Sr. Benefits Administrator- Retirement Benefits

Jessica David

ad05io@r.postjobfree.com 773-***-****

Skokie, IL 60076

SUMMARY

Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

SKILLS

Benefits interpretation

Ability to analyze data and prepare reports

Excellent organizational skills and attention to

detail

Knowledge of federal and state regulations to

employee benefits

Strong verbal and written communication

skills

Proficiency in Microsoft Suite

Ability to work independently and manage

multiple priorities

Customer service-oriented

EXPERIENCE

Senior Benefits Administrator

Wespath Glenview, IL Sep 2021-Oct 2023

Resolved benefit-related issues and responded to queries and requests. Improved operations by working with team members and manager to find workable solutions. Processed IRS Levy deductions for pension payments. Processed health insurance deductions, grants, annuity payment setups, lump sum/partial distributions, and rollovers.

Provided strategic and tactical support to partnership with HRIS administration team. Checked accuracy and completeness of task assignments on all critical tasks to ensure service levels are met.

Delegated work to staff, setting priorities and goals. Reviewed procedures to ensure updates were made as needed. Performed complex and manual DB retirement calculations. Educated employees and retirees about clergy and lay benefit plans and provided clear and efficient assistance.

Evaluated procedures and implemented updates based on workflow reviews and quality assurance standards.

Initiated payment recovery for overpayment process and made corrections to tax forms as needed.

Collected, posted and managed participant account payments. Processed refunds on credit balances to maintain positive account relationships. Benefits Determination Specialist Level II

Wespath Benefits & Investments Glenview, IL Feb 2017-Sep 2021 Provided assistance to participants by explaining benefits information to ensure educated selections.

Mentored newly hired employees in benefits department and provided information regarding plan policies and procedures.

Recognized by management for providing exceptional customer service. Checked accuracy and completeness of benefits applications and documents. Processed EFT changes, and payment returns.

Processed federal and state tax withholding forms. Processed RMD payments, hardship loans, hardship and in-service withdrawals. Completed several conference merger projects. Assisted with testing and updating procedures. Noted changes during testing in project documentation. Assisted with customer requests and answered questions to improve satisfaction. Training Store Manager

Axcess Financial Services Chicago, IL Sep 2015-Feb 2017 Interviewed, hired and trained team members which demonstrated dedication and added value to team.

Mentored staff to increase sales success and productivity. Identified and communicated to management regarding areas needing additional training. Evaluated and communicated trainee participation and performance in reports to management.

Cross-trained employees to do other jobs within business, increasing job skills and productivity. Developed training materials, manuals, procedures and visual aids to effectively achieve organizational goals.

District Director of Operations

Axcess Financial Services Chicago, IL Jun 2015-Sep 2015 Temporarily managed the second largest district in the region. Planned and executed operational audits of stores in the district. Addressed and resolved non-routine, complex and unexpected variances. Worked with management to document and offset unusual expense variances in their respective areas.

Resolved customer questions, issues and complaints. Store Manager

Axcess Financial Services Chicago, IL Apr 2010-Jun 2015 Resolved customer problems by investigating issues, answering questions and building rapport. Exceeded team goals and resolved issues by sharing and implementing customer service initiatives.

Generated repeat business by responding to customer concerns with friendly and knowledgeable service.

Balanced sales, reconciled cash and made bank deposits to facilitate opening and closing duties.

Delivered excellent customer service and adhered to standard practices to maximize growth. EDUCATION AND TRAINING

Diploma: Medical Insurance Billing & Coding Certificate Everest College Skokie, IL December 2008

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