Grand Rapids Metropolitan Area
My experience and area of expertise is in benefits administration, specifically implementing and guiding new clients into our platform to achieve greater efficiencies in benefits administration and more specialized services such as dependent auditing and COBRA compliance. In particular, I have over 15 years of experience in the application of COBRA law. Working in a third party benefits administration firm has also given me varied levels of experience with bill reconciliation and auditing, FSA and HRA administration, and plan eligibility including life and disability. Specialties: System Configurations, Data and Bill Reconciliation, COBRA/HIPAA Law, Dependent Audits, Proficient in MS Office, Excellent Customer Service, Experience with multiple HR Administrative Systems, Experience with MS Visio, Excellent problem solving and analytical skills, Staff Training & Development, Organizational Development, Proficient in computer systems, hardware, and troubleshooting.
Analyzed company plan documentation to identify plan structure, rates, eligibility, and other items to ensure compatibility within the bswift system while identifying potential pitfalls to determine feasibility and/or workarounds. Troubleshooting issues that may arise during configuration, both internal and with client. Guide clients through comprehensive testing during initial implementation and annual open enrollment to establish system functionality and accurate data. Collaborating with the Data and Project Management team to resolve complex and large-scale mid-year enrollments including company acquisitions. Obtained bswift Annual Enrollment & Ongoing Certification on April 28th, 2025.
Guided incoming clients through the PlanSource benefits platform to help determine best practices for the administration of their benefits and open enrollment. Oversaw Configuration Analysts to ensure proper execution of the client's build requirements and acting as liaison between the client and analysts. Troubleshooting issues that may arise during configuration and testing, both internal and with client. Ensuring client data integrity, encompassing employee and dependent demographics, and multiple employee benefit elections. Training clients on the PlanSource system, including basic system functionalities, reporting, and more complex processes. Collaborating with the Sales and Project Management team to identify and analyze potential clients' needs and propose tailored configuration solutions to meet their requirements. Design and implement training documentation for new employees to ensure effective onboarding and knowledge transfer.
Building, configuring, and implementing new COBRA clients into our online COBRA platform, and coordinating that platform with the PlanSource HCM platform to establish electronic feeds capturing relevant data for the purposes of COBRA compliance. Building, configuring, and implementing new Dependent Audit clients into PlanSource HCM and Caspio platforms for the purposes of document submission for dependent verification. Reconfiguring current client's PlanSource HCM to accommodate new mergers and acquisitions, including building new plans, eligibility controls, and importing new employees and their dependents.
Auditing and reconciling data between the PlanSource system and carrier invoices that includes, but is not limited to: coverage elections/levels, coverage status, rate amounts, and adjustment tracking to ensure accuracy and to identify and resolve issues.
Auditing and reconciling data between the PlanSource system and carrier invoices that includes, but is not limited to: coverage elections/levels, coverage status, rate amounts, and adjustment tracking to ensure accuracy and to identify and resolve issues.
Hired to administer COBRA and assist with administration of FSA and HRA benefits for clientele. Worked with senior management to create policies and procedures and develop systems. Managed and oversaw COBRA administration for over 300 companies and their 900+ COBRA participants. Duties include: producing and mailing all COBRA notifications as necessary per COBRA law; processing paperwork and payments; accounting for and reconciling COBRA premium payments; generating and reconciling monthly reports; coordinating with insurance agencies and carriers to resolve employee issues; online system maintenance and support. Key Results: Played a vital role in streamlining data by integrating separate systems, eliminating the need for paper forms and greatly reducing errors while increasing turnaround times. Implemented procedures which maximized system potentials in an effort to gear more towards automated processes to reduce the potential for error implicit in manual processes. Worked closely with senior management on accounting processes for the reconciliation of premium payments Selected to train all clients via webinar on a weekly basis on online systems, and created self help videos to further assist clients on various system topics
Hired to provide security and services to campus personnel and students. Worked closely with supervisors and directors to develop policies and procedures, as well as implement and maintain various security systems. Duties include: patrolling campus; security checks on buildings; opening and closing buildings and classrooms as scheduled; escorting students, staff, and faculty safely to, from, and around campus; after hours admittances to buildings; issuing citations; coordinating with other officers and emergency personnel in emergency situations; directing and organizing traffic during large events Key Results: Was instrumental in the selection and testing processes for new security systems, and often trained other employees in its uses, functions, and troubleshooting. Worked closely with the director and supervisors in revising Standard Operating Procedures manual. Interviewed and assisted in hiring multiple candidates for employment alongside director and supervisors. Was placed in a leadership position among other student workers, often training new hires.