Linda Mccormack Email & Phone Number

Little Falls, Nj, Us

Clark, New Jersey

Consulted with complex and custom clients to provide specialized analysis and support. Worked with principals,sales staff, information technology department and operations to ensure successful client implementation and on-going administration for fully outsources Health & Welfare benefit programs.* Manage client interactions, communications and expectations. Facilitate open and ongoing clientcommunications, provide meeting agendas and meeting notes.* Develop and actively maintain project timelines and plans. Manage client to scope of project and communicatewith the client regarding out of scope projects. Effectively manage client teams to ensure tasks are completed ontime, within scope and budget.* Inform leadership of project financial status; including planned and unplanned write offs. Responsible for projectfinancials, resource allocations and revenue forecasting.* Responsible for gathering and documenting the requirements and specifications, import tables, quality assurancereview with respect to new client implementation or plan design changes at Annual Enrollment.* Work closely with developers to ensure requirements are understood and delivered as defined in the scope.* Create and execute well defined quality assurance processes and test plans following best practices to ensureaccurate data loads to requirements.* Responsible for creating and administering client specific processing calendars to ensure on-going clientdeliverables are met and on target with defined service level agreements.* Responsible for managing client service teams to provide on-going client processing support.

Responsible for creating FSA Service Center Department. Internal and external consulting between vendor,clients, IT staff, finance, and sales and business development teams. Provided FSA services to over 40,000employees.* Assisted with the development and implementation of sales strategies consistent with company objectives toincrease sales and market share. Defined and cultivated opportunities for product and service offerings withintarget markets to new and existing clients and assisted in providing RFP responses.* Created and executed standard operating procedures for FSA Service Center.* Created and implemented electronic file storage process workflow and procedures. Consulted with internal ITstaff to develop accurate, consistent and efficient processing program of all scanned documents.* Expert-level knowledge in FSA regulation and complete spectrum of administration.* Overall Project Management responsible for implementing Debit Card services in conjunction with administrativeservices. Responsible for coordination between vendor, client and internal IT staff, sales and businessdevelopment teams and operation teams.* Hired, trained and directed staff that grew from 5 to 12 team members. Provided day-to-day coaching andmentoring. Conducted annual and semi-annual performance reviews.

Senior consultant at full-service employee benefits firm coordinating account sales, management and service.Responsible for internal and external consulting, compliance and training.* Assisted with the development and implementation of sales strategies consistent with company objectives toincrease sales and market share. Defined and cultivated opportunities for product and service offerings withintarget markets to new and existing clients.* Consulted with complex and custom clients to provide specialized analysis and support. Worked with principals,sales staff, information technology department and operations to ensure client retention and create additionalrevenue.* Assisted in achieving largest revenue and service volume sale to high profile client. Key contributor to theimplementation and service account team. Assisted with expanding services with this client, increasing revenuesby over 100% in a two year period. This facilitated expansion of additional sales and new clients in target market.* Developed, sold and implemented new service product offerings (e.g. Tuition Reimbursement, CommuterReimbursement, Co-Payment Reimbursement).* Overall Project Management responsible for implementing Debit Card services in conjunction with administrativeservices. Responsible for coordination between vendor, client and internal IT staff, sales and businessdevelopment teams and operation teams.* Expert-level knowledge in COBRA regulation and administration. Advanced-level knowledge in Section 125,Flexible Spending Account and Section 132 Transportation fringe benefit regulation and administration.* Sold, implemented and serviced accounts in diverse industries including higher education, banking and financialservices, healthcare, municipalities, legal, and manufacturing.* Maintained relationships with brokers, consultants, vendors, partners, legal counsel and financial professionals.

Managed and directed an administrative services team, providing day-to-day client service associated with benefitadministration contracts, including FSA recordkeeping, COBRA administration, Full Flexible Benefits enrollment andeligibility services, Retiree benefit administration and Tuition Reimbursement for 40+ accounts.* Developed and implemented account service team structure, streamlined account processing and facilitated theadministration of large, custom-service accounts with client size ranging from 50 to 4,000 participants.* Created Case Transition Document templates used to train the administrative services team for assigned clients.* Created and implemented internal and external Process Review templates to ensure service quality andconsistency.* Hired, trained and directed a staff that grew from 3 to 7 team members.* Assisted Director of Operations in creating and applying quality control measures to ensure efficient, timely andaccurate processing.* Provided day-to-day coaching and conducted annual and semi-annual performance reviews.

Led the newly created Implementation and Renewal Department. The department was responsible for implementingand renewing all new and existing business (insurance and administrative services). Managed matrix teamsconsisting of IT, Customer Service and Administrative personnel on all new client implementations and all existingplan renewals.* Performed client relationship management, project management, and liaison functions between Crosby, theclient’s staff and third-party consultants.* Consistently met or exceeded project budgets and timeframes.* Analyzed situations and data to formulate effective plan designs and service solutions.* Responsible for accurate and timely electronic data interfaces with client IT and insurance carriers.* Responsible for creating client service contracts, Section 125 Plan Documents and Summary Plan Descriptions.* Responsible for staffing client benefit fair and maintaining schedule.* Hired, trained and directed a staff that grew from 2 to 6 department members.* Provided day-to-day coaching and conducted annual and semi-annual performance reviews.

Interim position as Manager of the Sales & Marketing Department while under company restructuring. Managed allpotential leads, qualifying leads, conducting pre-sale meetings and post-sale review.* Responsible for creating standard proposal templates.* Managed all potential leads, qualified leads, created proposals, provided price quotes, and followed up on leads.* Wrote RFP responses.* Conducted and participated in sales presentations.* Negotiated contracts and pricing.* Assisted in the development and delivery of marketing materials.

Managed the day-to-day tasks associated with Flexible Spending Account, COBRA, Retiree and Direct Billing,Commuter Reimbursement, Tuition Reimbursement, Full Benefits Enrollment & Eligibility, and Carrier Interfacingservices for 30+ complex accounts.* Provided full administrative services for each line of business listed above. Including, but not limited to; customerservice, claims adjudication (FSA, Commuter and Tuition), payroll processing, reimbursement check issuing,qualifying event notification, payment collection, carrier interfacing, new hire enrollments, and benefit changes.* Managed open enrollment process for assigned clients.* Attended client pre-sale and post-sale implementation/renewal meetings.