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KEVIN MCCAUL 9995 Shore Road, Apt. 18B, Brooklyn, NY 11209
347-786-3690 ♦ kevinmccaul1211@gmail.com
SENIOR HUMAN RESOURCES PROFESSIONAL
HR OPERATIONS | BENEFITS MANAGEMENT |VENDOR MANAGEMENT
More than 22 years managing a wide range of employee benefits programs, vendors and other Human
Resources initiatives for an organization with over 30,000 employees. Proven ability to optimize benefits
administration, drive HR process improvements, onboard new hires and support ongoing employee
performance improvement. Excels at partnering with all areas of the company to drive service excellence.
Core expertise includes:
 Vendor Management  QualityAssurance  Employee Onboarding
 Customer Service  Benefits Issues and Escalations  Benefits Training
EXPERIENCE
MORGAN STANLEY, New York, NY 2014 – 2015
Director, Human Resources – Operations/Vendor Management
Provided key HR leadership and subject matter expertise for the life cycle of an employee. Activities included
Vendor Management, Employee Data, Benefit Issues and Escalations, and large scale Reductions in Force.
 Led HR vendor management by providingdirect oversight of our 3rd
partycall center and record keeper
 Ensured 3rd
party Customer Service Representative’s knowledge was up to date by preparing and
proactively scheduling training sessions on upcoming plan design changes
 Reduced risk and increased qualityassurance ofcall center services by holdingcall calibrations in which
a random sample of recorded calls were reviewed and graded for accuracy and service representative
training needs were identified
 Provided subject matter expertise on benefits initiatives and updates to key stakeholders in the
organization
 Drove process change and reduced errors by automating previously manual reporting processes
 Assisted in the onboardingofnew hires as well as the background investigation on possible candidates
 Worked closely with the internal Benefits department and medical providers on the firm’s decision to
offer a Consumer Driven Health Plan and Health Spending Account for the 2016 plan year
 Participated in user acceptance testing during systemic conversion from PeopleSoft to Workday
MORGAN STANLEY, NEW YORK, NY 2008 - 2014
Director, Human Resources – Benefits
Acted as the firm’s sole contact for HR Generalists, 3rd
Party Benefits Administrator, Insurance Carriers, and
Transfer Agents for resolutionofescalated employee issues. Activities included reviewing claims and appeals,
reviewing communications prior to dissemination to ensure accuracy, and acting as a liaison with deciding
parties and working with them on finalizing escalated resolutions.
 Led the process for resolvingescalated benefits issues and concerns
 Advised on benefits policyrelated inquiries
 Provided individual benefits support and assistance to Senior Management
 Conducted death processing
KEVIN MCCAUL 347-786-3690 ♦ kevinmccaul1211@gmail.com
MORGAN STANLEY, NEW YORK, NY 2000 - 2008
Manager, Human Resources – Benefits
Served on a new team specifically established to assist HR Generalists to answer inquiries and resolve
escalated issues for employees in their assigned regions. Initially there were four members of this team,
includingmyself. Eventually,I was the sole point of contact for all escalated employee issues.
 Lead liaison for internal HR Generalists and external insurance carriers to resolve claim and appeals
 Responded to all inquiries on the Firm’s benefit offerings, including medical, dental, life insurances,
pension and 401(k)
 Assisted in the filing of 5500s for the Firm’s medical and retirement plans
 Hosted new hire orientations and answered inquiries related to health and welfare as well as
retirement plans
 Involved in the selection of the Firm’s new benefits record keeper and drafted business requirements
documents for the new record keeper
 Directly supervised 3 – 5 HR Benefits Analysts at any given time
DEAN WITTER,NEW YORK,NY 1996 - 2000
401k Analyst, Human Resources/Benefits
Retirement plan specific focus, oversaw the administration of employee’s retirement plan.
 Responded to retirement plan participant inquiries
 Researched and resolved trading discrepancies
 Reviewed and processed fund transfers and investment choices
 Ensured plan was in compliance with annual non-discrimination testing requirements
DEAN WITTER,NEW YORK,NY 1993 - 1996
Benefits Customer Service Representative, Human Resources/Benefits
Joined a new Firm team to answer employee benefits inquiries.
 Assisted with a high volume of employee benefits inquiries
 Routed employees to proper internal contacts for escalated items
EDUCATION
 Bachelors of Arts in Psychology, St. Francis College, Brooklyn,NY, 1992
COMPUTER AND SOFTWARE SKILLS
 Microsoft Office Suite  PeopleSoft  TBA (record keeping)
 Workday  Taleo
REFERENCES
 Available uponrequest

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Kevin McCaul Resume

  • 1. KEVIN MCCAUL 9995 Shore Road, Apt. 18B, Brooklyn, NY 11209 347-786-3690 ♦ kevinmccaul1211@gmail.com SENIOR HUMAN RESOURCES PROFESSIONAL HR OPERATIONS | BENEFITS MANAGEMENT |VENDOR MANAGEMENT More than 22 years managing a wide range of employee benefits programs, vendors and other Human Resources initiatives for an organization with over 30,000 employees. Proven ability to optimize benefits administration, drive HR process improvements, onboard new hires and support ongoing employee performance improvement. Excels at partnering with all areas of the company to drive service excellence. Core expertise includes:  Vendor Management  QualityAssurance  Employee Onboarding  Customer Service  Benefits Issues and Escalations  Benefits Training EXPERIENCE MORGAN STANLEY, New York, NY 2014 – 2015 Director, Human Resources – Operations/Vendor Management Provided key HR leadership and subject matter expertise for the life cycle of an employee. Activities included Vendor Management, Employee Data, Benefit Issues and Escalations, and large scale Reductions in Force.  Led HR vendor management by providingdirect oversight of our 3rd partycall center and record keeper  Ensured 3rd party Customer Service Representative’s knowledge was up to date by preparing and proactively scheduling training sessions on upcoming plan design changes  Reduced risk and increased qualityassurance ofcall center services by holdingcall calibrations in which a random sample of recorded calls were reviewed and graded for accuracy and service representative training needs were identified  Provided subject matter expertise on benefits initiatives and updates to key stakeholders in the organization  Drove process change and reduced errors by automating previously manual reporting processes  Assisted in the onboardingofnew hires as well as the background investigation on possible candidates  Worked closely with the internal Benefits department and medical providers on the firm’s decision to offer a Consumer Driven Health Plan and Health Spending Account for the 2016 plan year  Participated in user acceptance testing during systemic conversion from PeopleSoft to Workday MORGAN STANLEY, NEW YORK, NY 2008 - 2014 Director, Human Resources – Benefits Acted as the firm’s sole contact for HR Generalists, 3rd Party Benefits Administrator, Insurance Carriers, and Transfer Agents for resolutionofescalated employee issues. Activities included reviewing claims and appeals, reviewing communications prior to dissemination to ensure accuracy, and acting as a liaison with deciding parties and working with them on finalizing escalated resolutions.  Led the process for resolvingescalated benefits issues and concerns  Advised on benefits policyrelated inquiries  Provided individual benefits support and assistance to Senior Management  Conducted death processing
  • 2. KEVIN MCCAUL 347-786-3690 ♦ kevinmccaul1211@gmail.com MORGAN STANLEY, NEW YORK, NY 2000 - 2008 Manager, Human Resources – Benefits Served on a new team specifically established to assist HR Generalists to answer inquiries and resolve escalated issues for employees in their assigned regions. Initially there were four members of this team, includingmyself. Eventually,I was the sole point of contact for all escalated employee issues.  Lead liaison for internal HR Generalists and external insurance carriers to resolve claim and appeals  Responded to all inquiries on the Firm’s benefit offerings, including medical, dental, life insurances, pension and 401(k)  Assisted in the filing of 5500s for the Firm’s medical and retirement plans  Hosted new hire orientations and answered inquiries related to health and welfare as well as retirement plans  Involved in the selection of the Firm’s new benefits record keeper and drafted business requirements documents for the new record keeper  Directly supervised 3 – 5 HR Benefits Analysts at any given time DEAN WITTER,NEW YORK,NY 1996 - 2000 401k Analyst, Human Resources/Benefits Retirement plan specific focus, oversaw the administration of employee’s retirement plan.  Responded to retirement plan participant inquiries  Researched and resolved trading discrepancies  Reviewed and processed fund transfers and investment choices  Ensured plan was in compliance with annual non-discrimination testing requirements DEAN WITTER,NEW YORK,NY 1993 - 1996 Benefits Customer Service Representative, Human Resources/Benefits Joined a new Firm team to answer employee benefits inquiries.  Assisted with a high volume of employee benefits inquiries  Routed employees to proper internal contacts for escalated items EDUCATION  Bachelors of Arts in Psychology, St. Francis College, Brooklyn,NY, 1992 COMPUTER AND SOFTWARE SKILLS  Microsoft Office Suite  PeopleSoft  TBA (record keeping)  Workday  Taleo REFERENCES  Available uponrequest