Beverly Flegel Email & Phone Number

Seattle, WA

• Advise project leads on and manage schedules for 60+ consultants weekly to optimize deliverables.
• Execute operations initiatives including implementing new systems, system enhancements, research and analysis, mapping process flows, and creating workflows.
• Serve as the functional administrator for CRM On Demand, Oracle Sales Cloud, Confluence, and JIRA and perform related upgrades to systems and associated plug-ins.
• Train teams on internal systems and processes ongoing and as part of our Onboarding initiative.
• Provide reports and project and work-force analysis reports to the c-suite.

Houston, Texas Area

• Strategically managed a team of six immediate associates, delivering outsourced health and welfare administration for several Fortune 500 companies, with both active, union (IBEW, UWUA, UNITE), and retiree populations.
• Managed various projects included annual enrollment, data conversions, 5500’s, third-party conversions, carrier conversions, payroll conversions, Internet implementations, Summary Plan Descriptions (SPDs), and Summary.
• Customized solutions required by clients’ design changes, mergers and acquisitions while meeting all compliance guidelines for Sarbanes-Oxley, COBRA, ERISA, FMLA, HIPAA, and Section 125 plans.
• Trained Benefits Center personnel of a large regional utility company on the administration of their benefit plans, including plan content and system use.
• Perform compliance testing and auditing included Section 129 non-discrimination testing.