Defined Benefits Resume Samples

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D Durgan

Delpha

Durgan

4355 Barrows Court

Boston

+1 (555) 651 7430

4355 Barrows Court

Boston

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

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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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

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

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

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

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

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

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

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

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

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

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)

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

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

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

Defined Benefits Actuarial Analyst Resume Examples & Samples

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

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)

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

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

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

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

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)

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

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

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

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

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

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

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