•Maintain benefit records; analyze and enter data change requests and new hire information in Ceridian, Beneration and Vanguard’s systems; generate reports for Management.•Perform monthly analysis and reconciliation of billing and employee contributions.•Generate and audit benefits and employee data reports; apply remedial action to ensure accuracy and compliance such as retention and completion of I-9s, beneficiary form and dependent verification. Coordinates necessary mailings requesting any missing documents and followed up on response.•Assist with annual enrollment, answer employees’ questions, verify completion of enrollment, key in benefits election, and audit entries for accuracy.•Manage Company’s matching Gift program. Create a cumulative spreadsheet for contributions and matches.•Manage Transit program.•Reorganize and maintain file room. Purge and archive employee records to offsite location. Maintain files for new hires, benefits and ongoing documents. Scan, save and organize selection of records online.

Benefits Specialist (LaFayette Hill, PA)Provide temporary oversight of Benefits Manager position:• Coordinate Annual Enrollment: recommend plan design, design annual enrollment materials, organize open house events for 5 locations. Coordinate and implement Employee Wellness plan. Provide training to HR team, Management, and employees on benefits plan offering and changes.• Audit carrier invoices for accuracy; approve and process payments• Administer pension and 403b plans: submit bi-weekly contributions; review loans and withdrawals and ensure timely processing; determine pension eligibility and distributions• Participate in migration from Ceridian to ADP: produce reports and utilize audit tools to ensure accuracy of system entries; audit and correct benefits entries from inception to date; facilitate migration of data from Ceridian to ADP; active role is setting up new Broker with feeds as well as coordinating relationships and cooperation of all parties involved.

H&W:-Assisted retires and employees with annual enrollment, eligibility, HSA, FSA as well as general medical, dental and vision issues. -Managed the company’s premium billing, payment and reimbursement.-Managed premium changes: verified coverage, adjusted payments, processed reimbursements and underpayments.-Researched and resolved discrepancies with third party and payroll.-Realized a premium loss prevention of over $204,000 with proactive data review.401K:-Processed weekly 401K funding for Union, Management accounts.-Managed loan reconciliation, loan defaults, hardship withdrawals.-Researched and resolved data discrepancies and system errors on weekly interface.-Managed the 402G projections; sent correspondence and updated Excess contributions.Pension:-Managed the pension application process, including forms, setups of EFT, tax and medical deductions. -Assisted with the Non Qualified plan and executed the set up of the Executive pension plan.-Processed deaths and set up surviving spouses’ records and benefits.-Held informative Union and Management retirement presentations at diverse locations.-Completed retirement verification and Medicare forms for the Railroad Retirement Board and Social SecurityGeneral:-Documented procedures and initiated process improvements.-Participated in implementation testing of user system enhancement.-Interpreted plan documents and updated Summary Plan Description and Annual Enrollment booklets.-Directed HR Call Center Representatives with concerns and escalation.-Built strong relationships with third parties, payroll, employees and retirees.-Provided guidance and acted as liaison in resolving pension, 401k, Health benefits issues via phone, fax and email. Ensured seamless delivery of specific tasks and special projects. Provided exceptional customer service.-Championed a “Lunch and Learn” program. -Trained peers and new hires.

Translated manufacturing and industrial terminology into French. Managed delivery of equipment, tools and pieces to assigned client, from Following up and resolving any issues pertaining to client’s orders to reconciling invoices and payments.

• Processed new hires, terminations, open enrollment, cobra, and life events.• Gathered, compiled and analyze data. Prepared client’s monthly reports on membership, large claim and monthly payments financial profile.• Coordinated with payroll on deductions for catch-up premiums and HSA contributions.

Assisted colleagues with their first paperless annual enrollment and new carriers: • Created reference documents to summarize plans benefits.• Addressed colleagues inquiries regarding benefits covered by each plan offered.• Assisted colleagues in navigating the web to select the coverage of their choice.

Managed sub-projects from analyzing current process models, presenting recommendations, and implementing new best practices in development and training. • Gathered data regarding the current processes to identify problem areas pertaining to verbal and written requests performed within the call center.• Drew conclusions, developed and presented recommendations to clients. Streamlined and standardized business practices to increase productivity.• Coordinated and delivered training materials for the implementation of project directives to improve workflow, response time, accuracy, and customer satisfaction. • Consistently and successfully collaborated with International Organization for Standardization (ISO) 8001:2000 audits as well as internal compliance audits from 1997 to 2008.

Selected to play key role in successful offshore transition of work to Pune, India. Spent two months on location. • Overcame unique challenges (cultural combined with the challenges of initiating an offshore division) to yield specific results. Achieved a seamless work transition from America to India.• Trained managers, administrators, call center representatives and a quality assurance coach. Training topics included plan specifics, procedures, reporting and troubleshooting, quality assurance, technology, turnaround time, professional telephone techniques, and cultural differences.• Implemented processes for handling Defined Benefits and H&W events for multiple clients. • Within four weeks, additional responsibilities were assigned to the team due to accuracy, efficiency and overall success of the team.• Received special bonus for training the administrative team who consistently exceeded productivity expectations.

Trained employees on plan specifics, professional customer service skills and technology; delivered quarterly reviews, took corrective action. Improved employees’ performance through feedback and training.• Maintained expert knowledge on up to 12 clients’ plans (Defined Benefits, Defined Contributions and H&W including Medicare Supplement and Cobra) and acted as a reference in benefits disputes.• Evaluated Benefits Service Representatives’ performance based on accuracy of information provided to participants and third parties as well as accuracy of their case management and timely resolution of issues. Provided verbal and written feedback, requested corrective action and followed up on plan details resulting in improved knowledge and processing skills. • Acted as liaison between upper management, clients and employees to address problems and issues requiring immediate attention and resolution. • Maintained employees’ files, evaluated the quality of their work, delivered quarterly reviews and discussed improvement strategies, which resulted in improved performance.• Authored and delivered training materials to improve customer service. Provided training for the Global Learning and Development Organization. Consistently received rave reviews for training effectiveness.• Reviewed résumés, interviewed applicants and assisted with selection and orientation of new employees.• Trained staff at satellite onshore location (Mechanicsburg, PA) for open enrollment. • Created form in Excel to calculate monthly quotas and deliverables as well as a calendar to facilitate time tracking of flexible work schedules. Both forms are currently used company wide at Towers Perrin and EDS. Received “Star Award” for each one of these initiatives

Assigned to a national high revenue cornerstone client. Calculated pension benefits for active and vested participants as well as processed defined benefits for survivors of deceased participants. • Researched defined benefits of deceased employees and beneficiaries. Prepared all correspondence, collected overpayments and set up pension benefits. • Authored and formatted templates for all correspondence used in the processing of death benefits. Developed procedural documentation and checklists accelerating the processing time of death benefits and payments from three months to an average of four weeks.• Calculated pension benefits and prepared all related correspondence for participants.• Recipient of Awards for Service Excellence for five consecutive years based on clients’ and participants’ testimonials • Maintained expert knowledge of plan specifics and responded to employees’ inquiries and concerns regarding Defined Benefits, Defined Contributions, and H&W (including Medicare Supplement and Cobra) plans for multiple clients. Liaison between Health Insurance Carrier, COBRA, and Life Insurance carriers. Communicated benefits changes.• Processed H&W open enrollment, investment elections and pension requests. • Received numerous complimentary testimonial letters from the participants served.• Received awards for providing superior customer service in the call center.