Kim Seeley Email & Phone Number

Charlotte, North Carolina, United States

Full time caregiver for parent

Atlanta, Ga

Managed health & welfare and defined contribution retirement plans institution-wide for approximately 1,200 employees including 403b & 457b Retirement Plans, Medical, Dental, Vision, Disability, Flexible Spending Accounts and COBRA . Reconciled benefits vendor invoices against internal census reporting & reconciled benefits general ledger accounts. Functioned as back-up to Manager of Leave & Disability-managed FMLA & LOA requests in absence of Manager. Re-engineered benefits onboarding processes by automating manual processes, educated and advised employees of benefits eligibility and coverage, acted as liaison between employee, insurance carriers/vendors and third party administrators to resolve benefit related claims issues and ensured effective utilization of benefits plans and positive employee relations. Assisted with design and implementation of benefits programs. Coordinated preparation of benefits communications to include ensuring applicable plan documents and other required notifications are posted on organizational intranet. Reviewed and approved loans, hardships and distributions from retirement plan. Coordinated and provided data for annual 403b audit with external audit firm. Utilized internal benefits reporting and audit measures to ensure data integrity and compliance with plan and regulatory agencies.

Norcross, Ga

Developed, maintained and built effective cooperative relationships with clients and insurance carrier contacts and/or HR representatives. Educated clients on latest trends, concerns and changes in the industry. Conducted client needs analysis at renewal time, obtained employer census data and other pertinent information required for RFP/quotation process. Prepared client renewal reports. Advised and assisted clients with reducing costs while offering competitive benefits packages to their employees. Assisted clients with enrollment, claims, billing and other service issues that arise.

Atlanta, Ga

Counseled clients' employees who were planning for retirement, ensuring smooth transition from active employment to retirement. Prepared summary of retirement benefits using Excel and/or Word software. Answered retirement-specific questions and helped with completion of benefits forms. Interacted with clients and participants at all levels. Explained characteristics of Defined Benefit (DB), Defined Contribution (DC) and Health & Welfare retirement benefits and clarifying available payment options and annuity payment stream timing. Provided individual attention to ensure superior customer service, accurate information and prompt, courteous answers to all questions. Key in implementing new Retirement Counseling Program offered to this client and their participants.

Atlanta, Georgia, United States