Kristi Isensee

Kristi K. Isensee
Email Kristi
www.tantalon.com

Technical Knowledge

Designed, implemented and administered benefit programs including medical (self-funded and fully insured), dental, vision, short term and long term disability, long term care and life insurance
Evaluated plan renewals, negotiated lower rates, reviewed HMO contracts
Reviewed compensation levels for clients, including executive management
Coordinated RFP searches; interviewed prospective vendors
Performed nondiscrimination testing; researched ERISA, COBRA, HIPAA and IRS questions
Prepared plan documents and summary plan descriptions, Form 5500s and IRS schedules
Reviewed, processed and paid Section 125 health care and dependent care claims
Developed and monitored health and welfare benefit budgets and costs
Administered and prepared valuation reports for defined benefit, defined contribution, and 401(k) and money purchase pension plans, including FASB reports
Proficient with Microsoft Windows, spreadsheet, word processing, database and presentation applications
Member of Western Pension & Benefit Association, Employee Benefit Planning Association

Leadership Skills

Managed a workgroup of five including temporary employees, administrative assistants, consultants
Network and HRIS manager responsible for software installations, upgrades and hardware troubleshooting
Lead training sessions on cafeteria plans, pension plans, Microsoft Windows and computer networks
Independently recruited high school and college students for actuarial profession

Communication Skills

Featured speaker on flexible benefit topics for client's annual benefits seminar
Recruited and interviewed candidates for benefits positions
Effectively communicated IRS code and regulations in a non-technical way to clients
Presented plan experience and annual results to benefits committees
Presented and explained benefits at employee meetings

Experience

2001 - Present, DiMartino Associates, Inc., Employee Benefits Consultant

1999 - 2001, CNA Insurance Company, Account Manager

1998 - 1999, Foss Maritime Company, Benefits Manager

1995 - 1998, Howard Johnson & Company (now Merrill Lynch), Benefits Consultant

1993 - 1994, Benefits Plus Administrators (now a branch of ProBusiness), Benefits Administrator, Compliance Specialist

1989 - 1992, Milliman & Robertson, Inc., Pension Actuary

Education

CEBS certification

Society of Actuary exams 100, 110, 120, 135

Pacific Lutheran University, B.A. in Mathematics, Sociology Minor

Clark College, A.A. in Business

Interests

Seattle symphony, Shakespearean plays, tennis, reading