Employee Relations Sales

VALEN F LIPARI

Brooklyn, NY • 917-***-**** • *******.******@*****.*** • / https://www.linkedin.com/in/valen-lipari/

A professional seeking a Human Resources Benefits role. Proven abilities in building mutually beneficial relationships with internal and external stakeholders. Possessing extensive Retirement Plan experience, excellent employee benefits knowledge, vendor management and issue resolution skills. Engaging communicator, skilled at simplifying complicated benefit concepts. Collaborative team player with the ability to work autonomously.

EDUCATION:

Bachelor of Arts

Southern New Hampshire University 3.9 GPA

RELEVANT SKILLS:

Compliance Activities

Problem Resolution

LOA processing

Vendor Management

Benefits Presentations

Retirement Plans

Strategic Communications

Project Management

Payroll Reconciliations

RELEVANT WORK EXPERIENCE:

Benefits Analyst: Matlen Silver New York, NY August 2019- Present

Currently working in a consultant capacity for a Global IT software solution firm with 1000 + employees globally.

Vendor management, researching, resolving claims and eligibility issues across the organization

Facilitating new hire orientation weekly, supporting online enrollment process and coordinating Open Enrollment across multiple locations

Benefits Administration, processing and managing Parental leaves, FMLA, PFL, COBRA administration, Maternity, Paternity, FPL, Medical leaves STD and LTD

Educating employees about benefits offering white glove service to all levels of the organization

Review and audit payroll related reports, HSA and FSA Account contribution funding

Liaison with Accounts Payables for invoice reconciliation and approval for benefits invoices globally

Compliance activities, coordinating quality control for 1094/1095 reporting and adherence to benefit regulations: ERISA, FMLA, HIPPA and COBRA

Developing Wellness events, managing wellness vendors and use of wellness budget with the carrier

Maintaining reports, tracking hiring, termination trends and payroll deduction changes

Reviewing operational functions making recommendations to management for improvement to meet overall HR organizational goals

Leading the project to standardize and streamline HR and benefits practices, tools, resources and communications to employees

401(k) Plan Administration

Private Contractor New York, NY March 2019- August 2019

Developed private contracts on a 1099 basis with small to large sized firms

Sales consulting, assist with recruiting and hiring sales teams

Conducted sales training and product training

Business planning and goal development designing sales compensation packages

Benefits consulting, designing or improving Benefit packages

Assess sponsor risk in 401(k) and other pension plans, recommend solutions improve plan administration processes

Vetting benefit vendors and brokers

Senior Financial Consultant: TD Ameritrade: New York, NY January 2017 – February 2019

Called upon for recruiting events, assist mangers in the territory with recruiting, screening interviews

Evaluating Employer Benefit plans, presenting plan modifications as needed

Evaluating employer sponsored retirement plans to determine designs for greater efficiencies to meet plan testing requirements, Department of Labor Regulations and IRS Rules

Consultative Sales relationship building with commercial and individual clients, performing goal-based analytics, determining planning needs

Conducting educational Lunch and Learn Programs for clients

Simplifying complex solutions for clients to be able to make informed decisions, client retention

Financial Advisor: Prudential Advisors: New York, NY June 2015 – January 2017

Selected by Managing Director to be the Business to Business sales consultant for a 100-person branch.

Set up a benefits brokerage unit provided Health Insurance, Voluntary Benefits, Group Life, Retirement Plans, Short and Long-term Disability, FSA, Transit Benefits to business of various sizes

Successfully supported the process from RFP to sale, installation, service, problem resolution and renewals. Conducted worksite enrollments, employee group education meetings and one on one employee meetings as needed

Selected to enter the Management Candidate Program, tasked to build a team of advisors

Recruited new employees through Direct Recruitment, Job Fairs, Campus Recruiting Events and Social Networks

Processed viable candidates through full cycle recruitment, hire, licensing, processing hiring paperwork and orientation and assisted with benefits enrollment

Trained and mentored new hires, rolled out compensation plans, performed compensation planning and career path planning. Also, managed employee relations issues with HR, dealing with performance issues, breach of firm policy issues and industry rules and standards issues. Issuing verbal and written performance warnings.

Branch subject matter expert of ERISA retirement plans, designed plans, facilitated installation and plan employee educational enrollment meetings

Senior Retirement Plan Wholesaler/Senior Manager: AXA Distributors: Jersey City, NJ February 2014-June 2015

Responsible for the operation of two territories, the goal of which were to support the sale of employer sponsored retirement plans for financial intermediaries

Performed plan analysis for existing plans, analyzed cost of plan operation, administrative efficiencies and fiduciary responsibilities of the plan sponsor, produced RFP’s

Subject matter expert for ERISA, Department of Labor regulations and IRS rules regarding Employer Sponsored plans

Recommended plan design for greater efficiency to meet plan testing requirements

Conducted worksite enrollment meetings

Additional project management as needed

Business Performance Advisor: Insperity, Inc. New York, NY February 2013- February 2014

Small to midsized B2B business development, tracking activity through a proprietary CRM

Collaborating with C-suite level executives to define and activate strategies for Human Resource Solutions

Worked with internal teams to action RFP’s, recommendations for Human Resources solutions for example, written job descriptions, benefits packages, voluntary benefits, retirement savings plans, company handbook, guidance for employment laws and regulations, guidelines for compensation packages, employee educational portal and recruiting services

Responsible for full cycle of the sale, RFP to recommendation and implementation, onsite enrollment

Produce Executive Summaries and presentations

Skills and Experience: Oracle HRIS systems, Workday exposure, COUPA software, HR ticketing systems, Microsoft Word, Excel and PowerPoint, E-Verify, Photo ID software programs, ADP, benefit enrollment platforms.

Other Career Achievements: 2006-2011 Award winning Retirement Plan Wholesaler for Oppenheimer Funds, Inc. Achieved $394 Million-dollar goal with a partner exceeded goals each year. 2011-2013 Regional Territory Manager for Benefit Plan Administrators built a territory in Downstate NY, distributed Retirement Plan Administrative Services. 2016-2017 Top Producing Financial Advisor Prudential Advisors.

Prior experience: Agency Recruiter all levels of job candidates up to the Executive/Professional level.

Education:

College for Financial Planning, Chartered Retirement Plan Specialist Designation 2008

Southern New Hampshire University B.A. concentration Business and Human Resources Management 3.9 GPA

COMMUNITY LEADERSHIP:

Member: Sigma Alpha Pi selected to join The National Society for Leadership and Success 2019

Volunteer: Leukemia and Lymphoma Society: 2013 – 2018

Team Captain: Leukemia and Lymphoma Society: 2013

Mentor: New York Public Schools at risk students: 2009 – 2011

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