Published at Friday, September 06th, 2019 - 20:14:46 PM. Resume. By Tiffanie Roussel.
Administer all aspects of over 500 employees’ 401(k) accounts with over $60 million in assets. Provide excellent customer service, process distribution and loan paperwork, and communicate with 401(k) vendors. Responsible for servicing client sponsored 401(k) Plans including uploading contributions on the various provider websites. Work with Financial Educators and Insurance Agents to help prepare proposals for potential clients, implement new accounts, schedule appointments and track commissions. Coordinate employees’ voluntary benefits including determining their interests and working with vendors to implement policies. Work daily with Microsoft Word, Excel, Outlook and CRM.
Processed benefit enrollment forms and maintained databases for all members and dependents of more than 20 school districts in Southern California. Cultivated relationships with benefit administrators from each school district to ensure all needs were met and all issues resolved in a timely manner. Educated members about various benefit plans available to them and guided them through our online open enrollment process. Responsible for vendor premium payments, administering Puerto Rico and Hawaii benefits plans, maintaining data integrity of SAP interface transmissions to vendor, providing customer service to associates. Oversaw administration of benefits plans in Puerto Rico and Hawaii including premium payments, open enrollment materials, website creation and COBRA. Involved in quarterly testing of SAP updates, Liaison between benefits and IT to identify programming defects and communicate defects. Back up to Benefits Admin 3 in the following areas: 401(k) funding and customer service, Canada benefits plans/leaves of absence/RRSP. Assisted LOA team with STD cases Budget responsibility of $2.5 million/mo. Responsible for processing qualified medical support orders.
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