High-performing, strategic-thinking professional with nearly 25 years of experience. Benefits Manager with experience includes overseeing and wide range of plans, including retirement, medical, dental, vision, life and disability. Handles company-wide maintenance needs as well as new hire and open enrollment processes. Develop cost-saving initiatives in pension administration. Highly skilled at relationship building with both internal and external clients. Known for remarkable customer service. Thorough knowledge IRS/DOL regulations. I want to effectively use it to empower people and create a working atmosphere that benefits the company, its employees, and vendors.
Overview
25
25
years of professional experience
Work History
Benefits & Wellness Manager
Grand Valley State University
09.2022 - Current
Managed RFP processes to ensure cost efficiency while evaluating various services, coverages, and plan options, ultimately selecting the optimal solution that met both budgetary and operational needs
Educated staff on the value of their benefits package through training sessions and informational materials.
Audited benefit programs and agreements to optimize service delivery.
Conducted regular audits of benefit plans to identify discrepancies and maintain accuracy in records.
Coordinated disability claims management, working closely with insurance providers to facilitate prompt resolutions for affected employees.
Managed relationships with external vendors such as insurers and brokers, fostering strong partnerships in support of company objectives.
Reduced overall company healthcare costs with strategic negotiations and vendor partnerships.
Educated new hires about different benefit plans.
Ensured compliance with all federal, state, and local regulations governing employee benefits programs.
Fostered a culture of continuous improvement by regularly reviewing processes and policies surrounding employee benefits management.
Streamlined benefits enrollment process for smoother onboarding of new employees.
Organized retirement planning workshops, empowering employees to make informed decisions about their financial futures.
Improved benefits communication, resulting in increased employee understanding and participation.
Implemented wellness programs to encourage healthy lifestyles among employees and lower insurance premiums.
Developed and executed annual open enrollment events, ensuring timely updates to employee benefits elections.
Optimized benefit plan administration by implementing efficient record-keeping systems and processes.
Collaborated with HR colleagues to integrate benefits processes into broader human resources strategy.
Analyzed market trends to ensure competitiveness of company''s benefits offerings in recruitment efforts.
Enhanced employee satisfaction by implementing comprehensive benefits packages.
Developed customized reports for senior leadership detailing key metrics related to employee benefit program performance.
Performed evaluations of competitor actions, legislative changes and collective bargaining results in order to make sound decisions about future company benefits and compensation.
Developed strategic partnerships with local gyms, nutritionists, and other wellness providers to offer discounted services for employees.
HUMAN RESOURCES & CULTURE MANAGER
Virtual Pangea AG
08.2020 - 09.2022
Company Overview: Enhances the organization's human resources by planning, implementing, and evaluating employee/freelancer relations and human resources policies, programs, and practices
Enhances the organization's human resources by planning, implementing, and evaluating employee/freelancer relations and human resources policies, programs, and practices
Maintains work structure by updating job requirements and job descriptions for all positions
Supports organization staff by establishing recruiting, testing, and interviewing programs; counseling managers on candidate selection; conducting and analyzing exit interviews and recommending changes
Prepares employees/freelancers for assignments by establishing and conducting orientation and training programs initially together with Team Leaders
Manages pay plan by conducting periodic analysis of the market for various positions within the hold in the company; scheduling and conducting job evaluations; preparing pay budgets for the multiple positions monitoring and scheduling individual pay actions; and recommending, planning, and implementing pay structure revisions for existing team members to be discussed with other Management Team
Ensures planning, monitoring, and appraisal of employee / freelance work results by training managers to coach and discipline employees; scheduling management conferences with employees; hearing and resolving employee grievances; and counseling employees and supervisors
Implements employee / freelance benefits programs and informs employees of benefits by studying and assessing benefit needs and trends; recommending benefit programs to other management members of the team; directing the processing of benefit claims; obtaining and evaluating benefit contract bids; awarding benefit contracts and designing and conducting educational programs on benefit programs
Ensures legal compliance by monitoring and implementing applicable human resources requirements, conducting internal investigations when needed, maintaining records, and representing the organization at hearings internal and external if needed
Enforces management guidelines by preparing, updating, and recommending human resource policies and procedures
Retains historical human resource records by designing a filing and retrieval system and keeping past and current documents in well-structured order
Completes human resource operational requirements by scheduling and assigning employees/freelancers and following up on work results
Manages human resource staff by recruiting, selecting, orienting, and training employees/ freelancers
Advances human resource staff job results by counseling employees/freelancers; and planning, monitoring, and appraising job results
Enhances the organization's human resources by planning, implementing, and evaluating employee/freelancer relations and human resources policies, programs, and practices
PENSION ADMINISTRATOR TEAM LEAD
Spectrum Health
04.2014 - 01.2022
Company Overview: Team Lead for the Pension & 403(B) plan for the Workday Implementation
Team Lead for the Pension & 403(B) plan for the Workday Implementation Team Lead for, as it related to retirement plans
Team Lead for Deconversion as it relates to the retirement plans
Directed the daily activities in the retirement departments workflow
Ensured that deadlines were met and that all plan changes were communicated to the team as it relates to retirement plans
Member of the finance board (benefits), where we discussed our retirement benefits funds and any changes that would be made based on the prior year's performance
Worked directly with the benefits teams to discuss open enrollment and plan changes for the current year's benefits
Discussed benefits and qualifications and assisted in providing information to all employees who wanted to change or drop benefit coverages
Responsible for the Spectrum Health Pension Plan
10,000.00 retirees receiving benefits and 15,000.00 active employees with a future benefit
Process all monthly payments as well as lump-sum payments
Act as the liaison between the actuary, auditors, and Mellon bank for all pension calculations, estimates, and payments
Responsible for the integrity of the data that is sent to the actuaries to provide an accurate retirement benefit
Responsible for the annual audits of our pension and 403(b) plans
Responsible for maintaining Document changes and sending out of the SMM when required
Responsible for files for our annual mailings as it relates to pension plans and 403(b)
Meet with all retirees and communicate their pension benefits and retiree medical benefits
Walk retirees through registering for Medicare Part A & B for their spouses or dependents
Discussed COBRA benefits
Document all processes and ensure that the methods are up to date for the team to work efficiently and effectively
Responsible for the annual inactive data
Manage the Service Now calls for active employees, retirees, and other duties
Responsible for trainer new team members
Team Lead for the Pension & 403(B) plan for the Workday Implementation
PENSION ACCOUNT ADMINISTRATOR
Watkins Ross & CO
12.1999 - 09.2014
Company Overview: Responsible for the review and interpretation of the plan document and current government regulations pertaining to the respective plan type
Responsible for the review and interpretation of the plan document and current government regulations pertaining to the respective plan type, reconciliation, and allocation of plan assets and deposits in accordance with plan formulas to identify the adequacy of funding
Communicate variances directly with clients
Responsible for the reallocation of forfeitures if required by the plan document and the communication/completion of corrections if required to allocations/deposits
Completion of plan reconciliation requires full knowledge of accounting principles, full knowledge of IRS/DOL regulations pertaining to assigned qualified plan types, and extensive knowledge of the administrative and financial systems
Responsible for the allocation of contributions in accordance with the plan formula and allocation rules as requested by the client
Responsible for the preparation of Asset Statements, Income and Expense Statements, Deposit summaries, and Variance reports for communicating results to the client
Responsible for the completion, review, analysis, and communication of all required IRS/DOL testing
Responsible for the preparation of the annual audit package as required and all IRS/DOL forms including IRS Form 5500 for large pension plans and small pension plans
Proficient in plan document review, responsible for walking plans through required amendments with the Document Specialist
Manage 14 accounts with varying amounts ranging from $5 to $25 million
Informal leader for quarter-end and annual reporting for the department
Responsible for the review and interpretation of the plan document and current government regulations pertaining to the respective plan type
Education
Bachelor of Arts - Organizational Management
Spring Arbor University
Grand Rapids, MI
07.2022
Associate of Science -
Spring Arbor University
Spring Arbor, MI
06.2016
Skills
Workday Benefits Implimentation Lead
Service Now
Lawson
Microsoft Office 2007/2010
ERISA Compliance (Testing)
Client Presentations
Enrollment Meetings
Excellent Communication Skills
Internal/External Customer Service
Onboarding/Offboarding
Process Improvement Initiatives
Work-life balance
Employee engagement
Time management
Active listening
Cover Letter
07/04/22, Grand Valley State University, Benefits Manager, Upon learning about the Benefits Manager posting with Grand Valley State University, I was eager to contact you with my interest. When reviewing the job description, I was excited to see how well my experience aligns with your company's needs and position requirements. From reading your company's website, I feel your core mission and culture suit what I offer as a professional. As a Human Resources & Culture Manager with over 25 years of experience in Retirement Benefits, I have a well-rounded skill set in compliance and honed talents in organization and collaboration, making me an ideal fit for the Benefits Manager position. Further, I am a recognized expert in retirement benefits and a communicative collaborator. My previous roles have strengthened my capabilities in management and teamwork, including keen attention to detail and accuracy. I am excited at the prospect of bringing my talents to Grand Valley State University. I look forward to hearing from you at your earliest convenience to discuss how my experience and qualifications will prove valuable in the Benefits Manager role. When reviewing my resume, you might notice a gap in employment. My absence is due to me taking time to care for my children. My child-rearing experience has enhanced my talents in leadership, teamwork, determination, and prioritization as I managed multiple schedules, trained others, enforced rules and provided around-the-clock care. I am now settled and prepared to get back into the workforce. Thank you for your time and consideration.
Timeline
Benefits & Wellness Manager
Grand Valley State University
09.2022 - Current
HUMAN RESOURCES & CULTURE MANAGER
Virtual Pangea AG
08.2020 - 09.2022
PENSION ADMINISTRATOR TEAM LEAD
Spectrum Health
04.2014 - 01.2022
PENSION ACCOUNT ADMINISTRATOR
Watkins Ross & CO
12.1999 - 09.2014
Associate of Science -
Spring Arbor University
Bachelor of Arts - Organizational Management
Spring Arbor University
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