Account Manager

• Feb 2020 - Present

Marshall & Sterling Employee Benefits is a leading provider of group benefits, risk management, third-party administrative services, and human resources support services. Marshall & Sterling is a 100% employee-owned company with more than 150 years in business, employing more than 550 insurance specialists located in New York, California, Michigan, Florida, Virginia and the U.S. Virgin Islands. We began with one office in the heart of Poughkeepsie, NY back in 1864, and since then we have… Show more Marshall & Sterling Employee Benefits is a leading provider of group benefits, risk management, third-party administrative services, and human resources support services. Marshall & Sterling is a 100% employee-owned company with more than 150 years in business, employing more than 550 insurance specialists located in New York, California, Michigan, Florida, Virginia and the U.S. Virgin Islands. We began with one office in the heart of Poughkeepsie, NY back in 1864, and since then we have achieved national status while remaining closely tied to the real communities we serve. Currently ranked among the top 50 of the largest privately-held insurance brokers in the United States, with $1 Billion in premiums, we bring our local clients a national presence when negotiating with carriers and offer a unique blend of local expertise and global insight. Contact our team to discuss: • Group employee benefits • Human resources support services • Benefit technology support • Population Health Management programs • Employee education and engagement • Administrative services (Flex Accounts and COBRA) • Personal and commercial insurance • High net-worth coverage options • Retirement, Wealth Management or Financial Planning We combine the perspectives and insights of your staff, human resources professionals, and executives, together with our decades of experience to find the best possible options for your organization. We don’t push canned solutions on our clients. Instead, we tailor our guidance to meet your unique goals. Let us show you what it's like to go beyond the basics. Visit us at: www.marshallsterling.com/benefits

Senior Benefits & HR Technology Advisor

• Apr 2019 - Jan 2022

Human Resources Manager

• Jul 2018 - Feb 2020

Human Resources Consultant

• Apr 2017 - Apr 2019

Group Fitness Instructor

• Apr 2007 - Jan 2018

Human Resources Coordinator

• Oct 2014 - Apr 2017

-Recruited for all positions using various online sources, as well as coordinate and conduct interviews. -Updated licenses and safety certifications for all necessary staff members. Schedule required training courses. -Administered all benefits and conduct annual Open Enrollment, using several methods of communication to educate staff about benefit options and changes. Successfully migrated employees to a High Deductible Health Plan. -Developed new employee handbook and made several… Show more -Recruited for all positions using various online sources, as well as coordinate and conduct interviews. -Updated licenses and safety certifications for all necessary staff members. Schedule required training courses. -Administered all benefits and conduct annual Open Enrollment, using several methods of communication to educate staff about benefit options and changes. Successfully migrated employees to a High Deductible Health Plan. -Developed new employee handbook and made several updates to become more compliant with state and federal laws. -Tracked and administered all FMLA and Disability claims. -Conducted all new hire orientations, including review of Employee Handbook and Benefits. -Scheduled and assisted with all Performance Reviews using ADP. -Coordinated Wellness activities throughout the year, including a Corporate Bootcamp Challenge and a Biggest Loser competition. -Developed an Affirmative Action Plan with the assistance of a third party administrator. -Updated overall compliance, specifically regarding the Affordable Care Act, the Fair Labor Standards Act and Equal Employment Opportunity Commission. -Managed all employee information changes, including new hires and terminations, in ADP and Deltek Vision. Show less -Recruited for all positions using various online sources, as well as coordinate and conduct interviews. -Updated licenses and safety certifications for all necessary staff members. Schedule required training courses. -Administered all benefits and conduct annual Open Enrollment, using several methods of communication to educate staff about benefit options and changes. Successfully migrated employees to a High Deductible Health Plan. -Developed new employee handbook and made several… Show more -Recruited for all positions using various online sources, as well as coordinate and conduct interviews. -Updated licenses and safety certifications for all necessary staff members. Schedule required training courses. -Administered all benefits and conduct annual Open Enrollment, using several methods of communication to educate staff about benefit options and changes. Successfully migrated employees to a High Deductible Health Plan. -Developed new employee handbook and made several updates to become more compliant with state and federal laws. -Tracked and administered all FMLA and Disability claims. -Conducted all new hire orientations, including review of Employee Handbook and Benefits. -Scheduled and assisted with all Performance Reviews using ADP. -Coordinated Wellness activities throughout the year, including a Corporate Bootcamp Challenge and a Biggest Loser competition. -Developed an Affirmative Action Plan with the assistance of a third party administrator. -Updated overall compliance, specifically regarding the Affordable Care Act, the Fair Labor Standards Act and Equal Employment Opportunity Commission. -Managed all employee information changes, including new hires and terminations, in ADP and Deltek Vision. Show less

Human Resources Generalist

• May 2007 - Oct 2014

-Administered all company benefits; helped employees with questions, reconciled monthly bills, entered all enrollments into ADP. Benefits included medical (including HMOs and High Deductible PPO), dental, vision, flexible spending, and various voluntary plans. -Conducted Benefit Orientations for all new employees. -Handled annual Open Enrollment, which included educating all employees of benefit changes, assisting them with electronic enrollment process, and collaborating with brokers… Show more -Administered all company benefits; helped employees with questions, reconciled monthly bills, entered all enrollments into ADP. Benefits included medical (including HMOs and High Deductible PPO), dental, vision, flexible spending, and various voluntary plans. -Conducted Benefit Orientations for all new employees. -Handled annual Open Enrollment, which included educating all employees of benefit changes, assisting them with electronic enrollment process, and collaborating with brokers to develop benefit packages. -Managed all aspects of FMLA, short-term disability, and Workers Compensation -Oversaw all 401(k) changes, enrollments, loans and distributions. Assisted with annual plan audit. -Annually developed Total Compensation Summaries for all full-time and part-time employees. -Developed and maintained company Wellness Program, which included Biggest Loser competitions and Walking Challenges, as well as ongoing quarterly raffles. -Managed all aspects of recruiting for both clinical and clerical positions across the entire company. This included phone screening, interviewing, consulting with hiring managers, reference checking, and making job offers. -Conducted semi-monthly new hire orientations, which consisted of reviewing the company handbook and assisting new hires with all necessary paperwork. -Oversaw TCS (Total Compliance Solutions) for entire company and made sure all employees were up to date with training courses for HIPAA, OSHA, Harassment, etc. by assigning courses upon hire and annually thereafter. -Ensured compliance with the most recent state and federal postings for all offices. Show less -Administered all company benefits; helped employees with questions, reconciled monthly bills, entered all enrollments into ADP. Benefits included medical (including HMOs and High Deductible PPO), dental, vision, flexible spending, and various voluntary plans. -Conducted Benefit Orientations for all new employees. -Handled annual Open Enrollment, which included educating all employees of benefit changes, assisting them with electronic enrollment process, and collaborating with brokers… Show more -Administered all company benefits; helped employees with questions, reconciled monthly bills, entered all enrollments into ADP. Benefits included medical (including HMOs and High Deductible PPO), dental, vision, flexible spending, and various voluntary plans. -Conducted Benefit Orientations for all new employees. -Handled annual Open Enrollment, which included educating all employees of benefit changes, assisting them with electronic enrollment process, and collaborating with brokers to develop benefit packages. -Managed all aspects of FMLA, short-term disability, and Workers Compensation -Oversaw all 401(k) changes, enrollments, loans and distributions. Assisted with annual plan audit. -Annually developed Total Compensation Summaries for all full-time and part-time employees. -Developed and maintained company Wellness Program, which included Biggest Loser competitions and Walking Challenges, as well as ongoing quarterly raffles. -Managed all aspects of recruiting for both clinical and clerical positions across the entire company. This included phone screening, interviewing, consulting with hiring managers, reference checking, and making job offers. -Conducted semi-monthly new hire orientations, which consisted of reviewing the company handbook and assisting new hires with all necessary paperwork. -Oversaw TCS (Total Compliance Solutions) for entire company and made sure all employees were up to date with training courses for HIPAA, OSHA, Harassment, etc. by assigning courses upon hire and annually thereafter. -Ensured compliance with the most recent state and federal postings for all offices. Show less

Human Resources Associate

• May 2004 - May 2007

(Company name was Northeast Health at the time) -Oversaw entire new hire process, which included pre-screening, reference checking, criminal history checks, data entry, and bi-weekly orientations -Distributed and processed all disability and FMLA paperwork -Informed potential employees of current job openings and assisted them in the application process -Organized company functions, such as blood drives, meetings with pension advisers and various holiday activities -Informed… Show more (Company name was Northeast Health at the time) -Oversaw entire new hire process, which included pre-screening, reference checking, criminal history checks, data entry, and bi-weekly orientations -Distributed and processed all disability and FMLA paperwork -Informed potential employees of current job openings and assisted them in the application process -Organized company functions, such as blood drives, meetings with pension advisers and various holiday activities -Informed employees of available benefits -Updated employee information in two separate computerized databases (MediHR and Meditech) -Coordinated all records of pre-employment fingerprints -Collaborated with finance department to review and complete monthly insurance bills -Performed quarterly Quality Assurance reports on improvements made within the HR department Show less (Company name was Northeast Health at the time) -Oversaw entire new hire process, which included pre-screening, reference checking, criminal history checks, data entry, and bi-weekly orientations -Distributed and processed all disability and FMLA paperwork -Informed potential employees of current job openings and assisted them in the application process -Organized company functions, such as blood drives, meetings with pension advisers and various holiday activities -Informed… Show more (Company name was Northeast Health at the time) -Oversaw entire new hire process, which included pre-screening, reference checking, criminal history checks, data entry, and bi-weekly orientations -Distributed and processed all disability and FMLA paperwork -Informed potential employees of current job openings and assisted them in the application process -Organized company functions, such as blood drives, meetings with pension advisers and various holiday activities -Informed employees of available benefits -Updated employee information in two separate computerized databases (MediHR and Meditech) -Coordinated all records of pre-employment fingerprints -Collaborated with finance department to review and complete monthly insurance bills -Performed quarterly Quality Assurance reports on improvements made within the HR department Show less