As a seasoned professional in the realm of benefits implementation, I have successfully orchestrated complex projects that bridge technology, business processes, and organizational goals. I thrive on delivering tangible results, reducing implementation complications, and ensuring seamless communication with clients and internal teams. My ability to develop timely solutions, and achieving project success can be a vital asset to any organization.
Overview
10
10
years of professional experience
Work History
Senior Benefits Consultant II
UKG
Orlando (Remote), Florida
04.2019 - Current
Work with customers and internal teams to gather configuration requirements for configuration projects such as Implementation and non-implementation
Projects are closed within set timelines and appropriate documentation maintained and uploaded to Salesforce.
Assist customers with Renewal projects that require specific configuration needs outside of the Guided Renewal Tool.
Update and coordinate the set up and testing of project configuration for Benefit Administration customers
Monitor API Deduction/Earnings transactions from Benefits Administration to UKGPro
Communicate with customers and partners on outstanding technical requests.
Works independently to provide the best customer experience by thoroughly preventing escalations of customer needs.
Manage technical projects with critical deliverable deadlines and ensure success of the customer experience.
Other projects and tasks as assigned by Management.
Account Manager/Account Services
Web Benefits Design Corporation and Technology Center
Orlando, FL
02.2018 - 04.2019
Operating as the lead point of contact for any and all matters specific to client accounts
Serve as a Project Manager overseeing the implementation of the benefit SaaS platform with the brokers and clients
Building and maintaining strong, long-lasting customer relationships with brokers and clients
Lead weekly status calls with the groups and brokers to discuss the implementation and/or open enrollment process and opportunities for Improvement
Provided an exemplary level of service to clients to both maintain and extend the relationships for future business opportunities.
Evaluated project plans and recommended adjustments based on complete review of objectives and related documents.
Developed and maintained relationships with key accounts to ensure customer satisfaction.
Provided training and guidance to new Account Managers.
In partnership with the Implementation Project Manager, attend turnover process call with Sales to Implementation, support in gathering all facts and documents utilized during the sales process.
Establish a relationship with the employer group and broker contacts
Gather all required supporting documentation from employer group or broker pertaining to on-boarding in preparation for the kick-off call
Coordinate the collection of information and communicate with the appropriate departments within PlanSource and with 3rd party vendors
Collect and document all required data elements in the employer group’s CRG documentation
Implement and configure all necessary benefits to the needs of the client/brokers and in accordance with state and federal laws
Configuration and test the employer group’s Benefits Administration Wizard with QA on configuration audits.
Support the EDI team on managing the implementation of all electronic interfaces requested by the employer group.
Develop test data for validating functionality and production integration.
Retirement Specialist
AON HEWITT
Orlando, FL
09.2013 - 08.2015
Utilize
your interpersonal skills and extensive on-the-job training to provide
professional, knowledgeable, helpful, courteous, and responsive customer
service.
Access
customer accounts and product information, by toggling between multiple
screens and systems, to provide accurate answers and support within the
parameters of Aon Hewitt’s policies and procedures.
Create and update employee files in database, as authorized.
Stay current on Aon Hewitt’s programs and services through on-going training
Education
Master of Science - Health Administration and HR Management
University of Phoenix
2018
Bachelor of Science - Industrial Organizational Psychology
University of Phoenix
2014
Skills
Benefits Administration
System Configuration
Client Counseling
Open Enrollment
SalesForce
Microsoft Software Proficient
Project Management
Timeline
Senior Benefits Consultant II
UKG
04.2019 - Current
Account Manager/Account Services
Web Benefits Design Corporation and Technology Center