Jacki Smith, Phr, Shrm-Cp Email & Phone Number

Wake Forest, NC, US

Durham, North Carolina, United States

Durham, NC

Wake Forest, NC

• Work one-on-one with clients virtually to help them create a budget, get out of debt, save for college, or help you create a plan to achieve your financial goal
• Help clients reduce their stress and increase confidence with their money
• For more information and to see if we're a good fit to work together, schedule your free 15 minute consultation today (https://bigpicturebudget.com/coaching/)

• Provides strategic, consultative support to producers, clients and carriers; assisting with retention of existing accounts.
• Prepares financial analysis on claim data for health, dental and drugs from an underwriting perspective. Recognizing trends, credibility issues and cost drivers of data.
• Demonstrates strong knowledge of market products and maintains market relationships through negotiations with clients and carriers.
• Comprehends, interprets and explains summary plan descriptions and works with clients and carriers to produce required SPD/SBCs.
• Participates in renewal meetings, working with the client and carriers and coordinating decisions on the bid process.
• Supports consultants with the underwriting analysis of renewals for groups 100+.

• Provides support to Account Managers, clients and carriers.
• Assists with preparation of prospect packages and internal/external communications such as reports and presentations.
• Assists with the Request for Proposal (RFP) process.
• Pulls together benefit enrollment guides and coordinates packet assembly.
• Assists in marketing of accounts including, preparing applications, reviewing and submitting applications to carriers and following up on submitted documentation.
• Prepares documents for monthly and quarterly client meetings.

Provide compliance and benefits assistance through HR Directions, LLC

Raleigh, NC

• Oversee I-9 and E-verify compliance.
• Review backgrounds, drug screens and other compliance items while following standard process based on EEOC guidelines.
• Review and conduct company audits for compliance standards.
• Manage benefits process, including submitting forms, entering deductions in payroll and manipulating reports.
• Correspond with employees regarding benefits questions and concerns.
• Maintain continuous knowledge of Health Care Reform updates, present upcoming changes to the executive team and make company recommendations.

Chapel Hill, NC

• Coordinate initial training classes for new hires.
• Ensure documentation is returned from new hires' pre-employment packets and from current staff's pre-promotion packets.
• Contact substitute and other staff members to establish schedules for work.
• Coordinate schedules of group homes to provide substitute staff coverage.
• Keep supervisors and staff apprised of all schedules and adjustments.
• Work with staff to identify training needs, and coordinate theprovision of training with instructors to meet these needs.

Wakefield & Stoneham, MA

• Assist customers with concerns and complaints
• Implement inclement weather procedures
• Insure on site safety compliance
• Oversee other dock staff employees
• Assist customers in selecting a boat to rent
• Assist customers in getting into a boat

Cambridge, MA

• Professionally schedules recruiting interviews between candidates, recruiters, and hiring managers.
• Provide primary administrative support to include: compose, type, and edit correspondence and candidate communications; maintain departmental and business calendars; coordinate travel arrangements; coordinate meetings.
• Provide prompt, courteous and accurate customer service to candidates, hiring managers, and Pega employees.
• Process confidential candidate information including candidate interview package paperwork.
• Maintain accurate data in the Recruitment Management System (RMS) and update tracker accordingly.
• Coordinate the employment application process to include applicant tracking, EEO data, and background checks, etc.

Bensalem, PA

• Assisted with employee relations by supporting 137 employees
• Confirmed job descriptions, posted jobs, screened resumes, scheduled interviews and travel arrangements
• Compiled new hire packets and interview packets to support on-boarding processes
• Updated and revised forms, including winter weather contact information and interview templates
• Gathered documentation to support EEOC concerns
• Drafted promotion announcements and other company-wide emails

• Assisted customers in selecting a boat to rent
• Assisted customers in getting into a boat
• Handled money
• Certified in CPR, First Aid, and AED for children,adults, and infants

Greater Philadelphia Area

• Taught children math skills

• Organized merchandise
• Assisted customers in finding correct sizes

• Took ice cream and milk orders

Bachelor Of Arts (Ba), Communication

Activities and Societies: Lambda Pi Eta- National Honor Society, Villanova Voices Choir, Pi Beta Phi Sorority, Rays of.

High School Diploma

Accumulated 3 AP Credits