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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.

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