Experience

Segal

• United States
• Human Resources Services
• 400 - 500 Employee

• Senior Consultant, Administration and Technology Consulting Practice

  • Apr 2021 - Present

• Consultant, Administration and Technology Consulting Practice

  • Feb 2018 - Apr 2021



Moorestown Lacrosse Club

• Moorestown, NJ

• Head Lacrosse Coach

  • Mar 2010 - Present

  Involved in all aspects of coaching youth lacrosse for girls including running clinics, planning and executing practice plans, and game-day preparation Involved in all aspects of coaching youth lacrosse for girls including running clinics, planning and executing practice plans, and game-day preparation



American Benefit Corporation

• Cincinnati Area

• Assistant Operations Manager/Client Manager - Employee Benefits

  • Mar 2016 - Dec 2017

  Responsible for managing daily office operations and staff; maintaining daily communication with Operations Manager and Chief Executive Officer; developing and implementing new procedures to strengthen security posture, enhance operational efficiency, and control costs Responsible for all affairs related to the Administration of Defined Benefit Plans including acting as the liaison between the Boards of Trustees and Plan Professionals; understanding and applying Plan Documents with regards to calculating pension benefits; and, building and maintaining relationships with the Fund membership Prepare for, organize, and facilitate Trustee meetings by reviewing and evaluating Plan change proposals, maintaining Plan documents, preparing and maintaining meeting minutes, and coordinating post-meeting follow up communications to staff and Plan participants Show less



Innovative Software Solutions Inc (ISSI)

• Implementation Leader

  • Oct 2013 - Mar 2016

  Responsible for new client software implementations, specifically focusing on Third Party Benefit Administrator clientsPlanned and managed all aspects of the implementation project including, but not limited to, development of timelines for task completion, system preparation, data review, reading and understanding Summary Plan Descriptions and Plan Documents for Health and Welfare plans, Defined Benefit Plans, and Defined Contribution PlansScheduled and attended client profile meetings and internal software design meetings; initiated, evaluated, and tested software program changes as they pertain to all aspects of the ISSI software systemManaged and supported Client Service team assigned to implementation accountsCommunicated directly with clients to ensure operational understanding of software system and functionality; scheduled and coordinated both onsite and remote ISSI software trainingEnsured software was compliant with Federal and State Laws Show less

• Project Leader, Help Desk Supervisor, Year End Team Member, Client Service Representative

  • Nov 2009 - Oct 2013

  Project LeaderWorked with existing client base on implementing new ISSI software modules, such as Health Reimbursement Accounts and Supplemental Unemployment Benefit PlansAttended client profile meetings and worked closely with Project Manager on evaluating program changes pertaining to the ISSI software modulesCoordinated Client Service team and clients to ensure understanding of system, and new module, functionalityCreated standard, and customized, documentation for internal and external useHelp Desk Supervisor/Client Service Supervisor/Year-End Team MemberSupervised Client Service staff assigned to the Client Service Help Desk; assisted with trouble-shooting Help Desk questions and provided training to Client Service staff on ISSI software modulesMaintained daily communication with Client Service Manager relating to work flow, team performance, and team developmentActed as a liaison between Client Service Department and Programming team with regards to Year End Tax programming, procedures, and processes; participated in internal staff, and client, training on Year End Tax programmingClient Service RepresentativeResponsible for assisting clients with daily processing and the administration of fringe benefits while utilizing ISSI software modules including Pension, Annuity, Benefit and Disability Claims, and Eligibility processing; testing and evaluation of programming changes as they pertain to all aspects of the software system; continued development and understanding of ISSI modulesProvided on-site and remote training of ISSI software to clients throughout the United States; created documentation for new and existing clients on specific modules, programs, and basic system navigationCommunicated daily with clients to ensure productive utilization and understanding of software system Show less



South Jersey Select Lacrosse

• Moorestown, NJ

• Lacrosse Coach

  • May 2011 - Feb 2016

  Involved in all aspects of coaching youth lacrosse for girls including running clinics, planning and executing practice plans, and game-day preparation Involved in all aspects of coaching youth lacrosse for girls including running clinics, planning and executing practice plans, and game-day preparation



The Protocall Group

• United States
• Staffing and Recruiting
• 1 - 100 Employee

• Certified Personnel Consultant, Direct Hire Healthcare Division

  • Apr 2007 - Nov 2009

  Healthcare recruiter; interviewed and placed Direct Hire candidates for Registered Nurse and Nurse Practitioner positions throughout the Philadelphia RegionProficient in creating and maintaining job postings to attract candidates; behavioral interviewing techniques; networking with coworker/supervisory references to further develop professional relationships; developing client relationships to ensure superior customer service

• Staffing Supervisor, Temporary Healthcare Staffing Division

  • Apr 2007 - Nov 2009

  Utilized various sources to recruit Allied Health Professionals to maintain database of personnel; responsible for screening, testing, and interviewing applicants for employment with Protocall; ensured proper licensure, certification, and education were obtained prior to placement of personnel in the region’s top hospital systems Built and maintained strong relationships with all clients

• Branch Supervisor, Temporary Healthcare Staffing Division

  • Apr 2007 - Nov 2009

  Responsible for daily supervision of healthcare branch staff and branch operations; maintain daily communication with Branch Manager relating to sales, service, and recruitment needs; assist in the distribution of work assignments to branch staff; maintain weekly attendance record for two separate healthcare branches and ensure adequate coverage for all healthcare branchesUnderstood the company markup gross margins to establish pay/bill rates to ensure Branch and Company meet net profit goals, both monthly and quarterlyCommunicated daily with clients to provide top-notch service, also continue to provide services as a Staffing Supervisor Show less



Muhlenberg College

• Higher Education
• 700 & Above Employee

• Assistant Women's Lacrosse Coach

  • Aug 2004 - Apr 2007

  Assistant varsity collegiate women's lacrosse coach at a competitive Division III Centennial Conference school. Assistant varsity collegiate women's lacrosse coach at a competitive Division III Centennial Conference school.



Lehigh Valley Health Network

• United States
• Hospitals and Health Care
• 700 & Above Employee

• Office Coordinator

  • Jun 2006 - Mar 2007

  Acted as the liaison between office staff and practice manager.Responsible for interacting with patients and their families, managing three physicians’ schedules, coding office invoices, editing and mailing physician dictations, answering phone calls, and performing the duties of medical secretary when necessary.Assisted with program development and implementation of Diabetes in Pregnancy program.Expanded a community youth educational diabetes program in the Lehigh Valley Show less

• Medical Secretary

  • Sep 2005 - Jun 2006

  Created and developed a community educational program for youth and adolescents in the Lehigh Valley with diabetes.Responsible for scanning confidential patient information into Electronic Medical Records, mailing physician dictations, filing patient charts, and other duties assigned.



Stroke, Spin, Stride Training Camp

• Allentown, Pennsylvania Area

• Program Coordinator

  • Sep 2005 - Mar 2007

  With collaboration from a leading Endocrinologist, I developed and coordinated a training camp for athletes with Type 1 Diabetes Performed administrative duties including the planning and scheduling of organizational meetings between coaches, medical staff, and public relations office; logistical planning of training camps; maintenance of staff and camper databases; and registration and coordination of campers. With collaboration from a leading Endocrinologist, I developed and coordinated a training camp for athletes with Type 1 Diabetes Performed administrative duties including the planning and scheduling of organizational meetings between coaches, medical staff, and public relations office; logistical planning of training camps; maintenance of staff and camper databases; and registration and coordination of campers.