Profile/Accomplishments

Over 15 years experience in managing Projects with heavy focus driving, planning, design, analysis and implementation of Health and Welfare programs for large organizations including medical, dental, vision, spending accounts, disability programs (personal disability and Workers' Compensation), qualified and non-qualified retirement plans (defined benefit and defined contribution), and various other voluntary benefits.

• Recommended Stop Loss policy on the organization self-funded plans, which saved the organization over 500,000 in potential claims loss.
• Designed and/or implemented process which eliminated duplication of Worker's Compensation and Short-Term Disability benefits.
• Renegotiated the organization's Worker's Compensation program and moved the program from a Fully-Insured to Self-Funded Insurance funding arrangement which saved the organization over 50,000.
• Restructured the organization Short-Term Disability program for the State of California employees, which resulted in the recovery of over 100,000.

Work Experience

Confidential, Tampa, FL

Project Manager - Confidential, 2008 to Present

• Onsite representation, acting liaison between the company and the client, key function is to ensure the delivery of viable Healthcare Administration solutions and services for non-profit client with an employee population of 33,000 employees.
• Collaborates with cross-functional groups and communicates project status across the organization.
• Work with internal/external client in gathering and/or compiling business requirements and assist Team in the coordination and/or completion of project plans.
• Participate in the development of new and innovative approaches to maximize customer value.
• Investigate, resolve and document problems or issues between employees and vendors; research and resolve discrepancies in plan administration.
• Partner with Operations Team in managing ongoing benefit administration issues and escalate appropriate resolution, including root cause analysis, which is critical in implementing long term fixes.
• Evaluated project risks, develop contingency plans, and responded quickly to changes in risk as the project progressed and escalated issues to appropriate management level when required.
• Assist Customer Service Team in problem resolution, Tier 3 benefit issues.

Confidential, Clearwater, FL

Benefits Analyst, 2007 to 2008

• Key responsibilities include the oversight of the development and execution of benefits administration process and systems, including benefit system developments and changes, benefits interface file execution and monitoring, system testing and validation for an employee population of 3,000 employees.
• Oversaw execution of timely and accurate benefits administration processes, including ongoing enrollments as well as annual enrollment.
• Coordinated required year end activities, including benefit file loads and testing with internal IT personnel as well as carriers/vendors.
• Oversaw audits, non-discrimination testing activities, IRS Form 5500 tax filings and interacted with the Legal Dept to ensure benefit plans were in compliance with ERISA, Section 125, HIPPA, local, state and federal laws.
• Evaluated project risks, develop contingency plans, and responded quickly to changes in risk as the project progressed and escalated issues to appropriate management level when required.
• Researched, compiled data, and prepared statistical reports for tracking benefit participation and utilization on the Self-Funded plans, including the preparation of charts/graphs and spreadsheets used to analyzed data and presented results.
• Implemented and managed the strategic course and the design, financing, vendor selections, rate negotiations for the organization's health and welfare plans (including Defined Benefit and Defined Contribution).
• Managed special projects, implementation of new programs, and led project teams.
• Resolved issues and fostered process improvements.

Confidential, Dallas, TX

Human Resource Representative, 2006 to 2007

• Partnered with assigned field groups to strategically and tactically address recruiting, supervisory, management and employee needs, managed the day-to-day administration of all areas of Employee Relations.
• Ensured consistent pipeline of internal bench strength by recruiting high caliber talent at both the entry and experience level.
• Promoted active recruitment of a diverse workforce.
• Assist/coach managers and supervisors in the resolution of all HR issues.
• Interpreted and apply local, state and federal employment/safety laws.
• Conducted exit interviews and completed appropriate paperwork on voluntary terminations.

Confidential, Dallas, TX

Sr. Benefits Specialists, 1998 to 2002

• Oversaw and managed the planning, design and support and implementation of the organization's benefit programs for an employee population of $20,000 employees.
• Monitored claims experience and enrollment trends on the organization\'s Group Benefit plans (Medical, Dental, Vision, Life and Disability, 401(k), Pension & Employee Stock Ownership Programs).
• Responsible for the preparation of Request for Proposals process.
• Coordinated vendor responses, evaluate information and made the appropriate recommendation for changes/enhancements to executive management staff.
• Conducted annual and New Hire Enrollment meetings.
• Participated in the writing and editing of plan documents and enrollment materials.
• Daily interaction between the employee/participant, carrier and/or record-keeper in trouble shooting and resolving moderate to complex benefit administration issues.
  

Confidential, Frisco, TX

Benefits Administrator, 1994 to 1998

• Responsible for the day to day operation and coordination of organization's health and welfare plans for an employee population of 3,000 employees.
• Drove programs and implement processes with focus on cost reduction, quality and legal compliance.
• Managed third party administrators, actuaries and vendors, including service delivery.
• Facilitated employee claim/issue resolution and participated in the annual RFP process.
• Prepared benefits invoices for approval, responded to employee questions regarding benefits plans, and coordinated employee appeal requests.
• Participated in due diligence related Employee Benefit as a result of mergers and/or acquisitions.
• Responsible for developing Leave of Absence policies in accordance with FMLA, CFRA, PDLA and USERRA requirements.

Education & Certifications

Bachelor\'s Business - Management, 2000 to 2005

Technical Skills

Working knowledge of SOX, FAS 87, 88 and 106 accounting practices. Extremely computer literate, working knowledge of relational database (SQL), file transfers, configuration and file automation tools, experience working with SAP, PeopleSoft, Siebel and Lawson database systems. Proficient with Microsoft Office tools, including Access, Excel, Word, PowerPoint and MS Project.