Defined Benefits Resume Samples

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DD
D Durgan
Delpha
Durgan
4355 Barrows Court
Boston
MA
+1 (555) 651 7430
4355 Barrows Court
Boston
MA
Phone
p +1 (555) 651 7430
Experience Experience
Boston, MA
Defined Benefits Analyst
Boston, MA
Hettinger-Thiel
Boston, MA
Defined Benefits Analyst
  • Identify opportunities for process improvements to increase efficiency, and work with the team to make sure those improvements take place
  • Proactively communicate on a regular basis, without being asked, the status of work assigned by Service Delivery Manager, Client Services Manager, Functional Consultants/Principals, or Supervisor
  • Create, prepare and compile reports, act as a project lead on multiple defined benefit/health and insurance projects as assigned by the Service Delivery Manager, Functional Consultants, Functional Principals, or Supervisor
  • Develop ways and seek suggestions from/work with team members to improve quality; follow-up with teams to ensure quality initiatives are implemented; educate team on proper way to complete work to avoid quality issues (e.g. using automation)
  • Provides support to the team by applying expert knowledge of applications, processing workflows and systems to respond to request and inquiries from the client, service delivery, change management or applications teams
  • Participate in and/or lead conference calls with Xerox employees and the client that can range in topic from: discussing projects status, participant issues, data discrepancies, system and workflow enhancements, scope of work, results of research or data analysis, next steps and handling of exception cases
  • Complete work as assigned from Service Delivery Manager, Client Services Manager, Functional Consultants/Principals, or Supervisor
Detroit, MI
Defined Benefits Service Delivery Manager
Detroit, MI
Schuster-Mills
Detroit, MI
Defined Benefits Service Delivery Manager
  • Manage Case & Project Work for team
  • Provides budget analysis, labor planning, problem resolution and coordination of activities between client and company personnel
  • Maintains close collaboration with internal partners from Shared and Technology areas regarding ongoing delivery and change work
  • Manages the client relationship ensuring customer satisfaction
  • Create, Update, and Maintain inventory of functional client documentation
  • Improve quality and gain efficiencies
  • Motivate and manage staff
present
New York, NY
Defined Benefits Senior Analyst
New York, NY
Nolan and Sons
present
New York, NY
Defined Benefits Senior Analyst
present
  • Develops metrics that provide data for process management and indicators for future improvement opportunities
  • Independent worker – Team Player – Decision Maker – Analytical/Problem Solver
  • Manages increasing personal work and accountabilities within time and expense budgets
  • Strong attention to detail; can be trusted to perform consistently and accurately
  • Train end-users on the defined benefit systems and provide on-going technical support to colleagues and clients
  • Consistently looking to improve processes
  • Does his/her share of work and offers to help others in order to meet the objectives of the assignment
Education Education
Bachelor’s Degree in Finance
Bachelor’s Degree in Finance
Loyola University Chicago
Bachelor’s Degree in Finance
Skills Skills
  • Basic PC/Internet Skills
  • Proficient in MS Office Suite (Word, Excel and PowerPoint)
  • 5 – 10 years experience in Defined Benefits
  • Subject Matter Expert for Death/Retirement areas of administration
  • Experience with DB plan administration: both participant inquiries/escalation resolution and client facing
  • Microsoft Office Suite
  • SQL
  • Citrix
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5 Defined Benefits resume templates

1

Defined Benefits Analyst Resume Examples & Samples

  • Perform more complicated or review more simple pension benefit calculations with quality
  • Pass actuarial exams
  • Solid administration and staff-level client relationships
  • Able to answer some client questions without reliance on lead actuary
  • Completes some work through others (i.e. delegation)
  • Coach/train entry level students
  • Demonstrate flexibility to work additional hours on occasion when client needs dictate
  • Draft original materials (e.g. letters, reports, discussion guides) with some guidance
2

Defined Benefits Senior Functional Analyst Resume Examples & Samples

  • Responsible to consult with the client on the tactical deployment and execution of client specific project work and change work
  • Serves as a point of contact for client questions on technical best practices and development of client specific technical solutions
  • Responsible to be an escalation point of contact for technical and business issues involving data feeds or other technical dependencies with the client
  • Monitor and reconcile daily exception reports to ensure timely resolution of processing errors
  • Assist in the research and completion of all client, participant and/or employee requests
  • Assist in the preparation of client reports and participant statements
  • Project Management experience, required
  • QA and Defined Benefits development/testing, required
  • MS Excel, MS Word, SQL, RKS DB Data/Database experience, required
  • Understand and support
3

Customer Care Spec Defined Benefits Resume Examples & Samples

  • Knowledge of DB Cyclical processing
  • Knowledge of Retiree Payroll Processing
  • BA/BS degreeor3-5 years of Defined Benefits experience preferred
  • Outsourced HR Experience preferred
  • Client Services experienced preferred
4

Defined Benefits Service Delivery Manager Resume Examples & Samples

  • Review and track all client escalations and defects to identify trends
  • MS Office suite (Excel, PowerPoint, Word, Access)
  • Relational database knowledge a plus
  • SQL a plus
  • Preferred experience level would be 10 years of pension experience, with people and project management experience
  • Project management lifecycle knowledge is important
  • Pension subject matter expert in Plans and Compliance, Call Center work flow experience, Client Service experience, vendor management experience - 8 years’ experience minimum benefits knowledge is essential
5

Pension Risk Transfer Defined Benefits Technical Specialist Resume Examples & Samples

  • Experience developing risk assessments, controls and procedures
  • Experience with TSO, Changeman and PCS, a plus
  • Ability to both work independently, and as part of larger cross-functional team
  • Strong knowledge of Pension Risk Transfer concepts
6

Senior Associate Defined Benefits Resume Examples & Samples

  • May perform one or more of the following duties: Participates in or leads cross-functional teams focused on the delivery of new or existing projects
  • Plans and directs schedules and may monitor budget/spending
  • Monitors the project from initiation through delivery
  • Organizes the interdepartmental activities ensuring completion of the project on schedule and within budget constraints
  • Responsible for coordinating the delivery of professional services to customers
  • Responsibilities include the overall planning, organizing, directing, controlling and delivery of all projects prioritized in alignment with the client's expectations and business needs
  • Ensures the ongoing process/system capability associated with projects and manages any changes required to meet or exceed the expectations established in project designs
  • Performs all other duties as assigned
  • 1 to 2 years Defined Benefit experience
  • Proficient in MS Office Suite (Word, Excel and PowerPoint)
  • Team player and should be able to balance multiple projects with differing priorities
7

Defined Benefits Analyst Resume Examples & Samples

  • Develops an understanding of the analysis and considerations needed in decision-making; makes sound decisions appropriate to role
  • Demonstrates the ability to systematically think through a complex situation and provide logical alternative solutions
  • Demonstrates ability to handle multiple tasks and to involve self in numerous activities
  • Demonstrates sound learning and understanding of the material with a reasonable time frame, when presented with unfamiliar information
  • Is able to understand and to apply complex information with some assistance
  • Spends extra time or effort on a particular assignment or task when it is essential to success
  • Accomplishes project or task and anticipates what other tasks may need to be done and does them when needed
  • Anticipates and prevents problems in some instances
  • Does his/her share of work and offers to help others in order to meet the objectives of the assignment
  • Identifies the appropriate level of detail needed to achieve desired goals
  • Strong attention to detail; can be trusted to perform consistently and accurately
  • Actively seeks help and asks questions as appropriate
  • Evidences understanding of technical insights after moderate explanation and coaching
  • Solves basic technical problems
  • Takes ownership of assigned tasks and delivers quality work in a timely manner
  • Manages increasing personal work and accountabilities within time and expense budgets
  • Participant inquiry research and resolution
  • Research escalations to determine root cause
  • Produces new process improvement techniques and services
  • Experience with DB plan administration: both participant inquiries/escalation resolution and client facing
  • Significant experience support participant escalations and manual calculations work are required for this role
8

Defined Benefits Senior Analyst Resume Examples & Samples

  • Produce and quality review reports/data files
  • Develops metrics that provide data for process management and indicators for future improvement opportunities
  • 5 – 10 years experience in Defined Benefits
9

Defined Benefits / Pension Project Analyst Resume Examples & Samples

  • Manages small projects in a selected number of technical areas with high-level direction from senior staff
  • Demonstrates sound learning and understanding of the material within a reasonable time frame, when presented with unfamiliar information
  • Demonstrates the ability to organize his/her own work tasks and to achieve expected results
  • Evidences understanding of technical insights after detailed explanation and coaching
  • Solves simple technical problems
  • Completes assigned tasks on time and accurately
  • Manages client workload and priorities
  • Establishes good working relationships with clients
  • Responsive to Manager work requests
  • Consistently communicates progress of and difficulties encountered on projects to project leaders (i.e. throughout the project)
  • Shares information, insights and knowledge with others
  • Regularly participates in required training; needs to be encouraged to pursue additional education or training
  • Begins to understand the value of the sector’s technical products and services in the marketplace
  • Define Benefits/Pension experience, preferred
  • Background and/or degree in Finance, Math or accounting, a plus
  • Excellent communication, organizational and analytical skills
10

Defined Benefits Analyst Resume Examples & Samples

  • Keeps up-to-date with current legislative topics and its application to existing client benefits schemes
  • Develop professional expertise, applies company policies and procedures to resolve a variety of issues
  • Builds productive internal/external working relationships
  • Typically requires a minimum of 2 years of related experience
  • Subject Matter Expert, resource for junior team members, liaison with the client
  • Work in a very fast paced environment, and with resources on and off shore; pioneer for change
  • Identify opportunities for automation enhancements and see change through to implementation
  • Train and develop junior staff
  • Work with supervisor as needed to prioritize work
  • Provides support to the team by applying expert knowledge of applications, processing workflows and systems to respond to request and inquiries from the client, service delivery, change management or applications teams
  • Collect, compile and analyze data to improve the administrative practices and process workflows of the team
  • Research and resolution of complex participant, plan, process and system questions from Xerox and the client will be required
  • Create, prepare and compile reports, act as a project lead on multiple defined benefit/health and insurance projects as assigned by the Service Delivery Manager, Functional Consultants, Functional Principals, or Supervisor
  • Complete work as assigned from Service Delivery Manager, Client Services Manager, Functional Consultants/Principals, or Supervisor
  • Collaborate with other Benefits Analysts to assist them in completing their tasks/projects as needed
  • Monitor cases/cyclicals to identify trends and ensure teams are managing cases in all queues and are on target to meet SLAs/deliverables
  • Interact with the client on a regular basis to resolve complex issues or discuss procedural/administrative practice changes
  • Identify opportunities for process improvements to increase efficiency, and work with the team to make sure those improvements take place
  • Develop and conduct training, as needed, to develop new team members, enhance skills/knowledge of seasoned team members, and train team members on system/process changes; Ensure teams are continuing to train team members, and periodically review existing training materials to ensure all data is accurate
  • Be knowledgeable of contents and know how to use functional/technical specifications, Plan documents, and SPDs
  • Provide updates to Knova documentation and team as needed to ensure documentation is accurate and entire team is aware of system/documentation/plan changes
  • Manage multiple projects through completion, by tracking progress and ensuring that they are completed on time and accurately
  • Develop ways and seek suggestions from/work with team members to improve quality; follow-up with teams to ensure quality initiatives are implemented; educate team on proper way to complete work to avoid quality issues (e.g. using automation)
  • Test system enhancements for production releases
  • Participate in and/or lead conference calls with Xerox employees and the client that can range in topic from: discussing projects status, participant issues, data discrepancies, system and workflow enhancements, scope of work, results of research or data analysis, next steps and handling of exception cases
  • Answer questions from the client or other Xerox employees quickly, confidently, and accurately
  • Create/work on RMTT requests as needed, collaborating with the Participant Service team and Delivery Services to ensure that PSDs are properly defined and capture correct population or properly outline enhancement request, verify data requests/system updates are accurate, and documentation/procedures updated and team informed of system changes
  • Develop/Maintain processing checklists, administrative procedures, and plan documentation
  • Check all work for errors, risk of security violations, and probability of escalation before approving; create E&Os to document any potential monetary liability due to Xerox error, and notify SDM and lead PS Functional Consultant of potential escalations and financial liability
  • Proactively communicate on a regular basis, without being asked, the status of work assigned by Service Delivery Manager, Client Services Manager, Functional Consultants/Principals, or Supervisor
  • Subject Matter Expert for Death/Retirement areas of administration
  • Experience in a Defined Benefit/Defined Contribution/Health and Welfare administration, or other HR/Benefits field preferred
  • Basic PC/Internet Skills
11

Defined Benefits Project Leader, Remote Resume Examples & Samples

  • Pension Plan SME
  • Scope project requests from client or internal initiatives
  • Create change orders with work effort estimates, collected from other teams
  • Draft and maintain project plans
  • Own Pension plan BRDs (Business Requirements Documents) for ongoing updates
  • Research complex plan questions not detailed in BRDs and act as a subject matter expert for the client and the internal team
  • Technical ability to work pension system (DB7), excel, and other technical programs to review and test certain project applications
  • Understand DB data and ability to perform reasonability checks and make sound decisions
  • Quality work. Ability to self- review and produce results without peer reviews needed
  • Apply logic and reasonability when reviewing other colleagues’ work. Spot obvious errors and think critically
  • Prefers candidates based within Central or Eastern time zone
  • Minimum 5-7 yrs Defined Benefits experience, required
  • 2-3 Project Management experience
  • Operational, or systems experience within pension is a plus
  • Strong communication skills (verbal/written/interpersonal)
  • Computer proficient - MS Project (preferred), MS Excel (required), Xerox DB7 (preferred), MS Powerpoint (preferred), MS Word (required)
12

Defined Benefits Senior Technical Consultant Resume Examples & Samples

  • Measures performance against process requirements, aligning improvement projects to close performance shortfalls
  • Execute and own complex research initiative and the analysis and resolution of technical issues resulting from operational control breakdowns, legislative changes, or system outages
  • Create complex reports to meet client and internal needs
  • Assist in the definition, development and maintenance of project and system requirements, technical specifications, and test plans
  • Ensure all ongoing deliverables are met and executed within agreed upon Service Level Agreements
  • Develop and maintain documentation of process flows, administrative summaries, and standard operating procedures; also assist in the execution of process improvements
  • Work with other internal groups to prepare test plans to support technical infrastructure testing, data interfaces, employee communications, employee tools (Web, IVR), and client reporting
  • Monitor and manage client and internal escalations; conduct Root Cause Corrective Action analysis
  • Develop day-to-day working relationships with the client, third party vendors and/or ancillary service providers and other internal parties to ensure seamless delivery on specific tasks, special projects and/or participant issues
  • Manager/Monitor projects from initiation through delivery, ensuring they are completed on schedule and within budget constraints
  • Plans, organizes, directs, controls and delivers projects prioritized in alignment with client’s expectations and business needs
  • Support the fulfillment of the company vision for prompt and professional client services through motivation and leadership
  • Oversees the day-to-day implementation and operational aspects of the client relationship
  • Work with the client to manage priorities and expectations
  • Develop strategy needed to achieve agreed upon service levels
  • Manage the requirements definition process and ensure that system specification accurately reflect client requirements
  • Build effective liaisons to manage the transition from implementation to ongoing client delivery
  • Act as a subject matter expert regarding the application of business objectives and alternatives to service delivery
  • Build a cohesive team by championing quality, integrating team efforts through status meetings, sharing information, and building depth of expertise
  • Identify opportunities for process improvements to increase efficiency, and work with the team to make sure those improvements take place
  • Develop and conduct training, as needed, to develop new team members, enhance skills/knowledge of seasoned team members, and train team members on system/process changes; Ensure teams are continuing to train team members, and periodically review existing training materials to ensure all data is accurate
  • Be knowledgeable of contents and know how to use functional/technical specifications, Plan documents, and SPDs
  • Participate in and/or lead conference calls with Xerox employees and the client that can range in topic from: discussing projects status, participant issues, data discrepancies, system and workflow enhancements, scope of work, results of research or data analysis, next steps and handling of exception cases
  • Answer questions from the client or other Xerox employees quickly, confidently, and accurately
  • Create/work on RMTT requests as needed, collaborating with the Participant Service team and Delivery Services to ensure that PSDs are properly defined and capture correct population or properly outline enhancement request, verify data requests/system updates are accurate, and documentation/procedures updated and team informed of system changes
  • 7+ years of experience in Defined Benefits/Defined Contributions /Health & Welfare Administration/Outsourcing required
  • Client facing, Subject Matter Expert, Managing large high profile projects with tight deliverables
  • HR/Benefits/Finance/Accounting/Math background/degree a plus
  • Microsoft Office Suite - Required
  • SQL - Required
13

Defined Benefits Senior Analyst Resume Examples & Samples

  • The candidate will serve as the Pension Plan subject matter expert, and must be proficient in all client plan rules and administrative practices for service delivery
  • Self-starter and proactive, ability to execute requests with minimal management guidance and oversight
  • Preparation of reports for client status meetings, including all weekly, monthly, and quarterly business reviews
  • Execute and implement plans for the remediation of negative trends
  • Capture functional requirements for change requests from clients
  • Maintains close collaboration with internal partners regarding ongoing delivery and change work
  • Create, Update, and Maintain inventory of functional client documentation
  • Ability to scope and manage special project work
  • Benefit Calculation analysis and requirements
  • Train end-users on the defined benefit systems and provide on-going technical support to colleagues and clients
  • Analyze client procedures and requirements to define system specifications, workflows, and processes essential to software development
  • Handle requests for ad-hoc reporting
  • Strong data analysis skillset
  • Research and Analysis skills - Ability to provide detailed Root Cause analysis and responses to client escalations. Root cause analysis should include identification of impacted parties, identification of impact, why the event happened, how the immediate issue is resolved, and steps to prevent future occurrences
14

Defined Benefits Actuarial Analyst Resume Examples & Samples

  • Prepare and/or quality review of QDRO calculations
  • Prepare and/or quality review of SERP calculations
  • Research and provided guidance with actuarial questions related to option factors, social security age reductions, and miscellaneous questions that arise
  • 5+ years experience is required for this position
  • Defined Benefit plan administration – legislative rules applicable to DB plan administration
  • Knowledge of actuarial math applicable to pension administration
  • Actuarial knowledge of pension rules/calculations
15

Defined Benefits Actuarial Analyst Resume Examples & Samples

  • Prepare census requests for annual valuations
  • Maintain participant database
  • Assist in non-routine valuations and special projects
16

Defined Benefits Client Manager Resume Examples & Samples

  • Serve as primary day to day client contact for all matters related to DB Plan
  • Manage/ resolve client escalations
  • Contribute to Client Plan
  • Assist team in understanding Client Plan and Canadian legislative compliance requirements
  • Define requirements for Plan or system changes
  • Educate team on plan provisions and rules
  • Coordinate with other team members, groups, and third parties as appropriate
  • Integrate and coordinate with customer service
  • Identify and mitigate risk in DB delivery
  • Develop talent within the organization
  • Remain informed of industry developments including the regulatory and legislative landscape
  • Participate in quarterly reviews with clients
  • Participate during sales and implementation phase of new clients
  • Advanced knowledge of general system environment and process flow
  • Advanced compliance knowledge
  • Advanced regulatory and legislative knowledge in aligned service area (Health & Welfare, Defined Benefits, or Defined Contribution)
17

Defined Benefits Service Delivery Manager Resume Examples & Samples

  • Must be a Defined Benefit Domain Expert responsible for client-specific subject matter
  • Leads and mentors client administration team
  • Maintains close collaboration with internal partners from Call Center and Technology areas regarding ongoing delivery and change work
  • Minimum of 10 years of total related experience in defined benefit administration required
  • Management and supervisory skills, required
  • Must have experience leading large teams
  • Defined Benefit subject matter expert required in
18

Defined Benefits Senior Analyst Resume Examples & Samples

  • 3-5 years with undergraduate degree, 10+ otherwise
  • HR, Benefits, Defined Benefits experience, preferred
  • MS Excel, MS Word, MS Outlook, Internet - required
  • SQL, Clarify, BA7 - preferred
  • Working knowledge of complex DB situations: QDRO, Non Qualified Benefits, Transfer, etc…
  • Can communicate well with other team members and give clear direction
  • Understands the importance of documentation maintenance and identifying and addressing any gaps
  • Consistently looking to improve processes
  • Independent worker – Team Player – Decision Maker – Analytical/Problem Solver
19

Defined Benefits Delivery Specialist Resume Examples & Samples

  • Independently handle complex tasks such as client escalations, report analysis, and communication to key stakeholders
  • Working knowledge of Defined Benefit Pension Administration and/or Actuarial services
  • Bilingual candidates (English/French) preferred
  • Understanding of shared services, Customer Service, etc., and interactions in a cross-functional delivery model
20

Defined Benefits Delivery Specialists Resume Examples & Samples

  • Consult and coordinate with CS and other Shared Services
  • Perform BOA deliverables as required particularly to support fluctuations in volume and staffing and other specific needs or specialties which may include, but not limited, to French language
  • Write and maintain queries
  • Strong Business/financial acumen
  • Proven ability to lead small projects
  • Strong understanding of the Total Benefits Administration (TBA) System or other DB Pension administration systems and interactions
  • Experience with desktop/Windows navigation and keyboarding skills
21

Defined Benefits Client Manager Resume Examples & Samples

  • Previous benefits administration and client consulting experience highly desirable
  • Experience managing people is beneficial for this role
  • Intermediate compliance knowledge
  • Intermediate regulatory and legislative knowledge in aligned service area (Health & Welfare)
22

Defined Benefits Service Delivery Manager Resume Examples & Samples

  • Manage Case & Project Work for team
  • Responsible for case metrics
  • Collaborate with Client Servicing Managers
  • Motivate and manage staff
  • Improve quality and gain efficiencies
  • Understand complex plan documentation and procedures
  • Minimum 10 years in Defined Benefits Outsourcing experience, required
  • Customer service & project management training/experience, required
  • Strong leadership/managerial experience, required
  • Internet, required/advanced
  • MS Excel – intermediate required /advanced, preferred
  • MS Word – intermediate required /advanced, preferred
  • MS Powerpoint – intermediate required /advanced, preferred
  • BA7, preferred
  • Clarify, preferred
  • SQL, preferred
  • FEPS, preferred
23

Defined Benefits Service Delivery Manager Resume Examples & Samples

  • Primary Resource for DB delivery per contractual obligation
  • Must be Defined Benefit plan and process subject matter expert
  • Pension Plan and Administration knowledge, required
  • Strong project, client facing and team management skills
24

Implementation Principal Defined Benefits Requirements Discovery Resume Examples & Samples

  • Develop effective day-to-day working relationships with the client to ensure seamless delivery on specific tasks related to Defined Benefit Requirements Documents (BRDs)
  • Lead client meetings and follow up status discussions where the subject of the meetings is review of web and communications BRDs
  • Present all Business Requirements Documents (BRDs) to the client and work through requirements and review process
  • Client presentation includes the following: kickoff, summarizing goals, note taking, ability to influence the conversation and outcome, and present best practices
  • Overall BRD ownership of the following
  • Utilizing standard templates, update with client specific requirements using various reference documents such as the plan provisions document, client SPDs and Terminology Document
  • Maintaining client specific terminology to be agreed upon with the client at the earliest phase of kickoff
  • Drafting, reviewing with client and receiving client sign off
  • Reviewing signed off documents with programmers and testers
  • Continuing updates to BRDs as changes are required due to client changes or programming issues
  • Assist in modifying standard communications (letters, emails and forms) according to client plan design
  • Demonstrating good written communication skills including ability to modify standard participant communications into client specific text
  • Support User Acceptance Testing and Client Acceptance Testing (CAT) meetings/events. Provide demonstrations of products, review BRDs with team as needed, capture defects in defect management tools, work with client to resolve source of defects
  • Review project schedules created by project managers and provide input to the project manager regarding deliverables and implementation timelines associated with all communications tasks. Help to establish a client BRD review schedule, prioritizing document reviews and signoff as appropriate to meet programming dates. Once baselined, provide weekly updates on completion of relevant tasks
  • Provide feedback to product team regarding feasibility of implementation for new product releases or feedback from client regarding existing functionality
  • Demonstrate the ability to read and make suggestions to test plans to test plan owners
  • Ensure test plans cover all negative and positive conditions for each deliverable and process as appropriate
  • Strong leadership skills with the ability to effectively obtain and communicate status to immediate project team and upper management
  • Handle multiple demands and competing priorities with minimal direct supervision
  • Work with other internal groups to prepare testing strategies to support testing events, employee communications, employee tools (such as the enrollment web), and client reporting
  • Execute testing and determine root cause of defects. Monitor/manage client and internal escalations
  • Minimum of 10 years of related Defined Benefit benefits administration experience
  • Proven ability to lead resources and projects tasks in a given workstream specifically DB plan requirements development, administrative process development or new client system configuration
  • MS Office proficiency
  • SQL preferred, not necessary
  • Must be client facing
  • Good written and oral skills
  • Must be confident in delivery with a client
25

Implementation Senior Data Analyst Defined Benefits Resume Examples & Samples

  • Develop effective day-to-day working relationships with the client to ensure seamless delivery on specific tasks related to Defined Benefit data mapping documentation
  • Lead client meetings and follow up status discussions where the subject of the meetings is review of data mapping and data-specific BRDs
  • Present all documentation and analysis to the client and work through requirements and review process
  • Client presentation includes the following: kickoff, summarizing goals, note taking, ability to influence the conversation and outcome, and present best practices
  • Overall BRD ownership of the following
  • Utilizing standard templates, update with client specific requirements using various reference documents such as the plan provisions document, client SPDs and Terminology Document
  • Maintaining client specific terminology to be agreed upon with the client at the earliest phase of kickoff
  • Drafting, reviewing with client and receiving client sign off
  • Reviewing signed off documents with programmers and testers
  • Continuing updates to BRDs as changes are required due to client changes or programming issues
  • Demonstrating good written communication skills including ability to modify standard participant communications into client specific text
  • Support User Acceptance Testing and Client Acceptance Testing (CAT) meetings/events
  • Provide demonstrations of products, review data procedures with team as needed, capture defects in defect management tools, work with client to resolve source of defects
  • Review project schedules created by project managers and provide input to the project manager regarding deliverables and implementation timelines associated with all data related tasks
  • Help to establish a client review schedule, prioritizing document reviews and signoff as appropriate to meet programming dates. Once baselined, provide weekly updates on completion of relevant tasks
  • Provide feedback to product team regarding feasibility of implementation for new product releases or feedback from client regarding existing functionality
  • Demonstrate the ability to read and make suggestions to test plans to test plan owners. Ensure test plans cover all negative and positive conditions for each deliverable and process as appropriate
  • Strong leadership skills with the ability to effectively obtain and communicate status to immediate project team and upper management
  • Handle multiple demands and competing priorities with minimal direct supervision
  • Work with other internal groups to prepare testing strategies to support testing events, employee communications, employee tools (such as the enrollment web), and client reporting
  • Execute testing and determine root cause of defects. Monitor/manage client and internal escalations
  • Minimum of 5 years of related Defined Benefit benefits administration experience or data-related tasks inclusive of the benefits administration business
  • Proven ability to lead resources and projects tasks in a given workstream such as conversion data mapping development, HRIS payroll requirements or new client system configuration
  • MS Office proficiency
  • SQL or other data mining tool necessary
  • Knowledge of relational databases
  • Informatica knowledge a plus
  • Some programming background is a plus
  • Client facing skills are preferred but not necessary
  • Good written and oral skills
26

Implementation Senior Analyst Defined Benefits Resume Examples & Samples

  • Develop effective day-to-day working relationships with the client to ensure seamless delivery on specific tasks related to Defined Benefit Requirements Documents (BRDs)
  • Lead client meetings and follow up status discussions where the subject of the meetings is review of web and communications BRDs
  • Present all Business Requirements Documents (BRDs) to the client and work through requirements and review process
  • Client presentation includes the following: kickoff, summarizing goals, note taking, ability to influence the conversation and outcome, and present best practices
  • Overall BRD ownership of the following
  • Utilizing standard templates, update with client specific requirements using various reference documents such as the plan provisions document, client SPDs and Terminology Document
  • Maintaining client specific terminology to be agreed upon with the client at the earliest phase of kickoff
  • Drafting, reviewing with client and receiving client sign off
  • Reviewing signed off documents with programmers and testers
  • Continuing updates to BRDs as changes are required due to client changes or programming issues
  • Modifying standard communications (letters, emails and forms) according to client plan design
  • Demonstrating good written communication skills including ability to modify standard participant communications into client specific text
  • Support User Acceptance Testing and Client Acceptance Testing (CAT) meetings/events. Provide demonstrations of products, review BRDs with team as needed, capture defects in defect management tools, work with client to resolve source of defects
  • Review project schedules created by project managers and provide input to the project manager regarding deliverables and implementation timelines associated with all communications tasks. Help to establish a client BRD review schedule, prioritizing document reviews and signoff as appropriate to meet programming dates. Once baselined, provide weekly updates on completion of relevant tasks
  • Provide feedback to product team regarding feasibility of implementation for new product releases or feedback from client regarding existing functionality
  • Demonstrate the ability to read and make suggestions to test plans to test plan owners
  • Ensure test plans cover all negative and positive conditions for each deliverable and process as appropriate
  • Strong leadership skills with the ability to effectively obtain and communicate status to immediate project team and upper management
  • Handle multiple demands and competing priorities with minimal direct supervision
  • Work with other internal groups to prepare testing strategies to support testing events, employee communications, employee tools (such as the enrollment web), and client reporting
  • Execute testing and determine root cause of defects. Monitor/manage client and internal escalations
  • Minimum of 5 years of related Defined Benefit benefits administration experience
  • Proven ability to lead resources and projects tasks in a given workstream such as requirements development, administrative process development or new client system configuration
  • MS Office proficiency
  • SQL preferred, not necessary
  • Must be client facing
  • Good written and oral skills
  • Must be confident in delivery with a client
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Defined Benefits Service Delivery Manager Resume Examples & Samples

  • Minimum of 5 years DB administration/calculations experience
  • At least 3 years of management or supervisory experience
  • Must have strong verbal and written communication skills
  • Use DB casing system, Siebel
  • Experienced using calc system, DB7
  • Advanced experience in MS Excel and reporting
  • Advanced skills MS Word, SQL, Power Point
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Defined Benefits Team Lead Resume Examples & Samples

  • Resolve client inquires
  • Research and resolve PASS (Participant Account Servicing System) issues
  • Call out Level 2s generated in the CASE
  • Address client and participant escalations
  • Review pension payroll issues
  • Attend weekly team lead meetings
  • Perform manual calculations for highly compensated employees and executives
  • Assist team with data, PASS, calculation, pension payroll and systems issues, manual fulfillment and FORMRQT application issues as well as True Up, Batch Termination, MRD, and FICA calculation issues
  • Complete annual employee evaluations for team as well as on-going monitoring of employee performance
  • Schedule and perform cross-training as needed
  • Ensure team is meeting SLAs
  • Keep team informed on any projects, client or company news, process changes
  • Assist Operations Manager with HR issues