Christal Oliver
Email: *********@********.***
Address: **** ****** ****
City: Houston
State: TX
Zip: 77379
Country: USA
Phone: 713-***-****
Skill Level: Management
Salary Range: $70,000
Willing to Relocate
Primary Skills/Experience:
See Resume
Educational Background:
See Resume
Job History / Details:
Christal E. Oliver - Page
CHRISTAL E. OLIVER
713-***-**** e-mail: *********@********.***
SUMMARY
Experienced Group Employee Benefits and Financial Services professional providing strategic direction and building two-way partnerships with internal and external clients. Extensive knowledge of Group Life, LTD, STD, Vision, Dental, Defined Contribution and Defined Benefit Plans with experience dealing with complex negotations and financial challenges.
PROFESSIONAL EXPERIENCE
The Standard Life Insurance Company, Houston, TX 2010 - 2012
Senior Employee Benefit Service Manager
Accountable for the administration, compliance, and service for all clients and Employee Benefits sales and service team.
Provided subject matter expertise to client, human resources and benefit professionals.
Primary contact person for all assigned clients as it relates to interpreting Plan Documents, legal and regulatory compliance, and other pertinent issues that may need translating.
Worked closely with internal compliance department to ensure clients are updated on all legal requirements for Health, Life, Disability, Vision and Dental plans.
Managed a staff of 10 employees which included Account Executives, Account Managers
Establish and develop relationships within the broker and consultant community
Managed book of business that range from 250 lives to 10,000 lives.
SME on contract language, administration, technical specifications and compliance of employee benefits and insurance contracts.
Contribute to profitability and growth while developing renewal strategies for existing clients and identifying opportunities for adding new lines of business
Maintain 95 % persistency goals
Service as a mentor and SME for direct reports and clients.
Provide expertise on plan renewals, plan funding and pricing.
Ensure all agreements and plan documents are accurate
Create and achieve team business plans
Prepare and ensure implementation timelines are meet for new client installations
Prepare and review experience reports
Responsible for selling products and services and underwriting principles
Achievement of customer performance guarantees
Conduct client and finalist presentation
VALIC Houston, TX 2007 - 2010
Senior Account Manager
Accountable for the strategic leadership of multiple client relationships including Brokers. Contracted value of managed client exceeds 1.2 billion.
Ensured proper administration and Project management of Defined Contribution and Defined Benefit Clients.
Managed over 1.2 billion in assets for designed Defined Contribution and Defined Benefit Plans.
Oversaw the ongoing administration, reporting, processing and/or problem resolution for national, large multi-regional, and/or other Strategic plans; effectively leveraging knowledge and resources of the VALIC infrastructure to complete tasks and resolve issues.
Facilitated the plan setup process; attend and facilitate client relationship meetings both on-site and in field.
Partnered with VALICs Implementation department, which leads new or converted cases/plans, including sample plan documents, kick-off meetings, documentation, timelines, etc.
Remained knowledgeable of all legislative issues including laws pertaining to ERISA, DOL and Internal Revenue Service.
Created and monitored strategic Education and Communication plan.
Metropolitan Atlanta Rapid Transit Authority, Atlanta, GA 2004 - 2007
Manager of Benefits / Plan Administrator
Accountable for the overall administration of Retirement and Employee Health & Welfare Plans for over 9,000 employees including the negotiation of contracts and management of vendor relationships.
Administered Retirement Benefits through the Defined Benefit Plan for over 6,000 Non-Union employees, 2,500 Union employees and for over 1,000 Retired Employees.5
Managed over 100 million in assets in the Defined Benefit Plan and over 30 million in the Defined Contribution Plan (401(a)) Plan.
Provided analysis of existing plans, redesign of plans where appropriate, and developed recommendations for review by the Management Pension Committeer and MARTA Board of Directors.
Maintained all regulatory updates and discuss with MARTA Pension Committee.
Worked with outside ERISA counsel on Pension issues.
Administered all Health & Welfare Plans for over 9,000 employees including managed care plans, dental, LTD, STD and various other supplemental benefits.
Subject matter expert on plan design, funding, plan renewals, RFP, wellness programs, pricing and all compliance reporting.
Designed enrollment materials and conducts open enrollment and new employee benefit reviews
Scheduled and conducted quarterly investment reviews with Pension Committee and outside investment adviser.
EDUCATION AND TRAINING
CEBS Designation ongoing
Pension Administrators Course, ASPA
FINRA Series 6,63
Life and Health Insurance License
OTHER PROFESSIONAL SKILLS
Proficient in all Microsoft Office products, People soft and SAP and Sales force