Jeff Norris Email & Phone Number

I take pride in applying plan provisions into an understandable operational way so that every person understands the benefits that they are entitled to and get paid on time. I have significant expertise in the human capital solutions industry primarily on pensions (private sector and Taft-Hartley) and 401(k) who researches, identifies, and translates benefits eligibility issues to customers. Excellent communicator. Interfaces with clients and vendors. Deep knowledge of the Employee Retirement Income Security Act (ERISA) claims and appeals process. Subject matter expert (SME) in summary plan descriptions and plan document research. Several years of people management with guiding others to move on in their careers and/or excelling in the current role.Day to day operational responsibilities processing pension applications including monthly balancing, check runs, and regulatory compliance (RMD, 1099-R, Form 5500, etc.).Resolves client plan provisional discrepancies. Excellent written and oral customer service skills. Effective in both traditional and remote work environments. Team player, training leader, and individual contributor. ERISA, 401k, Pension, Health and Welfare SME | In-depth Issue Research | Claims Resolution Problem-Solving | Customer Relationship Building| Section 125 SME | Client Plan Provisions

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  Western Illinois University

  History And A Minor In Geography (Weather)