Daniel Spitkovsky Email & Phone Number

Greater Chicago Area

Serve as the primary point of contact for multiple clients, internal team members and partners by implementing and maintaining client benefit enrollment web sites. Lead Annual Enrollment project including system and website configuration, plan updates, testing for accuracy, EDI file exchange with plan vendors and payroll file creation. Lead annual ACA/Employer Reporting and COBRA compliance.Successfully led COBRA implementation and ongoing compliance processes for multiple clients. Responsible for creation of requirements, fulfillment compliance, billing and required reporting as well as internal colleague training and external team members. Worked with benefit plan vendor EDI teams on file updates and testing to account for COBRA processing.

Lincolnshire, Illinois

Served as the main point of contact for assigned clients. Responsibilities included project management, ensure the timely completion of ongoing activities, analysis of metrics and data to manage daily operational deliverables, files exchange management, facilitate Annual Enrollment and Employer Reporting per the Affordable Care Act mandate. Other responsibilities include leading weekly client status meetings, risk mitigation planning, custom reporting and colleague coaching and development

Lincolnshire, Illinois

Assist assigned Client Manager II in successfully maintaining the client relationship for multiple clients on the Active Health Exchange by ensuring timely responses to client inquiries, issue resolution and project management. Served as North American contact for to assist India Operations team with daily processing and issue resolution for our call center. Maintain premium report billing for multiple carriers including discrepancy resolution.

Assure timely delivery of filed summons and complaints to defendants by supervising a large team of process service specialists for civil proceedings. Provide appropriate knowledge to maintain client growth and to establish professional relationship with clients. Engage in case management performing filing of complaints at various county courthouses, follow-up and background investigations, skip tracing and employment verification.Researched, implemented and maintained Loyal Dog software that processed client invoicing and accounting. Developed affidavits for process servers, which eliminated the need to handwrite affidavits. Maintained constant face to face interaction with clients and attorneys to relay special instructions, concerns and clear situations.

Louisville, Kentucky Area

Established strong working relationship with clients, and coordinated participants’ plan related concerns and inquiries in call center. Visited client sites for plan presentations regarding update on employee participation, trends and recommendations on plan improvements, set up enrollment and educational classes for employees

Guaranteed smooth flow of plan operations to exceed client expectations. Performed and completed monthly, quarterly, and annual project assignments, including proxy, 5500, discrimination test and diversification. Developed, managed and trained team members. Assumed responsibility in approving all transactions, data changes and day-to-day plan made by the processing team

Guaranteed smooth flow of plan operations to exceed client expectations. Performed and completed monthly, quarterly, and annual project assignments, including proxy, 5500, discrimination test and diversification. Developed, managed and trained team members. Assumed responsibility in approving all transactions, data changes and day-to-day plan made by the processing team. Consistently complied to minimum distribution, 415 test reporting, dividend pass through and annual share purchase.Successfully implemented ongoing action log of client's projects for accurate documentation and processing procedures.

Established strong working relationship with clients, and coordinated participants' plan related concerns and inquiries in call center. Visited client sites for plan presentations regarding update on employee participation, trends and recommendations on plan improvements, set up enrollment and educational classes for employees.Shifted to mid-market plans and promoted upon dissolution of custom market.Proficiently managed 30 clients and assets ranging from $5M to $50M.

Supported the team leader in managing member and rendered assistance in report writing. Identified and immediately resolved various issues in managing client transactions and other related problems. Proficiently managed larger scale account, and ensured the completion and submission of accurate reports. Secured smooth plan operations through bi-weekly status call and executed assigned special projects. Efficiently secured accuracy through data comparisons and posted participants account participation plan. Expertly authored industry and company specifications' documents.Proficiently managed planning and multiple expansions, extensive quality assurance testing for over two years and perform internal and client training.

Handled larger-scale clients based on plan's asset size, number of participants, custom client requirements, and requested reports of custom clients. Adhered to IRS code on non-discrimination testing to ensure equal partition of benefits between participants. Proficiently delivered reports and presentations regarding assets, funds offered within the plan, participant trends and transactions done per quarter. Efficiently secured accuracy through data comparisons and posted participants account participation plan. Worked with the account manager to provide recommendations based on gathered and presented reports on fund performance within the plan. Executed and performed special projects assigned by plan administrator and engaged in bi weekly status call to update plan operations.Efficiently managed two accounts simultaneously, including Bausch and Lomb and TCF Bank, Reynolds Metals until they were acquired by Alcoa, Colorado PERA (Public Employee Retirement Association).Carried out quarterly plan on-site presentation to PERA Board Members.Completed full audit reports emphasizing criteria and intended report application. Proactively analyzed and eliminated inconsistent report with accordance with budgetary planning.

Initiated the processing of transactions requested by plan participants through call center or telephone system. Provided customized reports and quarterly statement as requested by clients (Reynolds Metals-acquired by Alcoa). Updated status of plan operations and organized assigned special projects through bi-weekly status call. Initiated Payroll verification upon recipient of the client regarding plan participation and contribution, loan payments, and other forms in relation with both salary and hourly employments and terminations. Efficiently secured accuracy through data comparisons and posted participants account participation plan. Engaged in "custom market" to the assigned ConAgra Foods accounts with assets of $10M up to $50M. Made sure that all transactions were processed from overnight processing, and that the established plan balance and trust balance for the funds offered on particular plan and payments were accurately processed for withdrawals/loans.

Proficiently delivered reports and presentations regarding assets, funds offered within the plan, participant trends and transactions done per quarter. Efficiently secured accuracy through data comparisons and posted participants account participation plan. Worked with the account manager to provide recommendations based on gathered and presented reports on fund performance within the plan. Executed and performed special projects assigned by plan administrator and engaged in bi weekly status call to update plan operations.

Ensured the completion of transactions and dealt with smaller clients. Summarized and customized reports as per client's request. Established and maintained strong relationship with clients for future business opportunities. Participated bi-weekly status call to update plan operations and direct concerns and issues, and organized special projects assigned by plan administrator. Initiated Payroll verification upon recipient of the client regarding plan participation and contribution, loan payments, and other forms in relation with salary employments and terminations. Efficiently secured accuracy through data comparisons and posted participants account participation plan. Earlier Career

Chicago, Il

Worked together with an outside sales representative to develop relationships with network developers in order to increase sales of power protection in the computer industry in the northeast region of the U.S.

Rosemont, Il

Responsibilities included assisiting the outside sales staff in maintaining and building existing accounts as well as cold calling potential clients in the wire and cable industry. Created a cross reference guide to assist the sales staff in substituting products for items not available or on back order.

Deerfield, Il

Responsibilities included fielding calls in a call center for defined contribution plan participants to assist with questions about the rules and regulations on Defined Contribution as well as Defined Benefit plans for Hughes Electronics.