Summary

Bringing ** plus years of passionate Healthcare Industry experience to you. My benefits career has provided me a full circle of indepth knowledge of healthcare; consisting of the carrier side, Human Resources, and experience on the broker side of healthcare. My passion for benefits allows me to help corporations bring the best in benefits to their employees. My high energy, attention to detail, and my ability to work in teams or individual settings allow me to perform my responsibilities at an effective and high level. I look forward to sharing my work experience and helping to develop your benefits of the future.

Experience

Manager of Corporate Benefits

Tranzonic Companies • Richmond, OH

08/2020 - 11/2023

Manager of Corporate Benefits/Ultipro Administrator The primary focus of the role will be benefits administration and regulatory compliance with varying levels of responsibility for strategic initiatives, M&A /new client integration, Leave Management, employee relations, employment law, HRIS, policy maintenance, This role is critical in executing our people initiatives, providing great internal customer support, and driving HR functional excellence across all our divisions. Responsible for managing all benefit plans, associated state and federal rules and regulations. Manage enrollee eligibility as appropriate for each plan. Act as a liaison between employees and benefit providers, and brokers; leading the coordination and administration of benefits programs for the organization including health insurance, vision insurance, dental insurance, flexible benefits, ancillary benefits, employee assistance program, and wellness programs. Performs all daily tasks required for maintaining the health/dental insurance, flexible benefits, ancillary benefits, Flexible Spending Account and wellness programs.

Review, code, enter, process and audit all benefit enrollment processes within the system, process changes and terminations in a timely, accurate manner within the framework of applicable plan rules, processes, contracts, eligibility/enrollment periods.

Ensures plan compliance and reporting under ACA.

Coordinate annual open enrollments for all divisional health, dental, flexible benefits and ancillary benefits. Prepares and distributed all benefit materials for new employees Will conduct in person and web based benefit orientation sessions. Manage (Open enrollment, new hire orientation, etc.) Responsible for all file feed maintenance between HRIS and benefit providers, ensuring accuracy of data flow. Enforce health insurance court orders & completion of insurance verification requests from employees or outside sources.

Prepares of letters/notices regarding benefit information to employees retiring and terminating employment, losing eligibility, open enrollment notices, etc.

Work closely with billing and payroll to ensure that levels of coverage for all employees on benefits plan is accurate.

Audits benefit transactions and coding including COBRA report. Assists accounting and finance with invoice reconciliation. Reporting: EEO-1, Veteran’s reporting, Annual 1095 processing and reporting, annual 5500 data coordination, Medicare Data Match.

Jose Muniz

ad2g2t@r.postjobfree.com / 440-***-**** / Lorain, Ohio Assists managers with recruiting, disciplinary actions, investigations, responding to employment information requests, and policy interpretation.

Sr. Client Manager

Oswald Companies (Note - Position eliminated due to COVID) • Cleveland, Ohio 01/2020 - 06/2020

Primary responsibilities to provide external broker support to employer (HR Directors, Managers, etc.) groups for my assigned book of business, giving internal direction to the client management support team. Potential book of business for Middle Market: 25 - 75 accounts with healthcare spend up to $20mil. Help drive strategic planning process and collaborate with Client team to develop and monitor a long-term, integrated and comprehensive health management strategy customized to the client’s needs.

Collaborates with internal resources as needed to ensure the client's needs are satisfied with responsibility for retaining existing business.

Serves as the key service contact to identify, design, communicate and implement cost effective benefit solutions to help minimize risk; respond to requests for assistance from employer HR offices. Works closely and build relationships with employer contacts (i.e. HR leadership and CFO levels) Maintain the existing client base programs plus the up-selling and cross selling of other Products/Services that match the employers needs.

Manager of Corporate Benefits

TransDigm Group, Inc • Cleveland, Ohio

10/2017 - 12/2019

This position is responsible for oversight and administration of US-based health and welfare and retirement benefit programs for over 50+ domestic operating units with 20,000 employees. In addition work with the M&A Team during Pre

& Post-Acquisition process and integration to Corporate benefit structure. Day-to-day responsibilities:

Primary point of contact for benefit vendors, brokers, counsel, and other external service providers, as well as internal operating unit HR/payroll contacts.

Review and update benefit communications with carriers, brokers, and plan sponsors. Assist with maintaining current benefit systems and implementation of new systems carrier platforms internal or external.

Management of benefits invoicing, payment, and reconciliation. Administers the company’s health and welfare benefit plans. Maintains relationships with company broker and with carrier representatives.

Manages the annual Open Enrollment process, onsite enrollment meetings, including expanding the use of self- service and carrier connections whenever possible. Works with the Mercer Team on benefit strategies and communications throughout the year. Manage healthcare vendor relationship, structure setup, and any escalated issues. Manages HRCM System at the Corporate level for all HR data and enforces data integrity and quality across all source systems for all domestic operating units.

Primary point of contact for the 401K plan for the vendor and 401k broker; managing day-to-day plan activity, plan communication strategies, compliance testing, and a member of the Investment Review Committee. Benefits and HRIS System Manager

SIFCO Industries • Cleveland, Ohio

08/2016 - 10/2017

Payroll and HRIS Systems responsibilities:

Acts as the steward for all HR data and enforces data integrity and quality across all source systems and processes. Documented, implemented and maintains a common payroll and HR system configuration across all domestic company locations.

Documented a common set of payroll and HR system procedures and trains users. Audits compliance with procedures.

Develops and maintains a thorough, end to end understanding of all HR processes. Participates in the selection of and implements systems that support these HR processes (e.g., applicant tracking, learning management system).

Manage ADP Workforce Now HRIS for Payroll, Time and Attendance, and HRB. Benefits Administration responsibilities:

Manages and Administers the company’s health and welfare benefit plans. Maintains relationships with company broker and with carrier representatives. Determines appropriate system set-ups, interfaces and billing procedures to ensure benefits are administered accurately and in compliance with plan documents. Corporate contact for any escalated benefit plan issues/discrepancies. Trains division HR staff on administration and billing procedures. Performs periodic billing audits for company benefits.

Responsible for the annual Open Enrollment process, including expanding the use of self-service and carrier connections whenever possible.

Compliance:

Responsible for developing and maintaining the annual Affirmative Action Plan and for EEO-1 and VETS filings. Assists the Corporate HR Director with other compliance activities, including HIPAA, COBRA, PPACA and ERISA, and in developing new policies and HR programs.

Supports the annual 401(k) Plan audit.

Partners with HR staff in all locations to ensure effective application of and compliance with HR policies and practices, and to support overall HR process improvement. Manager of Corporate Benefits

Heartland Payment Systems • North Olmsted, Ohio

10/2007 - 07/2016

Primary Benefits Contact and Direct Vendor Contact for Major Medical benefits and all Supplemental Benefits companywide.

Participated directly with broker and carrier during benefit renewals and plan review. Direct contact for Stop Loss vendor; responsible for reporting headcount and premium payments. Manage Benefit changes for Major Medical and Ancillary plans and Open Enrollment for 4,000+ employees; working closely with vendors to ensure eligibility was accurate and completed in a timely manner. Responsible for managing 1094 & 1095- C filing with the IRS per ACA Law. Provide customer service style support to employee by answering benefit questions face-to-face, email, or over the phone. Served as the primary Corporate contact for any escalated claims issues or questions. Monitoring COBRA activity and reconciliation between HRIS system and the Cobra Vendor Manage Annual ACA Reinsurance Fee filing with the IRS Receive and work through UHC error files from weekly feed from HRIS system Benefit Advocate 2007 – 2011

Served as the Primary Administer and direct vendor contact for Major Medical benefits and all Supplemental Benefits companywide. The role included all the same duties as the Benefits Manager which was created when I was promoted to it in 2011.

Strategy Specialist

Cigna Insurance Companies • Independence, OH

08/2001 - 09/2007

Manage a Book of Business which consist of 52 Clients, comprised of Medical, Dental, FSA, and HSA accounts. Strategize with Clients and Brokers on a daily basis regarding the following: Benefit Administration, Health and Wellness, Enrollment Strategy, Employer/Employee Communication, Benefits Education.

Create Employee Benefit Summaries for New and Existing Accounts. Promote and Educate Clients on CIGNA Consumerism products and capabilities. Provide high-level account development and account specific strategies. Provide face-to-face contact to ensure all inquiries are handled in a timely manner. Support the Client Management team in handling renewal decisions, network issues, escalated service issues, and yearly settlements.

Respond to customer calls by channeling questions and issues appropriately within CHC. Demonstrate the ability to handle, refer, or delegate complex questions, issues, and problems to appropriate CHC resources on a wide range of products as they relate to the assigned book of business.

• Achieve the team business plan objectives, both in implementing new plans and in identifying and responding to customer needs.

• Partner with the Client Management team (i.e. - Client Manager, Implementation Manager, etc.) in the development of client specific strategies and in the pursuit of growth opportunities, and retail strategies.

• Assist the Client Manager in the identification of business opportunities for product penetration of existing accounts, potential sales of ancillary products, and strategies to maximize membership.

• Provide a high level of expertise with extensive knowledge of products and accounts in relation to the assigned book of business.

• Develop strong working relationships with key Client contacts, Broker Community, Client Management team members, and internal matrix partners.

Skills

Customer service, Microsoft office, Excel, Employee Relations, Sergeants Program (Leadership) Military Service

Honorably discharged from United States Marine Corps Reserves (6yrs) Education

Human Ecology

The Ohio State University • Columbus, Ohio

06/1999

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