Senior Consultant

• May 2021 - Present

Senior Account Manager

• Sep 2020 - May 2021

Lead Associate - Implementation Consulting

• Oct 2019 - May 2021

Associate

• Nov 2017 - Oct 2019

Sr. Business Systems Analyst

• Oct 2013 - Nov 2017

Responsible for system integrity across all aligned clients, ensuring configuration is functioning as expected relative to client requirements. Responsible also for documenting all configuration updates and coordinating the success of all environment migrations (Dev, Test, Prod). Successfully implement new clients, client aquisitions, plan and system requirements changes, and carrier file builds (both HIPAA 834 and proprietary) all within an enterprise solution. This necessitates attention to detail as these clients are all shared within the same database, where configuration is shared among multiple clients. Leverage also my system and business knowledge across multiple teams to ensure successful completion of their projects. Perform data analysis, problem solving, and database updates using SQL Server. Show less

Benefits Operations Supervisor

• Jun 2012 - Apr 2013

Implemented client Open Enrollment sessions. Responsibilities included gathering client eligilibility requirements, obtaining vendor plan information from benefits brokers, analyzing plan information, creating and programming the client enrollment portal, creating and sending enrollment vendor reports, and ensuring payroll deductions are accurate. Created Electronic Data Interface files for various vendors and clients by obtaining vendor file specifications and creating database instructions to report out necessary data elements required for employee plan updates. Created and initiated regression testing discipline across all internal client interfacing groups. Implemented source control and documentation procedures that did not previously exist for all knowledge sharing groups. Successfully converted client accounts from Ultimate to CheckPoint Choice, a newly designed proprietary benefits platform. Created analysis tools used in Open Enrollment implementations to increase quality and reduce risk. Show less

Benefits Operations Manager

• Jan 2009 - Jan 2012

Successfully implemented 2 newsworthy acquisitions for a major financial institution. Both acquisitions required complex research, analysis, and execution to ensure prior coverage mapped correctly to the company's eligibility rules, while maintaining ongoing work was delivered timely and with quality. Created client requested ad hoc reports using SQL and mainframe for a variety of reports not limited to: Dependent Audit Certification, Daily Annual Enrollment election counts by channel, and Enrollment Coverage by Organization.Created, maintained, and executed test plans for Annual enrollment and production loads. Testing included production environment, participant web application, internal production interface, and IVR. Coordinated external client testing and maintained client issues log. Escalated issues to the technology team to correct errors found in the test environment.Performed root cause analysis based on trends in edit reports, and escalated to the technology team to avoid participant impact. Created workarounds until system solution was implemented. Created queries to identify impacted populations.Created, developed, and maintained process requirements related to HR file updates, FSA Contribution and ongoing payroll file coordination, Dependent Audit Verification, and Disability eligibility file updates initiated internally and by the client.Coached and developed Benefits Operations Administrators and created a culture of continuous improvement within client-level operations.Appointed Control Account Manager to identify trends or system issues as a result of increased workflows created in the Benefits Center or an increase in client requests, and coordinate with the necessary parties to find the root cause and implement a solution. Provided daily client contact support for participant and or processing related issues; while providing complete and accurate client ready responses that have been escalated to senior contacts. Show less

Benefits Analyst

• Jul 2007 - Mar 2009

Identified and implemented process improvements that reduced onshore work by 30%.Created test participants and executed test plans for all production loads including Annual Enrollment.Coordinated system improvements with the Lead Systems Analyst. Resolved highly escalated employee issues from the client.Subject matter expert for Plan Management and the Benefits Center on all client requirements.Facilitated technology training to all teams in the delivery group.

Customer Service Associate

• Jan 2005 - Jul 2007

Created and maintained training documentation related to Health and Welfare topics and ongoing processes.Facilitated annual training sessions for large contractor groups in excess of 150 associates.Assisted Plan Management to effectively reduce workflows from 2000 to an ongoing state of 100 .Subject matter expert for the entire team on all client requirements.Technology facilitator for all new hires to the firm.Resolved participant escalations as an On Floor Supervisor.