HR Benefits Manager

E-mail: *******@*******.***

HR BENEFITS MANAGER

QUALIFICATIONS SUMMARY

Highly organized, dedicated, and dynamic professional, with MA degree in Human Resource Management; seeking a challenging career that would offer the opportunity to effectively utilize knowledge and skills gained from academic and work experience. Enthusiastic to apply leadership experience in overseeing employee relations, staff training, regulatory compliance, benefit programs and administration, and human resource operations. Proficient with Microsoft Office Suite, Windows and Mac operating systems, IBM, as well as proprietary insurance and financial software.

EDUCATION

Master of Arts in Human Resource Management May 2013

CORCORDIA ST. PAUL, ST. PAUL, MN

Bachelor of Science in Organizational Management

GOSHEN COLLEGE, GOSHEN, IN

CAREER OVERVIEW

Human Resources / Leadership and Collaboration

- Provided effective oversight and supervision on daily sales activity, ensuring compliance of operations with policy and procedure.

- Supervised and trained the Marketing, Sales, and Customer Service teams on cross-selling techniques to identify financial services prospects, maximize revenue, and maintain customer service initiatives.

- Spearheaded the professional development of team members through training, coaching, and mentoring of staff in order to achieve established goals.

- Monitored, evaluated, and discussed performance of direct sales reports through regular meetings.

- Analyzed business objectives and staffing needs as well as developed, communicated, supported, and implemented business strategies, plans, and best practices.

- Ensured effective and timely execution of HR support functions concerning performance management, learning and development, and employee relations.

- Facilicated special programs for 401K, estate planning, investment analysis, life insurance underwriting, and customer service.

- Held full P&L and operating responsibility for multi-unit franchise operation and effectively directed 3 district supervisors, 14 branch managers, and a total staff of 300.

Client Relations and Service

- Designed, developed, and implemented customer acquisition and retention strategies, focusing on aggressive marketing and partnership.

- Applied expert knowledge in quickly analyzing and identifying customer needs; thereby closing sales and surpassing company objectives.

- Rendered customer and personal services as well as conducted customer needs assessment; met quality standards for services and evaluated customer satisfaction.

- Educated clients regarding individual and group health, medicare supplement, supplemental insurance, disability insurance, annuities, and mutual funds to explore financial options.

- Established and secured strong relationships with clients by identifying and resolving complex and sensitive financial issues with internal and external clients.

WORK HISTORY

EVERENCE FINANCIAL ADVISORS, GOSHEN, IN

Financial Services Representative 2003–Present

MAUST, MARTIN, & ASSOCIATES, INC., GOSHEN, IN

Employee Benefit Account Manager 2000–2003

MENNONITE MUTUAL AID, GOSHEN, IN

Member Services Specialist, Corporate Offices 1997–1999

BRUNO ENTERPRISES, INC., LA PORTE, IN

Director of Operations 1995–1996

PROFESSIONAL DEVELOPMENT

Certified Employee Benefit Specialist Candidate (five courses completed)

Life and Health Insurance License, LTC Partnership Program

PROFESSIONAL AFFILIATIONS

International Foundation of Employee Benefits Plan

Society for Human Resource Management (SHRM)

AWARDS AND HONORS

Group Product Sales Leader 2008 and 2012

Transitions: Broker of the Year 2012

ARTICLES/WHITE PAPERS

Article in Employee Benefit Advisor (2008). Clarity of Vision.

Transitions Academy 2009. Broker Panel. White Paper: Communicating the Value of Vision Benefitsto Employers.

Article in California Broker (Mar 2012). Making Eye Contact with Vision Plans–The Transitions Academy 2012 Vision Conference.

Article in Employee Benefit Advisor (Jul 2012). Failing to see Baby boomers are not taking advantage of available eye care benefits, leading to lost productivity.

Article in California Broker (Oct 2012). Vision–An Interview with Transitions Vision Benefits Broker of the Year, Patrick Tibbs.

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