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Skills

  • Financial wellness planning
  • Dental plan guidance
  • Compliance with local regulations
  • Time management
  • Customer service excellence
  • Process improvement
  • Benefits system troubleshooting
  • Handling high-volume queries
  • Documentation creation for FAQs
  • MS Office

Work Experiences

  • Kept my metric knowledge up to date by doing budget management and workflow optimization.
  • Achieved a 55% reduction in paperwork errors.
  • Collaborated with legal counsel to ensure compliance with federal and state labor laws, avoiding penalty fees during benefits audits.
  • Acted as the main point of contact for over 18 employees.
  • Achieved a 18% increase in enrollment.
  • Was in charge of all tasks delegated to me, including client relations and workflow optimization.
  • Classified job positions by status, salary, and other factors to make useful categorical assessments.
  • Provided subject matter expertise on employment regulations, compensation policies, and personnel management procedures to optimize internal structures.
  • Collaborated with IT to enhance the user interface.
  • Developed a reputation for punctuality and hard work.

Summaries

  • Achieved this through effective communication and resource development.
  • Achieved demonstrable success in enhancing employee satisfaction by advocating for competitive, comprehensive benefit plans. Negotiated a 66% reduction in premiums while maintaining a high standard of benefit offerings.
  • Aligned employee benefits strategies with organizational goals.
  • Adept at resolving complex benefits issues under pressure.
  • Achieved 83% compliance with enrollment deadlines.
  • Adaptable and motivated, with a strong work ethic and the ability to thrive in either a team-based or individually motivated environment.
  • Strategic thinker with expertise in budget management.
  • Achieved 57% participation rates.
  • ITIL certified
  • Working with stakeholders and corporate teams is a breeze for this strong relationship builder.

Accomplishments

  • Automated manual data entry for enrollment, saving 49% in time while increasing accuracy by 31% for records.
  • Collaborated with compliance and legal teams to ensure benefits offerings complied with state and federal regulations, avoiding potential fines or penalties.
  • Provided advisory services regarding retirement and pension plans, improving decision-making and increasing retirement plan enrollments by 37%.
  • Led 11 employee enrollment support sessions, contributing to a 61% overall increase in retention of selected benefits packages.
  • Developed personalized financial wellness plans for employees, improving their long-term satisfaction and financial literacy through real-world applications.
  • Conducted educational seminars on benefits enrollment for 8 employees, resulting in a 44% better understanding of available healthcare options.
  • Partnered with cross-functional teams to improve dental and vision plan offerings, helping to drive a 46% increase in voluntary plan enrollments.
  • Guided 4 employees through complex health, dental, and life insurance options, achieving 38% timely completion of all benefits enrollments.
  • Maintained a 83% accuracy rate in processing benefits changes for all employees, ensuring timely updates to coverage and payroll deductions.
  • Analyzed utilization reports to assess employee benefits trends, resulting in key adjustments and driving a 23% engagement increase.

Affiliations

  • Recognized Participant, Open Enrollment Solutions Working Group, 2024
  • Certification, Flexible Spending Account (FSA) and Health Savings Account (HSA) Compliance, 2023
  • Presenter, Voluntary Benefits Enrollment Tactics at Annual HR Conference, 2024
  • Affiliate, American Benefits Council (ABC), 2015-Present
  • Delegate, Health Insurance Exchange Advocacy Group, Raleigh, 2020
  • Attendee, Retirement & Pension Benefits Summit, 2020
  • Advisory Board, Corporate Health & Benefits Leadership Council, 2020-2019
  • Certified, Employee Retirement Income Security Act (ERISA) Compliance Certification, 2021
  • Member, National Association of Benefits & Insurance Professionals (NABIP), 2015-Present
  • Coordinator, HR Compliance & Legal Literacy Series, 2018

Certifications

  • Association for Project Management (APM)
  • Healthcare Reform Certification – National Association of Health Underwriters (NAHU)
  • Group Benefits Advising Course – Northwind
  • Certified Enrollment Specialist – Lakeside Partners
  • SHRM Certified Professional (SHRM-CP)
  • First Aid/CPR
  • Cisco Certified Internetwork Expert (CCIE)
  • Google Certified Professional Cloud Architect
  • Volunteer Income Tax Assistance (VITA) Certification
  • Microsoft Certified Systems Engineer (MCSE)

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