Lisa Y. Davis Email & Phone Number

Walnut Creek, California, US

Global, US

Global, US

Attending Networking Events Researching Industry LeadersTracking Industry TrendsParticipating in Industry Discussions

London, England, GB

• Senior Manager Benefits & CompensationLed the North American benefits integration initiative as a result of a corporate acquisition. Designed and implemented new health and retirement plans in US & Canada that served.
• Design, implement, communicate, and oversee administration of Corporate Health and Retirement Plans for North America.
• Develop and implement policies, plans and programs to assure the most effective utilization of programs and services to support business strategies within each respective region.
• Drive benefits program to ensure appropriate and proactive development and maintenance, including strategy development, vendor relationship management, and assurance of cost effective, quality plan performance.
• Proactively monitor utilization data for all benefit, employee health and wellness programs and makes ongoing recommendations based on analysis of data.
• Strategically monitor the competitive trends and effectiveness of benefit plans and recommend changes to optimize impact and cost.

Beloit, WI, US

• Senior Manager, Benefits & CompensationTransitioned employee benefits function from parent company. Build benefits department, establish budget, processes, and policies as a stand-alone division.
• Supervised two direct reports and provided guidance to six HR partners supporting 1,300 employees in the administration of self-insured health & welfare, and retirement plans in a combined labor environment.
• Contract re-negotiations resulting in cost avoidance in the amount of 3% of annual budget over a two-year period.
• Established and maintained $8 million human resources budget based upon headcount, claims experience, and year-over-year expense data. First year plan design changes yielded $1.1 million reduction in cost thru plan.
• Coached executives to invest in wellness and approve long term strategy to begin with communications to increase awareness of employer cost in addition to of wellness components in plan design and healthy-lifestyle.
• Led vendor reviews and RFP process in selection of Benefits Broker. Resulting in strong brokerage relationship, accurate and timely reporting and an increase in overall customer satisfaction.

Dallas, TX, US

• Senior Manager, Benefits AdministrationManaged staff of two in the administration of employee Health & Welfare programs with 64,000 active participants in a combined labor environment. Monitored a budget of $42.
• Conducted RFP and vendor selection in medical claims audit. Audit resulted in return of $80K due to claims processing and subrogation errors.
• Managed RFP process, vendor selection, and implementation of an on-site clinic.
• Researched & implemented a Health Advocacy Program in lieu of a Disease Management Program due to significant increase in number of employees serviced.
• Developed and monitored implementation of a Wellness Program to include Health Fairs, Screenings, Weight Management Programs, and healthy activity competitions. Initiative led to increase in employee morale and.
• Facilitated implementation of re-branded Total Rewards communication campaign.

• Cingular Wireless: Subject Matter Expert for Medical, Vision, Prescription Drug Plans
• Responsible for the day-to-day administration of various Health & Welfare plans
• Served as vendor liaison to include TPA
• Performed reviews and updates of Summary Plan Descriptions in keeping with the set standards of ERISA, HIPAA and DOL regulations
• Assisted employees with plan appeals

• Supervised staff in the administration of employee benefits programs with 15,000 active participants. Supported and guided the benefits team in performing administrative responsibilities.
• Managed electronic benefits enrollment outsourcing process for 3,500 eligible employees
• Facilitated administration of an Indemnity, PPO, and HMO Health Plan to include claims issue resolution
• Negotiated vendor premiums and performance guarantee penalties
• Developed all communications material for Health, Welfare and Retirement Plans
• Created an employee handbook

Administered a divisional comprehensive medical plan with 1,500 active participants; as well as, one non-qualified & two qualified retirement plans on the corporate level, with 4,000 active participants and assets exceeding $180 million. Hands-on administration of benefits in a combined-labor environment (union & non-union) as primary employee benefits.