Shea Mooney
White City,Canada
Summary
Desire to belong to a committed, energetic, and highly motivated team of professionals. Seasoned Leader with in-depth knowledge in managing diverse teams to drive operational efficiency. Skilled in strategic planning, project management, and member engagement strategies. Notable for cultivating productive work environments and fostering professional growth among team members. Previous roles demonstrate significant contributions to process improvements, increased productivity, and member satisfaction.
Overview
20
20
years of professional experience
Work History
Member Experience Team Lead
Saskatchewan Healthcare Employees Pension Plan
01.2013 - Current
- Direct report for a team of four pension officers
- Accomplishes department objectives by managing staff; planning and evaluating department activities
- Maintains staff by recruiting, selecting, orienting, and training employees
- Ensures a safe, secure, and legal work environment
- Develops personal growth opportunities
- Accomplishes staff results by communicating job expectations; planning, monitoring, and appraising job results
- Coaches, counsels, and disciplines employees
- Develops, coordinates, and enforces systems, policies, procedures, and productivity standards
- Establishes strategic goals by gathering pertinent business, financial, service, and operations information
- Defines objectives, identifies and evaluates trends and options, chooses a course of action, and evaluates outcomes
- Accomplishes financial objectives by forecasting requirements, preparing an annual budget, scheduling expenditures, analyzing variances, and initiating corrective actions
- Maintains quality service by enforcing quality and customer service standards, analyzing and resolving quality and customer service problems, and recommending system improvements
- Contributes to team effort by accomplishing related results as needed
- Provide leadership, education, and professional development to a team of Pension Officers and ensure they have the required knowledge and support
- Responsible for supporting the development of strategies, processes and policies that support and enhance the overall member experience
- Maintain advanced knowledge of applicable legislation, Plan terms and conditions and internal administrative practices and policies
- Be first point of contact for escalated files and function as a member advocate while providing specialised guidance when participating in project-based work and departmental initiatives
Senior Pension Officer
Saskatchewan Healthcare Employees Pension Plan
10.2014 - 08.2022
- Verify and approve finalised pension entitlement calculations, pre and post retirement death benefit entitlements, portability cost calculations, spousal relationship breakdown pension calculations and verify and approve the decisions made by Pension Officers, as it relates to legal documentation of documents such as Power of Attorneys, Executors, Trustees/Guardianships, and Interspousal Agreements
- Participated in Plan Text Amendment Projects (2015 and 2021/2022)
- Communicate with plan actuaries on a regular basis to ensure compliance and to provide them with member data to perform more complex calculations
- Handling of all escalated files
- Frequent communication with our legal counsel on escalated files
- Reporting of PSPA’s, PAR’s and PA’s
- Perform member presentations for special projects to educate membership on change
Pension Officer
Saskatchewan Healthcare Employees Pension Plan
07.2013 - 10.2014
- Communicate with members both verbally and in writing on various inquiries
- Perform pension entitlement calculations, pre and post retirement death benefit entitlements, portability cost calculations, spousal relationship breakdown pension calculations and conduct one-on-one meetings with members and relevant stakeholders to discuss their entitlement under the Plan
Quality Assurance Analyst
Public Employees Pension Plan
01.2007 - 06.2013
- I was often pulled from my home position to support projects and testing requirements when needed in this position
- In 2013 I accepted the role on a full-time basis prior to accepting an offer from SHEPP
- Provide support to pension administration staff and external clients on processes and procedures relating to the supported business applications; execute test plans in relation to acceptance, usability and regression testing; clearly document and communicate test results; and apply analytical problem solving and be able to recommend solutions
Pension Information Officer
Public Employees Pension Plan
10.2012 - 04.2013
- Communicating plan provisions to stakeholders while posting member contributions, performing, and communicating martial calculations, death benefits, portability transfers as well as detailed pension estimates
- I was involved in the Investment choice project with PEPP and headed the onset of additional investment choices with communication to membership and training of staff
Customer Service Desk Department Supervisor
Rona Home and Garden
08.2004 - 09.2012
- Department Supervisor, with over 10 employees as direct reports
- Scheduling
- Performance reviews
- Training and oversight
Member Services Supervisor
Public Employees Pension Plan
06.2010 - 08.2011
- Oversee the pension administration of eight pension officers while auditing their work and operating as a direct report including professional development and performance
- Performance reviews
Pension Information Officer
Public Employees Pension Plan
09.2007 - 06.2010
- Communicating plan provisions to stakeholders while posting member contributions, performing, and communicating martial calculations, death benefits, portability transfers as well as detailed pension estimates
- I was involved in the Investment choice project with PEPP and headed the onset of additional investment choices with communication to membership and training of staff
Administrative Assistant
Department of Culture, Youth and Recreation
01.2007 - 12.2007
Financial Assistant/Accounting
Public Guardian and Trustee Office of Saskatchewan
01.2005 - 12.2006
Education
Leadership Development Program -
Edwards School of Business
11.2023
Leadership Essentials for Supervisors -
Edwards School of Business
04.2021
Pensions, Beyond the Basics -
Canadian Pension & Benefits Institute
03.2020
Disney’s Approach to Leadership Excellence -
Disney Institute
03.2018
PPAC –Pension Administration Certificate -
10.2009
B.Sc. Kinesiology - Major in Exercise and Sport Studies, Minor in Science, several Statistics and Mathematic courses
University of Saskatchewan
01.2004
ACAP- Administration of Capital Accumulation Plans - Module 1
Skills
- Strategic Planning
- Risk Management Strategies
- Member Engagement Strategies
- Work Distribution Management
- Overseeing Certification Processes
- Member Satisfaction Strategies
- Effective Verbal Communication
- Clear Written Communication
- Advanced Mathematical Proficiency
- Strong Knowledge of Actuarial Applications
- In-Depth Understanding of Pension Legislation
- Team Motivation
- Conflict Resolution
- Performance reviewing
- Schedule oversight
Volunteer Experience
- Ringette Association of Saskatchewan, Current member of the Board of Directors., 01/01/20, Current
- Buffalo Plains Ringette Association, Head Coach, 01/01/15, Current
Timeline
Senior Pension Officer
Saskatchewan Healthcare Employees Pension Plan
10.2014 - 08.2022
Pension Officer
Saskatchewan Healthcare Employees Pension Plan
07.2013 - 10.2014
Member Experience Team Lead
Saskatchewan Healthcare Employees Pension Plan
01.2013 - Current
Pension Information Officer
Public Employees Pension Plan
10.2012 - 04.2013
Member Services Supervisor
Public Employees Pension Plan
06.2010 - 08.2011
Pension Information Officer
Public Employees Pension Plan
09.2007 - 06.2010
Quality Assurance Analyst
Public Employees Pension Plan
01.2007 - 06.2013
Administrative Assistant
Department of Culture, Youth and Recreation
01.2007 - 12.2007
Financial Assistant/Accounting
Public Guardian and Trustee Office of Saskatchewan
01.2005 - 12.2006
Customer Service Desk Department Supervisor
Rona Home and Garden
08.2004 - 09.2012
Leadership Development Program -
Edwards School of Business
Leadership Essentials for Supervisors -
Edwards School of Business
Pensions, Beyond the Basics -
Canadian Pension & Benefits Institute
Disney’s Approach to Leadership Excellence -
Disney Institute
PPAC –Pension Administration Certificate -
B.Sc. Kinesiology - Major in Exercise and Sport Studies, Minor in Science, several Statistics and Mathematic courses
University of Saskatchewan
ACAP- Administration of Capital Accumulation Plans - Module 1
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