Summary
Overview
Work History
Education
Skills
Certification
Training
Timeline
Generic

Veronica Verhelle

Flint,MI

Summary

Organized and proactive Executive Administrative Assistant with a proven track record of supporting executives in dynamic, fast-paced corporate environments. Expertise in managing complex calendars, preparing for meetings, creating detailed reports, and streamlining administrative processes to enhance overall efficiency. Recognized for maintaining discretion with confidential information while delivering high-level support that boosts productivity and drives organizational success. Adept at anticipating needs, solving problems, and fostering seamless executive operations to ensure optimal performance.

Overview

18
18
years of professional experience
1
1
Certification

Work History

Assistant Plan Manager

Operating Engineers Local 324
04.2024 - Current
  • Assist in the reimplementation of an in-house Fringe Fund administration department for the Operating Engineers Local 324 Fringe Funds utilizing my knowledge and experience with Taft-Hartley Trust and Plans for the 60,000+ lives in the plans.
  • Key Responsibilities:
  • Lead the training for all Funds while heading the Healthcare Plan administration as primary contact.
  • Involvement: - Prepare for and attend Board meetings. Communicating with board members, plan professionals and fringe staff regarding the information being presented.
  • Collaborate with the Plan Manager to enhance the efficiency of Trust meetings and fund operations
  • Contract Oversight: - Assist the Plan Manager in monitoring service agreements and performance, while also facilitating contract renewals and financial reporting
  • Respond to inquiries related to plan benefits, eligibility, and provisions making determinations based on the written plan.
  • Ensuring Regulatory Compliance of ERISA laws are followed including operational, communicative and administration of all Funds and Plans

Assistant Plan Manager

BeneSys
10.2024 - 02.2025
  • In conjunction with Plan Management and departmental personnel, this role supports the Plan Manager in the administration and client relationship management of various employee benefit plans, acting as the representative of BeneSys at the client level for multiple clients simultaneously ranging in size from 800 - 40,000 lives each.
  • Key Responsibilities:
  • Confidentiality and Discretion: - Handle all matters related to the administration of employee benefit plans with the utmost discretion, including sensitive financial details and participant appeals
  • Involvement: - Attend regular and special Board meetings, coordinating with the Plan Manager to prepare comprehensive agendas and meeting materials
  • Ensure the quality of materials and facilitate their distribution to Trustees and Plan Professionals Document meeting minutes and actions, and learn to interpret reports for the Board and other stakeholders.
  • Follow up on action items post-meeting and maintain communication with Plan Professionals and staff
  • Operational Support: - Collaborate with the Plan Manager to enhance the efficiency of Trust meetings and fund operations
  • Analyze financial reports and fluctuations in income and expenses independently
  • Contract Oversight: - Assist the Plan Manager in monitoring service agreements and performance, while also facilitating contract renewals and financial reporting
  • Communication: - Foster inter-departmental relationships to ensure smooth client-specific processes across various departments
  • Respond to inquiries related to plan benefits, eligibility, and provisions, escalating to legal counsel as needed
  • Regulatory Compliance: - Acquire knowledge of ERISA and regulatory requirements, applying independent judgment to address vendor inquiries and participant issues
  • Monitor compliance with governmental regulations as directed by the Plan Manager
  • Operational Handling: - Maintain organized meeting files and respond to participant appeals post-Trustee decisions
  • Approve and process invoices while ensuring timely communication of updates to clients and stakeholders
  • Data Management: - Utilize financial and claim data to prepare annual benefit studies and recommendations for Trustees
  • Manage compliance with mailing deadlines and maintain proficiency in regulatory environments
  • Administrative Support: - Aid the Plan Manager with general audits and compliance investigations, ensuring all requested documentation is gathered
  • Oversee the maintenance of various client and participant websites, ensuring they are regularly updated with relevant information.

Senior Plan Associate

BeneSys
09.2018 - 10.2024
  • Maintain comprehensive understanding of regulatory and compliance matters resulting in the ability to interpret and administer union plan and trust documents for health & welfare, defined benefits pension, defined contribution benefits pension, vacation & holiday pay, collections, and training.
  • Manage a crossfunctional team ensuring the correct and timely administration of these plans, achieving significant team compliance through careful and concise knowledge-sharing and coaching.
  • Organize and maintain files related to the administration of plans including legal, member, vendor, and meeting files. Prepare materials for Board of Trustee meetings, compose meeting minutes, and follow up on the execution of actionable items resulting from meetings.
  • Review financial statements to proactively identify and resolve irregularities. Manage a variety of vendor accounts and prepare accurate invoice and billing statements.
  • Process trustee expenses and reimbursements and manage all general fund correspondence including items related to appeals, monthly financials, and vendor management.
  • Serve as single point of contact between trustees, vendors and plan professionals and cultivate positive client experience. Facilitate and assist with the annual auditing process and submit timely compliance filings.

Office Manager/Executive Assistant

State Farm DuPart Agency
08.2016 - 09.2018
  • Effectively administered agency responsibilities for independently owned office and provided executive-level support to two agents
  • Managed the hiring process and maintained personnel files
  • Led new hire orientations and managed new hire training schedule
  • Created standard operating procedures and coached staff on best practices and appropriate service standards
  • Fostered a team-based approach across staff and established, communicated, and monitored operating/performance goals
  • Collaborated with office leadership to set monthly sales goals and assigned staff responsibility during team meetings; offered areas of improvement as well as recognition
  • Created and led the implementation of sound and sustainable operating policies that resulted in an increase in operating profit
  • Policies increasing client retention by 10% and reduced lapsed client accounts by 15%
  • Delivered on sales and marketing policies that increased new client sales by 23%
  • Helped agency earn 2nd place regionally and 75th place nationally for excellence in new business
  • Responsible for the seamless administration of office including managing the travel and expense and business correspondence of senior agents
  • Improved strategic insight on business operations by producing reliable and easy to digest reports
  • Assisted with business development and marketing initiatives by executing campaigns in social media and on-premises marketing
  • Managed accounts payable claims
  • Coordinated corporate reporting on critical operating metrics such as policy retention and business acquisitions
  • Assisted agents with underwriting reports and analysis
  • Helped to improve office operations through exceptional organization and administration
  • Delivered excellence in customer service and improved client satisfaction
  • Resolved client issues with attention to detail and a sense of urgency and provided clear and concise communications with clients through written and verbal channels
  • Responsible for timely and accurate posting of client payments and followed up on discrepancies and delinquencies.

Executive Assistant

State Farm DuPart Agency
05.2009 - 08.2016
  • Responsible for the seamless administration of office including managing the travel and expense and business correspondence of senior agents.
  • Improved strategic insight on business operations by producing reliable and easy to digest reports.
  • Assisted with business development and marketing initiatives by executing campaigns in social media and on-premises marketing.
  • Managed accounts payable claims.
  • Coordinated corporate reporting on critical operating metrics such as policy retention and business acquisitions.
  • Assisted agents with underwriting reports and analysis.

Office Assistant

State Farm DuPart Agency
12.2007 - 05.2009
  • Helped to improve office operations through exceptional organization and administration.
  • Delivered excellence in customer service and improved client satisfaction.
  • Resolved client issues with attention to detail and a sense of urgency and provided clear and concise communications with clients through written and verbal channels.
  • Responsible for timely and accurate posting of client payments and followed up on discrepancies and delinquencies.

Education

MBA - Human Resource Management & Leadership Studies

Baker College; Center for Graduate Studies
Flint

BBA - Marketing

Baker College
Clinton Township

Skills

  • Office and Administrative Management
  • Critical Thinking and Problem Solving
  • Time Management
  • Project Management
  • Organizational Development
  • Regulatory Compliance
  • Taft-Hartley Plan & Trust Management
  • Executive support
  • Meeting planning
  • Spreadsheet tracking
  • Financial and Budget Management
  • Logistics and schedule management

Certification

Resident Producer, Michigan - Life, Health, Annuities, Property & Casualty

Training

State of Michigan Insurance Resident Producer License, Property, Casualty, Life, Accidental Health, Variable Annuities

Timeline

Assistant Plan Manager

BeneSys
10.2024 - 02.2025

Assistant Plan Manager

Operating Engineers Local 324
04.2024 - Current

Senior Plan Associate

BeneSys
09.2018 - 10.2024

Office Manager/Executive Assistant

State Farm DuPart Agency
08.2016 - 09.2018

Executive Assistant

State Farm DuPart Agency
05.2009 - 08.2016

Office Assistant

State Farm DuPart Agency
12.2007 - 05.2009

MBA - Human Resource Management & Leadership Studies

Baker College; Center for Graduate Studies

BBA - Marketing

Baker College

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