Salt Lake City Metropolitan Area
Solid understanding of benefits empowers employees and organizations to make informed decisions. By delivering expert employee benefits education in a wide array of benefit packages throughout multiple corporations and vendors I am able to compare and maximize benefits intelligence and application. As an Employee Benefits Educator with multiple years of experience, I contribute to enhancing employees' understanding of their benefits through engaging presentations and comprehensive support at open enrollment periods or any time during the year. My work entails collaborating closely with Total Rewards, HR, and Benefits Managers/Directors to ensure seamless communication and clarity for every valuable company associate. Experienced on a variety of benefit packages offered by different vendors including PPO, HMO, and High Deductible Health Plans, HSA/HRA., FSA, EAP, Indemnity, ESPP, and 401(k) offerings, I leverage my benefits expertise to provide tailored guidance to diverse groups across the western United States. My mission is to simplify complex benefits structures and facilitate informed decision-making, all while fostering trust and transparency. Driven by a commitment to excellence, I aim to empower employees and organizations with the tools to see their benefits as an aid to their health and financial well being.
• Support employers with employee H&W benefit education initiatives, including live and virtual sessions, data and statistical reporting • Conduct one-on-one meetings with employees, offering expert guidance to support informed benefit decisions and effective issue resolution • Manage and maintain strong relationships with Account Managers of benefit vendor Surest with UnitedHealthcare • Travel to various employer locations and assisting with benefit fairs, presentations, and virtual benefit meetings • Providing feedback to employer organizations on benefit meeting attendance and ways to improve future benefit meetings • An expert in working with various different plan benefit designs from various companies and understanding how different benefits can benefit different employee demographics
• Providing employee benefit presentations virtually or face to face for retirement plan participants in Ascensus managed retirement plans • Having a strong understanding of different retirement plan designs for a variety of companies and helping 401(k) participants understand their pre-tax or Roth deductions and how it is invested for their long-term financial plan • Working alongside HR Business Partners in providing accurate information during many retirement plan meetings conducted in different states • Holding Q&A sessions as a group and individually with participants and answering a variety of questions pertaining to their 401(k) plan rules and regulations
• Vendor Manager performing various tasks associated with the operations and sales management of the company. These functions include working on a business merger, licensing compliance, and managing various insurance company vendors • Vendor Management, planning, and communication with different vendors on Health Insurance offerings, Dental, and Vision for individual market • Holding client education and review meetings during annual and open enrollment windows each year as outlined by ACA and CMS through HHS
• 401(k) Plan administration working with Vanguard in running non discrimination testing and processing 5500 filings • In charge of managing Payroll Register, and analyzing reports from ADP Workforce Now. • Assisting with discrepancy issues between payroll and 401(k) provider. Monitoring payroll transmission times along with transmission amounts and making sure compliance standards are followed • Compensation Specialist overseeing all commission calculations and payouts. Strategic salary and bonus compensation analysis and implementation
• Open enrollment specialist managing relationships with participants to provide the appropriate benefit elections. • Sales trainer and manager in charge of sales forecasting, sales compliance, and advancing sales goals.