Project Manager Customer Service

Tracey Stewart *** Meadowdale

Drive, Newark, DE *9711

Cell: 302-***-**** . Home Telephone: 302-***-****

******.**********@*****.***

HUMAN RESOURCES BENEFITS SUPERVISOR

Offering 20 years of accomplishments in Benefits Administration and Project

Management

Experienced benefits professional, Supervisor and a Master of Science graduate

with a solid record of success in benefits administration, project management,

and employee training. Creative problem solver with the ability to educate and

manage personnel and clients, direct complex projects and technology, and

advance corporate objectives. Strong communication and project management

skills as demonstrated through the implementation and account management of

health and retirement savings accounts, the supervision and coaching of teams

and vendor management. Possess strong organizational skills and experience

working in a high volume and fast paced environment.

Areas of specialization include:

Excellent Customer Service Skills Onboarding & I-9 Process

Project Management, Relationship Effective and Persuasive Oral

Management & Consultative Skills Communication and Writing Skills,

Open Enrollment and Renewal Meetings Employee Coaching, Training &

System Enhancements, Workflow and Development

Process Improvements Employee Recruiting and Benefit

Claims Administration and Operations Education

Management Marketing and Training Material

Knowledge of PeopleSoft and WorkDay Development for Print Distribution and

Payroll Systems Web Updates

Extensive knowledge of section 125, 401

(k) Retirement Plans, and ERISA

Regulations

Extensive knowledge of disability

benefits, COBRA, ADA.

Global Benefits Supervisor

T. Rowe Price, Owings Mills, MD

2011 - 2014

Instrumental in developing and administering benefit programs for T. Rowe Price

associates. Managed benefits team consisting of six team members. Planned,

reviewed and implemented benefit services, developed communications for open

enrollment and other benefit programs, and aided in resolving complex benefits

issues.

Accomplishments:

Manage a team of six HR Services team members.

Partner with clients and vendors to identify and understand business needs and

provide benefits solutions in alignment with the TRP global benefits

philosophy.

Work collaboratively with the HR team to identify, refine, and implement an

overall wellness philosophy and strategy.

Work with benefits broker to monitor benefits usage, stay current on

legislation governing benefits, and make recommendations on changes to benefits

that move benefits programs in the desired direction.

Manage all aspects of annual open enrollment process.

Counsel employees on matters related to benefits practices and policies to

resolve issues and conflicts.

Coordinate with management to make decisions on unusual or precedent-setting

appeals.

Develop HR professionals through the use of targeted coaching, feedback and

development resources.

Educate and counsel business partners on our global benefits philosophy,

programs, and practices.

Utilize skills and expertise to identify, solve and escalate issues as needed

relative to performance appraisal/management, employee/supervisor

coaching/counseling and disciplinary action.

Drive annual benefits review process for business clients and ensure that the

benefits programs support T. Rowe Price's ability to attract, engage, and

reward associates for their contributions to the firm.

Analyze business requirements and implement solutions that resolve technical

and/or benefits issues of varying complexity.

Tracey Stewart, MS

Page 2 of 2

Supervisor & Business Analyst

Blue Cross Blue Shield of Delaware, Wilmington, DE

2003 - 2009

Instrumental in developing training for the rollout of the consumer driven

health care services to Employers, Brokers, and Employees and to Internal

Marketing Representatives. Conducted employer/employee training meetings for

internal and external clients to review product and services and manage the

communication, rollout, and implementation of Flexible Spending Accounts and

Consumer Driven Health Care services and products.

Accomplishments:

Managed assigned staff, projects and system operations.

Successfully performed and coordinated testing of system issues, process

improvements and system modifications for full service administration of

section 125 and retirement plan services.

Developed training materials and delivered initial and follow-up training to

end users.

Managed section 125 plans including claims processing, implementations, open

enrollment, process improvements, and vendor relations.

Presented benefit programs in open enrollment/benefit meetings; and assisted

employers with the administration of their employee benefit plan.

Possess a functional knowledge of Flexible Benefit and HR laws and regulations,

benefits, employment, recruitment and payroll practices.

Managed the implementation and account administration of new and existing

client relationships.

Conducted sales/marketing presentations to educate brokers/clients regarding

pretax benefits and health and retirement savings accounts products.

Provided strategic and consultative benefit services to clients and brokers.

Managed initial project implementation and process improvements for Consumer

Driven Health Care Services.

Responded to and completed RFP's.

Supervisor & Project Manager

The Vanguard Group Inc., Malvern, PA

1990 - 2003

Instrumental in managing the Operations Area responsible for the system setup

of new 401k clients. Responsible for the conversion of new 401k clients and the

management of multiple projects in a high stress and fast paced environment.

Converted retirement plan assets totaling over 1.5 billion. Responsible for the

development of training to effectively support performance development for

employees and management.

Accomplishments:

Functioned as Supervisor successfully managing assigned staff and system

operations.

Functioned as a Project Manager successfully coordinating conversions of

prominent 401(k) retirement plans to Vanguard and conducted client conversion

meetings.

Developed departmental training and delivered training content targeted to

strengthen employees' skills and meet corporate objectives.

Developed and implemented informational, and/or educational programs, training

resources, lesson plans, materials, and visual aids.

Responded to client inquiries regarding 401 (k) conversions and accounts.

Possessed a functional knowledge of 401 (k) retirement plan administration and

ERISA.

Maintained positive vendor relationships to negotiate contracts; investigate

benefit issues and provide information in non-routine situations.

Evaluated and assessed existing employee benefits with those of other employers

by analyzing other plans, surveys, and other sources of information.

EDUCATION AND AFFILIATIONS

M.S., Organizational Leadership, Wilmington College, Newcastle,

Delaware

B.A., Communications and English Major (Business and Technical

Writing) University of Delaware, Newark, Delaware

Computer Skills: MS Office, Outlook, Snag IT, PPLUSNT, WorkDay, Peoplesoft,

ADP, VISTA

Contact this candidate