Manager Insurance

REBECCA BARTELS, CEBS, ARM

P.O. Box **** Cedar Park, Texas 78630

512-***-****, abjtnn@r.postjobfree.com

OBJECTIVE

Position in the field of Employee Benefits management and administration,

which will provide an opportunity for professional growth and advancement

based upon demonstrated strengths.

PROFESSIONAL EXPERIENCE

The Standard, Inc. Austin, Texas

Account Manager March 2008 - June

2009

. Responsible for client communications and the administration of defined

contribution plans in compliance with regulatory requirements to provide

customer satisfaction and contribute to Division growth and

profitability.

. Coordinate testing and compliance work on defined contribution plans.

Consult clients on defined contribution plan design issues. Partner with

legal, sales, and service divisions to service client needs.

. Develop and manage effective relationships with plan representatives,

sales consultants, consulting firms, and co-workers by acting as primary

home office client liaison. Includes utilizing technical and plan

specific knowledge to solve problems and communicate with clients

regarding administrative, plan design, and regulatory issues. Serve as

member of secondary call center to support Participant Communication team

during cyclical call volume increases.

Benefits Design, Inc. Austin, Texas

Regional Benefits Administrator/HRIS January 2007

- March 2008

Provide benefits support for 8,000+ employees and HR contacts across the US

on a day-to-day basis. Administered group benefit programs including but

not limited to: group health, dental, vision, life insurance, short term

and long term disability, flexible spending accounts and long term care.

. Established and maintained effective positive working relationships with

client, third party benefit vendors and team members.

. Performed accurate data entry into Human Resource Information System

(HRIS) regarding applicants, new hires, and status changes (applicant

flow log, new employee set up, benefit elections changes, terminations)

to assure timely benefit enrollments.

. Ensured employee benefits eligibility for all plans by communicating

discrepancies; and assisted with ensuring data integrity.

. Provided customer/employee support addressing benefit

inquiries/complaints and insurance claim discrepancies to ensure quick,

equitable, and courteous resolution.

. Performed and processed benefit adjustments for payroll. Knowledge of

client employee benefits policies, and procedures and processes.

Durham School Services, Austin, Texas June 1992 - October 2006

Employee Benefits Manager May 2000 - October 2006

Durham School Services has over 50 years experience in student

transportation and delivers more than 275,000 students to school each day

in more than 250 school districts. It is the second largest contract

student transportation provider with locations in 18 states and 10,000

employees.

. Managed and administered company employee benefit plans including

medical, dental, vision, long-term disability, accidental death and

dismemberment, and term-life insurance plans, Section 125 plan, and

multiple 401(k) plans and non qualified plans (SERP). Administered all

plans in accordance with insurance contract requirements, plan document

requirements, ERISA, federal and state law and company policy. Propose

and implement processes to eliminate or minimize company's exposure to

employee benefit liability losses.

. Participate in renewal activities, including preparation of benefits

comparisons, cost and services of alternative plans. Prepare employee

communication materials for all employer sponsored plans. Consistently

required to communicate technically complex employee benefit issues to

lay persons.

. Prepared 5500 for Section 125 Plan. Managed annual audits for six (6)

qualified plans to comply with DOL and ERISA reporting requirements as a

result of a major merger and acquisition period.

. 1999-2003: Managed acquisition and merger of all health, welfare and

retirement plans for six (6) company acquisitions. Successfully

completed all outstanding qualified plan audits that were not performed

by prior companies, which included preparation of Voluntary Fund

Correction Program (VFCP) calculations as required.

. Responsible for the conversion of five (5) 401(k) plans to company record

keeper as required by ERISA regulations - control group testing.

Established two (2) new 401(k) plans for newly created company as a

result of ownership changes.

. Remit salary deferrals to record keeper timely. Calculate and prepare

annual employer match and profit sharing contributions for multiple

401(k) plans. Reviewed allocations, non-discrimination and compliance

testing requirements and communicated necessary changes.

. Implement large-scale projects with annual open enrollments and 401(k)

plan data/record keeper conversions. Prepare Summary Annual Reports.

. Served as liaison between employees and the company's insurance carriers,

record keeper and broker to ensure efficient information flow and problem

resolution. Responsible for vendor management and building productive

working partnerships. Ensured payment of invoices for multiple 401(k)

plans.

. Worked directly with company's ERISA attorney firm on preparation of all

plan documents, amendments, and plan resolutions. Responsible for

reviewing for accuracy and completeness.

. Prepare QSLOB statements. Work with TPA on preparation of annual and

quarterly fund performance reports. Member of Administrative Benefits

Committee. Prepare committee minutes for reporting and recordkeeping

purposes.

. Supervise department staff.

Employee Benefits Specialist June 1992 - May 2000

. Reviewed and processed detailed insurance premium and administrative

services invoices. Ensured billings were accurate and paid timely.

. Administrated timely COBRA, Leave of Absence (LOA) and Family Medical

Leave Act (FMLA) notices. Handled payment reconciliation for COBRA, LOA

and FMLA.

. Provided all personnel with current information about company benefits.

Managed and maintained complete set of employee benefit policies, plans

and records.

. Processed employee distribution requests for multiple 401(k) plans on a

weekly basis.

. Managed Benefits Orientation meetings for new school district contracts &

corporate employees.

Custom Benefit Services, Austin, Texas February 1988 - June 1992

Section 125 Department Manager: Managed administration of Section 125

plans in compliance with regulatory requirements. Prepared client's plan

documents, amendments, and 5500's. Managed and coordinated annual

enrollment periods. Supervised department staff. Managed daily

processing of employee pre-tax payroll contributions, and Health Care and

Dependent Care claims for over 100 clients.

Data Requestor: Process census information requests for Defined

Contribution Plan clients.

TECHNICAL SKILLS

Training: Crystal Report Writer, Omni Plus, Lawson (HRIS), Pyramid (RMIS),

Ceridian (HRIS), PeopleSoft (HRIS), Gold Mine, PACE

Proficient: MS Office Suite, Crystal Report Writer, HRIS databases

PROFESSIONAL DEVELOPMENT

Certificate in General Insurance, Insurance Institute of America - IIA

Certified Employee Benefit Specialist - CEBS, Designation - 1998, Fellow

Personal Financial Principles - PFP - Completed March 2004: Eligible for

Chartered Financial Planner (CFP) exam. CEBS and PFP earned through

International Society of Employee Benefit Specialist (ISCEBS),

International Foundation of Employee Benefit Plans and the Wharton School

of Pennsylvania.

Associate in Risk Management - ARM, Designation -1999, Insurance Institute

of America - IIA

Completed Pension Administrators PA-1, PA-2, PA-3 and DC-1 exams: offered

by American Society of Pension Professionals and Actuaries (ASPPA).

Pursuing the Qualified 401(k) Administrator - QKA designation.

Completed Compensation Concepts and Principles - Course 1 through ISCEBS.

Preparing for the Course 2 - Executive Compensation and Compensation Issues

exam.

General Lines Agent - Group Life, Accident, Health and HMO: Texas

Department of Insurance:

License no. 1452511 - June 2007.

PROFESSIONAL AND VOLUNTEER ASSOCIATIONS

Past President/Board Member; President - 2003, 2008; International Society

of Certified Employee Benefit Specialist - Austin Chapter; Austin ERISA

Study Group - past member; Austin Human Resources Management Association

(AHRMA) - past member; Austin Junior Forum - Non-profit women's volunteer

organization - Active 4th yr.

EDUCATION

University of Texas Business Completed 30 hours

University of North Texas Business Completed 60 hours

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