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Summary
Seeking a position where my positive attitude, professionalism, benefits domain knowledge, and untiring efforts can continue to grow in a lengthy, rewarding career.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Operations Manager
BSWIFT
01.2024 - Current
- Foster a collaborative and supportive team environment conducive to high performance and employee growth
- Identify and propose improvements to operational practices to gain process efficiencies and/or improved data quality, including implementing new tools as needed
- Create learning decks and process documentations for special projects after implementation
- Develop, refine, and adhere to standard operating procedures (SOPs) and automation initiatives to drive efficiency and productivity.
- Provide ongoing coaching and feedback to support the professional growth and development of team members.
- Act as a point of escalation for complex issues, providing timely resolution and support to team members.
- Implement performance metrics to monitor team effectiveness and operational success.
Senior Implementation Manager
BSWIFT
01.2023 - 01.2024
- Lead client and programming calls to analyze the Benefits Class Matrix, Requirements Documents, Rates Sheet, Custom Fields, and Site Text
- Test, analyze, and import both standard and custom files for Demographic, Accumulator, and Benefit Data, and export vendor files, payroll, and other items as needed.
- Attend and contribute to Implementation kick-off meetings, requirements discussions and status meetings with clients.
- Configure system to match requirements documents including custom solutions and lead other workstreams on the team including but not limited to communications, payroll, Shared services, and EDI.
- Lead the triage of client issues and proactively advise clients on best practices, as well as necessary system and process adjustments to help achieve their goals
- Mentor other team members to meet or exceed client deliverables.
Associate Director-COBRA
BSWIFT
01.2021 - 01.2023
- Prioritize and manage tasks for the team, continuously assessing urgency and ensuring timely completion, including tasks related to COBRA compliance and administration.
- Assess the need for process improvement, new best practices, gap analysis and implement a clear plan for successful solutions.
- Mentor and instruct my direct reports, others within the ongoing COBRA team, as well as colleagues across the broader organization.
- Identify and triage problem accounts on the employee level, client level and occasionally on a system level.
- Maintain an approachable presence within the ongoing COE team and foster relationships that encourage honesty, trust, and fun!
Senior Account Manager
BSWIFT
01.2020 - 01.2021
- Manage Client relationships through a consultative role for the clients.
- Testing new and existing system functionality to ensure accuracy of client system configuration
- Identify and assist in driving continuous process improvement and efficiencies.
- Continually update sites as requirements change. This includes but is not limited to benefit class matrix, requirements document, rates, permissions, field options and site text.
- Manage workflow and maintenance for payroll generation and file feeds.
- Maintain thorough understanding of all internal systems to respond to specialized client requests.
- Lead and mentor on special projects outside of daily tasks
Implementation Consultant II
ADP
01.2015 - 01.2020
- Analyze client benefits including rates, structures, and plan design on a detailed level as well as clients existing systems, interface requirements, business processes.
- Fill a consultative role for the clients to deliver an all-encompassing solution.
- Work with clients to truly understand their current and future benefit related needs.
- Help the client design the best possible enrollment system to ensure their employees receive the optimal benefit election experience.
- Incorporate best practices, introduce new tools and approaches.
- Utilize my past experiences and broad knowledge of Benefits, Human Resources and Payroll to recommend the best solutions to the client.
- Understand client business issues and concerns to recommend and implement appropriate solutions.
- Create healthy client relationships that include trust and encourage open communication
- Work closely with other internal team members in sales, configuration, and service to provide a seamless enjoyable experience for the client throughout their transition.
- Utilize many forms of communication effectively to remain in constant contact with all clients and internal ADP teams.
Implementation and Product Development
Alexander & Company
01.2014 - 01.2015
- Liaison between insurance carrier and clients
- Design and implement ancillary benefit plans for groups up to 1,500 lives.
- Maintain plan health by using experience and claims factors to dictate renewals.
- Frequently send requests to market for bid to ensure the client is getting the best available plan
- Assist clients in understanding and choosing benefits that fit their needs best.
- Constant communications with insurance providers to ensure prompt service and accurate information was expressed to the client.
- Enroll participants during times of high volume such as Open Enrollment.
- Responsible for client satisfaction throughout the implementation and renewal process.
Assistant Controller
Alexander & Company
01.2013 - 01.2014
- Perform daily and monthly bookkeeping and reconciling of multiple accounts.
- Produce commission payments and perform payroll on a semi-monthly basis.
- Accounts Payable and Accounts Receivable including detailed incoming commission statements for a large book of business.
- Prepare year end forms and assist with tax preparation.
- Assist the controller with all HR duties related to the employee lifecycle.
Education
Human Resource Management Program -
Post University
Attended Classes -
Kennesaw State University
Skills
- Expertise in all facets of Health and Welfare ongoing and annual benefits administration
- Efficient in Microsoft Office, Teams, QuickBooks Pro, Premier and Online, Concur, Salesforce, QuickBase, Benefits Connect, ADP HWSE, ADP Vantage, Bswift and other HRIS/Benefits Admin systems
- Communicate effectively when dealing with people of diverse interests and all levels of authority
- Extensive training in Personality Insights testing and evaluation
- Willing to assume responsibility, self-motivated, and possess a high degree of professional integrity
Certification
· Certified Professional in Human Resources (PHR)
· Life and Health Insurance License (GA)
· Certified Human Resource Manager
Timeline
Operations Manager
BSWIFT
01.2024 - Current
Senior Implementation Manager
BSWIFT
01.2023 - 01.2024
Associate Director-COBRA
BSWIFT
01.2021 - 01.2023
Senior Account Manager
BSWIFT
01.2020 - 01.2021
Implementation Consultant II
ADP
01.2015 - 01.2020
Implementation and Product Development
Alexander & Company
01.2014 - 01.2015
Assistant Controller
Alexander & Company
01.2013 - 01.2014
Human Resource Management Program -
Post University
Attended Classes -
Kennesaw State University