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Click here or scroll down to respond to this candidateCandidate's Name
Greater Minneapolis-St. Paul AreaEMAIL AVAILABLE PHONE NUMBER AVAILABLELINKEDIN LINK AVAILABLESummaryAt Oak Ridge Financial, the intricacies of payroll and benefits administration are my arena. With the backing of my SHRM-CP certification, I adeptly manage a diverse array of payroll functions, from manual checks to month-end reports, ensuring accuracy and compliance. My role extends beyond mere number crunching; I am the touchstone for employees' payroll inquiries, fostering clarity and resolution. The landscape of payroll is ever-evolving, and staying abreast of changes, such as state tax regulations and ACA reporting, is where I excel. With each new state setup for income and unemployment, our organization's reach expands, and I am at the forefront, equipped with a meticulous attention to detail and a commitment to skill development. These competencies are not just reflected in my work; they define my professional ethos, driving Oak Ridge Financial's payroll operations forward.ExperiencePayroll Benefits SpecialistOak Ridge FinancialJun 2021 - Jun 2024 (3 years 1 month) Managing all aspects of Xtiva (third party commission manager system). Input manual checks, ACHs, monthly adjustments and expenses, daily reconciliation to commissions from our clearing firm, processing month-end payroll reports. Processing end to end payrolls on both a semimonthly and monthly basis for 70 employees through ADP RUN ensuring accuracy and timeliness for multi-state Run post-payroll and month end reporting, including 401(K) & HSA contributions Verify and process all payroll adjustments including, new hires, terminations, wage garnishments, compensation changes, 401(K) contributions, etc. support all pre-boarding and onboarding efforts, including communications to employees and managers throughout: creation and integration of new hire ADP profile and benefits enrollment. Create and maintain employee personnel files. Work with third party (USI) regarding benefit renewals. Leads major annual programs such as Open Enrollment and all ongoing enrollment opportunities and the communication that accompany them- as well as managing the day-to-day operations of the routine and annual benefits enrollment processes, effectively communicating verbally, in writing, and through distributed materials-the companys benefits programs in regard to plan options, policy features, enrollment processes and other requirements to employees. Handle benefits administration, including COBRA, reporting, and leave administration. Adheres to and administers FLSA, COBRA, FMLA, ADA, and other employment regulations Review monthly benefit invoices to ensure accuracy with payroll deductions and monitor for any employee modifications. ACA Reporting. Answer employee payroll questions and ensure resolution. Resolved any state tax inquiries. Set up new states for income and unemployment taxes. Candidate's Name - page 1 Writing an Operations Manual Writing training materialsHR SpecialistHowry Residential ServicesFeb 2016 - Dec 2021 (5 years 11 months) Coordinated, processed, and administered group health and welfare insurance plans, including medical, dental, life, disability insurance plans, plus Flexible Spending, HSA and 401(k) plans. Lead major annual programs such as Open Enrollment and all ongoing enrollment opportunities as well as managed the day-to-day operations of the routine and annual benefits enrollment processes, effectively communicating verbally, in writing, and through distributed materials-the companys benefits programs in regard to plan options, policy features, enrollment processes and other requirements to employees. Adhered to and administered FLSA, COBRA, FMLA, ADA, and other employment regulations. Handled enrollments, cobra, terminations, changes, beneficiaries, disability, accident and death claims, rollovers, loans, hardships, and compliance testing. Oversaw maintenance of employee benefits files, maintaining group benefits databases and updating employee payroll records. Monitored and ensured compliance with state and federal laws, rules, regulations, policies and procedures, requirements, guidelines including ERISA, FMLA, ADA, IRC, COBRA, PPACA and HIPAA. Fulfilled all reporting requirements and disclosure requirements of all relevant government rules and regulations, including the Employee Retirement Income Security Act (ERISA) and the Patient Protection and Affordable Care Act (PPACA), running year end ACA reports, and filing requirements of 1094 & 1095 forms. Responsible for monthly ACA audit and for sending benefit eligibility and non-benefit letters. Reconciled plans monthly premium billing reports for all groups i.e., Blue Cross Blue Shield and Principal Managed worker's compensation claims and unemployment claims/hearings and filing of 300A & 301 forms. Processed payrolls on both biweekly and monthly basis for 300 employees using Ascentis Ran bi-weekly payroll changes such as wage increases, terminations Configuration Support Consultant AnalystPlanSourceNov 2015 - Dec 2015 (2 months)Implemented clients on the Plansource ACA Product System Configured the system as needed to support the ACA Product for all populations within the employer groupProvided daily reports on action taken and work completed Troubleshot Complex Client Set up issuesQA Configuration and output of reportsHR AssistantLand O'Lakes, Inc.Jul 2015 - Sep 2015 (3 months)Partner with benefits team to monitor leaves of absence approvals and extensions Issue Short-Term Disability and PTO paymentsCandidate's Name - page 2Respond to leave of absence carriers inquiriesWork with managers and HR of employees who are on a leave of absence Document appropriate status and duration in employee files Conduct audits to ensure no duplicate pay occurred [i.e.: work hours submitted for the same time frame the employee was receiving disability payTriage benefits mail in boxFollow up on returned mailFax insurance inquiries and child support forms to the appropriate vendor Complete EDD formsHR AssistantMinco Products, Inc- contracted by Office TeamApr 2015 - Jun 2015 (3 months)Answered phone callsPrepared and set new hire paperworkI-9 verificationAdded new employees in Time Force and InfinityBasic office tasks, i.e. copying, faxing, filingUploaded and tracking resumes on I-connectSending out mass mailingsUpdated Employee HandbookLOA RepresentativeSedgwickNov 2012 - Mar 2015 (2 years 5 months)Establishes FMLA claims; tracks and codes documentation in accordance with internal workflow processes.Analyzes FMLA claims to determine eligibility and certification in compliance with state and federal regulations.Identifies action plan; determines benefits due; and makes timely decisions based on service expectations as established by the client.Communicates decisions and on going expectations with claimants and clients. Maintains professional client relationships.Supports the organizations quality program(s).Leave Case ManagerCeridian - Contracted from Kelly ServiceApr 2012 - Nov 2012 (8 months)Provides intake leaves information telephonically, via email or web interface Reviews eligibility and leave history within regulatory time specific standards Gathers relevant data required for Short Term Disability (STD) case management including plan of care, first date of absence, and other pertinent information to STD case Provides disability case management services utilizing medical disability guidelines Gathers information to learn more about the case and make decisions regarding duration of time away from work and to make a judgment on receipt of disability outcomes Collaboration with RN Clinical Case Manager on complex cases Candidate's Name - page 3Uses industry standard reference tools to make outcome decisions regarding leave durations. Ex: Medical Disability Duration GuidelinesResponsible for executing all communications regarding leaves on the employers behalf to the employees and treating medical providers.Completes all communications in a timely manner in order to ensure compliance with the federal and state leave lawsActively communicates to the employee their rights and responsibilities using both oral and written skills Provides guidance to the employee regarding requesting time away from work regarding the process Primary resource for answering employee questions around Leave processes, ER policies, Wage replacement benefit programs, Interpret and apply leave laws to ensure that all family and medical leave standards and protocols are followed under regulatory guidelines, for Federal and State leave laws and company policies for multiple customers across the United States Complete case documentation according to industry standards and also ensures confidentiality of employee recordsDisability Benefits CoordinatorING Contracted from Kelly ServicesOct 2010 - Dec 2011 (1 year 3 months)Manage short- term disability claims to ensure all required paperwork is received for processing. Place outgoing calls to claimants, employers and physicians to follow-up on active claims. Assist with incoming calls to ensure customer questions/concerns are addressed in a courteous and timely manner.Manage incoming and outgoing mail to ensure documents are sent and/or received. Provide prompt service to miscellaneous requests such as file copies, other copying projects, mailing labels, etc.Accounts Receivable SpecialistOutsource Receivables, Inc.Aug 2010 - Sep 2010 (2 months)Provides superior customer service to internal and external clients to ensure customer satisfaction Generates and submits paper and electronic claims using billing systems Researches and responds to denials using Explanation of Benefits Performs all necessary follow up to collect accounts receivables Collects past due balances from insurance companies Documents all communications with insurers regarding open accounts receivable Responds to client/patient requests for information Demonstrates a high level of professional conduct and ethical standards, which includes maintaining the confidentiality of client information and internal practices Claims Examiner/Customer Service RepNov 2008 - Jun 2010 (1 year 8 months)Reviewed Medical and dental claims for eligibility and processing them at the appropriate benefit level Used Excel spreadsheets to track and pay HRA plans Allocation of deductible for in and out of network Reviewed over 100 plan benefit summaries and advised callers of benefits and other plan specifics Medical Records ExtractorCandidate's Name - page 4Boynton Health SystemsSep 2007 - Aug 2008 (1 year)Accurately identified various types of healthcare related documents and coded those documents into appropriate categories i.e. immunization records & consultation notes, then filed them in the patients electronic medical recordFlexible Spending/COBRA SpecialistHR Simplified, Inc.Mar 2002 - Aug 2007 (5 years 6 months)Processing FSA claims for 50 clientsNotifying clients of fundingProcessing checks for 50 fsa clientsReviewing & processing flex claims for around 46 companies Answering @ 60 or more calls a day regarding claim status, status of COBRA payments, eligibility Entering COBRA premium payments for @50 clientsReconciling the payments with the payment voucher for the bank deposits Setting up the eligibility records when participants enroll in COBRA Notification to carrier when participants terminate their coverage EducationSHRMSHRM-CP, Human Resources Management/Personnel Administration, General 2018 - 2018Michigan State UniversityHuman Resources Management and Services2015 - 2015HR Management CerificationUniversity of Missouri-ColumbiaBachelor of Science, Early Childhood Education and Teaching 1985 - 1990BS in Early Childhood EducationSt. Thomas AquinasHigh School Diploma, High School/Secondary Diplomas and Certificates 1981 - 1985High School Student in National Honor SocietyLicenses & CertificationsHuman Resources Management - Michigan State University CP - SHRMCandidate's Name - page 5Issued Feb 2018 - Expires Feb 2021SHRM Certified Professional (SHRM-CP) - SHRMIssued Feb 2018 - Expires Mar 2027Certified Payroll Professional (CPP) - Study.comExcel: PivotTables for Beginners - LinkedInThe Deadline Effect: Mastering Time Management (Book Bite) - LinkedIn Excel: VLOOKUP and XLOOKUP for Beginners - LinkedIn Human Resources: Compensation and Benefits - LinkedIn PowerPoint Quick Tips - LinkedInNailing your Interview, Resume, and Negotiation FAST - LinkedIn Communicating with Confidence - LinkedInThe Six Skills of Proactive Professionals - LinkedIn Understanding Your Compensation and Benefits - LinkedIn Excel PivotTable Quick Tips - LinkedInSkillsFederal & State Regulations Organization Skills Interviewing Succession Planning Interpersonal Relationships Human Nature Writing Medical Records Service Delivery Operations ProcessesCandidate's Name - page 6 |
