Mary Laffey Email & Phone Number

United States

Alameda, California, United States

• Provide oversight to client service teams in six Zenith offices serving over 100,000 participants covered by collective bargaining agreements. Funds participate in health & welfare, pension, defined contribution, apprenticeship training, vacation, HRA, HSA and other ancillary funds. • Develop and maintain strong, collaborative relationships with Fund Advisors (Consultants, Counsel, Actuaries, Investment Consultant, Auditors, etc.) to ensure Board directives are completed timely and accurately.• Coach and mentor Client Services Executives and other team members.• Manage client profitability including budgeting, renewals and negotiations.• Work with the Sales & Marketing team on new business acquisitions and presentations.

Alameda, California, United States

• Provided leadership, guidance, and support to the Client Services team on all aspects of operations and account management.• Oversee day to day operations clients. • Trouble-shooting client issues within organization to identify root issues and make recommendations for resolution.• Executed all administration functions of health and pension funds including annual audits, Department of Labor audits, payroll audits, legal compliance, and communications.

Alameda, California, United States

• Successfully oversee day-to-day operations of clients. • Ensured compliance of reporting requirements, financial reports, and regulatory notices.• Arranged and facilitated Board of Trustees meetings including preparing agendas, drafting minutes and meeting follow-up with internal staff and plan advisors.• Reviewed Health and Welfare Plan analyses, provided and implemented cost savings initiatives.

San Francisco, California, United States

• Assisted CSE with day-to-day operations of clients. • Assisted with Board of Trustees meeting preparation – agendas, arrangements, meeting follow-up.• Attended client Board of Trustees meeting to support Client Service Executive.

Administrators Masters Program (Amp)

Associate Of Science (A.S.) Behavioral Health

Education record