Jon Hade Email & Phone Number

Greenwich, Connecticut, Us

Benefits Strategy & Planning Establishment of benefit goals and strategy in collaboration with leadership and stakeholders.Determination of benefit offering & design changes through benchmarking, analysis of market trends, claims, & employee surveys. Optimization of plan value through vendor RFPs, contract negotiation, & vendor performance management. Responsible for design, execution and financial aspects of all health, wellbeing, insurances, 401(k), PTO/LOA policies, K1 partners, and international programs401(k) administrative committee member, responsible for strong program participation, education auditing and plan compliance.Deployed employee benefits website hub to enhance employees’ experience and ease-of-access Led variety of employee benefits education sessions and VIP consultationsResponsible for benefits administration system and integration with payroll, carrier and other administrators. Manage and drive continuous improvement and automation for data processes, documentation, and reporting.Manage all aspects of open enrollment - contracting, budgeting, enrollment administration and employee engagement.Define processes for all operational, financial, auditing & reporting functions. Financial & AnalyticsCreated metrics dashboards to track operational, financial and plan design KPIs to identify progress towards objectives and drive strategy and operational decisions. Implemented self-funding, Rx carve-out, HSA, and other plan changes saving millions (~10%) without reducing value to employees. Implemented a variety of tax advantaged plans & policies in Japan, Hong Kong, UK, Germany, Australia, and India offices, including: superannuation, pension salary sacrifice, housing

Westport, Connecticut, Us

Responsible for planning and directing day-to-day operations of the benefit plans as well as overseeing data processes and reporting. The ultimate goal of my position is to ensure effective, efficient and compliant benefits administration through excellent processes and systems in order to meet the goals of the Benefits Pillar – taking excellent care of employees, ensuring personal accountability and spending money wisely. To fulfill this I leverage my strong technical and analytical capabilities as well as benefit plan and regulatory knowledge. My responsibilities include:• Manage data processes, documentation and reporting• Drive process enhancements and automation where possible for efficiencies and improved user experience• Develop and manage controls and audits to ensure data accuracy• Act as primary contact for third party administrators• Serve as project lead for benefit delivery initiatives • Maintain compliant processes, including necessary audits, filings and adherence to plan documents

London, Gb

Client relationship management, and liaison between client, health exchange product and our administration outsourcing team.

London, Gb

• Health Care Strategy & Legislation Administration Support Craft benefit strategies to meet corporate objectives and budgets through election analysis, demographics, industry trends, innovative health insurance products, and benefit functions. Manage all aspects of implementation of health plans (including CDHP, PPO, HMO, and Medicare Advantage), health savings accounts, spending accounts, HRAs, disability, wellness program incentives, global/expatriate benefits, retirement benefits, etc. Design comprehensive systematic & administrative support for ERISA, COBRA, FMLA, Medicare Part D, COBRA, ERRP, and the Affordable Care Act. Guide transition from Medicare Part D/Medicare Advantage to EGWP Rx plans & private Medicare exchange. Provide guidance for client teams’ data reporting efforts for FAS106, FAS112 and Form 5500.• Benefit Outsourcing Business Development Collaborate with account executive/service managers and respond to RFPs to secure new service contracts. Prepare proposals & develop budgets for new benefit policies, legislation, and additional outsourcing services.• Health Domain Program Management Guide management & consulting routines for northeast region client teams’ annual enrollment. Lead all aspects of client’s health & welfare administration, including client consultation, change order proposals, requirements definition, project management, and training. Develop delivery group’s domain knowledge and manager succession pipeline.

London, Gb

• Supervised the service implementations for health & welfare, 401(k), and pension plans Managed a team of Lead Systems Analysts, leading a global team within a variety of internal organizations in order to maximize the effectiveness and efficiency of client deliverables Ensured all projects followed proper SDLC protocols and deployment/transition to ongoing processing phase Served as primary client contact for multi-service implementation activities and inquiries Managed to quality & operational metrics to attain service delivery agreements

London, Gb

• Client Benefit Consulting Contact Consulted with corporate benefit leadership on administration solutions to address new benefit policies or legislation  Conducted project status, project debrief, and health and welfare quarterly review meetings Directed discussions with HR-Payroll systems and insurance carriers to formulate methods for systems integration• Administration Team Leader Supervised delivery activities, providing expert resource support to operations team and benefits center Coached team members on complex data analysis using database extraction and excel reporting methods