Professional Experience
Benefits Specialist with an expertise in qualified 401Kplans, non-qualified 401K plans, qualified defined benefit plans, non-qualified defined benefits plans, active group health insurance, and retirement group health plans.
Facilitated Health, Defined Contribution, and Defined Benefit training for call center employees. Delivered weekly and monthly client reports, and made process recommendations and improvements which enhanced
the reports and streamlined the process.
Principal Areas of Practice
Extensive experience with benefits administration, and requirements analysis, Oil & Gas Drilling
Operations, Heavy Equipment Operations, and Customer Service. Skilled in designing and facilitating
Benefits training based on client contracts and requirements.
Major Projects
Ceva Logistics
Benefits Supervisor (March 2015 – August 2017)
· Oversee the daily operations of the corporate benefits team.
· Ensured all benefits documents were filed timely.
o Transitional reinsurance
o 5500’s
o 720 Excise Tax
o PCORI counts
o PBGC premiums
· Coordinated Committee meetings to ensure the all plans were reviewed
· Implemented a private exchange platform for benefits to ensure competitive rates
· Worked with Carriers on:
o Renewals
o Plan designs
o Plan requirements
Benefits Analyst III (Jan 2014 – March 2015)
· Administered group health benefits plan including the group health.
· Administered and funded all retirement benefit plans including a frozen Pension Plan
· Audited vendor files for data integrity
· Prepared audits for 401K, and Pension
· Worked to develop the benefit designs per union contract
· Ensured HRIS data file integrity
Key Accomplishment: established a standard for balancing the 401K weekly and on time. Set up the 401K
to meet Union contracts and compliance.
Aon Hewitt (July 2010 – September 2013)
McKesson/US Oncology – Benefits Specialist
· Administered group health benefits plan including the group health and pension program.
· Administered all retirement benefit plans.
· Walked active employees and retirees through the retirement process to include coordination with
Medicare, commencing pension benefits, taking employees from active to retirement status
· Tracked and analyzed repeat inbound calls and caller trends and made program recommendations to reduce customer effort.
· Built and maintained reference data base utilizing Total Benefits Administration software for customer service reps enabling them quickly access data and plan provisions.
· Implemented US Oncology group health benefits as a sub client to McKesson.
· Analyzed client requirements, designed and facilitated Annual Enrollment training
and ongoing training resulting in a successful implementation and a signed enthusiastic client certificate.
· Served as a primary point of contact for post implementation inquiries and customer issue research.
Key Accomplishment: Built and maintained a reference database used by customer service reps to assist
customers with their benefits. This was done by extracting requirements information and putting it in easy to
understand terms and format. Held company training on the new MAP-21 annual funding notice requirements
that are currently in effect.
Entergy – Defined Benefits Specialist
· Administered the Retirement pension plans.
· Produced and delivered weekly reports to track progress of implementation and ongoing issues.
· Researched customer issues, and reported on escalated issues to the client for intervention.
· Served as a point of contact for call center pension inquiries and provided clarification for benefit recipients.
· Facilitated on-boarding and training for all new call center employees involved in benefits administration.
· Established a subpoena process for collecting and reporting requested information to the client.
· Served as call center point of contact for all tool and requirements inquires.
· Managed tool updates and training for pension plans, and all variations of the plan.