Experience

Prairie States Enterprises, Inc.

• United States
• Insurance
• 1 - 100 Employee

• Stop Loss Manager

  • Mar 2019 - Nov 2021

  Manage stop loss marketing, claim filings, reporting, and procedures for existing and new business employer groups.

• Account Manager

  • May 2014 - Mar 2019

  Assist self funded clients with managing their employee benefits package administered by Prairie States. Coordinate and complete new Plan Documents as well as revisions, restatements and amendments. Assist clients with Transitional Reinsurance Fees as well as other Healthcare Reform inquiries and compliance.



Plexus Corp.

• United States
• Appliances, Electrical, and Electronics Manufacturing
• 700 & Above Employee

• Benefits Analyst II

  • Oct 2012 - Jan 2014

  Assist with Benefits financial reporting and general ledger account reconciliations. Perform testing for Open Enrollment system set up and assist with general open enrollment duties. Day to day administration of the overall benefits package, which includes: SPD review, system integrations, tuition reimbursement, non discrimination testing, 5500 reporting, and general inquiries from our HR Partner locations. Assist with Benefits financial reporting and general ledger account reconciliations. Perform testing for Open Enrollment system set up and assist with general open enrollment duties. Day to day administration of the overall benefits package, which includes: SPD review, system integrations, tuition reimbursement, non discrimination testing, 5500 reporting, and general inquiries from our HR Partner locations.



WTW

• United Kingdom
• Financial Services
• 700 & Above Employee

• Client Manager, Human Capital Practice

  • Feb 2011 - Oct 2012

  Assisting Clients with their Benefits and Human Capital processes. I really enjoy helping in all areas of new industry trends and compliance, SPD review, analytics, and day to day questions and inquiries. Analyzed my clients benefit packages and created areas of savings for the plans. Assisting Clients with their Benefits and Human Capital processes. I really enjoy helping in all areas of new industry trends and compliance, SPD review, analytics, and day to day questions and inquiries. Analyzed my clients benefit packages and created areas of savings for the plans.



Appvion

• United States
• Paper and Forest Product Manufacturing
• 400 - 500 Employee

• Benefits Analyst

  • May 2008 - Jan 2011

  Was really able to learn about the Employer responsibilities of managing the Benefits package. From administration, open enrollment communications and employee meetings as well as compliance communications, SPD review, and being responsible for preparing and presenting the financial allocated Budget. Assist with Medical, Medicare Advantage, Dental, and Life renewals and contracts. Also started working as a Financial Analyst for Workers Compensation plan. One year experience with the… Show more Was really able to learn about the Employer responsibilities of managing the Benefits package. From administration, open enrollment communications and employee meetings as well as compliance communications, SPD review, and being responsible for preparing and presenting the financial allocated Budget. Assist with Medical, Medicare Advantage, Dental, and Life renewals and contracts. Also started working as a Financial Analyst for Workers Compensation plan. One year experience with the administration and reserve setting for Workers Comp. Show less Was really able to learn about the Employer responsibilities of managing the Benefits package. From administration, open enrollment communications and employee meetings as well as compliance communications, SPD review, and being responsible for preparing and presenting the financial allocated Budget. Assist with Medical, Medicare Advantage, Dental, and Life renewals and contracts. Also started working as a Financial Analyst for Workers Compensation plan. One year experience with the… Show more Was really able to learn about the Employer responsibilities of managing the Benefits package. From administration, open enrollment communications and employee meetings as well as compliance communications, SPD review, and being responsible for preparing and presenting the financial allocated Budget. Assist with Medical, Medicare Advantage, Dental, and Life renewals and contracts. Also started working as a Financial Analyst for Workers Compensation plan. One year experience with the administration and reserve setting for Workers Comp. Show less



Wausau Signature Agency

• Appleton, WI

• Group Benefits Specialist

  • 2007 - 2008

  Learned more about fully insured and small group Benefits marketing and products. Assisted clients with their Benefits packages. Learned more about fully insured and small group Benefits marketing and products. Assisted clients with their Benefits packages.



UnitedHealth Group

• Hospitals and Health Care
• 700 & Above Employee

• Account Management & MAPD Sales/Supervising

  • 2004 - 2007

  Learned the complexities revolved around implementing and setting up Clients benefit packages from the Carrier perspective. This included: eligibility, plan design installation in the claims system, resolving and assiting with understanding of claims processing, etc. I can really understand the Carrier side of Benefits. I also had the great opportunity to learn about Medicare and Medicare Advantage Plans by being in Sales and Telesales Supervising when UHC started up the Telesales Unit. Learned the complexities revolved around implementing and setting up Clients benefit packages from the Carrier perspective. This included: eligibility, plan design installation in the claims system, resolving and assiting with understanding of claims processing, etc. I can really understand the Carrier side of Benefits. I also had the great opportunity to learn about Medicare and Medicare Advantage Plans by being in Sales and Telesales Supervising when UHC started up the Telesales Unit.



Frank F Haack

• DePere, WI

• Account Manager

  • 2004 - 2004

  Managed Client Benefit Packages for both self funded and fully insured clients. Similar duties to that at AFG. Managed Client Benefit Packages for both self funded and fully insured clients. Similar duties to that at AFG.



Associated Benefits and Risk Consulting

• United States
• Insurance
• 1 - 100 Employee

• Employee Benefits Account Manager

  • 1999 - 2004

  Received my education on employee benefits while working at AFG (formerly Jabas Group) with emphasis on self funded medical and dental plans as well as learning about Life and Disability products and provisions. Really enjoyed Trend Analysis of claims costs as well as working with a great group of Clients in Sheboygan, my home town! Received my education on employee benefits while working at AFG (formerly Jabas Group) with emphasis on self funded medical and dental plans as well as learning about Life and Disability products and provisions. Really enjoyed Trend Analysis of claims costs as well as working with a great group of Clients in Sheboygan, my home town!



ACUITY Mutual Insurance

• Sheboygan, Wisconsin Area

• Accounting Clerical Supervisor

  • Jan 1994 - Jan 1999

  Supervise 13 Accounting Clerks who handled Accounts Receivable, Accounts Payable, Agency Billing, Draft Processing, and dailly accounting department functions. Personal responsibilities included: 1099 reporting, General Ledger account reconciliations, bank statement balancing, and systems analysis. Streamlined many of the manual processes by working with Programmers and system capabilities which lead to reduction in force to 10 clerks through attrition. Supervise 13 Accounting Clerks who handled Accounts Receivable, Accounts Payable, Agency Billing, Draft Processing, and dailly accounting department functions. Personal responsibilities included: 1099 reporting, General Ledger account reconciliations, bank statement balancing, and systems analysis. Streamlined many of the manual processes by working with Programmers and system capabilities which lead to reduction in force to 10 clerks through attrition.



Midwest Dental Care

• Sheboygan, Wisconsin Area

• Office Team Leader and Accounts Receivable Controller

  • 1984 - 1994

  Started as an x-ray technician and then moved to the front desk doing appointment scheduling and greeting patients. From there, I went on to become the insurance and account receivable administrator as well as compiling data for month end financial reporting. Started as an x-ray technician and then moved to the front desk doing appointment scheduling and greeting patients. From there, I went on to become the insurance and account receivable administrator as well as compiling data for month end financial reporting.