Kathy Smith Email & Phone Number

Southern California

Aliso Viejo, Ca

• Develop and manage implementation teams and client/broker relationships.• Support the closure of final sales presentations.• Manage the implementation of electronic benefit enrollment through: • Employer benefit plan analysis. • Census data and existing coverage data scrubbing and mapping. • Testing and quality assurance.• Focus on sales strategy of individual voluntary benefit plan options.• Design employee benefit communication materials.• Prepare eligibility files based on provided file specifications for several payroll/HRIS vendors and carrier interfaces.

• Evaluate employer health and welfare plans through renewals, marketing and negotiations.• Design practical, competitive and cost-effective programs on an annual basis.• Prepare ROI, present and implement on-line benefit communication/enrollment solutions for employers.• Develop statistical and census data for insurance carriers and executives.• Installation of new plans, changes and policies.• Design employee benefit communication materials.• Claims resolution and day-to-day administration.• 5500 filing and analysis.• Conduct Open Enrollment presentations.

• Manage 16 implementations of UltraLink’s on-line benefits enrollment system and off-line reconciliation administration.• Maintain client/broker relationships and customer satisfaction.• Create plan designs based on client benefit specifications to build on-line enrollment system to interface with various payroll and HRIS/HRMS systems including ABRA, SMS, PeopleSoft and ADP.• Troubleshoot to reach implementation objective and on-going consulting.• Manage issue resolution.• Involved in sales presentations to current and prospective clients.

• Manage the administration, implementation and maintenance of all benefit procedures including term life/medical/dental/vision insurance plans, COBRA and HIPAA regulations, long and short term disability plans, 401(k) and deferred compensation plans, FMLA/PDL/CFRA regulations, vacation/illness tracking and state mandated disability laws and plans for a weekly payroll of 42,000 nationwide employees.• Key liaison between MIS and development team for full life cycle of Peoplesoft project implementation.• Fit/Gap Analysis to analyze the fit between the Volt legacy system and the PeopleSoft system.• Developed and managed 22 separate benefit programs, including 220 benefit plans and over 900 rate ID’s, with less than 1% error ratio.• Handle benefit inquiries and complaints to ensure quick, equitable and courteous resolution.• Install approved new plans, changes and employee benefit policies by preparing announcement materials for communication to employees. • Develop benefit information and statistical and census data for insurance carriers and executives for quotations.• Reconcile monthly billings for premiums for 160 carriers. • Provide assistance, guidance and training to all branch locations, conduct monthly benefit seminars for new employees to advise and counsel employees on benefit options. • Develop and update Employee Handbook with latest revisions.• Supervised staff of 10, held monthly staff meetings, and conducted annual performance reviews.

• Create and maintain a monthly budget to supply the center according to scheduled activities and daily needs. Prepare monthly billings, posting of payments and collections.• Trained Lead Teachers at off sites to use provided software to compute monthly time records, develop office documents and plan site activities.• Plan daily activities for 100+ children and supervise the implementation.• Supervised staff of up to 20, held monthly staff meetings, and conducted annual performance reviews.

Cebs

In the process of obtaining the CEBS designation through online study.

Business