Kelli Smith Email & Phone Number

Columbia, Sc, Us

Columbia, South Carolina, United States

As Director of ACA Services, my responsibilities include but not limited to: Oversight of the ACA Services team, direct client management, on-boarding/implementations, testing, ACA Engagement, training and more. In addition, I manage the ACA presentations for prospective clients which includes an interactive features/functionality review. I facilitate client training, on-demand tutorials and webinar series offered to both clients and Service Partners. Provide IRS Penalty Notice support for both direct clients and Service Partners which offers overview of the IRS expectations for submitting an appeal along with assistance in gathering the necessary supporting documentation required.

Columbia, South Carolina

As Manager of ACA Services, my responsibilities include but not limited to: Oversight of the ACA Services team, direct client management, on-boarding/implementations, testing, ACA Engagement, training and more. In addition, I manage the ACA presentations for prospective clients which includes an interactive features/functionality review. I facilitate client training, on-demand tutorials and webinar series offered to both clients and Service Partners. Provide IRS Penalty Notice support for both direct clients and Service Partners which offers overview of the IRS expectations for submitting an appeal along with assistance in gathering the necessary supporting documentation required.

Columbia, South Carolina Area

Managed implementation of new and renewing enrollments. Handled the case building process for new clients within the platform to facilitate open enrollment process. Coordinated with Business Development, IT and Client Services on assigned groups. Trained clients on automated benefits enrollment system. Performed audit of data to ensure accuracy. Worked closely with IT and carriers to ensure EDI files successfully integrated into production. Assisted clients with service issues and employee enrollment meetings as needed.

Columbia, South Carolina Area

Managed implementation of new and renewing enrollments. Coordinated with Business Development, IT and Client Services on assigned groups. Trained clients on automated benefits enrollment system. Developed and prepared enrollment and employee education materials. Performed audit of data to ensure accuracy. Worked closely with IT and carriers to ensure EDI files successfully integrated into production. Developed and prepared enrollment and employee education materials. Assisted clients with service issues and employee enrollment meetings as needed.

Columbia, South Carolina Area

Developed internal correspondence that facilitated effective communication and transfer of information between client and conversion team on a day-to-day basis. Prioritized time sensitive deadlines to ensure a successful client transition while directing all administrative and project support efforts. Managed all elements of installation events and tasks to include detailed needs assessment review and coordination with multiple parties. Provided web based training to clients relating to payroll, census and all relative plan data.

Columbia, South Carolina Area

PenServ Plan Services, Inc. is an independent third party administrator offering recordkeeping and administrative services for qualified retirement plans. As a contracted Benefit Plan Conversion Specialist my role included but was not limited to developing internal correspondence that facilitated effective communication and transfer of information between client and conversion team on a day-to-day basis. Prioritized time sensitive deadlines to ensure a successful client transition while directing all administrative and project support efforts. Managed all elements of installation events and tasks to include detailed needs assessment review and coordination with multiple parties. Provided web based training to clients relating to payroll, census and all relative plan data

Phoenix, Arizona Area

Provided support to trainer/mediator through telecommuting and web based administration. Provided Human Resource Administrative functions including but not limited to employee benefit and employment records. Maintained client correspondence including all daily incoming phone calls, client correspondence along with training/mediation request.

Augusta, Georgia Area

Managed each phase of the on boarding and implementation process. Developed internal correspondence that facilitated effective communication and transfer of information between client and conversion team on a day-to-day basis. Prioritized time sensitive deadlines to ensure a successful client transition while directing all administrative and project support efforts.Managed all elements of implementation events and tasks to include detailed needs assessment review and coordination with multiple parties. Provided participant training using web based instruction and power point presentations

Augusta, Georgia Area

Prioritized time sensitive deadlines to ensure a successful client transition while directing all administrative and project support efforts. Managed all elements of installation events and tasks to include detailed needs assessment review and coordination with multiple parties. Provided participant training using web based instruction and power point presentations. Initially served as Administrative Assistance for three partners and one principal of CPA/Pension Administration Firm