manager benefits wellness resume example with 20+ years of experience

Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000,
Benefits and Wellness Manager

Passionate Benefits and Wellness HR Manager offers diverse experience with various health, wellness and retirement plans including 20 years of experience in benefits administration. Strong leadership, problem-solving and team-building abilities developed over progressive career.

  • Microsoft Office Suite
  • Benefit Administration
  • Leave Management, FMLA, ADA and PFL
  • Pension and 401(k) Administration
  • Problem Resolution
  • Quality Customer Service
  • Employee Communications
  • Wellness Initiative and Engagement
  • Compliance Filing
  • Streamline and Process Improvement
  • Vendor Relationship Management, RFP's
  • ADP, UltiPro, Workday, and Oracle Data System
03/2015 to Current Manager, Benefits & Wellness Stripe | Seattle, WA,
  • Manage day-to-day operations and administration of the company's benefit programs including, medical, dental, vision, and life insurance coverage, Flexible Spending Accounts (FSA) and Health Reimbursement Accounts (HRA), commuter benefits, retirement (DB&DC) plans, voluntary & supplemental benefits offerings, onsite wellness engagement and COBRA.
  • Analyze current and potential benefit programs, evaluate utilization, plan experience, competitive trends and recommend long-term strategies.
  • Accountable for the Request for Proposal (RFP) process, reviewing Service Level Agreements and program marketing. Negotiate and manage vendor contracts, performance guarantees and ROI.
  • Develop and maintain benefits communications, policies and administrative procedure documents.
  • Responsible for wellness program and employee engagement.
  • Partner with Finance on the Benefits budget and forecasting.
  • Oversee the monthly processing and auditing of benefits invoices and funding.
  • Resolve and respond to employee inquiries/complaints in a timely and courteous manner.
  • Oversee Leave of Absence (LOA) process which include providing guidance to managers and employees on leaves and accommodations pursuant to ADA.
  • Ensures that all leaves are administered in accordance with applicable regulations and policies.
  • Assist with ongoing compliance filing of 5500s, SARs, nondiscrimination testing and other required filings to ensure compliance with federal and state laws.
  • Member of the HR leadership team and pension administrator\investment committee which is responsible for development and maintaining of company wide policies and fiduciary responsible to Defined Benefit and 401(k) plan.
  • Act as a liaison between HR business partners, legal and department managers to provide support on various employee affairs.
  • Working knowledge of all pertinent federal and state regulations, filing and compliance requirements, affecting employee benefits programs, including ERISA, COBRA, FMLA, ADA, paid family leave and DOL requirement.
  • Manage Defined Benefit pension and 401(k) plans for the U.S. and Puerto Rico.
03/2007 to 03/2015 Sr. Benefits Specialist Mount Sinai Health System | City, STATE,
  • Supervised the day-to-day functionality of the Benefits Service Center. Responsible for the training and development of the Benefit Service Center staff and ensured the highest quality of customer service was provided.
  • Developed and prepared metrics of incoming calls, issues and escalations.
  • Recommended and implemented process improvements.
  • Managed Defined Contribution (DC) - 403(b), 401(k) and 457(b) plans for a network of 4 hospitals.
  • Posted and funded employer contributions for the 403(b), 401(k) and employee contributions for the 457(b) plan - 3,900 estimated number of participants.
  • Conducted DC audits, account analysis and year end valuations.
  • Managed the Defined Benefit (DB) pension plan.
  • Calculated DB pension payments, provided estimates, retirement packages, review completed forms and processed payments.
  • Met with potential DB retirees and provided guidance through the retirement process.
  • Managed the retiree medical plan including open enrollment communications, plan changes, rate changes and the CMS RDS Medicare subsidy process.
  • Managed Oracle processes such as; running interfaces, generated discover reports, processed QLE's, updated benefit and pension elements.
  • Assisted in providing data for 5500's, financial reporting, actuarial valuation process, annual funding notices and internal and external audits.
  • Lead bi-weekly meetings with DC pension vendor for statuses on projects and ongoing services.
  • Handled vendor eligibility and discrepancy reports.
  • Managed retiree and employee death claims; sent communications to beneficiaries and updated all appropriate elements.
  • Researched and responded to all pension and health & welfare benefit inquires including QDRO's, QLE, FMLA, LOA, COBRA and executive benefits.
  • Managed projects through all phases of the life cycle including scope definition, analysis, design, testing and documentation.
  • Conducted and trained staff on Health and Welfare new hire and open enrollment presentations.
  • Reviewed plan documents and summary plan description for updates.
  • Assisted other HR divisions with inquires related to benefits and pension.
10/2000 to 03/2007 Jr. Benefits Analyst New York Presbyterian Hospital | City, STATE,
  • Administered Cash Balance (CB) and DB pension plans; calculated CB and DB pension estimates, retirement payments and cash balance quarterly statements.
  • Managed PeopleSoft pension system, assisted in testing for plan changes and account statements; ran various queries, reports, file transfers and pension payroll.
  • Responded to associate questions and/or concerns; reviewed CB account discrepancies and provided in-depth account analysis.
  • Supervised the processing of monthly cash balance distributions and DB pension payments.
  • Resolved H&W and pension issues.
  • Provided oversight and ensured accuracy of pension payroll (validation, reconciliation, audit, and funding authorization).
  • Handled Medicare subsidy process; assigned account designees and uploaded files.
  • Processed and monitored FMLA, STD, and LTD applications.
  • Processed Qualifying Life Events.
  • Sent COBRA notifications to terminated employees.
  • Advised and counseled associates, supervisors and managers related to all aspects of benefits; researched and resolved employee benefits issues.
Expected in to to | Metropolitan College of New York, New York, NY, GPA:
Expected in 2006 to to Associates Degree | Liberal Arts, Humanities and Social Sciences LaGuardia Community College, New York, NY, GPA:

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Resume Overview

School Attended

  • Metropolitan College of New York
  • LaGuardia Community College

Job Titles Held:

  • Manager, Benefits & Wellness
  • Sr. Benefits Specialist
  • Jr. Benefits Analyst


  • Some College (No Degree)
  • Associates Degree

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