Employee Benefits Resume Sample
Work Experience
- Demonstrated industry consultative sales skills represented through proven sales results
- Understanding of fully insured and self-funded plans, including basic underwriting strategies, stop loss coverage, risk management issues and associated compliance issues
- Working knowledge of the administrative processes and procedures used by Human Resources departments to administer benefit programs, including benefit and payroll administrative practices
- Demonstrated experience working with online benefit enrollment tools and knowledge of administrative processes
- Demonstrated understanding of insurance carrier administrative processes and procedures, with experience serving as an advocate for clients and/or employees in resolving administration and claims-related issues
- Manage and coordinates all client service activities for mid and large market clients, including interaction with the carriers, vendors, and with all team members to ensure client deliverables are met
- Maintains a full understanding of the client’s programs, processes, procedures and timing requirements
- Renewal processing including review for accuracy and identify possible adjustments, negotiate with carriers, request alternatives, prepare comparisons, and develop and present results to the team for peer review
- Produce RFPs including finding market solutions, coordinating all marketing materials, vendor and carrier responses, analyzing the results and presenting recommendations to the team for peer review
- Conducts or assists with annual enrollment activities including implementing modifications and updates, preparing materials, and educational meetings as needed
- Performs daily, weekly, and monthly system functions and frequent ad hoc report requests, resolving most issues independently but escalating issues as needed
- Manage the delinquency notification and resolution process including computing and posting late payment penalties, generating delinquency notices, and arranging repayment programs/strategies with staff of delinquentYMCA’s
- Supports the Plan’s annual trends and benchmarks data collection process and reporting as required
- Responsible for maintaining the Plan’s WellnessWorks program database including summarizing incentive program expense and communicating Health Assessment results to local YMCAs
- Values.Demonstrates in word and action the Y’s core values of caring, honesty, respect, and responsibility and a commitment to the Y’s mission, in all matters at alltimes
- Inclusion.Values all people for their unique talents, and takes an active role in promoting practices that support diversity, inclusion, and culturalcompetence
- Relationships.Builds authentic relationships in the service of enhancing individual and team performance to support the Y'swork
- Communication.Listens and expresses self effectively and in a manner that reflects a true understanding of the needs of theaudience
- Quality Results.Demonstrates and fosters a strong commitment to achieving goals in a manner that provides qualityexperiences
- Change Capacity.Leads self and others through change by navigating ambiguity appropriately and adapting well to new situations, obstacles, and opportunities
- Emotional Maturity.Demonstrates effective interpersonalskills
- Self Development.Is dedicated to the improvement of own capabilities and demonstrates this through the continual expansion of knowledge andskills
- Develop and present recommendations to clients based upon consultative selling approach Appropriately close new business, documenting won/lost opportunities and reasons for all clients Seamlessly transition sold clients to designated client service team
- Effective collaboration and communication with personnel at all levels
Education
Professional Skills
- Organizational and time management skills to prioritize workloads and meet time-sensitive deadlines, while balancing the needs of multiple project managers
- Proven Customer service skills / Partnering with internal and external stakeholders
- Strong verbal and written communication skills, including ability to communicate complex topics and concepts concisely
- Strong knowledge of and experience with pension and benefits accounting under U.S. GAAP and IFRS
- Demonstrated experience driving positive organizational change
- Develop differentiated analytical and technical employee benefits analysis and reporting skills
- Very good data entry skills using web-based applications
How to write Employee Benefits Resume
Employee Benefits role is responsible for analysis, excel, administrative, microsoft, analytical, business, insurance, reporting, powerpoint, word.
To write great resume for employee benefits job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Employee Benefits Resume
The section contact information is important in your employee benefits resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Employee Benefits Resume
The section work experience is an essential part of your employee benefits resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous employee benefits responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular employee benefits position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Employee Benefits resume experience can include:
- Strong prioritization, organizational, project planning and management, and multi-tasking skills
- Strong and effective verbal, written and analytical & excel skills
- Strong and effective verbal, written and analytical & excel skills (pivot tables)
- Coordinate multiple projects while ensuring timely and accurate deliverables, with effective problem solving and resolution skills
- Experience in composing, editing, proofreading and delivering effective written business communication
- Continuously working to improve your knowledge and skills, using processes and managerial guidance to implement appropriate renewal strategies
Education on an Employee Benefits Resume
Make sure to make education a priority on your employee benefits resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your employee benefits experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Employee Benefits Resume
When listing skills on your employee benefits resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical employee benefits skills:
- Team player with an ability to effectively manage multiple tasks and priorities and demonstrate flexibility in a fast-paced and demanding environment
- Good typing skills: 40-45 wpm
- Manage multiple tasks prioritizing effectively and work very detail oriented
- Strong MS Office skills, e.g. MS Word and MS Excel
- Good skills with Microsoft Word, Excel and Powerpoint
- Strong time management, delegation and organizational skills
List of Typical Experience For an Employee Benefits Resume
Experience For Manager, Employee Benefits Resume
- Excellent oral and written communication skills (Phone skills)
- Effectively establish priorities and act with minimal supervision #LI-KM1
- Strong technological skills (Excel, Word, PowerPoint, Windows, Salesforce (CRM)). Affinity to work with new and digitized tools
- Provide quality customer service to existing accounts as referenced in the Roles, Responsibilities and Skills Chart (attached)
- Effectively communicate system/process requirements to Clients and vendors; facilitate discussion and recommendations for alternative solutions as appropriate
Experience For Employee Benefits Analyst Resume
- Experience performing billing support and/or accounting functions
- Experience performing billing support functions
- Demonstrate the ability to solve problems by being proactive and using sound business judgment.
- Experience performing Commissions administration and/or providing general Customer Service
- Validation of incoming interface feeds (SOX control)
- Execute new case quality review process prior to first bill being released
- Operate in a challenging and fast-paced team environment and be a self-starter
- Demonstrate expertise when operating all department equipment and software applications
Experience For Employee Benefits Sales Consultant Resume
- Develop and maintain effective and productive relationships with clients, prospects and carriers, including
- Scrub commission paperwork to ensure IGO prior to the set-up of commission hierarchy
- Vigorously analysed and assessed for effectiveness
- Review actuarial reports, assumptions and experience and analyze results
- Gather Client and vendor business/system needs, and translate them into effective documented requirements
- Quantification and validation of Seller’s current plan cost representation
- Underwriting and plan funding strategies
- Working knowledge of relational database design principles and standard system practices regarding use of production and test environments
- During peak periods, support the larger Employee Benefits Customer Service team to handle email and call volumes
Experience For Employee Benefits Client Executive Resume
- Identifying and developing relationships with prospective clients
- Demonstrating Fidelity’s Health Marketplace solution to prospective clients via web-based meetings
- Staying up-to-date on employee benefits rules and regulations
- Working knowledge of the private equity industry and the application of employee benefits due diligence
- Administer billing remittance for non-standard partnerships including netting of fees & netting of commissions
- Proactively manage feeds to and from AXA’s billing vendor including error reporting
Experience For Direct Risk Executive GBS UK Employee Benefits Resume
- Continue to learn and understand carrier appetite while assisting in developing underwriting story
- Produce organic growth through new, profitable accounts, as well as cross-selling and account rounding existing accounts
- Understand AXA's business processes, including underwriting guidelines, products and claims processing and work closely together with all stakeholders
- Assist with lapse process, including status reporting, escalations for client outreach and final disposition
- Handle all calls, escalations and service recovery with tact and poise while conveying a sense of understanding and urgency
Experience For Senior Account Manager Employee Benefits Resume
- Manage lapse process, including status reporting, escalations for client outreach and final disposition
- Support new billing-related feature development from a testing perspective
- Supervises the work of the Benefits Specialist team, setting expectations for and role-modeling exceptional customer service
- Participate in monthly TBT meetings, sales meetings, and ongoing sales and development training
- Resolves issues with carriers regarding claims of clients’ employees, billing, eligibility, etc..
Experience For Employee Benefits Market Analyst Resume
- Maintains professional development through trade press, training sessions and continuing education programs
- Coordinates printing and mailing of Annual Enrollment material with the Communications Dept
- Coordinates printing/emailing of material and share with plants to ensure they have orientation and seminar material
- Assists in creating and assembling client presentation and employee communication materials
- Compile and analyze data and financial records in conformance with, or in response to, reporting and auditing requirements
- Propose a plan to Increase pricing maturity & lead the transition to the next stage of AXA’s Pricing Maturity Model across Asia
Experience For Employee Benefits Project Manager Resume
- Provide COBRA administration utilizing the PlanSource system for Client’s new hires, qualifying events, and termination
- As directed, process the Trust’s accounts receivable and accounts payable tasks according to the Accounting department’s deadlines
- Research and resolve standard billing related issues associated with eligibility, remittance, past due status and adjustments
- Support invoice reconciliation & payment of invoices from AXA’s Billing TPA as well as other select TPA’s
- Proactively manage feeds to and from AXA’s billing vendor
Experience For Senior Associate Employee Benefits Resume
- Exhibit client focused behavior and applies knowledge and training to support client needs
- Assist originators in closing in combination with your new business sales up to individual shadow goal of $70,000
- Lead all internal and external account strategy and renewal meeting
- Prepare financial analysis and reporting and present results and findings to management
- Ensure that internal controls and Sarbanes Oxley procedures are being adhered to and thoroughly document work, processes and procedures
- Gathers necessary data, formulates RFPs, analyzes results and assembles presentations for new and existing clients
- Meet business plan growth targets and annual retention targets through cross & up selling, and customer loyalty goals through Customer satisfaction surveys
- Meet time/quality metrics around the proposal process ensuring that both organizational metrics and market place expectations are achieved
Experience For Employee Benefits Regional Leader Resume
- Make decisions independently, requiring minimal supervision
- Investigates and answers client inquiries regarding benefits coverage
- Gathers information from clients to use in underwriting efforts
- Develops benefit communications and presents benefit plans to clients’ employees during open enrollment
- Develops marketing strategy for each renewal
- Projection of post-closing future plan cost
- Develops/updates promotions calendar for Compensation, Benefits, and Retirement to promote events needing communication
- Supports trade show and event collaboration for annual Sales meeting, Benefits Fair, Annual Enrollment meetings, Vendor Summit, etc
- Coordinates participating partners for each event as needed and reviews handout content from invited partners
List of Typical Skills For an Employee Benefits Resume
Skills For Manager, Employee Benefits Resume
- Strong interpersonal skills with the ability to work effectively with a wide range of stakeholders
- Proven ability to influence groups and individuals to move in a desired direction, build productive working relationships and effectively negotiate
- Act independently with minimal direction. Strong communication and interpersonal skills
- Proficiency with Word, Excel, and PowerPoint, and the ability to quickly learn to effectively use various virtual datasites and Lockton technology tools
- Staffs the department with capable people; Plans the work for employees with due regard for performance and skills; Terminates employees, when necessary
- Intermediate skills in Microsoft Word, Excel, and PowerPoint
- Proficient computer skills, including Microsoft Office, especially Power Point
- Be adept at meeting or rescheduling deadlines with clients and setting priorities on projects
Skills For Employee Benefits Analyst Resume
- Assist in conducting experience studies, assumption factors review, earning analysis and a multitude of new and ongoing studies
- Administer the processing of the medical evidence forms including file set up, scrub, request missing information and track applications
- A solid understanding of accounting issues related to employee benefits matters
- Advanced critical thinking and problem solving skill sets
- Experience of managing an existing portfolio of clients and able to resolve complex queries
- Demonstrates respect, positive attitude and an environment free of triangulation and judging others
- Between 4 and 8 years of professional experience in an actuarial-oriented position, ideally with a first exposure to consulting
- Experience in programing (Microsoft, R, etc.)
Skills For Employee Benefits Sales Consultant Resume
- Experience selling solutions to HR, Finance and Executive buyers
- Experience working in public sector in HR rolefunctions in public sector vs. private sector
- Experience managing a self-funded benefits plan
- CPA with 3 or more years of experience in Public Accounting or equivalent
- Proven ability to manage multiple projects at a time while paying strict attention to detail to ensure timely turnaround
Skills For Employee Benefits Client Executive Resume
- Operate in a challenging, nimble and fast-paced team environment
- Experience working with computers in Windows environment
- Professional experience in a higher educational setting
- Experience servicing large Employee Benefit accounts
- Operate standard office equipment, including but not limited to, computers, telephone systems, calculators, copiers and fax machines
- Develop and cultivate strong client relations with C-level clients and win client confidence
- Develop and cultivate strong carrier relationships to enhance Willis position in the market place
- Experience administering retirement plans, including defined benefit pension plans, as well as 403(b) or 401(k)
Skills For Direct Risk Executive GBS UK Employee Benefits Resume
- Develop strong and positive relationships both internally and externally, providing an efficient service to clients and handling their expectations
- Two or more years of Employee Benefits Agency experience or working for a Medical Carrier required
- Maintain solid working relationship with various group insurance representatives
- Maintain a valid driver’s license and dependable transportation
- Experience performing Commissions administration and/or providing general Customer Service
- Solutions-focused and creative individual driven to make current processes more effective and efficient
- Strong grasp of customer service functions, office procedures, insurance regulations and policies
- Strong ability to do research regarding benefits data and information
Skills For Senior Account Manager Employee Benefits Resume
- One year or more of related experience
- Organize and prioritize multiple assignments, work independently and meet deadlines
- Experience in Employee Benefits
- Taking a role in analysing and interpreting billing/realisation data to assess level of profitability and reviewing pre-bills where required
- Performing daily customer service, running quotes; assist with preparing proposals, and claims / billing resolution
Skills For Employee Benefits Market Analyst Resume
- Providing assistance to team members regarding client plans and/or program coverage questions, benefit program adjustments and problem solving
- Working with the implementation team to ensure a smooth onboarding and post-enrollment process for clients
- Working knowledge of principles and practices of organization, planning, and general administration
- Understanding and communicating trends in the sector and their impact on the client's position to clients
- Lifting 10-20 lbs. of boxes/papers
- Working knowledge of BenefitPoint / ImageRight
- Manage the Renewal/Marketing Process including but limited to: Gather vendor information and/or information from clients for marketing purpose
- Seeks continuous learning, teaching and striving to get better every day
Skills For Employee Benefits Project Manager Resume
- Take on a client facing role, taking increasing responsibility for client service
- Understand AXA’s business processes, including underwriting guidelines, products and claims processing and work closely together with all stakeholders
- Understand AXA’s business processes, including underwriting guidelines, products and claims processing and work closely together with the TPAs
- On an ongoing basis, assist clients and clients’ employees regarding benefits questions
- Prepare management reporting and provide financial indicators that aid management's business decision making
- PC literate in MS Office, including Word, Excel, PowerPoint and Chinese Word-processing
- Support new and existing business by matching client need, cost management solutions, and HUB’s unique strategic sales/technology approach
Skills For Senior Associate Employee Benefits Resume
- Assist Consultants in adding lines of coverage to existing accounts
- Prepare meeting summaries and follow-up items, making sure all follow-up items are addressed
- Engage in carrier negotiations while managing the overall renewal/marketing process
- Contribute to enhancement of client services/sales by being well informed and maintaining a familiarity with industry trends
- Responsible for managing all aspects of the workers’ compensation acting as the liaison between the employee, WC provider and the business
- Manage implementation and maintenance of various Willis products, including
- Prepare proposal data into Willis’ format for presentation to clients making recommendations
Skills For Employee Benefits Regional Leader Resume
- Identify opportunities to grow account book, i.e., drive additional sales to existing clients
- Basic understanding of financial statements in relation to employee benefits concepts
- Provide monthly reporting of client and carrier information and provide interpretation of financial reports as required
- Produces revenue through sales to new and existing clients with emphasis on mid-size companies with high revenue
- Gather client information regarding coverage needs via conversation and interviews with client contact needed to conduct bid/proposal process
- Review pricing information from carriers and determine and discuss with carriers methods to invoke and utilize discounts
- Engage in ongoing negotiation with carriers related to customer’s needs
List of Typical Responsibilities For an Employee Benefits Resume
Responsibilities For Manager, Employee Benefits Resume
- Evaluating, determining and recommending alternative coverage’s, pricing options and plan design changes based on economic analysis of available plan elements consistent with client circumstances and goals
- Strong process definition and analysis skills
- Effectively transition and stabilize accounts transferred from originator or exiting Producer
- Prior experience working with carriers’ EDI files
- Intermediate Microsoft Office Skills - to include Excel, Access, Word, PowerPoint and Outlook
- Immersion in M&A Group to learn due diligence skills and mechanics of private equity investments
- Solid experience in operations and administration
- Critical skill set includes
Responsibilities For Employee Benefits Analyst Resume
- Directs the priorities of the Benefits Office
- Progressive benefits experience with a focus on health and welfare benefits in a corporate setting
- Excellent understanding of benefits plans, strategies and compliance
- Three years of group insurance experience with familiarity of Life/AD&D, Dental, Vision, Short and Long Term Disability
- Excellent knowledge in Excel, Word and PowerPoint
Responsibilities For Employee Benefits Sales Consultant Resume
- Around 5 - 8 or above years’ work experience in administration, insurance and/or provident funds business
- At least 4 or above years’ work experience at supervisory/managerial level
- Experience in employee benefits or insurance related company
- Experience in customer service
- Demonstrated ability to achieve positive results
- Marketing and selling FHM’s benefits platform to both new and existing Fidelity clients
Responsibilities For Employee Benefits Client Executive Resume
- Provide support to Producers in maintaining, expanding and servicing assigned Employee Benefit accounts
- Assist in managing, monitoring and meeting deadlines for client accounts
- Knowledge of underwriting principals, alternative funding arrangements and self-funding
- Oversee employee leaves of absence relating to FMLA, including worker’s compensation and disability
- Provide on-going communications to employees regarding Lincoln Center’s benefit plans
- Keep marketing Quote Tracking Sheets updated
- Provide daily operations support in areas of special billing, outstanding premium follow-up and write off management etc.
Responsibilities For Direct Risk Executive GBS UK Employee Benefits Resume
- All aspects of international assignments, employee benefits and payroll matters, including payroll audits
- Establish reputation within the sourcing organization and business units as a Subject Matter Expert
- Support testing of new commission features
- Coordinate with Account Manager(s) and Account Executive(s) on ordering forms, ID cards and booklets and delivery to clients
- Maintain adequate supply of current forms used in securing bids (census, group health questionnaire, and information for quotation sheets.)
- Ensure that client files and documentation are maintained according to policy and procedures, and consistent with Marsh & McLennan professional standards
- Writes targeted educational/inspirational articles to be included in any McKee Foods Corporation publication using available media
- Provides additional support during busy times, i.e. Annual Enrollment, Biometric screenings etc
Responsibilities For Senior Account Manager Employee Benefits Resume
- Assist in renewing ancillary only client policies under the supervision of the Account Manager
- Assist in the peer review process of Analytics Reports and Underwriting Calculations
- Gather and analyze benefit data for labor negotiations, contract renewal, and budgeting purposes
- Manage the implementation, and administration of the company’s benefit programs
- Establish and successfully execute a business plan with Territory Vice President (TVP) toward a common goal of increasing company’s share of voluntary benefits in the market and enhancing the visibility of Transamerica’s voluntary products
- Provide strategic and operational direction to the organization’s internal sales team to maximize the sales goals of voluntary benefits and meet corporate objectives
Responsibilities For Employee Benefits Market Analyst Resume
- Maintains sold understanding of all of AFG products and services, attends sales training seminars and product knowledge workshops. Stays current with industry trends
- Work on challenging projects for high-profile clients
- Develop the practice; and
- Participate in all our service offerings and have the opportunity to specialise
- 2) Execute plan configuration for group benefit products on the bswift application. Product set includes both AXA and non-AXA products including medical, dental, vision, disability, life and additional ancillary products
Responsibilities For Employee Benefits Project Manager Resume
- Together with the Sales Person review request for proposal and obtain any additional information that is needed from the broker and discuss with them the appropriate plans to fit the client’s requests and generate accurate proposals
- Drives favorable outcomes for clients, brokers, AXA Advisors, and others through effective internal partnering with IT/Operations and Product Development/Underwriting, along with outsourced TPA’s
- Work closely within a team environment including the Producer, Account Executive, assigned to the prospect to: gather, review and evaluate current benefit plans, financial data and funding arrangements
- Meet with prospect as part of the team, as required
- Works with client or prospective client to identify and evaluate the client’s specific characteristics, including: benefits needs, design, group demographics and employee census
- Prepare risk benefit market tests for clients in line with Absa Consultants Actuaries’(ACA) best practise
- Able to work within our Agency Management System following all workflows and procedures while also handling all processes within MMA’s procedural guidelines as designed by management with precision accuracy; enter information as appropriate into BenefitPoint and attach all necessary documents in Agency fling system, Image Right
- HR benefits teams on qualified pension and 401(k) plans, robust health and welfare benefits program including ACA, HIPAA and COBRA compliance matters; severance, retention and relocation programs
- Executive Compensation on numerous active and frozen nonqualified deferred compensation plans and all 409A issues relating thereto; the tax aspects of MetLife executive compensation arrangements including 162(m) and 280G advice
Responsibilities For Senior Associate Employee Benefits Resume
- Payroll tax issues, including payroll audits
- All benefits aspects of MetLife’s M&A activity
- Fiduciary advice to MetLife’s Employee Benefits and Investment Advisory Committees as well internal trustees for MetLife’s VEBAs and welfare benefits trusts
- MetLife’s Global Benefits, Group Benefits, and Retirement & Income Solutions lines of business, including managing the resolution and completion of business partners’ legal work through a team of lawyers
- Develop and implement strategy for administration of employee benefit plans, including but not limited to: medical/dental insurance, Flexible Spending Accounts, Life & ADD insurance, retirement plans, voluntary benefits, worker’s compensation and disability insurance
- Experience in industry or related field
- Deep knowledge of applicable benefits related regulations, such as ACA, FMLA, worker’s compensation, disability, COBRA, etc
- Monitor PlanSource’s setup of EDI files
- Provide enrollment materials and member ID’s and cards as needed
Responsibilities For Employee Benefits Regional Leader Resume
- Develop and grow relationship with business unit stakeholders promoting and expanding Procurement's influence within all stakeholder areas related to the category
- Contribute to all administrative requirements including approved supplier program, supplier diversity, contract management system, procure-to-pay system, Category related metrics and reporting
- Serve as client’s valued advisor; building a strategic and personal relationship with key client decision makers
- Gives employees sufficient authority to make the necessary decisions to carry out their assignments
- Establishes and maintains effective two-way communication to understand the needs and concerns of employees; Communicates employee attitudes and expectations to higher management; Properly manages employees' personal information; Recommends changes in policies and practices wherever employee needs are not being met
- Ensures that potential safety/health hazards are eliminated or controlled through regular reviews of work activities, materials, and facilities; Provides employees with unsurpassed training and instructions on safe work practices with every aspect of their employment
- Identifies and maintains accountability for security within assigned areas of responsibility; Ensures employees understand their obligation to protect company and employee property; Takes appropriate action when security infractions occur
- Demonstrates a caring attitude toward HCR Manor Care's residents, family members, employees, and other company guests as the need arises; Ensures that subordinates are helpful, caring, and responsive to all guests
- Devotes adequate time and attention to personal development and training, particularly in the management of people resources