Sr. Benefits Analyst.

Angela J. Morgan

************@*******.*** • 415-***-****

Effectively manage all aspects of benefit programs including philosophy, plan design and strategic initiatives. Seeking to provide top-quality HR support. Offer excellent communication skills, computer proficiency (word processing, spreadsheets, database programs), and an understanding of organizational strategies to help meet corporate objectives. Technical Skills/Proficiencies.

EDUCATION

City College of San Francisco, location May 2015

AS - Business Administration & Management

BA – Human Resource Management (in progress)

PROFESSIONAL EXPERIENCE

AC Transit 03/2024 - Present

Contractor

• Responsible for implementing all benefits communications with employees.

• Process status changes and the deductions.

• Provide COBRA information and process the enrollments.

• Assist with managing all group benefit plans.

• Assist with managing annual Open Enrollment for group benefit plans.

• Assist administrative employees/retirees/covered dependents in resolving insurance questions and claim issues.

• Manage vendor relationships and performance.

• Process status changes.

• Conduct New Hire Orientations

• Process Retirements

• Oversee monthly reconciliation process and vendor payments.

• Complete other responsibilities as assigned.

Swinerton 02/2017-10/2023

Sr. Benefits Analyst

• Lead the strategic design, implementation, and plan administration of the companies benefits offering.

• Manage vendor relationships and performance.

• Provide support in all aspects of the benefits retirement plan.

• Oversee the day-to-day benefit program administration including enrollment, change, and transition processes.

• Oversee Leave of Absence and Time Off programs for administrative staff.

• Plan and manage all facets of the annual Open Enrollment.

• Process status changes and the deductions changes for the Non-union Craft Hourly Benefit Program and the Administrative population.

• Lead and implement new programs and facilitate benefit communications efforts.

• Conduct regular audits of benefits data to ensure accuracy and compliance with policies and regulations.

• Assist management, employees, and vendors to resolve benefit related questions and issues.

• Oversee monthly reconciliation process and vendor payments.

• Ensure compliance with all applicable federal, state, and local laws (including but not limited to FMLA, CFRA, ADA, ACA, HIPAA, and COBRA), with company policies and procedures in all transactions.

• Conduct regular audits of benefit programs to ensure the quality of carrier information is up-to-date and in Workday.

• Identify, recommend, and implement process improvements.

• Support and educate Company and Division HR Partners with benefit information.

• Assist with the implementation, design, set up and testing of Workday.

• Stay up to date and knowledgeable of current and upcoming benefit and leave of absence legal compliance changes, as well as trends in the benefits field.

• Recommend new and/or improved employee benefit plans, processes, and cost management measures that support the company’s overall reward strategy.

• Coordinate and supervise the services of consulting firms, brokers, trustees, other outside resources to assure appropriate delivery of services, are on time and within established budgets.

• Assist with managing all group benefit plans.

• Assist with managing annual Open Enrollment for group benefit plans.

• Assist with completing all necessary compliance requirements for benefits data to ensure accuracy and compliance with company policies and regulations as it pertains to filing 5500; Non-discrimination testing and reporting.

• Recruit, train, and oversee daily operation of assigned Benefits Staff team.

• Assist with managing group insurance contracts.

• Resolve administrative problems with carrier representatives and third-party administrators.

• Manage the Retiree Health Insurance Program.

• Assist administrative employees/retirees/covered dependents in resolving insurance questions and claim issues.

• Collaborate on benefits data management within Workday, including reporting.

• Assist with arranging and conducting employee information presentations and enrollments,

• Assist with educating Company/Division HR staff concerning benefit information.

• Assist with managing Company Intranet Benefit Information (SwinNet) for administrative staff, Non-union Craft, and Union staff.

• Collaborate on the development of statistical data relative to group plans and leave/time off programs.

• Supervised a staff of four.

• Complete other responsibilities as assigned.

City College of San Francisco 01/2013-02/2017

Sr. Benefits Analyst

• Manage and enroll health, dental, vision, life and disability insurance, and various cafeteria account information to about 5000 active employees and retirees.

• Responsible for setting up and managing our annual open enrollment periods and providing all the necessary materials.

• Responsible for recommending benefit plans and the changes.

• Process and enter the enrollment forms in the various systems.

• Handle 401k and 403B compliance and work with third party administrators.

• Responsible for implementing all benefits communications with employees.

• Process status changes and the deductions.

• Provide COBRA information and process the enrollments.

• Handle the retirement process for faculty & administrators.

• Process, monitor and track all leaves of absences.

• Process Worker's Comp Claims.

• Monitor and track all retirees and their benefits.

• Monitor and track employee deductions.

• Analyze and resolve delinquency issues.

• Assisted with non-discrimination testing.

• Work with IT regarding HRIS issues and benefits.

• Supervised a staff of three and trained the Benefits Coordinator. City College of San Francisco 12/2001-01/2013

Benefits Analyst

• Managed the new hire enrollments and status changes for all active and retired personal for a population of about 5000 employees.

• Responsible for setting up and managing the annual open enrollment.

• Responsible for recommending benefit plans and the changes.

• Process and enter the enrollment forms in the various vendor portals.

• Handle 401k and 403B compliance and work with third party administrators.

• Responsible for implementing all benefits communications with employees.

• Process status changes and the deductions.

• Provide COBRA information and process the enrollments.

• Handle the retirement process for faculty & administrators.

• Process, monitor and track all leaves of absences.

• Process Worker's Comp Claims.

• Monitor and track all retirees and their benefits.

• Monitor and track employee deductions.

• Analyze and resolve delinquency issues.

• Assisted with non-discrimination testing.

• Work with IT regarding HRIS issues and benefits.

• Supervised and trained the Benefits Coordinator. Pinkerton/Securitas 08/1999-11/2001

Human Resource Manager

• Primary recruiter for all hires.

• Handled all employee relations issues, disciplines and terminations.

• Managed the pre-hire process and background screening.

• Prepared the benefit packets.

• Provided the new hire orientation & training.

• Process unemployment claims and attended all unemployment hearings when necessary.

• Handle EEO and discrimination charges.

• Handle and process all Leaves of absence.

• Attend union grievances and assisted in the negotiations of the collective bargaining units.

• In charge of the employee incentive programs.

• Supervise a staff of three.

City College of San Francisco 02/1996-08/1999

Sr. Personal Clerk

• Prepared the faculty and administrated job announcements.

• Prepared new hire packets.

• Prepared monthly board resolutions.

• Assisted in the recruitment process of full-time and part-time faculty and administrators.

• Attend various job fairs.

• Input new hires information and salary in the Banner (HRIS) system.

• Handled phone inquiries regarding job openings.

• Prepared part-time pool lists.

• Processed faculty Leave of absence.

• Processed Sabbatical leaves.

• Assisted in processing disabilities claims.

• Supervise a staff of three.

SKILLS

• PeopleSoft (10+ years)

• Employee Orientation (5 years)

• Word Processing (10+ years)

• Interviewing (10+ years)

• Human Resources (10+ years)

• Management (10+ years)

• Benefits Administration (10+ years)

• Human Resources Management

• Workers' Compensation (10+ years)

• Workday (6 years)

• Office Management

• Conflict Management (10+ years)

• Recruiting (4 years)

• Cost Management (4+ years)

• VLookup (7 years)

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