Health and Welfare Analyst Resume

TECHNOLOGY:

Proficient In: PL/SQL, Microsoft Access, Excel, Word

Understanding Of: Oracle, Java, Microsoft Visual Basic

PROFESSIONAL EXPERIENCE:

Confidential

Health and Welfare Analyst

Responsibilities:

Liaison with client legal department on subpoenas and client administration group on ERISA denial appeals.
Liaison with medical, dental, life, COBRA vendors.
Receive and handle client and internal escalations.
Run reports for team management.
Research retiree life insurance coverage and update data base; monitor dependent data base.
Interface with disability and medical vendors on eligibility and premium payment issues; resolve enrollment discrepancies between vendor and internal database.

Technical Analyst/User Acceptance Testing Analyst

Confidential

Responsibilities:

Developed and executed test plans for testing health and welfare (HW) and defined benefit (DB) plan systems in multi - client and single client environments;
Wrote specifications for interfaces, reports and extracts for client and internal technical team review;
Identified and created test populations using PL/SQL (Oracle) and Microsoft tools;
Developed .sql queries using PL/SQL (Oracle) for client and internal reporting as well as problem identification. sizing and analysis;
Created expected results solutions for use in HW and DB plan testing using MS Excel;
Administered user acceptance testing of web changes, data migrations, software changes, production verification of enrollment forms and confirmation statements.

Implementation Analyst

Confidential

Responsibilities:

Developed DB administration system parameters for new plan implementations and performed unit testing;
Maintained parameters for existing DB benefit administration systems and performed trouble-shooting and exception analysis;
Developed benefit calculation verification solutions using MS Excel.

Benefits Administrator

Confidential

Responsibilities:

Performed and verified estimate and final DB calculations; set up benefit payments; performed data base analysis; prepared actuarial census data.
Managed response s on elevated problem cases and dealt directly with clients’ employees.

Confidential

Plan Administrator

Responsibilities:

Administered defined contribution (DC) plans for clients on a third party basis; Prepared plan financial statements, allocated investment experience, prepared directions to clients’ investment managers/advisors;
Maintained participant accounts records and operated recordkeeping systems (Pentabs and Quantech);
Prepared and filed annual reporting requirements, summary annual reports, summary plan descriptions and summaries of material modifications;
Prepared submissions to the Internal Revenue Service.

Confidential

Director, Retirement Administration

Responsibilities:

Administered centralized, cash balance, DB pension plan for approximately 35,000 domestic employees; administered prior benefit structures and annuity contracts of previously terminated plans of subsidiaries;
Supervised a staff of 14 administrators and technicians. Analyzed staffing needs and hired additional staff as needed.
Supervised the administration of trustee and retirement plan financial functions to assure compliance with regulations and reporting requirements.