Experience

Roper Technologies, Inc.

• United States
• Software Development
• 100 - 200 Employee

• Manager, Employee Benefits

  • Mar 2021 - Present

  Sarasota, Florida, United States Manage administration, support, and ensure regulatory plan compliance of both the company retirement benefit plans and health and welfare plans.

• Manager, Health & Welfare

  • Apr 2017 - Mar 2021

  Sarasota, Florida Manage and support company health and welfare benefit plans and ensure compliance of regulatory requirements. Major Accomplishments: • Lead a successful benefit system upgrade implementation. • Partner and support with subsidiary human resource teams while also providing benefit education and expertise, including HR training materials. • Lead and improved employee health and welfare benefit communications. • Manage annual open enrollment process. • Manage benefit vendor… Show more Manage and support company health and welfare benefit plans and ensure compliance of regulatory requirements. Major Accomplishments: • Lead a successful benefit system upgrade implementation. • Partner and support with subsidiary human resource teams while also providing benefit education and expertise, including HR training materials. • Lead and improved employee health and welfare benefit communications. • Manage annual open enrollment process. • Manage benefit vendor partners and establish and maintain working relationships. • Implement health and welfare benefit plan changes. • Research, analyze, and resolve health and welfare benefit issues. • Manage and prepare benefit related compliance such as 5500, SAR, SPD, ACA filing, state filings, NDT testing, etc.



Great Lakes Dredge & Dock Corporation

• Senior Benefits Analyst

  • May 2015 - Apr 2017

  Oak Brook, IL Major Accomplishments • Developed process to analyze hourly employee data to identify and continually monitor benefit eligibility • Created checklists to increase efficiency and accuracy of completing all steps necessary to terminate and transfer employee’s benefits • Mentored and trained Human Resources Intern Main Responsibilities • Emulate the vision and values of the company to maintain a productive work environment among personnel and vendors • Manage company’s health and… Show more Major Accomplishments • Developed process to analyze hourly employee data to identify and continually monitor benefit eligibility • Created checklists to increase efficiency and accuracy of completing all steps necessary to terminate and transfer employee’s benefits • Mentored and trained Human Resources Intern Main Responsibilities • Emulate the vision and values of the company to maintain a productive work environment among personnel and vendors • Manage company’s health and welfare plans and define contribution plans including medical, dental, life, disability, FSA, HSA, 401(k), Roth, ESPP, and non-qualified plans • Manage and administer annual open enrollment and enrollment processing, changes, terminations • Resolve all employee benefit issues and retirement issues including QNEC, loan delinquencies, appeals, life claims • Audit benefits and 401(k) deferrals to ensure accuracy • Counsel management, divisions, and employees regarding STD, LTD, FMLA, and personal leaves, as well as administer and track all leaves • Function as a liaison for subsidiary company HR team • Assist in managing 401(k) audit process and ensuring collaborative relationships during the project, and research issues identified during the audit • Vendor management and ensure cooperative working relationships are established and maintained • Support employees working overseas with International insurance coverage and escalated claim resolution • Resource in the department for any Word or Excel assistance • Assisted in new Payroll/HRIS system implementation that went live 11/2016 • Collaborate with IT to develop enhanced reporting in new system and audit data to ensure accuracy • Partner with broker and leadership on benefit strategy programs to ensure benefit objectives and business objectives are achieved • Assisted in implementing and communicating new Roth and After-Tax, participate in creation of new retirement plan document, attend quarterly investment committee meeting Show less



Northwestern Medicine (previously Cadence Health)

• Senior Benefits Analyst

  • Oct 2013 - Apr 2015

  Winfield, IL *Collaborate with HR leadership on benefit initiatives and serves as subject matter expert on benefit-related issues *Partner with leadership on strategic benefit program to ensure achievement of business objectives *Support HR leadership through problem solving resolution on benefit-related issues *Assist in vendor management and ensure collaborative working relationships are established *Maintain positive working relationships with internal HR business partners and existing third… Show more *Collaborate with HR leadership on benefit initiatives and serves as subject matter expert on benefit-related issues *Partner with leadership on strategic benefit program to ensure achievement of business objectives *Support HR leadership through problem solving resolution on benefit-related issues *Assist in vendor management and ensure collaborative working relationships are established *Maintain positive working relationships with internal HR business partners and existing third party administrators involved with health and welfare programs ensuring a high quality outcome and service delivery *Collaborate with health and welfare auditor on annual audit testing in preparation of 5500 *Administer health and welfare plans and assures that all plan related documents are accurate and up to date (SPD, policy manual, SARs, benefit materials on intranet) *Complete benefit surveys *Review all medical escalations to the health and welfare plans and creates Medical Exception to the Plan (MEP) for claims that are determined to be approved *Assist in development, communication, implementation, enrollment, and administration of employee benefit plans including: health and welfare, disability, life insurance, HSA account, flexible reimbursement accounts *Provide analytical review of healthcare claims and cost on a monthly basis *Conduct analysis on reports run from benefit administrator site data, BCBS, and other sources *Present new employee and new provider benefit orientations three to fives times per month *Resolve high level tuition reimbursement issues Show less



ALDI USA

• United States
• Retail
• 700 & Above Employee

• Corporate Benefits Specialist

  • Jan 2007 - Oct 2013

  Batavia, IL Main Responsibilities *Represented the vision and values of the company to maintain a productive work environment among office personnel *Partnered with Cigna HealthCare (insurance vendor for health and life insurance) to resolve high priority claim issues, editing insurance documents, and open enrollment process and updates *Corporate LOA (leave of absence) administrator and subject matter expert (specifically, STD, LTD, FMLA, WC, personal leaves) *Counsel management… Show more Main Responsibilities *Represented the vision and values of the company to maintain a productive work environment among office personnel *Partnered with Cigna HealthCare (insurance vendor for health and life insurance) to resolve high priority claim issues, editing insurance documents, and open enrollment process and updates *Corporate LOA (leave of absence) administrator and subject matter expert (specifically, STD, LTD, FMLA, WC, personal leaves) *Counsel management, divisions, and employees regarding STD, LTD, FMLA, and personal leaves *Acted as a liaison for 21 divisional benefit representatives: responsibilities included aiding in benefit-related questions and guided divisions on appropriate application of company policy *Supported corporate employees with any and all benefit related questions *Administered company wide COBRA program and compiled COBRA packages for corporate employees as necessary *Strengthened vendor, divisional, ex-employee, and active employee relationships with superior customer service and professional communication *Analyzed, audited, and calculated premiums for health and welfare benefits for the company monthly *Administered monthly dependent eligibility verification audit conducted by Mercer Administration *Generated, compiled, distributed monthly insurance reports to divisions and audited monthly corporate reports *Processed insurance enrollments for all ALDI employees in the Cigna Access system and VSP system *Presented corporate employee new hire paperwork and benefits orientations *Maintained confidential benefit files Show less



Wiss, Janney, Elstner Associates, Inc.

• United States
• Civil Engineering
• 700 & Above Employee

• Human Resources Coordinator

  • Dec 2004 - Nov 2006

  Northbrook, Illinois Major Accomplishments *Prepared 2005 and 2006 Affirmative Action Plans and completed EEO filings *Improved electronic versions of paper documents into Word forms so users may complete and submit forms easily *Created tracking spreadsheets in Excel of retiree reimbursements, recruiting websites, consultant listings, and educational assistance processing Main Responsibilities *Assisted the Compensation Supervisor with benefit administration, including running performance… Show more Major Accomplishments *Prepared 2005 and 2006 Affirmative Action Plans and completed EEO filings *Improved electronic versions of paper documents into Word forms so users may complete and submit forms easily *Created tracking spreadsheets in Excel of retiree reimbursements, recruiting websites, consultant listings, and educational assistance processing Main Responsibilities *Assisted the Compensation Supervisor with benefit administration, including running performance review reports, proofing salary change forms to ensure accuracy, and completing benefit change forms for qualifying employees *Composed portions of the Retiree Medical Payment Program, manage retiree medical insurance payments and reimbursements, issue retiree medical insurance reimbursements in accordance to the plan *Completed HR functions such as tuition reimbursements, insurance premium billing, creating/running reports, and responding to employee benefit questions *Entered personnel information into Ultipro/Ultimate software database, including new employee information, direct deposits, benefit elections, vacation/sick time accruals, and employee terminations *Performed recruiting services, including posting jobs on online sites, phone interviews, schedule pre-employment tests, perform reference checks, formulate recommendations to hiring manager, and arrange in-person interviews *Conducted new employee and benefits orientations for all new hires *Performed general office duties Show less