Joni W.

About Joni W.

Benefits administration; including auditing and billing, annual plan renewal and open…

Experience

1. Benefits Partner, Americas

   Smartsheet

   Nov 2023 — Present · Bellevue, WA, US

   Exempt-level corporate position with primary responsibilities related to administration of US and Costa Rica benefits plans, including medical, dental and vision insurance, voluntary plans such as HSA, FSA, Life and AD & D, Critical Illness and Accident Protection, Care.com, Lyra, Alex (Jelly Vision), and 401(k) and Mega Backdoor “After-Tax” Roth Account. •Review and update internal employee benefits intranet page. Respond to employees with benefits questions via ticketing system, email, and Slack. Create employee communications including benefits changes, compliance, and general employee communications. Partner with tier one HR support by ensuring ticketing service canned responses accurate and providing tier one education.•Responsible for compliance related projects and tasks such as 401(k) NDT, annual true-up, 5500 filing, and SAR & SPD posting, medical plan PCORI filing, RxDX reporting, SBD & SBC review and posting, Wrap document accuracy review & posting, 1094/1095-C form completion, generation, and filing, FSA NDT and pre-NDT forecasting, and more.•Ensure HRIS (Workday) processes are current and functioning properly, including review of benefits plans, employee enrollments, and vendor integrations, partnering with applicable internal and external stakeholders.•Responsible for vendor relationships, processing, and billing; work with vendors and insurance brokers on escalated employee questions, partner with tech team on file integrations, and complete monthly billing while partnering with AP team to ensure timely and accurate payments are made and procurement for new vendors.•Responsible for internal documentation and organization for the role; ensure internal SOPs are complete and up to date, maintain audit templates, maintain calendar of tasks and projects.•Active in annual benefits renewal process. Responsible for implementing open enrollment, including HRIS configuration, employee communications, reporting/auditing, and employee questions.

Education

• Western Governors University

  Bachelor's Degree