Connie George
Palm Harbor, FL ***** 727-***-****
*******.****@*******.***
SUMMARY OF FUNCTIONAL EXPERTISE
ERISA/Regulatory Compliance
International Experience
IRS/DOL audits
Executive Reporting
Self-Insured Experience
Wellness Programs
Conversion/Implementations
Benefit Plan Design
Benefit Gap/Cost Analysis
Employee Communications
Licensed Health Life and annuities agent
Numerous HRIS systems
Microsoft Office
CORPORATE POSITIONS
TZ Insurance
Licensed Insurance Agent, Tampa, FL
November 2010 to March 2011
Appointed life insurance agent with MetLife, responsible for educating and
selling Life Insurance products to prospects.
Professional Staffing A.B.T.S. d/b/a Able Body Labor
February 2006-November 2008
Benefits Manager, Clearwater, Florida
Managed all benefit renewals/administration. Designed and implemented a
Wellness program to begin employee awareness of health care behavior.
Conducted open enrollment meetings. Input benefit deduction data into
payroll system and developed reports to insure correct deductions were in
place. Wrote script, developed materials and recorded a PowerPoint CD to
educate new enrollees on benefit offerings. Streamlined enrollment process
by downloading personal information from payroll system to enrollment
forms, then transmitting data electronically to vendors. Implemented HIPAA
and FMLA policies. Developed RFP for vendor/broker capabilities and
analyzed responses, reducing applicants to final three. Established
committee to review/interview vendor abilities and select a new broker.
Conducted FLSA audit.
Sykes Enterprises, Inc., Tampa, Florida
June 2002 - December 2005 Contractor - Special Projects (from home)
May 2005 -December 2005
Sykes Enterprises, Inc., Tampa, Florida
Director of Benefits- Human Resources June
2002 -May 2005
Completed health/welfare self insured plan renewals and redesign for 5,000
to 3,000 employees with 15 plans in multiple states. Examined employee
utilization reports and negotiated discounts to drive employee behavior.
Reduced healthcare costs 2 million in one year by carving out high turnover
class of employees and implementing a mini-medical plan. Implemented a step
program for employee contributions based on length of service. Input all
changes, employee contributions, plan design, and SPDS via Lawson website
for Open Enrollment. Conducted 401(k) investment analysis identifying the
need for mutual fund changes. Introduced programs to protect fiduciary
liability. Managed employee leave programs. Prepared monthly executive
reports. Identified and corrected areas of compliance concern in various
programs. Project Manager for HIPAA compliance project, developing policy,
privacy notice and successfully rolling out and training the U.S.
population. Authored quarterly employee newsletter articles.
Jabil Circuit, Inc., St. Petersburg, Florida
December 2000-May 2002
Corporate Benefits Manager - Finance
Liaison among 7 field HR departments and corporate initiatives for 3,000
employees. Accomplishments included: health/welfare fully-insured plan
renewals and redesign (17 plans), brought field HR into compliance in areas
of COBRA, HIPAA, QMSCO, hardship withdrawals, SPD's, qualifying events and
numerous other basic benefit areas. Produced "Best Practices" field HR
manual. Completed due diligence, plan cost/gap analysis and enrollment of
all employee benefits for Texas acquisition. Developed vacation accrual
transition plan. Performed employee meetings to educate and enroll 400+
employees. Compiled data for IRS audit.
Lykes Bros. Inc. July
1993 - Dec. 2000
Director of Compensation and Benefits - Human Resources
July 1996-Dec. 2000
Lykes Bros. Inc., Tampa, Florida
Director of Benefits - Human Resources
Retirement Plan Manager - Human Resources
July1993-July 1996
Responsible for all employee benefits, compliance, in-house training for
6000 to 2400 employees. Plan and direct administration of 12 qualified and
non-qualified plans, including collectively bargained plans. Attended union
negotiations. Completed 5500 series and all required reporting/notices.
Direct responsibility for third party audits. Project manager for
converting 3,000 participant 401(k) from monthly valuation to daily.
Developed and implemented non-qualified plan for executive compensation
program. Developed RFP's for health and welfare and retirement plans,
completing analysis and negotiating contract. Produced quarterly and annual
reports for review by the Board of Directors for all benefit programs. Due
diligence team member for both mergers/acquisitions and divestitures.
Participated in Canadian acquisition, developed payroll and benefit
programs. Direct preparation and distribution of written communication and
visual/verbal presentations educating employees on benefit programs.
Developed corporate budget for all benefit programs and implemented ideas
to reduce expenses. Successfully completed defined benefit Plan DOL audit.
DUN & BRADSTREET PENSION SERVICES, Tampa, Florida
1989-1993
Administration Manager
Managed defined benefit and defined contribution department (six staff
members) while carrying a full client caseload. Liaison among staff,
clients, attorneys and actuaries. Completed DB & DC valuations, trust
accounting and annual IRS and DOL reporting requirements. Represented
taxpayers for IRS or DOL audits.
EDUCATION AND PROFESSIONAL ACTIVITIES
Attended University of New Mexico pursuing a Business Major.
Completed 92 hours, while working the equivalent of a full time job.
Course study completed includes: Statistics & Probabilities, Accounting,
Business Law, and Quantitative Methods for Business Applications.
Completed Professional Courses and Seminars in:
Kepner & Tregoe - Project Management
Zenger Miller (Global Achieve) Train the Trainer
IAML certification in Employee Benefit Law
T1 World at Work - Total Rewards
Health, Life and Annuities License