Benefits Specialist A Full-Time

DAVID NOLAN

PROFESSIONAL SUMMARY

Pursuing a full-time role which presents professional challenges and leverages interpersonal skills, effective time management, and problem-solving expertise. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

WORK HISTORY

HR Benefits Specialist, 01/2022 to 01/2023

Brown University - Providence, RI

• Responded to all parental leave of absence inquiries for all Brown University employees.

• Utilized Workday platform to initiate and respond to leave of absence requests

• Adhere to timely and accurate FMLA, state and university leave administration policies in accordance with all applicable federal and state and company leave policies

• Communicated to employees, HR team members as well as managers and absence partners by Zoom call and email

• Researched questions related to leave administration, contacted employee and/or supervisor and/or absence partner with resolution within service level agreement

• Processed all TDI claims and sent to RI Dept of Labor & Training HR Benefits Specialist, 01/2020 to 01/2021

CVS Health - Woonsocket, RI

• Documented Tier 2 inquiries, requests and escalate using a call center case management tool

• Utilized the My Leave Absence Management platform to initiate, respond to LOA requests

• Timely and accurate FMLA, state and company leave administration in accordance with all applicable federal, state and company leave policies

• Researched questions related to leave administration and contact employee and/or supervisors with resolutions within service levels agreements Package Handler, 01/2019 to 01/2020

Amazon - Fall River, MA

• Sorted packages; built pallets; loaded trucks in high-intensity, faced paced work environment.

• Achieved full proficiency in ship dock operations, collaborative team orientation essentials.

• Improved package handling efficiency by implementing proper sorting and organizing techniques.

Benefits Specialist Agent, 01/2014 to 01/2018

Mercer Health & Benefits - Norwood, MA

• Provided full A-Z consultative services to retirees transitioning from employer group plans to Medicare and/or individual pre 65 plans for individuals, couples and families

• Full knowledge of the Medicare system, laws, policies, enrollment windows and site navigation for both on-exchange and off-exchange plans

• Experienced in ACA products and enrollment procedures CONTACT

Address: Providence RI

Phone: 401-***-****

Email: **********@*****.***

SKILLS

• Effective communication

• Self-motivation

• Employee benefits laws

• Time management abilities

• Salesforce

• Workday

• MS Office

• Database Management

• FINRA licenses

• Traditional and Roth IRA

• Pre-65-health care plans

• Life & Health insurance

• Problem-solving aptitude

• Fixed income products

Contact Center Specialist, 01/2013 to 01/2014

RBS Citizens Bank - Cranston, RI

• Responsible for servicing wide demographic of customers in call center setting.

• Marketing various retail banking products and services.

• Operate with exemplary levels of productivity and service quality while meeting challenging sales objectives.

• Achieved high customer satisfaction ratings, effectively addressing concerns and providing appropriate solutions.

Retirement Plans Specialist, 01/2004 to 01/2012

FASCore Recordkeeping Services - New York, NY

• Investment counselor City of New York Deferred Compensation Plan over 400k plan participants

457, 401(k), and Roth and traditional IRA's

• Servicing over 50 daily clients on the phone and walk in center

• Support role in all service-related functions in defined contributions recordkeeping business

• Educational support for investor enrollment kit production and fulfillment

• Explanation of loan provisions and policies, provide overview of rollover options

• Overview of beneficiary distribution procedures and distribution planning Client Service Representatives, 01/2003 to 01/2004 32BJ Pension Fund - New York, NY

• In depth resolutions of diverse retirement plan servicing issues, including extensive client contact and research and operations support.

• Utilized active listening skills to identify customer needs and provide appropriate solutions.

• Collaborated with other departments to develop ways to increase customer satisfaction.

Investor Liaison, 01/2002 to 01/2003

Georgeson Shareholder Communications - New York, NY

• Client servicing, marketing and reporting for all aspects of shareholder relations for TRW proxy, working closely with internal departments.

• Extensive shareholder contact, handling a variety of pension-related servicing inquiries.

• Collaborated closely with department heads to identify opportunities for process improvement initiatives.

• Contributed to the successful execution of company-wide initiatives through diligent tracking of project milestones and deliverables. EDUCATION

Bachelor of Science, Business Administration, Marketing Major Bryant University - Smithfield, RI

International Finance

Richard College - London, England

Semesters of Academic work

EDUCATION CERTIFICATIONS

• FINRA Licenses, Expired Series 7, 6, 63, 4

• Current Life & Health Insurance Licenses

• Certificate in Legal Proofreading, Manhattan Proofreading School

• New York State Real Estate License, NY Real Estate Institute

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