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Skills

  • Organization
  • Employee benefit education
  • Data integrity
  • Benefit statement generation
  • Prior authorization processing
  • Understanding of medical terms
  • Budgets
  • Communications
  • Collaborative relationships
  • Team management

Work Experiences

  • Answered 9 calls per the past year to help customers with their questions and concerns.
  • Conducted forensic analysis.
  • Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away.
  • Achieved 25% participation.
  • Audited plan documents for accuracy and IRS compliance, identifying and resolving 7 discrepancies during 2021.
  • Achieved 67% accuracy.
  • Boosted employee engagement by 50%.
  • Administered metric pension plans for over 15 employees, achieving a 41% improvement in compliance with regulatory requirements.
  • Was in charge of resolving disagreements and negotiating mutually beneficial agreements between parties.
  • Analyzed trends in participant enrollment.

Summaries

  • Achieved a 26% reduction in processing times.
  • Accomplished with a precision-focus on monitoring market trends and recommending plan innovations, resulting in a 36% boost to the organization's benefit competitiveness.
  • Achieved a 65% improvement in task accuracy.
  • Analytical Plan Administrator adept at handling multi-employer plan coordination and operational cost reductions, resulting in 4 saved annually and 80% improved efficiency.
  • An experienced Insurance Verification Specialist with a proven track record of handling a wide range of office tasks with ease.
  • Accomplished Plan Administrator adept at overseeing end-to-end transitions of pension plans, with a proven record of managing 5 in benefits with zero discrepancies.
  • Achieved $16 saved annually.
  • Listening to customers, meeting productivity goals, and staying current on company offerings are all skills she possesses.
  • Boosted compliance efforts.
  • Exceptional organizational skills and meticulous attention to detail.

Accomplishments

  • Provided detailed analysis on fund performance for procedure retirement plans, leading to a 32% reduction in investment risk.
  • Enhanced participant satisfaction by conducting feedback surveys followed by targeted benefits education, achieving a 38% improvement in retention.
  • Led the redesign of benefit statement templates, resulting in better participant understanding of contributions and balances.
  • Developed and maintained a dashboard for tracking contributions and withdrawals, providing daily insights to the plan’s fiduciaries.
  • Resolved 18 outstanding QDROs (Qualified Domestic Relations Orders), ensuring accurate rollovers and benefit payouts.
  • Implemented a cloud-based reporting solution that reduced plan reporting time by 39% and streamlined access to participant data.
  • Conducted an internal audit of contribution procedures, uncovering 17% in over-contributions and rectifying them without incurring penalties.
  • Created multi-location scalability models to streamline benefits offerings across Portland, ensuring consistent plan administration.
  • Collaborated directly with fiduciaries to develop an improved investment policy statement (IPS), enhancing the company’s risk management strategy.
  • Coordinated with legal and compliance teams to implement policy updates following new legislation in 2021, aligning the company's plans with new ERISA regulations.

Affiliations

  • Enrolled Retirement Plan Agent (ERPA) certification
  • Lions Club
  • Society of Actuaries (SOA) - Retirement Section
  • Freemason
  • Advisory Board Member, Benefits and Compensation Leadership 2015
  • Presenter, Annual Employee Benefit Conference Raleigh
  • Member, Global Benefits Association
  • American Benefits Council Member
  • Society of Women Engineers
  • Association for Computing Machinery

Certifications

  • Risk Management Certificate Program Vantage
  • Certified Public Accountant
  • CompTIA Security+
  • Certified Public Accountant (CPA)
  • CompTIA A+ Technician
  • Certified Public Accountant (CPA) with Benefits Focus
  • Retirement Plans Associate (RPA)
  • Global Remuneration Professional (GRP)
  • Certified Pension Consultant (CPC)
  • Certified Financial Planner (CFP)

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