Joan Hanson Email & Phone Number

California, United States

The Permanente Medical Group, Oakland

San Leandro

• Perform compensation analysis for President• Advise management team on HR concerns such as compliance and HIPPA• Perform New Hire Orientations and Exit Interviews• Update company to compliance for DOL, HIPPA• Set up work comp locations and posters• Counsel employees regarding disability benefits, health and welfare benefits as well as other HR issues• Advise employees on interpretation, implementation & regulations pertaining to applicable • Collective Bargaining Agreements• Provide timely problem resolution to issues• Train, coach and support executive staff as needed• Ensure compliance with State and Federal laws and company policies and procedures• Provide timely and accurate details regarding benefit enrollment, premium payments & actions that affect pay• Process payroll in ADP for 85 employees

Sacramento, California Area

Counsel employees regarding disability benefits, health and welfare benefits as well as other HR issuesAdvise employees on interpretation, implementation & regulations pertaining to applicable Collective Bargaining AgreementsProvide timely problem resolution to issuesTrain, coach and support department staff as neededPerform new hire orientationProcess IRS qualifying events for employeesEnsure compliance with state and Federal laws and University policies, regulations and proceduresAnalyze and process disability payments from employees; ensuring accuracyProvide timely and accurate details regarding benefit enrollment, premium payments & actions that affect payServe as Case Manager for employees on leave relative to their health & welfare benefits continuationReview and analyze issues regarding eligibility and contact insurance carriers as necessary to resolveAssist with benefits open enrollment and Q&A

Concord, Ca

• Assist employees with online benefits enrollment• Provide detailed explanation of various benefit plans available such as: medical, dental, vision, life insurance, FSA, HSA, STD, LTD and 401(k)• Explain payroll deductions including why some are pro-rated• Advise IRS guidelines on cafeteria plans to remain in compliance• Explain Cobra process and eligibility• Assist employees with claims processing• Respond in a timely manner to phone and email inquiries • Assist clients and employees with annual benefits open enrollment• Perform Quality Assurance to ensure accuracy of all information provided, written and verbal• Update employee records as needed including address changes, terminations, re-hires etc• Liaison between client and/or employee and insurance carriers such as Aetna, Blue Shield, UHC, Principal, Assurant, VSP and Unum• Advise new hire employees on benefits enrollment process• Create and provide Management team reports as needed via Excel or presentations via Powerpoint• Explain new laws such as Affordable Healthcare Act and how it affects the client/employee• Train internal colleagues on process/procedures and 401(k)

Sarasota, Florida Area

• Knowledge of HIPAA, ERISA and benefit regulations and laws• Trained in processing and reporting 401K to third party administrator• Track and notify external employees of benefits eligibility by running monthly eligibility report• Research and resolve discrepancies identified in the reconciliation of monthly insurance invoices• Receive, post and track payments received for COBRA and FSA and report these to finance department• Travel to client work site as needed for group presentations (Excel & PowerPoint)• Analyze data and prepare recommendations via Excel spreadsheets• Compose clear, comprehensive, and accurate written communications and reports • Analyze benefit reconciliation; premiums collected vs. what was paid to the carrier(s)• Communicate with third party administrators as needed regarding changes/updates • Provide general assistance and answer various inquiries regarding all benefits such as health, dental, life, vision, AD&D, 401(k), Section 125, FSA (dependent care and medical reimbursement), supplemental insurance products and COBRA.• Process paperwork including enrollments, changes and terminations; review for accuracy, updates payroll software and communicate with appropriate carrier• Perform payroll calculation analysis of earnings and deductions for review and explanation to employee and clients• Make adjustments of employee and client deductions to collect/refund benefit premiums• Perform COBRA administration for health, dental, vision and FSA Medical Expense Reimbursement Account• Track, monitor and run reports regarding COBRA eligibility, payments and changes• Assist clients and employees in the annual benefits open enrollment processes

Bradenton, Fl

• Inform benefit options and eligibility requirements for multi-state employees• Create plan comparison templates in Excel • Monitor compliance issues and enforcing, state and federal laws and regulations• Consult with the appropriate carrier, BCBS and/or Aetna regarding inquiries from employees • Resolve issues that employees and/or internal colleagues may have with a specific benefit issues, such as coverage, eligibility, FMLA, COBRA and others• Assist clients and employees in the annual benefits open enrollment processes• Key in benefit elections from eligible employees into computer database for download to appropriate carrier• Knowledge of HIPAA, ERISA and benefit regulations and laws• Coordinate and communicate with various departments regarding external communications • Create and write external communication for clients and/or employees• Update or add information or documents on internal company website• Prepare, review and update documents for annual benefits enrollment• Analyze and create benefit plan comparison(s) for key market areas for field colleagues• Involved in the development of department specific internal company website redesign, including writing content• Assist in creating training material on benefit plans for presentation to internal colleagues• Train internal colleagues on processes and procedures, including OAB and Interwoven• Track and maintain health licensing information on internal colleagues; assist colleagues in obtaining health license• Liaison between internal colleagues and carrier (BCBS, Aetna etc.) regarding specific benefit coverage inquiries• Assist with Evidence of Insurability issues as needed• Handle incoming calls from clients and/or external employees regarding payroll or benefit issues