Lee Barksdale Email & Phone Number

Greater Chicago Area

• Retirement Benefits Specialist reviewing and auditing the retiree’s healthcare, pension, 401(k) and Life insurance programs. Creating and auditing eligibility files for plan administrators. Working with the financial.
• Reconciling monthly health and prescription invoices. Reviewing, balancing and updating internal HRIS systems.
• Created and monitored death search program to identify payable benefits should an associate pass away. Created and monitored retiree and relative locator process.
• Working with internal and third party plan auditors regarding the plans valuation.
• Mapping and tracing data from system to system in order to solve a given business or system problem. Filter and “clean” data to provide final reports and recommend system updates.

Greater Chicago Area

• Assist with health and Group Benefits Open Enrollment transition to new third party administrator. Assist with identifying and communicating with specific populations on eligible and plan explaining plan options..
• Assisted and helped employees with understanding the benefit plan options and completion of the requirements for enrolling and/or changing benefit contracts.
• Make sure about the correct accounting of benefits costs and employee compensations
• Prepared verbal and written communication to provide information benefits, personal policies and compensation for employees
• Served as a liaison for HR managers and employees with escalated inquiries

Lincolnshire, IL

• Assist clients with the addressing ERISA claim, appeal, inquiry, and/or complaint process for Health and Group Benefits, Defined Benefits Plans, Defined contribution Plans, Spending Accounts, and/or non-ERISA issues..
• Complete assigned claims and appeals within ERISA timeframes.
• Interact with clients, benefit centers, plan management, advocacy, health plans, and healthcare service providers.
• Handle incoming calls related to ERISA concurrent and urgent care claims and appeals.
• Identify and implement process improvements to achieve targeted year-over-year efficiency goals.
• Maintain high levels of confidentiality.

Oak Brook, IL

Serves as the Benefits Specialist leader for client(s) as their main day to day point of contact. The responsibilities include: provide subject matter expertise in all aspects of administration, Ensuring quality for new implementation and ongoing deliverables, lead client and vendor conference calls including day to day management of client communication.

Responsible for employee benefit management and maintaining the highest degree of excellence. Working with plan and legal provisions to create the benefit packages. Working closely with the Human Resources team and union representatives ensuring the highest data integrity. Other responsibilities include:Evaluating and implementing disability programs..

Responsible for compiling data for employee benefits administration. Interpreting business requirements into practical applications. Creating and reviewing detailed reports from multiple data sources on audit findings. Other responsibilities include:Administer employee insurance, pension and savings plans, working with insurance plan carriers.Advise staff.

Acted as a customer service trainer for new employee orientation and senior Customer Service Representative. I have maintained superior skills in delivering the highest quality service to both internal and external clients. Trained newly hired employees as to their responsibilities, protocols and system applications for being a customer service.