Keri Hoffman Email & Phone Number

Dallas/Fort Worth Area

Dallas/Fort Worth Area

Dallas/Fort Worth Area

Ongoing Benefits Delivery: Design and establish targeted health and welfare administration strategy and serve as the overall health and welfare leader for a portfolio of diverse clients. By leveraging aligned talent, ensure regulatory compliance and quality ongoing and annual enrollment delivery. Accountable for ongoing client financials and revenue generating out of scope projects.Client Implementations: Lead a team of requirements analysts through the discovery and project definition phase for new health and welfare implementations. Develop supporting provisional requirements documents, process flows, and service delivery channel specifications. Conduct requirements reviews with the client and consult toward preferred approach, if appropriate. Facilitate implementation stakeholder meetings and manage open items to resolution. Ensure successful transition to the ongoing administration team through staged transition plan.

Manage ongoing client relationships and serve as primary point of contact and subject matter expert for the client with respect to health and welfare requirements, regulatory compliance, best practices, prevalence, and large scale ad hoc and out of scope projects. Maintain all ongoing plan provisions, interface specifications, administrative events and processes, and delivery channel requirements.Accountable for ongoing client satisfaction, health and welfare domain consulting, provisional training, and integration with customer service, operations and system development teams.

Served as key contact for ongoing service center operations and new implementations. Responsible for consulting the client and the integrated team towards preferred approach. Accountable for all provisional, procedural, security, desktop, voice portal, and telephony requirements. Developed staffing and training plans, online reference content strategy, and client-specific business continuity plan in conjunction with delivery group leadership team.Provided project management oversight and leadership for several HR service center implementations including absence administration, COBRA and annual enrollment.

Lead dedicated teams of participant services specialists and project managers to support benefits administration and HR services clients. Provided overall strategic direction for training and development and managed a dedicated training team. Served as the subject matter expert for ongoing requirements and service center operations.Accountable for building and maintaining staffing plan based on forecasted demand. Lead ongoing performance reviews and career planning for aligned colleagues and developed performance management system for unit calibrations.

Manually calculated pension benefits including all relative values of required optional forms of payment in accordance with the plan. Setup pension payments and reconciled true-up calculations in the pension administration system.Administered the defined benefit and health and welfare ERISA appeals process. Performed review of related plans and employment records to resolve appeals and ensure accurate administration. Drafted written appeal responses for plan fiduciary review using applicable plan and legislative language and provided timely responses to subpoenas and plan documentation requests.

Responsible for the ongoing operations and profitability of the Rides, Attractions, Waterpark and Park Services departments. Created seasonal staffing plans based on forecasted attendance and directed team of supervisors and area managers. Developed ongoing training strategy, including the implementation of consistent standard operating procedures, certification processes, and emergency evacuation protocols for all attractions.