Lea Speed Email & Phone Number

San Francisco, CA, US

San Francisco, CA, US

Carlsbad, CA, US

Carlsbad, CA, US

Carlsbad, CA, US

Carlsbad, CA, US

• Serves as liaison with vendors, employees, managers, HR business partners and call center staff to resolve escalated issues by using analytical and problem solving skills.
• Coordinates with insurance carriers and third party administrators to ensure plans are administered correctly.
• Evaluates call center staff performance and provides coaching and development.
• Develops and conducts benefit presentations, trainings, and orientations.
• Evaluates employee leave of absence eligibility in relation to federal and state laws and company policies in California, Hawaii, Oregon, Washington, New York, and New Jersey.
• Serves as Leave of Absence Case Manager advising and counseling employees, managers, Payroll, Risk Management, and HR business partners.

Carlsbad, CA, US

• Provided customer service to employees, managers, and HR business partners by assisting with benefit questions, researching problems, and resolving issues.
• Audited and prepared electronic fund transfers and billing payments to numerous benefit providers including claims funding for self-funded plans.
• Reviewed and processed all Qualified Medical Child Support Orders (QMCSOs) according to plan documents and ERISA mandates.
• Processed 401(k) transactions including enrollments, contribution changes, loans, hardship withdrawals and terminations.
• Acted as point of contact for all employees for Leave of Absence inquires and process requests.
• Maintained and developed department standard operating procedures and provided recommendations to improvements of department workflow and processes.

• Managed and coordinated schedule and travel for employees.
• Answered phones and emails.
• Marketed consultants to potential clients by developing relationships with business partners, updating and posting resumes.
• Negotiated contracts with vendors.
• Managed accounts payable/receivable and expense control including bank and account reconciliation, cash receipts, and billing invoices.
• Negotiated and enforced collections to recover funds and expedite clearance on delinquent accounts.

Indianapolis, IN, US

• Assisted employees with benefit related questions regarding interpretation of benefit plans, claims, and review disputes and appeals.
• Ensured compliance of all Federal laws as related to benefit plans and plan documents (ERISA, DOL, IRS, Section 125, FMLA, HIPAA, and COBRA).
• Prepared 5500s, Nondiscrimination testing and Summary Annual Reports and coordinated 401(k) Annual Plan Audit.
• Conducted plan cost analysis of health and welfare plans and provided proposals for premiums, plan design and vendor changes.
• Reconciled and processed 401(k) funding, deferrals, contributions, loans, rollovers, hardship withdrawals, and QDROs.
• Established eligibility for Employee Stock Purchase Plan and Defined Contribution Plan. Calculated annual contributions for Defined Contribution Plan.