Strategic planning and design, manages all aspects of employee benefits including health & welfare, 403(b), FMLA, ADA and workers compensation.

Prepares Request for Proposal (RFP) for presentation to carriers including analysis of census, current and/or proposed benefit plan designs, market comparison data, and contribution strategies. Analyzes insurance proposals to prepare renewal options, meet with clients to strategize, and advise on best alternatives.Developes sound insurance recommendations based upon clients and prospects needs saving clients thousands of dollars.Provides technical consultation by maintaining and preparing resource information for clients to continually keep then informed of benefit trends, State and Federal legislation, rules and regulations regarding COBRA, HIPAA, FSA, FMLA, Section 125, etc.Meeting format development (communications, presentations, group meetings, etc.), facilitating employee meetings, as well as providing personal attendance during key customer events.Maintaines databases for client companies pertaining to eligibility, census data, insurance coverage levels, contracts and general client activity. Audits billing statements from insurance carriers for accuracy for client companies.Heavy client contact in response to client inquiries and requests for information and assistance in regard to employee benefit plan administration and insurance. Resolved insurance claim problems for client companies' employees. Documented clearly all communications and tasks performed for each company using BenefitPoint.Established and maintained rapport with executives, clients and clients' employees.

Welcome customers, help customers locate specific items, steaming clothes, keeping the racks neat by size & color & working the cash register.

Provided Human Resoures and Benefits Consultation.

Prepared Request for Proposal (RFP) for presentation to carriers including analysis of census, current and/or proposed benefit plan designs, market comparison data, and contribution strategies. Analyzed insurance proposals to prepare renewal options, meet with clients to strategize, and advise on best alternatives.Developed sound insurance recommendations based upon clients and prospects needs. Saved one of my key clients $280,000.Provided technical consultation by maintaining and preparing resource information for clients to continually keep then informed of benefit trends, State and Federal legislation, rules and regulations regarding COBRA, HIPAA, FSA, FMLA, Section 125, etc. Played an integral part of implementing the new ARRA requirements.Meeting format development (communications, presentations, group meetings, etc.), facilitating employee meetings, as well as providing personal attendance during key customer events. Coordinated and prepared the necessary documents for client companies’ open enrollment including benefit plan descriptions, election forms, and confirmation statements.Maintained databases for client companies pertaining to eligibility, census data, insurance coverage levels, contracts and general client activity. Heavy client contact in response to client inquiries and requests for information and assistance in regard to employee benefit plan administration and insurance. Resolved insurance claim problems for client companies' employees. Documented clearly all communications and tasks performed for each company using BenefitPoint and enrollment databases.Established and maintained rapport with executives, clients and clients' employees.

Prepared Request for Proposal (RFP) for presentation to carriers including analysis of census, current and/or proposed benefit plan designs, market comparison data, and contribution strategies. Analyzed insurance proposals to prepare renewal options, meet with clients to strategize, and advise on best alternatives.Developed sound insurance recommendations based upon clients and prospects needs. Saved one of my key clients $30,000 on ancillary benefits.Provided technical consultation by maintaining and preparing resource information for clients to continually keep then informed of benefit trends, State and Federal legislation, rules and regulations regarding COBRA, HIPAA, FSA, FMLA, Section 125, etc. Editor of the Compliance Newsletter.Meeting format development (communications, presentations, group meetings, etc.), facilitating employee meetings, as well as providing personal attendance during key customer events.Maintained databases for client companies pertaining to eligibility, census data, insurance coverage levels, contracts and general client activity. Audited billing statements from insurance carriers for accuracy for client companies.Heavy client contact in response to client inquiries and requests for information and assistance in regard to employee benefit plan administration and insurance. Resolved insurance claim problems for client companies' employees. Documented clearly all communications and tasks performed for each company using AFW software.Established and maintained rapport with executives, clients and clients' employees.

Prepared Request for Proposal (RFP) for presentation to carriers including analysis of census, current and/or proposed benefit plan designs, market comparison data, and contribution strategies. Provided technical consultation by maintaining and preparing resource information for clients to continually keep them informed of benefit trends, State and Federal legislation, rules and regulations regarding COBRA, HIPAA, FSA, FMLA, Section 125, etc. Played an integral part of implementing the new ARRA requirements.Prepared Summary Plan Descriptions for client companies. Coordinated and prepared the necessary documents for client companies’ open enrollment including benefit plan descriptions, election forms, and confirmation statements.Maintained databases for client companies pertaining to eligibility, census data, insurance coverage levels, contracts and general client activity. Audited billing statements from insurance carriers for accuracy for client companies.Heavy client contact in response to client inquiries and requests for information and assistance in regard to employee benefit plan administration and insurance. Resolved insurance claim problems for client companies' employees. Documented clearly all communications and tasks performed for each company using BenefitPoint and enrollment databases.Retirement Plans – calculated vesting, processed distributions, loans, quarterly statements, etc.Established and maintained rapport with executives, clients and clients' employees.

Prepared Request for Proposal (RFP) for presentation to carriers including analysis of census, current and/or proposed benefit plan designs.Maintained databases for client companies pertaining to eligibility, census data, insurance coverage levels, contracts and general client activity. Heavy client contact in response to client inquiries and requests for information and assistance in regard to employee benefit plan administration and insurance. Resolved insurance claim problems for client companies' employees. Documented clearly all communications and tasks performed for each company using GoldMine and enrollment databases.Retirement Plans – calculated vesting, processed distributions, loans, quarterly statements, etc.Established and maintained rapport with executives, clients and clients' employees.

Preparing reports by using Microsoft Excel & assisting credit managers.

Proposal development and call reports using Sales Manager & EMMIS software. Special event coordination - Golf Outings at South Hills Country Club, Valley Brook Country Club and Fox Chapel Country Club. Managed promotional giveaways by meeting with vendors and ordering and maintaining inventory.

Client Service by writing new business and making add, terms and changes to auto & homeowner policies.