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Cheryl Wortham
3150 S. Garrison Street, #621
Corinth, Texas 76210
940-206-4685
cheryl.wortham1@gmail.com
BENEFITS ANALYST PROFESSIONAL
Performance-driven Benefits Analystspecialized in the management and administration of employee Health and Welfareand
Defined Contribution benefit programs. Passionateand enthusiastic leader with a strategic mindset, quality conscious,and
committed to meeting deadlines.
CORE COMPENTENCIES
 Experience workingwith Affirmative Action Plans and EEOC Reporting
 Experience workingwith Employer Pension Plans
 Benefits Design/Implementation/Administration
 Experience processingsinglestatepayroll
 Project Management
 Experience working with Retiree and Union Benefit Programs
PROFESSIONAL EXPERIENCE
November 2015 – October 2016
Responsive Education Solutions (2,700+ employees)
(Teachers Retirement System of Texas - TRS)
Benefits Specialist
 Provided administration of benefit plans for 30 Charter Schools
 Managed the maintenance and storageof employee benefit records,accurateemployee data entry in HRIS/Benefit
Administration System and appropriateadministration of benefits enrollment, retirement and other transactions
 Served as the primary contactfor out-of-state plan vendors related to group health, group life,dental, vision,and
flexiblefringebenefits
 Took ownership of identified problems, seeingproblem-solvingprocess thru resolution
 Coordinated the transfer of data to external contacts
 Managed the full cycleleaveprocess which includes oversightand administration of all responsibilities relatingto
FMLA, Short Term Disability,Long Term Disability,Military and Personal Leaves and Workers’Compensation Claims
 Maintained compliancewith employment regulations thatimpactthe leave management process (ADA, FMLA, FLSA,
PDA and USERRA)
 Worked with Payroll to ensure the required monthly trackingis performed in order to complete the year end Form
1095-C
 Processed lump sum refunds of member contributions (403-b) includingaccountsinvolvingOptional Retirement
Program (ORP), Deferred Retirement Option Plan (DROP) Partial Lump Sum Option (PLSO), and/or Qualified
Domestic Relations Orders (QDROs)
 Liaised with Payroll Department
 Administered Cobra in-house
 Reconciled monthly carrier invoices
July 2013 – November 2015
HealthSmart Benefit Solutions (Third Party Administrator)
Client Services Specialist (managed 25 client groups located inside/outside the State of Texas and Canada)
 Provided account management supportfor 2 Account Managers to coordinateclientwork internally
 Drafted Request for Proposals (RFPs) for each clientand summarized renewals for review by Consultants and Senior
Consultants
 Verified benefit booklets and contracts for accuracy to ensure compliancewith the client’s requirements, legislation,
CollectiveBargaining Agreements, etc.
 Strived to up-sell products and services to existingclientbase
 Participated in the implementation/on-boardingprocess of new clients and their applicablevendor relationships
 Assisted clients with a comprehensive wellness strategy with a benefits-integrated approach
Cheryl Wortham
Page 2
 Established and managed timelines that clearly identify all tasks,task durations,teamresources responsiblefor
completing the tasks and milestones needed to complete assigned projects
 Collected and assisted with analyzingand interpretinghealth caredata usingutilization reports from
vendors/carriers
 Worked with self-funded and fully insured benefitprograms
April 2013 – May 2013
McQueary, Henry, Bowles and Troy (Broker/Consulting Firm)
Call Center Representative (contract position)
 Handled inbound callsand e-mails fromcustomers troubleshootingbenefit issues in a servicecenter environment
 Gathered detailed information aboutclaims and serviceissues and inputdetailsinto the agency’s trackingsystem
 Responsiblefor timely follow-ups with customers and insurancecarriers
 Managed benefit administration thatincluded processingemployee benefit changes and terminations for select
clientgroups
November 2006 - October 2012
Nationstar Mortgage (4,000+ employees)
Senior Benefits Analyst
 Managed and implemented benefit programs which maximized the company’s ability to recruit, retain,develop and
supporthuman talent
 Managed, implemented and administered effective administrativeprocesses thatmet federal and state regulations
such as DOL, ERISA, COBRA, HIPAA, FMLA and IRS
 Ensured employees received accurate,timely and appropriateinformation regardingtheir benefits, including
answers to eligibility,claims,status changes,and other benefit issues
 Responsiblefor ensuringbenefit carriers received accurateand timely employee eligibility information
 Processed,submitted and tracked Health and Welfare invoices for claims and administrativefees to Treasury
ensuringaccuracy,timeliness and proper fundinglevels
 Monitored/administered 401k eligibility of all employees and ensured appropriatesubmission of participant
contributions and loan payments in a timely manner
 Coordinated with the 401k Plan Administrator/Record-keeper the preparation of ADP/ACP Testing, discrimination
testing refunds, if necessary,IRS, DOL filings,and annual audit
 Ensured legal complianceof Form 5500’s,Summary Plan Description and Plan Documents
 Responded to employee and carrier inquiries as appropriate. Resolved eligibility and claimsissues asthey arosein
the courseof benefits delivery.
 Assisted in the development and implementation of an Employee Wellness Program
 Pointof contactfor both ADA and EAP inquiries
 Responded to claims for unemployment benefits
 Managed all Leaves of Absence, Short Term Disability Claims as well as Workers’Compensation Claims
June 2002 – November 2006
Horizon Health Corporation (1,500+ employees)
Benefits Specialist
 Provided day-to-day administration of the employee benefit programs
 Managed and processed all leaves includingFamily Medical Leave, Regular Medical Leave, Military,Workers’
Compensation, and Personal Leaves
 Tracked Health and Welfare invoices for claims and administrativefees to Treasury ensuringaccuracy,timelinessand
proper fundinglevels
 Managed the Employee Stock PurchasePlan
 Coordinated with Plan Administrator and Record-keeper the preparation of ADP/ACP Testing, Discrimination Testing
Refunds, if necessary,IRS and DOL Filings as well as theannual audit
 Managed all Leaves of Absence, Disability Claims aswell as Workers’Compensation Claims
EDUCATION/EXPERIENCE
 Bachelors Degree in Human Resource Management
 Familiarwith Oracle,SAP, SharePoint, ADP, Citrix,PeopleSoft, and Ceridian

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Updated Resume

  • 1. Cheryl Wortham 3150 S. Garrison Street, #621 Corinth, Texas 76210 940-206-4685 cheryl.wortham1@gmail.com BENEFITS ANALYST PROFESSIONAL Performance-driven Benefits Analystspecialized in the management and administration of employee Health and Welfareand Defined Contribution benefit programs. Passionateand enthusiastic leader with a strategic mindset, quality conscious,and committed to meeting deadlines. CORE COMPENTENCIES  Experience workingwith Affirmative Action Plans and EEOC Reporting  Experience workingwith Employer Pension Plans  Benefits Design/Implementation/Administration  Experience processingsinglestatepayroll  Project Management  Experience working with Retiree and Union Benefit Programs PROFESSIONAL EXPERIENCE November 2015 – October 2016 Responsive Education Solutions (2,700+ employees) (Teachers Retirement System of Texas - TRS) Benefits Specialist  Provided administration of benefit plans for 30 Charter Schools  Managed the maintenance and storageof employee benefit records,accurateemployee data entry in HRIS/Benefit Administration System and appropriateadministration of benefits enrollment, retirement and other transactions  Served as the primary contactfor out-of-state plan vendors related to group health, group life,dental, vision,and flexiblefringebenefits  Took ownership of identified problems, seeingproblem-solvingprocess thru resolution  Coordinated the transfer of data to external contacts  Managed the full cycleleaveprocess which includes oversightand administration of all responsibilities relatingto FMLA, Short Term Disability,Long Term Disability,Military and Personal Leaves and Workers’Compensation Claims  Maintained compliancewith employment regulations thatimpactthe leave management process (ADA, FMLA, FLSA, PDA and USERRA)  Worked with Payroll to ensure the required monthly trackingis performed in order to complete the year end Form 1095-C  Processed lump sum refunds of member contributions (403-b) includingaccountsinvolvingOptional Retirement Program (ORP), Deferred Retirement Option Plan (DROP) Partial Lump Sum Option (PLSO), and/or Qualified Domestic Relations Orders (QDROs)  Liaised with Payroll Department  Administered Cobra in-house  Reconciled monthly carrier invoices July 2013 – November 2015 HealthSmart Benefit Solutions (Third Party Administrator) Client Services Specialist (managed 25 client groups located inside/outside the State of Texas and Canada)  Provided account management supportfor 2 Account Managers to coordinateclientwork internally  Drafted Request for Proposals (RFPs) for each clientand summarized renewals for review by Consultants and Senior Consultants  Verified benefit booklets and contracts for accuracy to ensure compliancewith the client’s requirements, legislation, CollectiveBargaining Agreements, etc.  Strived to up-sell products and services to existingclientbase  Participated in the implementation/on-boardingprocess of new clients and their applicablevendor relationships  Assisted clients with a comprehensive wellness strategy with a benefits-integrated approach
  • 2. Cheryl Wortham Page 2  Established and managed timelines that clearly identify all tasks,task durations,teamresources responsiblefor completing the tasks and milestones needed to complete assigned projects  Collected and assisted with analyzingand interpretinghealth caredata usingutilization reports from vendors/carriers  Worked with self-funded and fully insured benefitprograms April 2013 – May 2013 McQueary, Henry, Bowles and Troy (Broker/Consulting Firm) Call Center Representative (contract position)  Handled inbound callsand e-mails fromcustomers troubleshootingbenefit issues in a servicecenter environment  Gathered detailed information aboutclaims and serviceissues and inputdetailsinto the agency’s trackingsystem  Responsiblefor timely follow-ups with customers and insurancecarriers  Managed benefit administration thatincluded processingemployee benefit changes and terminations for select clientgroups November 2006 - October 2012 Nationstar Mortgage (4,000+ employees) Senior Benefits Analyst  Managed and implemented benefit programs which maximized the company’s ability to recruit, retain,develop and supporthuman talent  Managed, implemented and administered effective administrativeprocesses thatmet federal and state regulations such as DOL, ERISA, COBRA, HIPAA, FMLA and IRS  Ensured employees received accurate,timely and appropriateinformation regardingtheir benefits, including answers to eligibility,claims,status changes,and other benefit issues  Responsiblefor ensuringbenefit carriers received accurateand timely employee eligibility information  Processed,submitted and tracked Health and Welfare invoices for claims and administrativefees to Treasury ensuringaccuracy,timeliness and proper fundinglevels  Monitored/administered 401k eligibility of all employees and ensured appropriatesubmission of participant contributions and loan payments in a timely manner  Coordinated with the 401k Plan Administrator/Record-keeper the preparation of ADP/ACP Testing, discrimination testing refunds, if necessary,IRS, DOL filings,and annual audit  Ensured legal complianceof Form 5500’s,Summary Plan Description and Plan Documents  Responded to employee and carrier inquiries as appropriate. Resolved eligibility and claimsissues asthey arosein the courseof benefits delivery.  Assisted in the development and implementation of an Employee Wellness Program  Pointof contactfor both ADA and EAP inquiries  Responded to claims for unemployment benefits  Managed all Leaves of Absence, Short Term Disability Claims as well as Workers’Compensation Claims June 2002 – November 2006 Horizon Health Corporation (1,500+ employees) Benefits Specialist  Provided day-to-day administration of the employee benefit programs  Managed and processed all leaves includingFamily Medical Leave, Regular Medical Leave, Military,Workers’ Compensation, and Personal Leaves  Tracked Health and Welfare invoices for claims and administrativefees to Treasury ensuringaccuracy,timelinessand proper fundinglevels  Managed the Employee Stock PurchasePlan  Coordinated with Plan Administrator and Record-keeper the preparation of ADP/ACP Testing, Discrimination Testing Refunds, if necessary,IRS and DOL Filings as well as theannual audit  Managed all Leaves of Absence, Disability Claims aswell as Workers’Compensation Claims EDUCATION/EXPERIENCE  Bachelors Degree in Human Resource Management  Familiarwith Oracle,SAP, SharePoint, ADP, Citrix,PeopleSoft, and Ceridian