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Personal Assistant, Benefits Manager

Location:
Rowlett, TX
Salary:
$18/hr
Posted:
December 20, 2021

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Resume:

Cheryl M. Graham

**** ******** ****

Rowlett, Texas 75089

Cell: 469-***-****

adppcj@r.postjobfree.com

OBJECTIVE:

Interested in obtaining a part-time position requiring a business background with opportunity to work from home.

PROFESSIONAL EXPERIENCE:

10/16 – Present

02/08 - 09/14

06/06 – 02/07

Three-D Finishing, Inc., Rowlett, Texas

Personal Assistant, working Part-time for the Owners of Three-D Finishing, Inc. (3D) out of their house.

Assist in all Business Administration of 3D

Develop new automated procedures and forms, previously processed manually

Audit monthly banking and finances and reporting to CPA

Develop Policy & Procedure Manuals, Quality Control Manual setting up an audit process

Manage vendors and negotiated contracts

Bake-up to Administrator at 3D creating invoices using QuickBooks and assisting the General Manager

Manage personal documents and items for the Owners of 3D

Corner Bakery Café, Dallas, Texas

Benefits Manager

Managed all Health and Welfare benefit plans for 3500 employees across seven states, including California.

Administered all leave of absence programs for all 3500 employees.

Worked and coordinated with outside vendors over all benefit plans across multiple product types.

Responsible for the 401K retirement plan, annual audit and quarterly open enrollments.

Odyssey HealthCare, Dallas, Texas

Benefits Manager

Overall management responsibility for the direction, planning, development administration and communication of cost-effective employee benefits programs and maintaining compliance with government regulations for 4,500 full-time employees across the United States.

Supervise the Benefits and Health & Safety Departments ensuring that all policies and procedures are followed consistently throughout the company.

Develop, recommend and administer approved programs of employees benefits to all employee’s including 401(k), ESPP, ESOP, health care, group life insurance, dental plan, prescription plan, long-term disability and temporary disability plans.

Noted Accomplishments:

Successfully implemented the conversion of all Health and Welfare benefit plans from a manual process to an automated process with ADP.

02/05 – 05/06

CompuCom, Dallas, Texas

Benefits Manager

Responsible for the general management of health and welfare benefit programs and retirement plans for 5,000 full-time employees in the United States and Canada.

Noted Accomplishments:

Created procedures for the daily process flow of benefit programs for a newly acquired Canadian company.

Successfully implemented the conversion of Canadian benefit plans from a manual process to an automated process within a three-month period.

Re-negotiated contract with a Canadian local vendor from a monthly retainer fee to a fee for service with an annual savings of $50K.

Recovered excess Canadian pension contributions in the amount of $70K.

Audited health and retirement census of plan participants.

05/00 – 07/04

CROSSMARK, Plano, Texas

Benefits Manager

Managed United States and Canadian health and welfare plans of $20M consisting of medical, dental, prescription, life, accidental death & dismemberment, vision, short-term disability, long-term disability and an employee assistance program for 3,000 full-time employees in all 50 states and Canada. Also responsible for multiple retiree benefit plans.

Developed limited benefit plans including medical, dental, vision, life and short-term disability for 10,000 eligible part-time employees.

Managed a $95M 401(k) and Profit-Sharing retirement plan for 7,000 participants.

Administered multiple COLI individual and group policies.

Responsible for vendor relations in dealing with the overall components of the plans.

Built benefit program designs and solutions for current and future strategic initiatives.

Developed and maintained Summary Plan Descriptions to ensure adherence to domestic and international legal requirements.

Conducted benefit orientation sessions, acquisition meetings and annual open enrollment meetings to educate and train employees.

Worked together with outside auditors to complete the required annual benefit audits.

Converted benefit plans of 15 acquired companies (totaling $2M in assets) into CROSSMARK’s benefit programs.

Created benefit packages and communication materials including informational videos.

Oversaw all eligibility transactions, system discrepancies, enrolling employees into benefit plans, paying premium statements, and resolving claim disputed issues.

Performed general human resource functions consisting of payroll, risk management, and policies and procedures.

Noted Accomplishments/Recognitions:

Developed and implemented new health and welfare plans with different vendors in an accelerated 4-month time frame, saving the company approximately $2M.

Successfully converted and implemented the company’s $95M retirement plan to a new vendor.

Designed customized communication materials for the rollout of the new health and welfare plans and the retirement plan.

Participated in a 13-month project to upgrade the HRIS platform from 7.24 to 8.03 and received an award from the company for my contribution to the project.

Received “Excellence in Action” recognition by the company for the successful conversion of the retirement plan.

10/99 - 05/00

Perot Systems Corporation, Dallas, Texas

Benefits Specialist

Managed welfare plans for 5,700 employees in multiple states.

Daily management of vendor accounts and insurance brokers/consultants.

Organized and conducted benefit education programs (i.e., curriculum, scheduling, train-the-trainer).

Responsible for employee benefit enrollment, including all eligibility transactions and system discrepancies, as well as resolved disputed claim issues.

Processed premium statements to 17 different vendors.

Produced monthly, quarterly and annual cost analysis reports for benefit plans expenditures amounting to $22M.

Developed Summary Plan Descriptions for the domestic and international plans.

Performed human resource functions consisting of retirement plans and policies & procedures.

EDUCATION:

COMPUTER SKILLS:

REFERENCES:

LOMA (Life-Office Management Association)

Principals of Life and Health Insurance (LOMA course)

Richland Junior College, Dallas, Texas

Proficient in Microsoft Word, Excel, and Outlook; Lotus Word Pro and Lawson HRIS. Experienced in PeopleSoft, ADP, PowerPoint, Lotus 123 and QuickBooks.

Available upon request.

01/97 - 01/99

Concentra Managed Care, Inc., Dallas, Texas

Benefits Manager

Managed health and welfare plans for 7,800 employees in multiple states.

Responsible for retirement plans consisting of the 401(k) Plan, Employee Stock Purchase Plan and the Split Dollar Plan.

Managed vendor relations with insurance account managers, brokers/consultants daily.

Created communication materials and conducted employee benefit education programs.

Converted benefit programs of acquired companies into Concentra’s benefit programs.

Managed employee benefit enrollment including all eligibility transactions and system discrepancies.

Resolved disputed claim issues.

Processed benefit-related due diligence requirements for all acquisitions.



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