Employee Benefits Administration
Resume:
Cheryl Wortham
******.********@*****.***
SKILLS SUMMARY
Benefits professional with extensive experience in regulatory compliance and benefit strategy development. Proven ability to collaborate with stakeholders to enhance employee benefits and ensure legal compliance. Possess versatile skills in project management and problem solving. Possess a high degree of creative ability in addition to analytical and technical skills. Committed to meeting set deliverable deadlines. EXPERIENCE
Populus Financial Group – Benefits Specialist
03/2017 – 05/2025
• Functioned as subject matter expert, instructing employees on benefit plans during New Hire Orientation, Open Enrollment, and through ad hoc email and phone inquiries.
• Managed FMLA leaves, personal leaves of absence, military leaves as well as short and long term disability claims, ensuring compliance with legal guidelines.
• Facilitated the approval process for employee Reasonable Accommodation and ADA requests through effective collaboration with managers.
• Managed and updated the Leave of Absence Tracker to ensure accurate and timely record-keeping.
• Investigated and corrected errors reported on vendor discrepancy reports to ensure accurate eligibility reporting.
• Managed the calculation and tracking of employee benefit premium arrears, ensuring accurate and timely updates.
• Reviewed and corrected discrepancies on the weekly 401k funding files to maintain accuracy and compliance.
• Worked closely with vendor’s 401k service team to ensure the plan’s compliance with 5500 filings, audits, communications, amendments, and plan documents.
• Managed carrier invoice reconciliation and tracking while enhancing financial oversight and accountability.
• Ensured accurate financial booking by monitoring medical claims utilization, following directives from the Benefits Manager.
• Managed daily Cobra administration as the point of contact, facilitating efficient operations and adherence to regulations.
• Managed Qualified Life Events, ensuring compliance and timely processing of employee benefit changes.
• Administered the Dependent Audit process to verify eligibility and uphold policy requirements.
• Responsible for the submission of the annual RxDC and PCORI Reporting.
• Responsible for the Medicare Part D Disclosure Reporting, maintaining accuracy and timeliness.
• Managed the monthly Affordable Care Act Reporting, ensuring compliance with regulatory standards.
• Partnered with health insurance carrier to facilitate the recoupment and application of subrogation claim dollars, while enhancing the company’s overall claims experience.
• Organized the annual flu shot and immunization clinic as well as the mobile mammogram event. Cheryl Wortham
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Southern Glazer’s Wine & Spirits Contractor
01/2017 – 03/2017
• Collaborated with both Finance and Payroll Departments to reconcile and report employee and employer contributions for union and non-union plans.
• Facilitated communication with retirees on retirement plan matters.
• Verified and validated annual 401k distributions, maintaining adherence to regulatory requirements.
• Coordinated the Benefits Department Mailbox operations, enhancing communication flow and response efficiency.
Responsive Education Solutions (Teacher’s Retirement System of Texas) – Benefits Coordinator 11/2015 – 12/2016
• Handled employee inquiries related to medical, dental, and vision benefits, acting as the primary day-to- day contact.
• Partnered with Human Resources, Finance, and external vendors to streamline the benefit administration process.
• Developed comprehensive employee benefit communications and educational materials under the guidance of the Director of Employee Benefits.
HealthSmart Benefit Solutions (Third Party Administrator) – Client Services Representative 07/2013 – 11/2015
• Guided clients in implementing strategies to optimize benefit program competitiveness under the guidance of the Account Executive.
• Served as intermediary between client team and external partners.
• Stayed informed on evolving benefit trends and legislation to enhance service delivery and client satisfaction.
• Ensured seamless communication and execution of client benefit programs.
• Assessed the cost effectiveness of benefit programs by evaluating data from various vendors, supporting the Account Executive’s strategic decisions.
• Ensured accuracy by meticulously reviewing plan documents, amendments, and contracts.
• Engaged with client finance teams to evaluate and optimize ongoing IBNR projections.
• Prepared and submitted comprehensive RFPs to carriers under the guidance of the Account Executive.
• Collaborated with client base the strategy, design, and implementation of employee wellness programs to develop a cohesive wellness program.
• Collaborated with client base to promote wellness resources and increase utilization of programs provided by wellness vendors, healthcare providers, and EAP. Nationstar Mortgage (dba Mr. Cooper) – Benefits Specialist 11/2006 to 10/2012
• Functioned as subject matter expert, instructing employees on benefit plans during New Hire Orientation, Open Enrollment, and through ad hoc email and phone inquiries.
• Reviewed and corrected discrepancies on the weekly 401k funding files to maintain accuracy and compliance.
• Worked closely with vendor’s 401k service team to ensure the plan’s compliance with 5500 filings, audits, communications, amendments, and plan documents.
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