Summary
Overview
Work History
Education
Skills
Certification
Websites
References
Timeline
Generic

Caleb Lugo

Boerne,TX

Summary

I am a dynamic project coordinator with experience enhancing operational workflows and managing cross-functional initiatives in benefits administration. I have expertise in auditing, process documentation, and data analysis, complemented by strong stakeholder communication skills. Proficient in Excel, Microsoft Office, Employee Navigator, and Benefit Point, with a Google Data Analytics Certificate that includes SQL and data visualization. I have been recognized for effective planning, decision-making, and problem-solving under tight deadlines.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Project Coordinator

SWBC
San Antonio, TX
09.2024 - Current
  • Coordinated and tracked internal and client-facing projects to ensure timely delivery and stakeholder alignment.
  • Conducted audits and eligibility data analysis to ensure compliance with client and regulatory standards.
  • Collaborated with internal departments to update disclosures, plan documents, and communication materials.
  • Managed group census data, benefit plans, and rate implementation using Employee Navigator and Benefit Point.
  • Built and maintained strong relationships with clients and carriers through regular meetings and updates.

Customer Care Analyst

FCE Benefit Administrators
San Antonio, TX
03.2024 - 09.2024
  • Delivered support to members and providers, resolving claim and benefit inquiries efficiently.
  • Created departmental metric reports and contributed to the development of improved procedures.
  • Balanced multiple ongoing projects while handling high call volumes in a fast-paced environment.

Materials Intern

Avanzar Interior Technologies
San Antonio, TX
06.2023 - 11.2023
  • Supported logistics and inventory teams by analyzing delivery operations and recommending improvements.
  • Delegated daily warehouse responsibilities and led briefings on KPIs and performance updates.

Insurance Agent

Rollo Insurance Group / Allstate
San Antonio, TX
06.2021 - 06.2023
  • Quoted and analyzed insurance policies to match clients with the best-fit coverage options.
  • Managed a portfolio of client accounts, including renewals, claims support, and policy adjustments.
  • Strengthened relationships with clients and referral partners to improve service and retention.
  • Led the sales and service team, fostering continuous improvement.

Education

Associate of Arts -

Alamo Colleges
San Antonio, TX
12.2022

Skills

  • Process improvement and workflow optimization
  • Cross-functional project coordination
  • Data analysis
  • Microsoft Excel (pivot tables, macros, VLOOKUP)
  • Microsoft Office (Outlook, Word, PowerPoint)
  • Stakeholder communication and collaboration
  • Documentation and compliance support
  • Employee Navigator and Benefit Point

Certification

  • Google Data Analytics Professional Certificate — Completed 2025
  • Google via Coursera

References

References available upon request.

Timeline

Project Coordinator

SWBC
09.2024 - Current

Customer Care Analyst

FCE Benefit Administrators
03.2024 - 09.2024

Materials Intern

Avanzar Interior Technologies
06.2023 - 11.2023

Insurance Agent

Rollo Insurance Group / Allstate
06.2021 - 06.2023

Associate of Arts -

Alamo Colleges

Similar Profiles

CREATE PROFILE