benefits analyst i resume example with 20+ years of experience

(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
Expert communicator with 14+ years of experience in the financial services industry, 10+ years of experience in retirement benefits and 10+ years dedicated to community service within the field of education. Strong public speaking, teaching, and facilitating skills for diverse student, professional and general audiences. Extensive involvement in all levels of relationship building and program development. Proven ability to manage multiple projects while meeting challenging deadlines. Experience in cross-team communication and coordination of work priorities to facilitate the completion of organizational goals. Ability to resolve issues and share information, and emerge as a respected leader in each organization served.
  • Guest services
  • Inventory control procedures
  • Merchandising expertise
  • Loss prevention
  • Cash register operations
  • Product promotions
Anderson University , IN Expected in August, 2010 MBA : Leadership - GPA : Leadership
California State University Hayward Hayward, CA Expected in September, 1997 Bachelor of Science : Business Administration Human Resources Management - GPA : Business Administration Human Resources Management
Anthem, Inc. - Benefits Analyst I
Dearborn, MI, 08/2014 - Present
  • Benefits administration support for Human Resource business partners and associates for approximately 30 health ministries.
  • Collaboration with vendors to coordinate benefits delivered to associates including, but not limited to, medical, dental and vision and determine accuracy of benefits eligibility and coverage levels for associates using PeopleSoft.
  • Cooperative team effort focused on managing caseloads and responding to associate concerns within established timeframes.
  • Problem solving.
  • Daily communication with associates, HR partners and vendors facilitating case resolution.
  • September, 2012 ­ March, 2014.
Sentry - Retirement Plan Services Consultant
Seattle, WA, -
  • Dedicated liaison for plan administrators on 401K and special markets plans, including 403(b), 401(a) and 457 plans.
  • Guide administrators on the benefits applicable to each plan.
  • Consult with, and educate company stakeholders on all aspects of plan design in retirement savings plan markets including Department of Labor and IRS rules and regulations.
  • Facilitate seamless support for plan fiduciaries through coordination with internal partners.
Printpack - Lead Facilitator/Instructor
Rhinelander, WI, 09/2004 - Present
  • Facilitate a 13 week program spanning the Fall and Spring semesters presenting established program curriculum that focuses on goal setting, character, effective leadership, excellence in education, community service and career achievement.
  • Facilitate discussion, introduce tools and recommend actions needed resulting in scholars that maintain proper focus to successfully matriculate through the education system and eventually launch their career of choice.
Transamerica - Retirement Plan Education Specialist
City, STATE, 01/2004 - 08/2012
  • Formally introduce retirement plan components to over 6000 St.
  • Vincent Health stakeholders, resulting in approximately 80% overall participation in the retirement savings plan while responsible to provide front-line support for internal partners & training for external partners.
  • Extensive knowledge with employee retirement benefit plans and defined contribution plans, utilizing established administrative guidelines to ensure consistency of procedures and applicable rules.
  • Educate associates for the sole purpose of increasing participation, planning for retirement and investing prior to and during retirement.
  • Ability to build trust via one-on-one interactions, formal investment and Social Security benefit presentations with efforts to emphasize to associates the aspects of being prepared for retirement.
Chase Bank - Team Leader
City, STATE, 12/2003 - 01/2004
  • Partner with and lead Relationship Managers building solid client relationships and identify needs for products, services, and consolidation of new assets.
  • Develop synergies with business partners at 5 Indianapolis branches in the field to secure & retain new business.
  • Provide exceptional customer service, make calls, & identify service needs for clients.
Charles Schwab & Company - Registered Representative/Regional Business Development Team
City, STATE, 09/1999 - 11/2003
  • Strengthen client relationships and identify needs for products, services, and consolidation of new assets.
  • Facilitate synergistic relationships with business partners in the field to secure & retain new business.
  • Exceptional customer service and core effort to exceed client expectation.
  • Exhibit strong ability to grasp and practice company-wide goals and initiatives.
Professional Affiliations
2013 -Present Member, Society for Human Resource Management
Additional Information
  • LICENSES 2000 Series 7 & Series 63 DESIGNATIONS 2005 Chartered Retirement Plan Counselor, College for Financial Planning ACCOMPLISHMENTS 2008 Transamerica Top Overall Performance Award 2009 Transamerica Top Team Member Performance Award 2010 Transamerica Top Overall Performance Award 2012 Transamerica Top Team Member Performance Award 3
administrative, benefits, Benefits administration, client, clients, customer service, focus, goal setting, Human Resource, HR, leadership, managing, PeopleSoft, presenting, presentations, Problem solving, vision

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Resume Overview

School Attended

  • Anderson University
  • California State University Hayward

Job Titles Held:

  • Benefits Analyst I
  • Retirement Plan Services Consultant
  • Lead Facilitator/Instructor
  • Retirement Plan Education Specialist
  • Team Leader
  • Registered Representative/Regional Business Development Team


  • MBA
  • Bachelor of Science

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