
University Of Phoenix
2010
Skills
People soft 85
MS Excel
Windows Vista
MS Outlook
Adobe
Lawson 90
Pension Administration
Plan Design
CDHP Implementation
Health & Welfare Plan
Travel Coordinator
Ripplestone Reports
MS Word
Google Docs
Power point
Filenet
MS Access
Benefits Compliance
Vendor Management
QDRO Administration
Death Processing
Invoice Processing
Timeline
Benefits Specialist Dallas Area Rapid Transit
Dallas Area Rapid Transit
12.2012 - Current
Benefits Coordinator
Dallas Area Rapid Transit
02.2009 - 12.2012
Client Service Advisor
Citi Group
04.2006 - 12.2008
Benefits Coordinator
Delta Air Lines
12.1987 - 04.2006
Bachelor of Science - Business Management
University Of Phoenix
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