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
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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