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TAMARA SMITH, MHA

Dallas, TX 616-***-**** ************@*****.*** www.linkedin.com in tamara-s-255b235a PEOPLE SERVICES HR ANALYST STRATEGIC OPERATIONS Trusted Advisor Driving Operational Excellence and Customer Satisfaction Dynamic and results-driven professional leader with over 20 years of experience leading client relations, strategic operations, and cross-functional teams across diverse industries. Known for building trusted professional partnerships, managing complex operational workflows, and driving continuous improvement initiatives. Proven ability to translate business objectives into actionable strategies, including a successful multi-state SaaS system migration to reduce client attrition and increase retention. Adept at driving results through collaboration, performance tracking, and strategic problem solving. I am enthusiastic about delivering exceptional service, optimizing systems, and championing inclusive, values-driven leadership. Strengths Finder 2024 - Strategic Achiever Intellection Individualization Benefits Compliance: Federal, state, local benefit laws and regulations; HIPAA, COBRA, ADA, FMLA, ERISA, and Section 125. AREAS OF EXPERTISE

Artificial Intelligence Acumen

Workforce Mgt. (Time & Attendance)

Project Management

Product Manager

Cross-Functional Leadership

Consultative Client Services

Stakeholder Engagement

HRIS & SaaS Implementation (Workday, Salesforce)

Analytical Problem Solving Root Cause Analysis

Business Strategy & Change Management

Benefits Administration & Compensation Planning

UAT Testing, Quality Assurance, Auditing

KPI Tracking & Reporting (Excel, SmartSheets)

Requirements Gathering Technical Documentation

Digital Transformation

Fintech Integration

EDUCATION & PROFESSIONAL COURSEWORK

LINDENWOOD UNIVERSITY

MS in Healthcare Administration (MHA) 2014

SPRING ARBOR UNIVERSITY

BS in Organizational Development 2012

ASSOCIATION FOR COACHING

Certified International Life Coach 2024

TEXAS DEPARTMENT OF INSURANCE

Life, Accident & Health Insurance Agent Coursework, Successfully Passed the State Exam 2016

UNIVERSITY OF DALLAS

Professional Human Resources Successful Coursework Certificate of Completion 2020

TECHNICAL PROFICIENCIES

SaaS & Digital Strategy: HRIS, HCM Workday, Zoom, MS Teams, Digital Transformation Consulting, Tableau, Google, Power BI, Jira. Human Capital Management (HCM): Peoplesoft, Workday, Oracle, Kronos Time & Attendance. Payments & Fin Tech: QuickBooks, NetSuite, Payroll, Invoicing, Employee Payment Systems, Bank Transfers and ACH, Stripe, PayPal. Customer Success Tools: Salesforce, ServiceNow, CRM Platforms, Live Chat, Qualtrics XM, SurveyMonkey. Data Analytics & Insights: Microsoft Excel (Pivot Tables, Reporting), Financial Forecasting, Microsoft Office. PROFESSIONAL EXPERIENCE

July 2024 Contract – Seasonal (when available) Benefits Enroller Elevated Resources, Inc. (Delta Dental) Dallas, TX

• Present and explain dental plan options to individuals and groups, guiding informed enrollment decisions and enhancing overall experience.

Jan. 2024 - Present Behind Your Veil Coaching Certified International Life Coach Virtual

• Created a transformation coaching business and website using SEO strategies to increase visibility and drive organic traffic.

• Develop high-impact digital content (blogs, email sequences, reels, carousels, and posts) to promote services and increase brand engagement.

TAMARA SMITH, MHA

• Design, market, and lead virtual coaching sessions, and community events, facilitating discussions, live teaching, and goal- driven action planning. Execute multi-channel marketing campaigns using email automation, social media strategy, and digital sales funnels to attract and convert leads. Aug. 2022 – Nov. 2023 Operations Supervisor, Benefit Services / Service Delivery Mgr. TELUS Health Dallas, TX Led benefits operations with a team of internal contributors and benefit analysts that I managed for a $18+B food and drug retailer in the US, with over 2,200 stores, 285,000+ associates, managing over 135 benefit plan offerings, owning day-to-day operations, vendor partnerships, and successful execution of open enrollment. Manage entire end-to-end benefits lifecycle.

• Product manager of the enrollment portal, executing strategy and operations, leading UAT testing, system updates, and real-time issue resolution. Manage employee lifecycle from hire to retirement.

• Product owner of stakeholder relations, internal teams, and vendor management to ensure data integrity, accurate file feeds, and compliance with payroll and benefit entries. Facilitated vendor meetings, OE timelines, and reporting. Track benefit elections and manage wage adjustments.

• Owned client escalations, contractual alignment, and process documentation, driving continuous improvement and service excellence.

• Prepared all benefits communication materials and maintained the employee knowledge portal to support ongoing education and engagement.

Dec. 2021 – Aug. 2022 HRO Benefit Specialist Lockton Dunning Companies Dallas, TX Specialist manages and services client accounts, focusing on the administration of various employee benefits. Processing and auditing benefits billing, maintaining employee records, and ensuring accurate data entry in HR systems. Assists with benefit plan administration, including medical, dental, vision, life insurance, and retirement plans and the resolution of benefit and claims issues and supporting the development of benefit strategies.

• Managed a $5.5 million-dollar employee benefit budget.

• Managed end-to-end benefit operations using Workday. Employee onboarding and offboarding.

• Self-funded plans, Blue Cross, Kaiser, and CVS. Managed vendor meetings. Oct. 2017 – Dec. 2021 SR Benefit Analyst HRIS Implementation Consultant Customer Success Associate TriNet Corporation (PEO) Dallas, TX

Promoted Twice – to positions of increased influence, marked by demonstrated record of exceptional customer success and achievements. Designed a client-facing payroll support model that streamlined resolution, reduced escalations, and contributed to stronger client retention—now a selling feature and staple operating procedure at TriNet. Promotion Senior Benefit Analyst - Managed benefit compliance questions from all US and Canadian employees, clients, and colleagues as it related to benefit payroll deductions, all QLE’s, MDV, life insurance, disability, workers compensation, retirement, LOA, COBRA, CARES Act, and the COVID pandemic. SME for complex benefit plan offerings. Promotion HRIS Implementation Consultant - Lead clients through integrating their HR, payroll, benefits, and related systems onto their own PEO platform. Embodies understanding the client's business processes, configuring the PEO's software solution, managing data migration, providing technical support, and training, and ensuring a smooth transition.

• Client Management: Primary contact, providing guidance, handling escalations.

• Needs Assessment and Configuration: Understanding client requirements and configuring PEO solutions, including company, payroll, and HR components within the Human Capital Management system, to meet those needs.

• Data Handling: Data migration, loading information, and validating accuracy. Setup ACH or wire for payroll funding.

• Support and Training: Providing technical troubleshooting and support; comprehensive training on using the PEO system.

• Collaboration and Project Management: Work with internal teams, developing and managing project plans, and coordinating activities across departments. Setup time and attendance (workforce management) through Kronos.

• Expertise and Improvement: Staying knowledgeable about industry trends, regulations, best practices, employment laws and regulations, and contracts, while identifying ways to improve implementation processes.

• Software Proficiency: Peoplesoft, Salesforce, TriNet proprietary HRIS/HCM, configure HRIS/HCM solutions.

• Data and Integration: Migration, validation, and system integrations.

• Payroll and Compliance: Understanding of payroll processes, regulations, and federal and state employment laws. Retirement plan configuration / set-up.

TAMARA SMITH, MHA

HR Client Success Associate (Role of an HRIS HR Generalist) - Key point of contact and advisor for a portfolio of client companies. Managed employee relations, wage and labor, benefits, HR technology, policies, and procedures, leave plans, workers compensation, retirement, and development. Lead full scope of the hiring process through retirement. Ensure employee familiarity with the TriNet portal, conduct face to face employee orientations, explain available benefits, and onboarding tasks, such as, I-9 forms, withholding, and direct deposit.

• Trained administrators on the HRIS system to process payroll, manage time off, examine workforce analytics, and execute new hires and terminations.

• Partnered with clients as an HR Generalist on all aspects of HR, including strategy, compliance, onboarding, payroll, benefits, retirement, workers compensation, onboarding, and end-to-end employee lifecycle. 2017 Benefit Account Manager Higginbotham Dallas, TX Served as a strategic advisor to employer groups, managing daily operations, vendor coordination, and open enrollment.

• Benefit forecasting and plan comparisons self-funded and fully insured. Manage the rollout of new benefit offerings.

• Led vendor meetings, renewals, and benefit changes.

• Project manager for file preparation and transition to carriers for OE.

• Facilitated OE meetings and presented plan options.

• Audited billing and verified benefit payroll deductions for compliance.

• Liaison between producers, vendors, and client executives 2016 to 2017 Fourth Quarter Supervisor - Benefits Implementation and Enrollment Total Benefit Solutions Dallas, TX Collaborated with enterprise clients to build strategies for on-site employee benefit enrollment programs. Responsible for recruiting, training, and managing a traveling team of licensed insurance agents to execute on-site EE benefit enrollments. Served as a point of contact for all customers and escalated employee issues. Developed and distributed analytical reports.

• Led end-to-end project and product management for large-scale benefits enrollment solutions supporting over $1B in client benefit spend. Developed custom enrollment platforms based on client-specific vendor and plan configurations, and managed full execution by sourcing, hiring, and coordinating licensed insurance agents to facilitate simultaneous onsite enrollments across multiple states.

• Collaboration with customers to gather requirements, map, and code their benefit offerings to build an enrollment platform followed by extensive UAT testing. Defined the benefit matrix spreadsheet and resolved all issues prior to going live.

• Consulted with customers and key stakeholders to select the best course of action for enrollment meetings.

• Hired and supervised licensed insurance agents for customer benefit enrollments on site all over the US. Road warrior. EARLY CAREER

2012 - 2016 Lead Benefit Plan Administrator for FSA, HRA, and COBRA The Cornerstone Insurance Group St. Louis, MO

• Lead a successful multi-state, companywide, SaaS system migration to reduce client attrition, increase retention, and attract new business.

2007 – 2010 Benefit Administrator & Billing Technician Promotion: Senior Account Manager Michigan Employee Benefit Services Grand Rapids, MI

• Selected to serve on the CEO’s Advisory Board, where I led the development and implementation of a company-wide change initiative to launch a new mission and vision statement, fostering greater alignment, engagement, and strategic clarity to align with evolving organizational goals and culture.

• Employee Benefits Consulting: Advised clients on designing and implementing effective employee benefit programs, including health, dental, vision, and retirement plans.

• Healthcare Cost Management: Assisted employers with stabilizing healthcare expenses through strategies like plan design optimization and vendor negotiations.

• TPA to BCBS – delivered benefit renewals to union groups, government entities, and municipalities. Managed benefits for school districts and hospitals.

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